VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
•CIK: 920655•Filing: Q4 2025
**VALLEY FORGE INVESTMENT CONSULTANTS INC ADV** manages $344M across a diversified portfolio of 80 positions. The strategy exhibits a significant allocation to broad market indices, notably holding IVV at $128.1M and IEFA at $49.3M. Further concentration is evident in sector and factor exposures, including SCHX ($23.6M) and IJH ($22.4M). This structure suggests a systematic, index-tilted approach to capturing broad market beta and factor premiums.
Total AUM
$343.9M
QoQ Performance
+0.6%
Positions
36
Top 10 Concentration
81.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IEFA
SCHX
IJH
IJR
IVV37.3%
IEFA14.3%
SCHX6.9%
IJH6.5%
IJR6.1%
SCHM2.5%
SCHB2.5%
SCHF2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.3%
ETF38.1%
Technology1.9%
Financial1.4%
Consumer0.2%
Industrial0.1%
Healthcare0.1%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW2 new positions
↑31 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023