Valley Forge Investment Consultants Inc Adv Top Holdings and 13F Report (2025) About Valley Forge Investment Consultants Inc AdvInvestment ActivityValley Forge Investment Consultants Inc Adv has $280.94 million in total holdings as of March 31, 2025.Valley Forge Investment Consultants Inc Adv owns shares of 85 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.85% of the portfolio was purchased this quarter.About 3.53% of the portfolio was sold this quarter.This quarter, Valley Forge Investment Consultants Inc Adv has purchased 86 new stocks and bought additional shares in 29 stocks.Valley Forge Investment Consultants Inc Adv sold shares of 29 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $101,048,207iShares Core MSCI EAFE ETF $38,116,583Schwab US Large-Cap ETF $19,987,150iShares Core S&P Mid-Cap ETF $18,190,101iShares Core S&P Small-Cap ETF $17,505,004 Largest New Holdings this Quarter 92206C870 - Vanguard Intermediate-Term Corporate Bond ETF $200,557 Holding92206C706 - Vanguard Intermediate-Term Treasury Index ETF $200,475 Holding22160K105 - Costco Wholesale $177,807 Holding949503106 - WELLGISTICS HEALTH INC $99,308 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 24,041 shares (about $2.38M)iShares Core S&P 500 ETF 3,040 shares (about $1.71M)iShares Core MSCI EAFE ETF 21,259 shares (about $1.61M)Schwab U.S. Large-Cap Growth ETF 18,650 shares (about $466.99K)iShares Core S&P Small-Cap ETF 2,130 shares (about $222.73K) Largest Sales this Quarter Schwab US Large-Cap ETF 90,142 shares (about $1.99M)Schwab US Small-Cap ETF 72,630 shares (about $1.70M)Schwab U.S. Aggregate Bond ETF 44,557 shares (about $1.03M)Schwab US Dividend Equity ETF 23,990 shares (about $670.76K)Schwab U.S. Large-Cap Value ETF 14,007 shares (about $372.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofValley Forge Investment Consultants Inc Adv Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$101,048,207$1,708,177 ▲1.7%179,83336.0%ETFIEFAiShares Core MSCI EAFE ETF$38,116,583$1,608,245 ▲4.4%503,85413.6%ETFSCHXSchwab US Large-Cap ETF$19,987,150$1,990,336 ▼-9.1%905,2157.1%ETFIJHiShares Core S&P Mid-Cap ETF$18,190,101$118,509 ▲0.7%311,7416.5%ETFIJRiShares Core S&P Small-Cap ETF$17,505,004$222,734 ▲1.3%167,4006.2%ETFSCHBSchwab US Broad Market ETF$6,988,119$57,184 ▼-0.8%324,5762.5%ETFSCHMSchwab U.S. Mid-Cap ETF$6,941,880$193,382 ▲2.9%264,9572.5%ETFSCHFSchwab International Equity ETF$5,663,056$35,584 ▲0.6%286,3022.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$5,510,600$2,378,120 ▲75.9%55,7082.0%FinanceSCHASchwab US Small-Cap ETF$4,356,566$1,701,718 ▼-28.1%185,9401.6%ETFIWFiShares Russell 1000 Growth ETF$4,353,612$37,914 ▼-0.9%12,0571.5%ETFBRK.ABerkshire Hathaway$3,992,2080.0%51.4%FinanceSCHDSchwab US Dividend Equity ETF$3,835,245$670,760 ▼-14.9%137,1691.4%ETFIUSViShares Core S&P U.S. Value ETF$2,281,850$9,044 ▲0.4%24,7250.8%ManufacturingDFACDimensional U.S. Core Equity 2 ETF$2,261,7940.0%68,5600.8%ETFSCHVSchwab U.S. Large-Cap Value ETF$2,028,665$372,306 ▼-15.5%76,3230.7%ETFVIGVanguard Dividend Appreciation ETF$1,860,162$125,899 ▼-6.3%9,5890.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,855,381$466,994 ▲33.6%74,0970.7%ETFVTEBVanguard Tax-Exempt Bond ETF$1,844,843$96,363 ▲5.5%37,1790.7%ETFAAPLApple$1,812,359$353,409 ▼-16.3%8,1590.6%Computer and TechnologyVTVVanguard Value ETF$1,634,284$189,322 ▼-10.4%9,4610.6%ETFVOOVanguard S&P 500 ETF$1,493,208$5,652 ▲0.4%2,9060.5%ETFIUSGiShares Core S&P U.S. Growth ETF$1,253,176$48,292 ▼-3.7%9,8610.4%ManufacturingEFAViShares MSCI EAFE Min Vol Factor ETF$1,069,539$20,259 ▲1.9%13,7260.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,050,7770.0%40,1060.4%ETFSPRYARS Pharmaceuticals$1,046,9710.0%83,2250.4%MedicalSCHZSchwab U.S. Aggregate Bond ETF$960,299$1,031,932 ▼-51.8%41,4640.3%ETFVVVanguard Large-Cap ETF$919,355$3,341 ▲0.4%3,5770.3%ETFGOOGLAlphabet$911,912$31,547 ▲3.6%5,8970.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$866,016$559 ▲0.1%1,5480.3%FinanceVBVanguard Small-Cap ETF$852,945$33,710 ▼-3.8%3,8460.3%ETFVYMVanguard High Dividend Yield ETF$794,810$28,630 ▼-3.5%6,1630.3%ETFNVDANVIDIA$739,368$221,962 ▼-23.1%6,8220.3%Computer and TechnologyPAYXPaychex$703,5170.0%4,5600.3%Business ServicesUSMViShares MSCI USA Min Vol Factor ETF$703,376$2,435 ▲0.3%7,5100.3%ETFIJJiShares S&P Mid-Cap 400 Value ETF$661,340$2,514 ▲0.4%5,5240.2%ETFHSYHershey$658,4660.0%3,8500.2%Consumer StaplesGOOGAlphabet$653,666$164,666 ▼-20.1%4,1840.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$636,543$182,716 ▲40.3%14,0640.2%ETFCBChubb$613,9460.0%2,0330.2%FinanceAMZNAmazon.com$589,996$147,832 ▼-20.0%3,1010.2%Retail/WholesaleVOVanguard Mid-Cap ETF$589,178$41,899 ▼-6.6%2,2780.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$558,0050.0%5,7240.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$553,785$9,391 ▲1.7%10,2610.2%ETFMSFTMicrosoft$536,057$150,156 ▼-21.9%1,4280.2%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$526,6320.0%6,1910.2%ETFIAUiShares Gold Trust$481,674$219,436 ▲83.7%8,1700.2%FinanceVUGVanguard Growth ETF$460,216$742 ▼-0.2%1,2410.2%ETFQQQInvesco QQQ$450,8530.0%9610.2%FinanceSCHESchwab Emerging Markets Equity ETF$433,781$144,355 ▼-25.0%15,7340.2%ETFBRK.BBerkshire Hathaway$431,922$79,887 ▼-15.6%8110.2%FinanceVBKVanguard Small-Cap Growth ETF$426,573$504 ▲0.1%1,6940.2%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$377,5140.0%4,7510.1%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$351,378$83 ▲0.0%4,2330.1%ETFIWNiShares Russell 2000 Value ETF$338,108$1,057 ▲0.3%2,2390.1%ETFVMCVulcan Materials$333,386$467 ▲0.1%1,4290.1%ConstructionIBDTiShares iBonds Dec 2028 Term Corporate ETF$323,345$53,297 ▼-14.2%12,8010.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$322,186$53,391 ▼-14.2%13,3240.1%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$320,733$53,504 ▼-14.3%13,2480.1%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$318,909$53,646 ▼-14.4%12,6800.1%ETFGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$293,8970.0%2,2700.1%ETFVTVanguard Total World Stock ETF$293,615$116 ▲0.0%2,5320.1%ETFMETAMeta Platforms$284,145$180,400 ▼-38.8%4930.1%Computer and TechnologyIWMiShares Russell 2000 ETF$280,2360.0%1,4050.1%FinanceIWBiShares Russell 1000 ETF$277,0050.0%9030.1%ETFLMTLockheed Martin$272,940$893 ▲0.3%6110.1%AerospaceISTBiShares Core 1-5 Year USD Bond ETF$265,852$8,655 ▲3.4%5,4980.1%ManufacturingVOTVanguard Mid-Cap Growth ETF$232,043$489 ▲0.2%9490.1%ETFPMPhilip Morris International$211,111$159 ▼-0.1%1,3300.1%Consumer StaplesVCITVanguard Intermediate-Term Corporate Bond ETF$200,557$200,557 ▲New Holding2,4530.1%ETFVGITVanguard Intermediate-Term Treasury Index ETF$200,475$200,475 ▲New Holding3,3750.1%ETFCOSTCostco Wholesale$177,807$177,807 ▲New Holding1880.1%Retail/WholesaleJPMJPMorgan Chase & Co.$162,1430.0%6610.1%FinanceLLYEli Lilly and Company$109,8460.0%1330.0%MedicalWELLGISTICS HEALTH INC$99,308$99,308 ▲New Holding22,9880.0%COMJNJJohnson & Johnson$51,0790.0%3080.0%MedicalLWLGLightwave Logic$41,0000.0%40,0000.0%Basic MaterialsDLTHDuluth$24,3300.0%13,9830.0%Consumer DiscretionaryGMGeneral Motors$23,8910.0%5080.0%Auto/Tires/TrucksCCitigroup$19,167$71 ▲0.4%2700.0%FinanceCVXChevron$16,7290.0%1000.0%EnergyFDXFedEx$12,189$1,950 ▼-13.8%500.0%TransportationLIBERTY GLOBAL LTD$7,6970.0%6430.0%COM CL CMGAMagna International$5,2680.0%1550.0%Auto/Tires/TrucksVODVodafone Group Public$628$2,268 ▼-78.3%670.0%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$0$997,175 ▼-100.0%00.0%ETFVEAVanguard FTSE Developed Markets ETF$0$506,158 ▼-100.0%00.0%ETFTSLATesla$0$244,727 ▼-100.0%00.0%Auto/Tires/TrucksBXBlackstone$0$173,110 ▼-100.0%00.0%FinanceLENLennar$0$792 ▼-100.0%00.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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