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 $291.24 million in total holdings as of December 31, 2024.Valley Forge Investment Consultants Inc Adv owns shares of 86 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 16.12% of the portfolio was purchased this quarter.About 0.40% of the portfolio was sold this quarter.This quarter, Valley Forge Investment Consultants Inc Adv has purchased 87 new stocks and bought additional shares in 49 stocks.Valley Forge Investment Consultants Inc Adv sold shares of 14 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $104,074,531iShares Core MSCI EAFE ETF $33,916,780Schwab US Large-Cap ETF $23,072,373iShares Core S&P Mid-Cap ETF $19,298,037iShares Core S&P Small-Cap ETF $19,042,441 Largest New Holdings this Quarter Vulcan Materials $367,155 HoldingBlackstone $173,110 HoldingEli Lilly and Company $102,676 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 654,339 shares (about $15.17M)Schwab US Broad Market ETF 215,571 shares (about $4.89M)Schwab U.S. Mid-Cap ETF 169,264 shares (about $4.69M)Schwab US Small-Cap ETF 118,345 shares (about $3.06M)Schwab US Dividend Equity ETF 103,784 shares (about $2.84M) Largest Sales this Quarter iShares S&P Small-Cap 600 Value ETF 1,143 shares (about $124.15K)SPDR S&P 400 Mid CapGrowth ETF 1,281 shares (about $111.31K)Johnson & Johnson 468 shares (about $67.68K)Chevron 380 shares (about $55.04K)Vanguard High Dividend Yield ETF 302 shares (about $38.53K) 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$104,074,531$1,047,262 ▲1.0%176,79335.7%ETFIEFAiShares Core MSCI EAFE ETF$33,916,780$2,494,940 ▲7.9%482,59511.6%ETFSCHXSchwab US Large-Cap ETF$23,072,373$15,167,577 ▲191.9%995,3577.9%ETFIJHiShares Core S&P Mid-Cap ETF$19,298,037$353,236 ▲1.9%309,7106.6%ETFIJRiShares Core S&P Small-Cap ETF$19,042,441$544,300 ▲2.9%165,2706.5%ETFSCHBSchwab US Broad Market ETF$7,428,172$4,893,465 ▲193.1%327,2322.6%ETFSCHMSchwab U.S. Mid-Cap ETF$7,137,443$4,690,313 ▲191.7%257,5762.5%ETFSCHASchwab US Small-Cap ETF$6,686,619$3,060,401 ▲84.4%258,5702.3%ETFSCHFSchwab International Equity ETF$5,263,307$2,679,855 ▲103.7%284,5031.8%ETFIWFiShares Russell 1000 Growth ETF$4,884,097$10,843 ▲0.2%12,1621.7%ETFSCHDSchwab US Dividend Equity ETF$4,402,870$2,835,383 ▲180.9%161,1591.5%ETFBRK.ABerkshire Hathaway$3,404,6000.0%51.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$3,068,531$2,257,285 ▲278.2%31,6671.1%FinanceAAPLApple$2,441,595$15,776 ▲0.7%9,7500.8%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$2,371,4900.0%68,5600.8%ETFSCHVSchwab U.S. Large-Cap Value ETF$2,354,898$1,504,575 ▲176.9%90,3300.8%ETFIUSViShares Core S&P U.S. Value ETF$2,280,205$13,425 ▲0.6%24,6270.8%ManufacturingVIGVanguard Dividend Appreciation ETF$2,004,933$17,233 ▼-0.9%10,2380.7%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,952,676$1,030,262 ▲111.7%86,0210.7%ETFVTVVanguard Value ETF$1,787,298$3,894 ▼-0.2%10,5570.6%ETFVTEBVanguard Tax-Exempt Bond ETF$1,766,454$92,190 ▲5.5%35,2370.6%ETFVOOVanguard S&P 500 ETF$1,559,992$4,850 ▲0.3%2,8950.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,545,296$1,069,837 ▲225.0%55,4470.5%ETFIUSGiShares Core S&P U.S. Growth ETF$1,427,143$10,312 ▼-0.7%10,2410.5%ManufacturingNVDANVIDIA$1,191,152$382,995 ▲47.4%8,8700.4%Computer and TechnologyGOOGLAlphabet$1,077,685$568 ▲0.1%5,6930.4%Computer and TechnologyGOOGAlphabet$997,525$201,486 ▲25.3%5,2380.3%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$997,175$523,574 ▲110.6%41,4450.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$997,0350.0%40,1060.3%ETFVVVanguard Large-Cap ETF$961,291$5,934 ▲0.6%3,5640.3%ETFVBVanguard Small-Cap ETF$960,690$7,449 ▲0.8%3,9980.3%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$952,189$9,192 ▲1.0%13,4660.3%ETFSPYSPDR S&P 500 ETF Trust$906,666$586,080 ▲182.8%1,5470.3%FinanceSPRYARS Pharmaceuticals$878,0240.0%83,2250.3%MedicalAMZNAmazon.com$850,794$175,512 ▲26.0%3,8780.3%Retail/WholesaleVYMVanguard High Dividend Yield ETF$814,617$38,530 ▼-4.5%6,3850.3%ETFMSFTMicrosoft$770,502$169,022 ▲28.1%1,8280.3%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$687,674$3,499 ▲0.5%5,5030.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$664,472$3,107 ▲0.5%7,4840.2%ETFHSYHershey$651,9980.0%3,8500.2%Consumer StaplesVOVanguard Mid-Cap ETF$644,390$6,074 ▲1.0%2,4400.2%ETFPAYXPaychex$639,4030.0%4,5600.2%Business ServicesIJSiShares S&P Small-Cap 600 Value ETF$621,717$124,148 ▼-16.6%5,7240.2%ETFCBChubb$561,7180.0%2,0330.2%FinanceSCHESchwab Emerging Markets Equity ETF$558,427$27,828 ▲5.2%20,9700.2%ETFIWRiShares Russell Mid-Cap ETF$547,2460.0%6,1910.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$526,734$11,384 ▲2.2%10,0870.2%ETFVUGVanguard Growth ETF$509,970$19,283 ▼-3.6%1,2430.2%ETFVEAVanguard FTSE Developed Markets ETF$506,158$20,944 ▲4.3%10,5850.2%ETFQQQInvesco QQQ$491,533$204,592 ▲71.3%9610.2%FinanceVBKVanguard Small-Cap Growth ETF$473,742$840 ▲0.2%1,6920.2%ETFMETAMeta Platforms$471,921$162,772 ▲52.7%8060.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$441,591$10,041 ▲2.3%10,0270.2%ETFBRK.BBerkshire Hathaway$435,602$22,664 ▼-4.9%9610.1%FinanceMDYGSPDR S&P 400 Mid CapGrowth ETF$412,814$111,306 ▼-21.2%4,7510.1%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$382,397$90 ▲0.0%4,2320.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$372,154$5,439 ▲1.5%15,5320.1%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$372,070$5,223 ▲1.4%15,4580.1%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$371,292$5,702 ▲1.6%14,9110.1%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$371,064$4,759 ▲1.3%14,8130.1%ETFVMCVulcan Materials$367,155$367,155 ▲New Holding1,4270.1%ConstructionIWNiShares Russell 2000 Value ETF$366,468$1,806 ▲0.5%2,2320.1%ETFIWMiShares Russell 2000 ETF$310,397$1,767 ▼-0.6%1,4050.1%FinanceVTVanguard Total World Stock ETF$297,360$587 ▼-0.2%2,5310.1%ETFLMTLockheed Martin$295,937$972 ▲0.3%6090.1%AerospaceIWBiShares Russell 1000 ETF$290,9300.0%9030.1%ETFISTBiShares Core 1-5 Year USD Bond ETF$254,091$3,344 ▲1.3%5,3190.1%ManufacturingGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$249,2460.0%2,2700.1%ETFTSLATesla$244,727$18,173 ▼-6.9%6060.1%Auto/Tires/TrucksVOTVanguard Mid-Cap Growth ETF$240,237$507 ▲0.2%9470.1%ETFIAUiShares Gold Trust$220,1960.0%4,4480.1%FinanceBXBlackstone$173,110$173,110 ▲New Holding1,0040.1%FinancePMPhilip Morris International$160,186$120 ▲0.1%1,3310.1%Consumer StaplesJPMJPMorgan Chase & Co.$158,4480.0%6610.1%FinanceLLYEli Lilly and Company$102,676$102,676 ▲New Holding1330.0%MedicalLWLGLightwave Logic$84,0000.0%40,0000.0%Basic MaterialsJNJJohnson & Johnson$44,543$67,682 ▼-60.3%3080.0%MedicalDLTHDuluth$43,2070.0%13,9830.0%Consumer DiscretionaryGMGeneral Motors$27,0610.0%5080.0%Auto/Tires/TrucksCCitigroup$18,9350.0%2690.0%FinanceFDXFedEx$16,3170.0%580.0%TransportationCVXChevron$14,484$55,039 ▼-79.2%1000.0%Oils/EnergyLIBERTY GLOBAL LTD$8,4490.0%6430.0%COM CL CMGAMagna International$6,4770.0%1550.0%Auto/Tires/TrucksVODVodafone Group Public$2,623$552 ▼-17.4%3090.0%Computer and TechnologyLENLennar$7920.0%60.0%ConstructionIBDPiShares iBonds Dec 2024 Term Corporate ETF$0$365,863 ▼-100.0%00.0%ETFQCOMQUALCOMM$0$258,136 ▼-100.0%00.0%Computer and TechnologyAMBPArdagh Metal Packaging$0$37,700 ▼-100.0%00.0%Industrial ProductsTHOTHOR Industries$0$1,758 ▼-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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