StockDriftsStockDriftsTop 50 Valley Forge Investment Consultants INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 36.4% | 188.7K | $141.4M | +3.24%(+5.92K) | $437.25(+78.14%) | 2026-06-30 | |
| IEFA | ISHARES TR | 14.05% | 564.8K | $54.6M | +5.79%(+30.90K) | $73.41(+38.01%) | 2026-06-30 | |
| IJH | ISHARES TR | 6.95% | 350.2K | $27.0M | +2.86%(+9.74K) | $51.52(+52.47%) | 2026-06-30 | |
| IJR | ISHARES TR | 6.82% | 178.6K | $26.5M | +2.60%(+4.52K) | $99.95(+50.04%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 6.67% | 879.4K | $25.9M | +1.27%(+11.01K) | $16.23(+88.02%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 2.71% | 285.9K | $10.5M | -1.44%(-4.18K) | $23.61(+55.41%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 2.42% | 324.5K | $9.4M | +0.16%(+512) | $15.49(+93.77%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 2.37% | 332.1K | $9.2M | +4.05%(+12.93K) | $18.92(+51.45%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 1.79% | 192.5K | $7.0M | -1.69%(-3.31K) | $22.54(+58.49%) | 2026-06-30 | |
| AGG | ISHARES TR | 1.31% | 51.5K | $5.1M | +66.02%(+20.50K) | $99.91(-2.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.18% | +60.88% | +9.17% | +55.06% |
| Top 20 Holdings Unweighted | +16.19% | +56.86% | +8.77% | +52.25% |
Valley Forge Investment Consultants INC reports $388.29M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are IVV (36.4%), IEFA (14.1%) and IJH (7.0%). The top 20 holdings account for 89.64% of reported assets. Its disclosed equity book has returned +60.88% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Valley Forge Investment Consultants INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 920655). View Valley Forge Investment Consultants INC’s 13F filings on SEC