account_balance

Investment manager · 13F filer · SEC CIK 920655

Valley Forge Investment Consultants Inc Adv

Reported value$405Mas of Sep 30, 2026
Positions83 1 new, 4 sold out
Top 10 weight82.1%IVV alone is 38%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 38.5% Added +8%
IEFA iShares Tr 14.0% Added +4%
IJH iShares Tr 6.8% Added +9%
SCHX Schwab Strategic Tr 6.6% Added +2%
IJR iShares Tr 6.5% Added +8%
SCHM Schwab Strategic Tr 2.4% Held
SCHB Schwab Strategic Tr 2.3% Trimmed −2%
SCHF Schwab Strategic Tr 2.3% Held
SCHA Schwab Strategic Tr 1.6% Held
AGG iShares Tr 1.2% Held
IWF iShares Tr 1.2% Held
SCHD Schwab Strategic Tr 1.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 7, 2026 filing
add_circleNew
  • SCHP $281K
arrow_upwardAdded
  • NGEN +8242%
  • DFAI +128%
  • IJH +9%
  • IVV +8%
arrow_downwardTrimmed
  • SCHZ −13%
  • EFAV −7%
  • VIG −7%
  • AAPL −5%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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