13F Filings History of VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$343,860,000
Signature - Title
Patrick Lannon - Vice President of Operations
Location
Audubon, PA
Summary
This page shows a list of all the recent 13F filings made by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VALLEY FORGE INVESTMENT CONSULTANTS INC ADV reported 80 stock holdings with total value $343,860,000 as of Q4 2025. Top holdings included IVV, IEFA, SCHX, IJH, and IJR.

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Holdings Value

List of Other Managers Reporting for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV:

Name Holdings Value Location File Number
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
DAVIS SELECTED ADVISERS $22,249,323,816 Tucson, AZ 028-04121
LOGAN CAPITAL MANAGEMENT INC $2,376,350,837 Newtown Square, PA 028-05837
CIBC Private Wealth Advisors, Inc. Atlanta, GA 028-06467
Dana Investment Advisors, Inc. $3,437,315,537 Waukesha, WI 028-13023
ACR Alpine Capital Research, LLC $6,413,298,180 St. Louis, MO 028-14059
Vanguard Personalized Indexing Management, LLC $10,250,486,500 Oakland, CA 028-20247
Ethic Inc. $6,502,798,624 New York, NY 028-19978
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 80 $343,860,000 +$2,755,854 -$8,111,528 -$5,355,674 IVV, IEFA, SCHX, IJH, IJR 13F-HR 12 Feb 2026, 15:22
Q3 2025 84 $341,952,661 +$18,476,503 -$9,939,942 +$8,536,561 IVV, IEFA, SCHX, IJH, IJR 13F-HR 17 Oct 2025, 09:27
Q2 2025 94 $312,113,526 +$10,043,136 -$3,403,387 +$6,639,749 IVV, IEFA, SCHX, IJH, IJR 13F-HR 14 Aug 2025, 13:11
Q1 2025 85 $280,944,088 +$8,005,484 -$9,913,488 -$1,908,004 IVV, IEFA, SCHX, IJH, IJR 13F-HR 08 May 2025, 12:31
Q4 2024 86 $291,241,265 +$46,949,574 -$1,154,628 +$45,794,946 IVV, IEFA, SCHX, IJH, IJR 13F-HR 12 Feb 2025, 11:22
Q3 2024 87 $286,666,595 +$9,180,061 -$3,395,884 +$5,784,177 IVV, IEFA, SCHX, IJH, IJR 13F-HR 14 Nov 2024, 10:19
Q2 2024 83 $264,234,736 +$8,327,614 -$2,819,420 +$5,508,194 IVV, IEFA, SCHX, IJH, IJR 13F-HR 09 Aug 2024, 10:24
Q1 2024 85 $256,371,706 +$32,638,185 -$5,947,007 +$26,691,178 IVV, IEFA, SCHX, IJH, IJR 13F-HR 30 Apr 2024, 14:12
Q4 2023 80 $224,885,519 +$3,954,565 -$21,879,162 -$17,924,597 IVV, IEFA, SCHX, IJR, IJH 13F-HR 09 Feb 2024, 15:45
Q3 2023 80 $219,475,272 +$26,614,279 -$2,458,210 +$24,156,069 IVV, IEFA, SCHX, IJH, IJR 13F-HR 09 Nov 2023, 13:16
Q2 2023 70 $203,269,663 +$1,585,395 -$2,395,073 -$809,678 IVV, IEFA, SCHX, IJR, IJH 13F-HR 01 Aug 2023, 10:48
Q1 2023 71 $193,095,581 +$3,689,041 -$10,884,864 -$7,195,823 IVV, IEFA, SCHX, IJR, IJH 13F-HR 08 May 2023, 12:10
Q4 2022 76 $189,652,869 +$6,029,009 -$14,092,041 -$8,063,032 IVV, IEFA, SCHX, IJR, IJH 13F-HR 14 Feb 2023, 16:10
Q3 2022 81 $181,993,000 +$3,308,472 -$9,570,106 -$6,261,634 IVV, IEFA, SCHX, IJH, IJR 13F-HR 10 Nov 2022, 16:34
Q2 2022 80 $199,649,000 +$2,498,692 -$7,120,091 -$4,621,399 IVV, IEFA, SCHX, IJR, IJH 13F-HR 03 Aug 2022, 14:26
Q1 2022 85 $242,679,000 +$47,893,954 -$3,702,888 +$44,191,066 IVV, IEFA, SCHX, IJR, IJH 13F-HR 06 May 2022, 09:30
Q4 2021 80 $226,078,000 +$29,721,805 -$3,070,448 +$26,651,357 IVV, IEFA, SCHX, IJR, IJH 13F-HR 10 Feb 2022, 17:21
Q3 2021 76 $186,245,000 +$11,142,109 -$8,074,877 +$3,067,232 IVV, IEFA, SCHX, IJR, IJH Restatement 05 Nov 2021, 17:10
Q2 2021 77 $184,961,000 +$33,756,646 -$3,251,691 +$30,504,955 IVV, IEFA, SCHX, IJR, IJH 13F-HR 10 Aug 2021, 11:05
Q1 2021 68 $146,011,000 +$28,672,312 -$4,767,166 +$23,905,146 IVV, IEFA, SCHX, IJR, IJH 13F-HR 04 May 2021, 10:47
Q4 2020 65 $114,941,000 $0 $0 $0 IVV, SCHX, IEFA, IJR, IJH 13F-HR 04 Feb 2021, 17:19