VALLEY FORGE INVESTMENT CONSULTANTS INC ADV - Portfolio overview

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV has 92 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 35.48%
2. IEFA - ISHARES TR, 14.36%
3. IJH - ISHARES TR, 6.83%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.