VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
All 13F Filings
- Location
- Audubon, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 404,938
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 83 | 404,938 | 13F-HR | VALLEY FORGE INVESTMENT CONSULTANTS INC ADV |
| Q2 2026 | 8/7/2026 | 86 | 388,293 | 13F-HR | VALLEY FORGE INVESTMENT CONSULTANTS INC ADV |
| Q1 2026 | 4/21/2026 | 83 | 333,642 | 13F-HR | VALLEY FORGE INVESTMENT CONSULTANTS INC ADV |
| Q4 2025 | 2/12/2026 | 80 | 343,860 | 13F-HR | VALLEY FORGE INVESTMENT CONSULTANTS INC ADV |
| Q3 2025 | 10/17/2025 | 84 | 341,953 | 13F-HR | VALLEY FORGE INVESTMENT CONSULTANTS INC ADV |
| Q2 2025 | 8/14/2025 | 94 | 312,114 | 13F-HR | VALLEY FORGE INVESTMENT CONSULTANTS INC ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.85 K | 4.2% | 194 | 0 | 194 |
| ETFs | 387.4 K | 95.7% | 16.45 K | 0 | 16.45 K |
| Debt | 663 | 0.2% | 0 | 1 | -1 |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
404,938
Holdings
83
QoQ value change ($000)
16,645
(4.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.