• 13F History

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$291M
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 86 stock holdings with total value $291M as of Q4 2024. Top holdings included IVV, IEFA, SCHX, IJH, and IJR.
Holdings Value

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

Name Holdings Value Location File Number
DAVIS SELECTED ADVISERS $17.2B Tucson, AZ 028-04121
Vanguard Personalized Indexing Management, LLC $6.62B Oakland, CA 028-20247
Ethic Inc. $4.96B New York, NY 028-19978
ACR Alpine Capital Research, LLC $4.62B St. Louis, MO 028-14059
Dana Investment Advisors, Inc. $3.03B Waukesha, WI 028-13023
LOGAN CAPITAL MANAGEMENT INC $2.39B Newtown Square, PA 028-05837
CIBC Private Wealth Advisors, Inc. Atlanta, GA 028-06467
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 86 $291M +$46.9M -$1.15M +$45.8M IVV, IEFA, SCHX, IJH, IJR 13F-HR 2/12/2025, 11:22 AM
Q3 2024 87 $287M +$9.18M -$3.4M +$5.78M IVV, IEFA, SCHX, IJH, IJR 13F-HR 11/14/2024, 10:19 AM
Q2 2024 83 $264M +$8.33M -$2.82M +$5.51M IVV, IEFA, SCHX, IJH, IJR 13F-HR 8/9/2024, 10:24 AM
Q1 2024 85 $256M +$32.6M -$5.95M +$26.7M IVV, IEFA, SCHX, IJH, IJR 13F-HR 4/30/2024, 02:12 PM
Q4 2023 80 $225M +$3.95M -$21.9M -$17.9M IVV, IEFA, SCHX, IJR, IJH 13F-HR 2/9/2024, 03:45 PM
Q3 2023 81 $219M +$26.5M -$2.46M +$24M IVV, IEFA, SCHX, IJH, IJR 13F-HR 11/9/2023, 01:16 PM
Q2 2023 70 $203M +$1.59M -$1.95M -$366K IVV, IEFA, SCHX, IJR, IJH 13F-HR 8/1/2023, 10:48 AM
Q1 2023 71 $193M +$3.69M -$7.63M -$3.94M IVV, IEFA, SCHX, IJR, IJH 13F-HR 5/8/2023, 12:10 PM
Q4 2022 76 $190M +$6.03M -$12.4M -$6.38M IVV, IEFA, SCHX, IJR, IJH 13F-HR 2/14/2023, 03:10 PM
Q3 2022 81 $182M +$4.05M -$9.09M -$5.04M IVV, IEFA, SCHX, IJH, IJR 13F-HR 11/10/2022, 03:34 PM
Q2 2022 78 $199M +$2.5M -$2.82M -$325K IVV, IEFA, SCHX, IJR, IJH 13F-HR 8/3/2022, 02:26 PM
Q1 2022 85 $243M +$47.9M -$2.79M +$45.1M IVV, IEFA, SCHX, IJR, IJH 13F-HR 5/6/2022, 09:30 AM
Q4 2021 80 $226M +$29.7M -$2.75M +$27M IVV, IEFA, SCHX, IJR, IJH 13F-HR 2/10/2022, 04:21 PM
Q3 2021 76 $186M +$11.1M -$8.07M +$3.07M IVV, IEFA, SCHX, IJR, IJH Restatement 11/5/2021, 05:10 PM
Q2 2021 77 $185M +$33.8M -$3.25M +$30.5M IVV, IEFA, SCHX, IJR, IJH 13F-HR 8/10/2021, 11:05 AM
Q1 2021 68 $146M +$28.7M -$4.77M +$23.9M IVV, IEFA, SCHX, IJR, IJH 13F-HR 5/4/2021, 10:47 AM
Q4 2020 65 $115M IVV, SCHX, IEFA, IJR, IJH 13F-HR 2/4/2021, 04:19 PM