VALLEY FORGE INVESTMENT CONSULTANTS INC ADV quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, VALLEY FORGE INVESTMENT CONSULTANTS INC ADV opened 4 positions, added to 3, reduced 7, sold out of 1 and left 12 unchanged. The largest increase in value was GOOGL (+$345,083); the largest decrease was IAU (-$332,893).
- LRCX: Country of operation United States; Class COM NEW; Shares 2026-03-31 1,000; Shares 2026-06-30 1,000.
- GLW: Country of operation United States; Class COM; Shares 2026-03-31 1,591; Shares 2026-06-30 1,591.
- HSY: Country of operation United States; Class COM; Shares 2026-03-31 3,850; Shares 2026-06-30 3,850.
- CAT: Country of operation United States; Class COM; Shares 2026-03-31 303; Shares 2026-06-30 303.
Two Form 13F-HR filings compared (SEC CIK 920655): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Atlas Wealth LLC | United States | $0.334B | 115 |
| Prudent Man Advisors, LLC | United States | $0.334B | 135 |
| Tilson Financial Group, Inc. | United States | $0.333B | 79 |
| Sandy Cove Advisors, LLC | United States | $0.334B | 144 |
| Hoxton Planning & Management, LLC | United States | $0.333B | 216 |
| Independence Financial Advisors, LLC | United States | $0.333B | 51 |
| Aurdan Capital Management, LLC | United States | $0.333B | 88 |
| Martin Investment Management, LLC | United States | $0.334B | 46 |
| Westend Capital Management, LLC | United States | $0.333B | 254 |
| CLARIS ADVISORS, LLC / MO / | United States | $0.334B | 70 |