Valley Forge Investment Consultants Inc ADV has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Patrick Lannon, lists a total of 83 equity securities held in the firm's portfolio.
The largest holding in the portfolio is the iShares Core S&P 500 ETF, which accounts for 203,365 shares. The firm also holds significant positions in the Schwab Strategic Trust US Large Cap ETF, with 897,386 shares, and the Schwab Strategic Trust US Large Cap Value ETF, with 764,81 shares. Other notable equity positions include the iShares Core S&P 500 ETF Trust, the Vanguard S&P 500 ETF Shares, and the Schwab Strategic Trust US Large Cap Growth ETF.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the vast majority of the 83 positions being ETFs. The remaining positions are individual stocks, including Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Alphabet Inc. Class A and Class C shares.
The filing indicates that all positions are held as sole voting power and sole dispositive power, with no shared voting or dispositive rights.
