Valley Forge Investment Consultants Inc Adv

Q2 2025 13F Combination Report, Stock Holdings

Signature - Title
Patrick Lannon - Vice President of Operations
Location
Audubon, PA
Holdings as of
June 30, 2025
Value $
$312M
Num holdings
94
Date filed
8/14/2025, 01:11 PM
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included IVV, IEFA, SCHX, IJH, and IJR.
Previous filing
Q1 2025 - May 8, 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q2 compared to 2025 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Patrick Lannon Vice President of Operations Audubon, Pennsylvania 8/14/2025

List of Other Managers Reporting for Valley Forge Investment Consultants Inc Adv:

Name Holdings Value Location File Number
Parametric Portfolio Associates Llc Seattle, WA 028-04558
Davis Selected Advisers $18.7B Tucson, AZ 028-04121
Logan Capital Management Inc $2.15B Newtown Square, PA 028-05837
CIBC Private Wealth Advisors, Inc. Atlanta, GA 028-06467
Dana Investment Advisors, Inc. $3.02B Waukesha, WI 028-13023
ACR Alpine Capital Research, LLC $5.59B St. Louis, MO 028-14059
Vanguard Personalized Indexing Management, LLC $8.86B Oakland, CA 028-20247
Ethic Inc. $5.58B New York, NY 028-19978