Funds › Valley Forge Investment Consultants Inc
Valley Forge Investment Consultants Inc
13F for Q3 2026, filed Nov 3, 2026. 83 positions worth $404.9M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 3, 2026
Reported value
$404.9M
+$16.6M (4.3%) vs Q2 2026
Positions
83
86 in Q2 2026
Top 10 share
82.1%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | iShares Tr Core S&P500 Etf | 203,365 | $155.7M | 38.5% | +7.7% | 13F ↗ |
| 2 | iShares Tr Core Msci Eafe | 586,649 | $56.8M | 14.0% | +3.9% | 13F ↗ |
| 3 | iShares Tr Core S&P Mcp Etf | 381,705 | $27.5M | 6.8% | +9.0% | 13F ↗ |
| 4 | Schwab Strategic Tr Us Lrg Cap Etf | 897,386 | $26.9M | 6.6% | +2.0% | 13F ↗ |
| 5 | iShares Tr Core S&P Scp Etf | 192,200 | $26.1M | 6.5% | +7.6% | 13F ↗ |
| 6 | Schwab Strategic Tr Us MID-CAP Etf | 284,809 | $9.7M | 2.4% | -0.4% | 13F ↗ |
| 7 | Schwab Strategic Tr Us Brd Mkt Etf | 317,086 | $9.3M | 2.3% | -2.3% | 13F ↗ |
| 8 | Schwab Strategic Tr Intl Eqty Etf | 335,661 | $9.2M | 2.3% | +1.1% | 13F ↗ |
| 9 | Schwab Strategic Tr Us Sml Cap Etf | 194,643 | $6.4M | 1.6% | +1.1% | 13F ↗ |
| 10 | iShares Tr Core Us Aggbd Et | 52,238 | $4.9M | 1.2% | +1.3% | 13F ↗ |
| 11 | iShares Tr Rus 1000 Grw Etf | 37,988 | $4.8M | 1.2% | -0.4% | 13F ↗ |
| 12 | Schwab Strategic Tr Us Dividend Eq | 144,141 | $4.7M | 1.2% | -0.1% | 13F ↗ |
| 13 | iShares Tr Core S&P Us Vlu | 33,975 | $3.7M | 0.9% | +0.2% | 13F ↗ |
| 14 | BRK-A Berkshire Hathaway Inc. Class A | 5 | $3.7M | 0.9% | Unchanged | 13F ↗ |
| 15 | iShares Tr Core S&P Us Gwt | 16,885 | $3.3M | 0.8% | +0.1% | 13F ↗ |
| 16 | Schwab Strategic Tr Us Lcap Gr Etf | 78,079 | $2.8M | 0.7% | +0.2% | 13F ↗ |
| 17 | Schwab Strategic Tr Us Lcap Va Etf | 76,481 | $2.5M | 0.6% | -0.4% | 13F ↗ |
| 18 | Vanguard Index Fds S&P 500 Etf Shs | 2,946 | $2.1M | 0.5% | +0.2% | 13F ↗ |
| 19 | Vanguard Index Fds Mrngstr Sml Cap | 7,132 | $2.0M | 0.5% | +0.1% | 13F ↗ |
| 20 | Vanguard Specialized Funds Div App Etf | 8,581 | $2.0M | 0.5% | -6.7% | 13F ↗ |
| 21 | GOOGL Alphabet Inc. Class A | 5,358 | $1.8M | 0.5% | Unchanged | 13F ↗ |
| 22 | Dimensional ETF Trust Us Cor Equ 2 Etf | 39,579 | $1.8M | 0.4% | Unchanged | 13F ↗ |
| 23 | AAPL Apple Inc. | 5,004 | $1.7M | 0.4% | -4.9% | 13F ↗ |
| 24 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 26,980 | $1.6M | 0.4% | +0.2% | 13F ↗ |
| 25 | NGEN NervGen Pharma Corp. | 834,156 | $1.6M | 0.4% | +8242% | 13F ↗ |
| 26 | iShares Tr Msci Eafe Min Vl | 15,708 | $1.4M | 0.4% | -6.8% | 13F ↗ |
| 27 | Dimensional ETF Trust Intl Core Eqt Mk | 34,504 | $1.4M | 0.4% | +128% | 13F ↗ |
| 28 | iShares Tr Ultra Short Dur | 25,504 | $1.3M | 0.3% | -4.4% | 13F ↗ |
| 29 | Vanguard Whitehall Fds High Div Yld | 8,270 | $1.3M | 0.3% | +0.1% | 13F ↗ |
| 30 | Vanguard Index Fds Mrngstr Lrg Cap | 3,637 | $1.3M | 0.3% | +0.2% | 13F ↗ |
| 31 | iShares Inc Core Msci Emkt | 14,964 | $1.2M | 0.3% | -1.3% | 13F ↗ |
| 32 | GOOG Alphabet Inc. Class C | 3,279 | $1.1M | 0.3% | Unchanged | 13F ↗ |
| 33 | Schwab Strategic Tr Us Aggregate B | 47,233 | $1.0M | 0.3% | -13.0% | 13F ↗ |
| 34 | Vanguard Index Fds Sml Cp Grw Etf | 2,939 | $993.0K | 0.2% | Unchanged | 13F ↗ |
| 35 | Vanguard Index Fds Mrngstr Val Etf | 4,447 | $961.0K | 0.2% | +1.7% | 13F ↗ |
| 36 | Vanguard Mun Bd Fds Tax Exempt Bd | 18,814 | $891.0K | 0.2% | Unchanged | 13F ↗ |
| 37 | NVDA NVIDIA Corporation | 3,755 | $857.5K | 0.2% | -2.0% | 13F ↗ |
| 38 | Vanguard Index Fds Mrngstr Md Cp Gr | 2,727 | $796.4K | 0.2% | +0.1% | 13F ↗ |
| 39 | Vanguard Index Fds Mrngstr Grwt Etf | 7,869 | $709.1K | 0.2% | +6.0% | 13F ↗ |
| 40 | iShares Tr Msci Usa Min Etf | 7,256 | $707.1K | 0.2% | Unchanged | 13F ↗ |
| 41 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 914 | $696.9K | 0.2% | +0.1% | 13F ↗ |
| 42 | Vanguard Index Fds Mrngstr Mid Cap | 8,544 | $670.0K | 0.2% | Unchanged | 13F ↗ |
| 43 | iShares Tr Equity Etf | 6,191 | $660.6K | 0.2% | Unchanged | 13F ↗ |
| 44 | CB Chubb Limited | 2,000 | $650.5K | 0.2% | Unchanged | 13F ↗ |
| 45 | Vanguard Index Fds Mrngstr Md Cp Va | 3,254 | $636.3K | 0.2% | Unchanged | 13F ↗ |
| 46 | Invesco Qqq Tr | 845 | $625.1K | 0.2% | Unchanged | 13F ↗ |
| 47 | HSY The Hershey Company | 3,820 | $602.1K | 0.1% | -0.8% | 13F ↗ |
| 48 | Schwab Strategic Tr Emrg Mkteq Etf | 16,391 | $597.5K | 0.1% | -3.9% | 13F ↗ |
| 49 | Dimensional ETF Trust World Ex Us Core | 16,086 | $595.5K | 0.1% | Unchanged | 13F ↗ |
| 50 | MSFT Microsoft Corporation | 1,094 | $561.2K | 0.1% | -13.2% | 13F ↗ |
Showing the top 50 of 83 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
1 new, 35 added to, 17 trimmed, 4 exited, 30 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| Schwab Strategic Tr Us Tips Etf | 11,167 | New | $280.6K |
Added to (35)
| iShares Tr Core S&P500 Etf | 203,365 | +7.7% | $11.2M |
| iShares Tr Core S&P Mcp Etf | 381,705 | +9.0% | $2.3M |
| iShares Tr Core Msci Eafe | 586,649 | +3.9% | $2.1M |
| iShares Tr Core S&P Scp Etf | 192,200 | +7.6% | $1.9M |
| NGEN NervGen Pharma Corp. | 834,156 | +8242% | $1.6M |
| Dimensional ETF Trust Intl Core Eqt Mk | 34,504 | +128% | $803.1K |
| Schwab Strategic Tr Us Lrg Cap Etf | 897,386 | +2.0% | $539.2K |
| Schwab Strategic Tr Intl Eqty Etf | 335,661 | +1.1% | $98.7K |
| Schwab Strategic Tr Us Sml Cap Etf | 194,643 | +1.1% | $70.4K |
| iShares Tr Core Us Aggbd Et | 52,238 | +1.3% | $65.2K |
Trimmed (17)
| Schwab Strategic Tr Us Brd Mkt Etf | 317,086 | -2.3% | -$218.7K |
| Schwab Strategic Tr Us Aggregate B | 47,233 | -13.0% | -$155.6K |
| Vanguard Specialized Funds Div App Etf | 8,581 | -6.7% | -$143.7K |
| AMZN Amazon.com, Inc. | 1,915 | -20.7% | -$124.6K |
| iShares Tr Msci Eafe Min Vl | 15,708 | -6.8% | -$105.0K |
| AAPL Apple Inc. | 5,004 | -4.9% | -$85.9K |
| MSFT Microsoft Corporation | 1,094 | -13.2% | -$85.2K |
| iShares Tr Ultra Short Dur | 25,504 | -4.4% | -$59.5K |
| LLY Eli Lilly and Company | 173 | -22.4% | -$58.0K |
| Schwab Strategic Tr Us MID-CAP Etf | 284,809 | -0.4% | -$37.6K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 3, 2026 | 13F-HR | 83 | $404.9M | Current | SEC ↗ |
| Q2 2026 | Aug 7, 2026 | 13F-HR | 86 | $388.3M | Current | SEC ↗ |
| Q1 2026 | Apr 21, 2026 | 13F-HR | 83 | $333.6M | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 80 | $343.9M | Current | SEC ↗ |
| Q3 2025 | Oct 17, 2025 | 13F-HR | 84 | $342.0M | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 94 | $312.1M | Current | SEC ↗ |
| Q1 2025 | May 8, 2025 | 13F-HR | 85 | $280.9M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer