Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

Quarter ended Q3 2025 · Filed October 17, 2025 · Accession 0000920655-25-000007

Total Value
$342.0M
Positions
84
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (84)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200189,524$126.8M37.10%
2ISHARES TR46432F842544,780$47.6M13.91%
3SCHWAB STRATEGIC TR808524201886,380$23.3M6.83%
4ISHARES TR464287507340,214$22.2M6.49%
5ISHARES TR464287804173,394$20.6M6.03%
6SCHWAB STRATEGIC TR808524508284,720$8.4M2.47%
7SCHWAB STRATEGIC TR808524102326,834$8.4M2.46%
8SCHWAB STRATEGIC TR808524805319,322$7.4M2.17%
9ISHARES TR46428722656,389$5.7M1.65%
10SCHWAB STRATEGIC TR808524607195,654$5.5M1.60%
11ISHARES TR4642876149,936$4.7M1.36%
12BERKSHIRE HATHAWAY INC DELBRK-A5$3.8M1.10%
13SCHWAB STRATEGIC TR808524797131,802$3.6M1.05%
14SCHWAB STRATEGIC TR80852430080,578$2.6M0.75%
15ISHARES TR46428766325,281$2.5M0.74%
16SCHWAB STRATEGIC TR80852440984,129$2.4M0.72%
17VANGUARD MUN BD FDS92290774642,266$2.1M0.62%
18VANGUARD SPECIALIZED FUNDS9219088449,407$2.0M0.59%
19VANGUARD INDEX FDS9229087517,525$1.9M0.56%
20APPLE INCAAPL7,344$1.9M0.55%
21VANGUARD INDEX FDS9229083632,915$1.8M0.52%
22NVIDIA CORPORATIONNVDA8,721$1.6M0.48%
23ISHARES TR4642876719,487$1.6M0.46%
24DIMENSIONAL ETF TRUST25434V70839,579$1.5M0.45%
25VANGUARD INTL EQUITY INDEX F92204285826,070$1.4M0.41%
26ALPHABET INCGOOG5,782$1.4M0.41%
27ISHARES TR46429B68916,429$1.4M0.41%
28VANGUARD WHITEHALL FDS9219464068,425$1.2M0.35%
29VANGUARD INDEX FDS9229086373,587$1.1M0.32%
30ISHARES INC46434G10314,893$981,7740.29%
31ALPHABET INCGOOG4,026$980,5590.29%
32SPDR S&P 500 ETF TRSPY1,409$938,8980.27%
33SCHWAB STRATEGIC TR80852483937,603$882,5330.26%
34VANGUARD INDEX FDS9229085952,945$876,3510.26%
35ARS PHARMACEUTICALS INCSPRY83,225$836,4120.24%
36VANGUARD INDEX FDS9229087444,289$799,7760.23%
37VANGUARD INDEX FDS9229086292,476$727,3900.21%
38INVESCO QQQ TRIVZ1,205$723,4460.21%
39HERSHEY COHSY3,850$720,1430.21%
40MICROSOFT CORPMSFT1,349$698,5990.20%
41ISHARES TR46429B6977,256$690,3810.20%
42AMAZON COM INCAMZN3,083$676,9350.20%
43TAIWAN SEMICONDUCTOR MFG LTD8740391002,219$619,7770.18%
44ISHARES TR4642874996,191$597,7000.17%
45VANGUARD INDEX FDS9229087361,217$583,8340.17%
46PAYCHEX INCPAYX4,560$578,0260.17%
47CHUBB LIMITEDCB2,033$573,8450.17%
48VANGUARD INDEX FDS9229085123,229$563,6640.16%
49META PLATFORMS INCMETA744$546,0840.16%
50BANCORP INC DELTBBK7,041$527,3010.15%
51SCHWAB STRATEGIC TR80852470615,752$525,6530.15%
52ISHARES GOLD TRIAU7,058$513,5750.15%
53DIMENSIONAL ETF TRUST25434V88016,086$504,7790.15%
54GE AEROSPACE3696043011,544$464,3620.14%
55ISHARES TR4642878793,882$429,3450.13%
56VANGUARD INDEX FDS9229085381,405$412,9110.12%
57SPDR SERIES TRUST78464A8214,405$403,3220.12%
58ISHARES TR4642876302,249$397,7290.12%
59ABRDN PRECIOUS METALS BASKETGLTR2,270$375,5720.11%
60VANGUARD INTL EQUITY INDEX F9220427422,533$349,0590.10%
61ISHARES TR4642876551,405$339,8970.10%
62BERKSHIRE HATHAWAY INC DELBRK-A670$336,8360.10%
63ISHARES TR46435U51513,097$334,2340.10%
64ISHARES TR46435UAA913,618$331,4580.10%
65ISHARES TR464287622903$330,0520.10%
66ISHARES TR46435GAA013,530$328,7910.10%
67ISHARES TR46434VBD112,947$326,1310.10%
68SPDR SERIES TRUST78464A2013,289$310,1840.09%
69LOCKHEED MARTIN CORPLMT616$307,2940.09%
70ISHARES TR46432F8595,690$277,8780.08%
71BOEING COBA-PA1,258$271,5150.08%
72TESLA INCTSLA582$258,8280.08%
73VANGUARD WHITEHALL FDS9219468102,826$253,1250.07%
74ISHARES TR46434V4565,588$246,9340.07%
75VULCAN MATLS CO929160109714$219,5400.06%
76VANGUARD SCOTTSDALE FDS92206C8702,512$211,2650.06%
77GLOBAL X FDS37954Y2933,342$209,5840.06%
78JPMORGAN CHASE & CO.VYLD661$208,6210.06%
79VANGUARD SCOTTSDALE FDS92206C7063,441$206,5520.06%
80ABRDN ETFS0032611049,560$205,9220.06%
81SCHWAB STRATEGIC TR8085248628,386$204,6170.06%
82PHILIP MORRIS INTL INC7181721091,248$202,3500.06%
83DULUTH HLDGS INCDLTH13,555$53,0010.02%
84WELLGISTICS HEALTH INCWGRX22,988$20,3930.01%