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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 Q4 2025 · Filed February 12, 2026 · Accession 0000920655-26-000001

Total Value
$343.9M
Positions
80
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (80)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200187,057$128.1M37.26%
2ISHARES TR46432F842550,722$49.3M14.33%
3SCHWAB STRATEGIC TR808524201877,600$23.6M6.87%
4ISHARES TR464287507339,995$22.4M6.53%
5ISHARES TR464287804174,039$20.9M6.08%
6SCHWAB STRATEGIC TR808524508288,759$8.7M2.53%
7SCHWAB STRATEGIC TR808524102326,360$8.6M2.49%
8SCHWAB STRATEGIC TR808524805326,461$7.8M2.28%
9ISHARES TR46428722658,473$5.8M1.70%
10SCHWAB STRATEGIC TR808524607198,536$5.7M1.64%
11ISHARES TR4642876149,888$4.7M1.36%
12SCHWAB STRATEGIC TR808524797140,021$3.8M1.12%
13BERKSHIRE HATHAWAY INC DELBRK-A5$3.8M1.10%
14ISHARES TR46428766325,371$2.6M0.76%
15SCHWAB STRATEGIC TR80852430079,142$2.6M0.75%
16SCHWAB STRATEGIC TR80852440983,962$2.5M0.72%
17ALPHABET INCGOOG7,354$2.3M0.67%
18VANGUARD SPECIALIZED FUNDS9219088449,612$2.1M0.61%
19VANGUARD INDEX FDS9229087517,592$2.0M0.57%
20VANGUARD INDEX FDS9229083632,921$1.8M0.53%
21DIMENSIONAL ETF TRUST25434V70839,579$1.6M0.46%
22APPLE INCAAPL5,630$1.5M0.45%
23ISHARES TR4642876719,108$1.5M0.44%
24VANGUARD INTL EQUITY INDEX F92204285826,911$1.4M0.42%
25ISHARES TR46429B68915,686$1.4M0.39%
26VANGUARD WHITEHALL FDS9219464068,405$1.2M0.35%
27VANGUARD MUN BD FDS92290774622,796$1.1M0.33%
28VANGUARD INDEX FDS9229086373,607$1.1M0.33%
29ALPHABET INCGOOG3,275$1.0M0.30%
30ISHARES INC46434G10315,073$1.0M0.29%
31ARS PHARMACEUTICALS INCSPRY83,225$969,5720.28%
32SPDR S&P 500 ETF TRSPY1,410$961,8300.28%
33VANGUARD INDEX FDS9229085952,949$890,9560.26%
34VANGUARD INDEX FDS9229087444,330$826,8940.24%
35INVESCO QQQ TRIVZ1,195$734,1010.21%
36VANGUARD INDEX FDS9229086292,455$712,4760.21%
37HERSHEY COHSY3,850$700,6230.20%
38NVIDIA CORPORATIONNVDA3,700$690,0250.20%
39ISHARES TR46429B6977,256$683,2700.20%
40CHUBB LIMITEDCB2,000$624,2400.18%
41SCHWAB STRATEGIC TR80852483925,810$603,1880.18%
42ISHARES TR4642874996,191$595,9660.17%
43VANGUARD INDEX FDS9229087361,212$591,3850.17%
44VANGUARD INDEX FDS9229085123,242$575,0100.17%
45AMAZON COM INCAMZN2,333$538,5040.16%
46VANGUARD INDEX FDS9229085381,903$531,2570.15%
47DIMENSIONAL ETF TRUST25434V88016,086$526,4950.15%
48SCHWAB STRATEGIC TR80852470615,981$523,3770.15%
49PAYCHEX INCPAYX4,560$511,5410.15%
50MICROSOFT CORPMSFT1,045$505,1840.15%
51BANCORP INC DELTBBK7,041$475,4090.14%
52ABRDN PRECIOUS METALS BASKETGLTR2,270$466,7120.14%
53ISHARES TR4642876302,249$407,6270.12%
54SPDR SERIES TRUST78464A8214,402$406,8770.12%
55META PLATFORMS INCMETA546$360,4190.10%
56VANGUARD INTL EQUITY INDEX F9220427422,535$357,5640.10%
57ISHARES TR4642876551,405$345,7970.10%
58ISHARES TR464287622903$337,2400.10%
59ISHARES TR46435U51513,247$337,2030.10%
60ISHARES TR46435UAA913,765$334,2220.10%
61ISHARES TR46435GAA013,672$331,2670.10%
62SPDR SERIES TRUST78464A2013,292$310,0480.09%
63ISHARES GOLD TRIAU3,722$302,1150.09%
64LOCKHEED MARTIN CORPLMT618$298,7350.09%
65ISHARES TR4642878792,498$284,1080.08%
66BERKSHIRE HATHAWAY INC DELBRK-A563$282,9920.08%
67ISHARES TR46432F8595,769$281,2530.08%
68TESLA INCTSLA579$260,4390.08%
69VANGUARD WHITEHALL FDS9219468102,826$258,4380.08%
70ISHARES TR46434V4565,588$253,9750.07%
71ISHARES SILVER TRSLV3,840$247,3730.07%
72SCHWAB STRATEGIC TR8085248629,997$243,6350.07%
73ELI LILLY & COLLY223$239,7730.07%
74VANGUARD SCOTTSDALE FDS92206C8702,551$213,6870.06%
75VANGUARD SCOTTSDALE FDS92206C7063,484$208,8130.06%
76VULCAN MATLS CO929160109714$203,5530.06%
77GLOBAL X FDS37954Y2933,342$202,2990.06%
78JPMORGAN CHASE & CO.VYLD626$201,8340.06%
79DULUTH HLDGS INCDLTH13,555$28,1950.01%
80WELLGISTICS HEALTH INCWGRX22,988$9,1840.00%