# EDGAR Filing Document

**Accession Number:** 0000920655
**File Stem:** 0000920655-25-000004
**Filing Date:** 2025-8
**Character Count:** 13970
**Document Hash:** 784b0bf17540457e41552e29b6c6ccb8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000920655-25-000004.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0000920655-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
- **CENTRAL INDEX KEY:** 0000920655

**ORGANIZATION NAME:**
- **EIN:** 232748550
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20568
- **FILM NUMBER:** 251216842

**BUSINESS ADDRESS:**
- **STREET 1:** 2500 MONROE BLVD.
- **STREET 2:** SUITE 100
- **CITY:** AUDUBON
- **STATE:** PA
- **ZIP:** 19403
- **BUSINESS PHONE:** 6107836650

**MAIL ADDRESS:**
- **STREET 1:** 2500 MONROE BLVD.
- **STREET 2:** SUITE 100
- **CITY:** AUDUBON
- **STATE:** PA
- **ZIP:** 19403

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** VALLEY FORGE INVESTMENT CONSULTANTS INC /PA/ /ADV
- **DATE OF NAME CHANGE:** 19940322

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** VALLEY FORGE INVESTMENT CONSULTANTS INC ADV<br>**Address:** 2500 MONROE BLVD.<br>SUITE 100<br>AUDUBON, PA 19403

**Form 13F File Number:** 028-20568

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Patrick Lannon<br>**Title:** Vice President of Operations<br>**Phone:** 4846794041

**Signature, Place, and Date of Signing:**

Patrick Lannon  Audubon, PA  08-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[ ] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[x] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 94

**Form 13F Information Table Value Total:** $312113526

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

|   No. | Name                                          | Form 13F File Number   | CRD Number   | SEC File Number   |
|---:|:---|:---|:---|:---|
|     1 | ACR Alpine Capital Research LLC               | 028-14059              |  |  |
|     2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC           | 028-04558              |  |  |
|     3 | CIBC Private Wealth Advisors Inc.             | 028-06467              |  |  |
|     4 | LOGAN CAPITAL MANAGEMENT INC                  | 028-05837              |  |  |
|     5 | DAVIS SELECTED ADVISERS                       | 028-04121              |  |  |
|     6 | Dana Investment Advisors Inc.                 | 028-13023              |  |  |
|     7 | Ethic Inc.                                    | 028-19978              |  |  |
|     8 | Vanguard Personalized Indexing Management LLC | 028-20247              |  |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 003263100 |  | 313601 | 2270 | SH |  | SOLE |  | 0 | 0 | 2270 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 802512 | 4524 | SH |  | SOLE |  | 0 | 0 | 4524 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1022134 | 5800 | SH |  | SOLE |  | 0 | 0 | 5800 |
| AMAZON COM INC | COM | 023135106 |  | 959392 | 4373 | SH |  | SOLE |  | 0 | 0 | 4373 |
| APPLE INC | COM | 037833100 |  | 1739226 | 8477 | SH |  | SOLE |  | 0 | 0 | 8477 |
| BANCORP INC DEL | COM | 05969A105 |  | 401126 | 7041 | SH |  | SOLE |  | 0 | 0 | 7041 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 3644000 | 5 | SH |  | SOLE |  | 0 | 0 | 5 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 365299 | 752 | SH |  | SOLE |  | 0 | 0 | 752 |
| BROADCOM INC | COM | 11135F101 |  | 22603 | 82 | SH |  | SOLE |  | 0 | 0 | 82 |
| CHEVRON CORP NEW | COM | 166764100 |  | 14319 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| CITIGROUP INC | COM NEW | 172967424 |  | 22982 | 270 | SH |  | SOLE |  | 0 | 0 | 270 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 1367583 | 38158 | SH |  | SOLE |  | 0 | 0 | 38158 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 441020 | 15016 | SH |  | SOLE |  | 0 | 0 | 15016 |
| DULUTH HLDGS INC | COM CL B | 26443V101 |  | 29364 | 13983 | SH |  | SOLE |  | 0 | 0 | 13983 |
| META PLATFORMS INC | CL A | 30303M102 |  | 732923 | 993 | SH |  | SOLE |  | 0 | 0 | 993 |
| FEDEX CORP | COM | 31428X106 |  | 11366 | 50 | SH |  | SOLE |  | 0 | 0 | 50 |
| GENERAL MTRS CO | COM | 37045V100 |  | 22883 | 465 | SH |  | SOLE |  | 0 | 0 | 465 |
| HERSHEY CO | COM | 427866108 |  | 638908 | 3850 | SH |  | SOLE |  | 0 | 0 | 3850 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1082074 | 1962 | SH |  | SOLE |  | 0 | 0 | 1962 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 440106 | 7058 | SH |  | SOLE |  | 0 | 0 | 7058 |
| ISHARES TR | CORE S ETF | 464287200 |  | 111810686 | 180078 | SH |  | SOLE |  | 0 | 0 | 180078 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 5583003 | 56280 | SH |  | SOLE |  | 0 | 0 | 56280 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 569346 | 6191 | SH |  | SOLE |  | 0 | 0 | 6191 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 19549279 | 315209 | SH |  | SOLE |  | 0 | 0 | 315209 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 5051543 | 11898 | SH |  | SOLE |  | 0 | 0 | 11898 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 306653 | 903 | SH |  | SOLE |  | 0 | 0 | 903 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 354877 | 2249 | SH |  | SOLE |  | 0 | 0 | 2249 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 411324 | 1906 | SH |  | SOLE |  | 0 | 0 | 1906 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 2338482 | 24712 | SH |  | SOLE |  | 0 | 0 | 24712 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 1424826 | 9474 | SH |  | SOLE |  | 0 | 0 | 9474 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 685516 | 5547 | SH |  | SOLE |  | 0 | 0 | 5547 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 18172703 | 166280 | SH |  | SOLE |  | 0 | 0 | 166280 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 411322 | 4134 | SH |  | SOLE |  | 0 | 0 | 4134 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 1381008 | 16429 | SH |  | SOLE |  | 0 | 0 | 16429 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 685240 | 7300 | SH |  | SOLE |  | 0 | 0 | 7300 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 41777394 | 500448 | SH |  | SOLE |  | 0 | 0 | 500448 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 270961 | 5570 | SH |  | SOLE |  | 0 | 0 | 5570 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 893991 | 14892 | SH |  | SOLE |  | 0 | 0 | 14892 |
| ISHARES TR | IBONDS DEC25 ETF | 46434VBD1 |  | 322590 | 12811 | SH |  | SOLE |  | 0 | 0 | 12811 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 324678 | 13389 | SH |  | SOLE |  | 0 | 0 | 13389 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 329164 | 12949 | SH |  | SOLE |  | 0 | 0 | 12949 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 326946 | 13471 | SH |  | SOLE |  | 0 | 0 | 13471 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 337455 | 1164 | SH |  | SOLE |  | 0 | 0 | 1164 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 42159 | 276 | SH |  | SOLE |  | 0 | 0 | 276 |
| ELI LILLY  CO | COM | 532457108 |  | 95882 | 123 | SH |  | SOLE |  | 0 | 0 | 123 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 283905 | 613 | SH |  | SOLE |  | 0 | 0 | 613 |
| MAGNA INTL INC | COM | 559222401 |  | 5985 | 155 | SH |  | SOLE |  | 0 | 0 | 155 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 210296 | 2717 | SH |  | SOLE |  | 0 | 0 | 2717 |
| MICROSOFT CORP | COM | 594918104 |  | 769991 | 1548 | SH |  | SOLE |  | 0 | 0 | 1548 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 277313 | 2250 | SH |  | SOLE |  | 0 | 0 | 2250 |
| NUCOR CORP | COM | 670346105 |  | 228897 | 1767 | SH |  | SOLE |  | 0 | 0 | 1767 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1693811 | 10721 | SH |  | SOLE |  | 0 | 0 | 10721 |
| ORACLE CORP | COM | 68389X105 |  | 246396 | 1127 | SH |  | SOLE |  | 0 | 0 | 1127 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 205843 | 1510 | SH |  | SOLE |  | 0 | 0 | 1510 |
| PAYCHEX INC | COM | 704326107 |  | 663298 | 4560 | SH |  | SOLE |  | 0 | 0 | 4560 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 242415 | 1331 | SH |  | SOLE |  | 0 | 0 | 1331 |
| QUALCOMM INC | COM | 747525103 |  | 320909 | 2015 | SH |  | SOLE |  | 0 | 0 | 2015 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 989332 | 1601 | SH |  | SOLE |  | 0 | 0 | 1601 |
| SPDR SERIES TRUST | S 600 SMCP GRW | 78464A201 |  | 291431 | 3284 | SH |  | SOLE |  | 0 | 0 | 3284 |
| SPDR SERIES TRUST | S 400 MDCP GRW | 78464A821 |  | 382662 | 4405 | SH |  | SOLE |  | 0 | 0 | 4405 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 7904618 | 331709 | SH |  | SOLE |  | 0 | 0 | 331709 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 23556420 | 963847 | SH |  | SOLE |  | 0 | 0 | 963847 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 2140399 | 73276 | SH |  | SOLE |  | 0 | 0 | 73276 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 2114461 | 76417 | SH |  | SOLE |  | 0 | 0 | 76417 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 7762915 | 276753 | SH |  | SOLE |  | 0 | 0 | 276753 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 5000468 | 197647 | SH |  | SOLE |  | 0 | 0 | 197647 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 474772 | 15752 | SH |  | SOLE |  | 0 | 0 | 15752 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 3653024 | 137850 | SH |  | SOLE |  | 0 | 0 | 137850 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 6530458 | 295496 | SH |  | SOLE |  | 0 | 0 | 295496 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 981358 | 42227 | SH |  | SOLE |  | 0 | 0 | 42227 |
| ARS PHARMACEUTICALS INC | COM | 82835W108 |  | 1452276 | 83225 | SH |  | SOLE |  | 0 | 0 | 83225 |
| SOUTHERN CO | COM | 842587107 |  | 220392 | 2400 | SH |  | SOLE |  | 0 | 0 | 2400 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 633719 | 2798 | SH |  | SOLE |  | 0 | 0 | 2798 |
| TESLA INC | COM | 88160R101 |  | 192502 | 606 | SH |  | SOLE |  | 0 | 0 | 606 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1944458 | 9500 | SH |  | SOLE |  | 0 | 0 | 9500 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 839502 | 6297 | SH |  | SOLE |  | 0 | 0 | 6297 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 325453 | 2532 | SH |  | SOLE |  | 0 | 0 | 2532 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1065021 | 21533 | SH |  | SOLE |  | 0 | 0 | 21533 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 203828 | 3408 | SH |  | SOLE |  | 0 | 0 | 3408 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 205812 | 2482 | SH |  | SOLE |  | 0 | 0 | 2482 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 1925949 | 39281 | SH |  | SOLE |  | 0 | 0 | 39281 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1650458 | 2906 | SH |  | SOLE |  | 0 | 0 | 2906 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 269746 | 949 | SH |  | SOLE |  | 0 | 0 | 949 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 715141 | 2582 | SH |  | SOLE |  | 0 | 0 | 2582 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 685348 | 2449 | SH |  | SOLE |  | 0 | 0 | 2449 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 1020473 | 3577 | SH |  | SOLE |  | 0 | 0 | 3577 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 517246 | 1180 | SH |  | SOLE |  | 0 | 0 | 1180 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1672127 | 9461 | SH |  | SOLE |  | 0 | 0 | 9461 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 1072909 | 4527 | SH |  | SOLE |  | 0 | 0 | 4527 |
| VODAFONE GROUP PLC NEW | SPONSORED ADR | 92857W308 |  | 714 | 67 | SH |  | SOLE |  | 0 | 0 | 67 |
| WELLGISTICS HEALTH INC | COM | 949503106 |  | 22266 | 22988 | SH |  | SOLE |  | 0 | 0 | 22988 |
| LIBERTY GLOBAL LTD | COM CL C | G61188127 |  | 6629 | 643 | SH |  | SOLE |  | 0 | 0 | 643 |
| CHUBB LIMITED | COM | H1467J104 |  | 589001 | 2033 | SH |  | SOLE |  | 0 | 0 | 2033 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 420730 | 525 | SH |  | SOLE |  | 0 | 0 | 525 |

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