Valley Forge Investment Consultants Inc Adv Portfolio Holdings by Sector

Valley Forge Investment Consultants Inc Adv

$341 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV IEFA SCHX IJH IJR SCHM SCHB SCHF 59 stocks	$323,136 95.03% of portfolio	38	13	6	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B 2 stocks	$4,107 1.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META 3 stocks	$2,931 0.86% of portfolio	-	3	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM 2 stocks	$2,246 0.66% of portfolio	-	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,870 0.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY 1 stocks	$720 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$698 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$676 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials PAYX 1 stocks	$578 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT BA 2 stocks	$578 0.17% of portfolio	2	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$573 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TBBK 1 stocks	$527 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$464 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$258 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC 1 stocks	$219 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$208 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$202 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical DLTH 1 stocks	$53 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare SBTX 1 stocks	$0 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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