13F-HR: VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

AI Summary

13F-HR filing by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV.

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Risk Level: low

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Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 3KB
• q2-13f.filing.html (INFORMATION TABLE)
• q2-13f.filing.xml (INFORMATION TABLE) — 49KB
• 0000920655-25-000004.txt ( ) — 54KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 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 Address: 2500 MONROE BLVD. SUITE 100 AUDUBON , PA   19403 Form 13F File Number: 028-20568 CRD Number (if applicable): 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 Title: Vice President of Operations Phone: Signature, Place, and Date of Signing: Patrick Lannon Audubon ,  PA 08-14-2025 [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 reported are 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).) List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.] Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK ACR Alpine Capital Research, LLC 028-14059 PARAMETRIC PORTFOLIO ASSOCIATES LLC 028-04558 CIBC Private Wealth Advisors, Inc. 028-06467 LOGAN CAPITAL MANAGEMENT INC 028-05837 DAVIS SELECTED ADVISERS 028-04121 Dana Investment Advisors, Inc. 028-13023 Ethic Inc. 028-19978 Vanguard Personalized Indexing Management, LLC 028-20247 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: 312,113,526 (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.] NONE

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View this 13F-HR filing on SEC EDGAR