Valley Forge Investment Consultants Inc. Quarterly Portfolio Changes (Q3 2026)

Valley Forge Investment Consultants Inc Adv, a prominent investment firm, has released its portfolio activity for the quarter ending September 30, 2026. This filing provides valuable insight into the investment strategy of this entity, showcasing adjustments made across its holdings during the third quarter of 2026.

The overall portfolio value stood at $404.9 million as of September 30, 2026. The firm demonstrated a clear preference for large-cap stocks, with holdings like ISHAES TR (IVV) and ISHARES TR (IEFA) showing continued growth, reinforcing their significant allocation status.

Valley Forge's Q3 activity featured noteworthy purchases. The firm significantly increased its stake in Dimensional ETF Trust (DFAI), a move that reflects confidence in this specific investment vehicle. Additionally, the investment consultant made a substantial purchase of SCHWAB STRATEGIC TR (SCHP), adding a new position to its portfolio. These actions, among others, contributed to the overall increase in holdings observed during the quarter.

Conversely, the firm also made a high-profile sale during Q3. SCHWAB STRATEGIC TR (SCHP) experienced a sharp decline, with Valley Forge reducing its position by 85.36%. This exit, coupled with the overall increase in holdings, suggests a dynamic approach to managing risk and returns.

Valley Forge also bolstered its position in NERVGEN PHARMA CORP (NGEN), a company operating in the Healthcare sector. This investment saw an increase of 8241.56% in shares during the quarter, indicating a strong conviction in its potential. Furthermore, the firm maintained its position in ISHARES TR (IJH), which also saw an increase, albeit less dramatic than NGEN.

For a comprehensive view of all changes, including the detailed performance metrics of each holding, investors can refer to the full filing. The disclosed data highlights Valley Forge's focus on broad-based index funds and ETFs, while also showing their capacity to deploy capital into specific sectors like Healthcare when opportunities arise.