Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Wealthquest

Latest statistics and disclosures from Wealthquest Corp's latest quarterly 13F-HR filing:

Top 5 stock holdings are VV, VV, ZALT, IEFA, IEFA, and represent 41.67% of Wealthquest Corp's stock portfolio.
Added to shares of these 10 stocks: VV (+$19M), SPTM, SPY, SCHX, MU, VZ, SCHA, GLW, PEP, GS.
Started 9 new stock positions in GS, SCHA, GLW, SCHX, PGR, PLTR, MU, PEP, VZ.
Reduced shares in these 10 stocks: DFVX (-$11M), VONG, EFG, SPMD, TBIL, HSY, IJR, VEA, AMGN, IVV.
Wealthquest Corp was a net buyer of stock by $5.5M.
Wealthquest Corp has $2.8B in assets under management (AUM), dropping by 108.16%.
Central Index Key (CIK): 0001632968

Tip: Access up to 7 years of quarterly data

Positions held by Wealthquest consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Wealthquest Corp

Wealthquest Corp holds 296 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Large Cap ETF Etf (VV)	13.5	$371M	+5%	1.2M	314.80	View chart
Vanguard Large Cap ETF Etf (VV)	13.5	$371M	+5%	1.2M	298.85	View chart
Innovator US Equity 10 Buffer Etf (ZALT)	5.5	$151M		4.7M	32.46	View chart
iShares Core MSCI EAFE Etf (IEFA)	4.7	$130M		1.4M	90.53	View chart
iShares Core MSCI EAFE Etf (IEFA)	4.6	$126M		1.4M	89.46	View chart
Innovator Defined Wealth Shield Etf (BALT)	3.9	$108M		3.2M	33.47	View chart
Innovator US Equity 10 Buffer Etf (ZALT)	3.7	$101M		3.1M	32.57	View chart
Innovator Defined Wealth Shield Etf (BALT)	2.9	$79M		2.4M	33.51	View chart
Vanguard Russell 1000 Growth Etf (VONG)	2.6	$71M	-5%	582k	121.75	View chart
SPDR S&P 1500 Etf (SPTM)	2.5	$69M	+2%	841k	82.50	View chart
SPDR S&P 1500 Etf (SPTM)	2.5	$68M	+2%	861k	79.06	View chart
Vanguard Russell 1000 Growth Etf (VONG)	2.2	$61M	-5%	553k	109.69	View chart
iShares Core S&P Mid Cap Etf (IJH)	2.0	$55M		808k	67.53	View chart
iShares Core S&P Mid Cap Etf (IJH)	1.9	$52M		788k	66.00	View chart
Vanguard Small Cap ETF Etf (VB)	1.8	$49M		187k	261.92	View chart
American Finl Group Inc Ohio Stock (AFG)	1.7	$47M		343k	136.68	View chart
American Financial Group Stock (AFG)	1.6	$44M		343k	127.71	View chart
Vanguard Mid Cap ETF Etf (VO)	1.5	$42M		144k	287.18	View chart
Vanguard Mid Cap ETF Etf (VO)	1.5	$41M		140k	290.22	View chart
Vanguard Small Cap ETF Etf (VB)	1.4	$39M		152k	257.95	View chart
Apple Stock Call Option (AAPL)	1.4	$38M		59k	650.34	View chart
DFA Short Duration Fixed Income Etf (DFSD)	1.3	$37M		772k	47.88	View chart
Vanguard Short Term Bond Etf (BSV)	1.3	$36M		455k	78.41	View chart
DFA Short Duration Fixed Income Etf (DFSD)	1.3	$35M		731k	47.95	View chart
Vanguard Short Term Bond Etf (BSV)	1.2	$34M		437k	78.81	View chart
DFA US Large Cap Vector Etf (DFVX)	1.1	$31M	-35%	416k	74.35	View chart
DFA International Core Equity ETF Etf (DFAI)	1.0	$28M		729k	38.96	View chart
Procter & Gamble Stock (PG)	1.0	$28M		195k	144.44	View chart
Procter And Gamble Stock (PG)	1.0	$27M		187k	143.31	View chart
DFA US Large Cap Vector Etf (DFVX)	0.7	$20M	-35%	269k	74.30	View chart
DFA International Core Equity ETF Etf (DFAI)	0.7	$18M		479k	38.11	View chart
Apple Stock (AAPL)	0.6	$16M		57k	271.86	View chart
iShares Core MSCI Intl Developed Markets Etf (IDEV)	0.5	$13M		152k	83.57	View chart
Us Treasury 3 Month Bill Etf Etf (TBIL)	0.5	$13M	-2%	250k	49.88	View chart
F/m Us Treasury 3 Month Bill Fund Etf (TBIL)	0.4	$12M	-2%	244k	49.86	View chart
iShares Core MSCI Intl Developed Markets Etf (IDEV)	0.4	$11M		135k	82.48	View chart
iShares Core MSCI Emerging Markets Etf (IEMG)	0.4	$11M		156k	69.75	View chart
iShares Core MSCI Emerging Markets Etf (IEMG)	0.4	$11M		158k	67.22	View chart
Apa Corporation Stock (APA)	0.3	$8.3M		196k	42.44	View chart
iShares MSCI EAFE Growth Etf (EFG)	0.3	$8.3M	-15%	73k	113.92	View chart
DFA Emerging Core Equity ETF Etf (DFAE)	0.3	$7.7M		226k	33.86	View chart
DFA Emerging Core Equity ETF Etf (DFAE)	0.3	$7.2M		222k	32.57	View chart
iShares MSCI EAFE Growth Etf (EFG)	0.2	$6.9M	-15%	62k	111.37	View chart
Microsoft Corp Stock (MSFT)	0.2	$6.2M	+2%	13k	483.64	View chart
Eli Lilly & Co Stock (LLY)	0.2	$5.8M		5.4k	1074.68	View chart
Eli Lilly & Co Stock (LLY)	0.2	$5.1M		5.5k	919.77	View chart
Microsoft Corp Stock (MSFT)	0.2	$4.8M	+2%	13k	370.18	View chart
Apa Corporation Stock (APA)	0.2	$4.8M		196k	24.46	View chart
Nvidia Corporation Stock (NVDA)	0.2	$4.8M		27k	174.40	View chart
Nvidia Corporation Stock (NVDA)	0.2	$4.4M		24k	186.50	View chart
Amazon Stock (AMZN)	0.1	$3.9M		17k	230.82	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$3.6M	+34%	5.3k	681.97	View chart
Amazon Stock (AMZN)	0.1	$3.5M		17k	208.27	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$3.1M	-5%	26k	120.18	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$3.0M	-5%	25k	124.31	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$3.0M	-3%	9.4k	322.22	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$2.8M		9.8k	287.56	View chart
Cintas Corp Stock (CTAS)	0.1	$2.7M	-3%	14k	188.07	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$2.7M	-3%	9.1k	294.16	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$2.7M		8.5k	313.03	View chart
SPDR Mid Cap Etf (SPMD)	0.1	$2.6M	-18%	45k	57.91	View chart
Johnson & Johnson Stock (JNJ)	0.1	$2.5M		10k	244.45	View chart
Cintas Corp Stock (CTAS)	0.1	$2.3M	-3%	14k	169.14	View chart
Innovator U.s. Equity Buffer Etf - October Etf (BOCT)	0.1	$2.2M		45k	49.42	View chart
Merck & Co Stock (MRK)	0.1	$2.2M		18k	120.29	View chart
SPDR Mid Cap Etf (SPMD)	0.1	$2.2M	-18%	37k	59.22	View chart
Innovator U.s. Equity Buffer Etf - July Etf (BJUL)	0.1	$2.1M		42k	50.76	View chart
Innovator U.s. Equity Buffer Etf - October Etf (BOCT)	0.1	$2.1M		44k	47.99	View chart
Innovator U.s. Equity Buffer Etf - July Etf (BJUL)	0.1	$2.1M		42k	49.69	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$2.1M	-6%	3.0k	684.95	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$1.9M		11k	169.66	View chart
Johnson & Johnson Stock (JNJ)	0.1	$1.9M		9.1k	206.97	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$1.9M		5.8k	320.82	View chart
Merck & Co Stock (MRK)	0.1	$1.8M		18k	105.26	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$1.8M	-6%	2.8k	653.22	View chart
SPDR S&P 500 ETF Trust Etf Put Option (SPY)	0.1	$1.8M	+34%	7.2k	253.79	View chart
Broadcom Stock (AVGO)	0.1	$1.7M		5.6k	309.51	View chart
Broadcom Stock (AVGO)	0.1	$1.7M		4.9k	346.10	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$1.7M		14k	120.34	View chart
Ge Aerospace Stock (GE)	0.1	$1.6M	+4%	5.2k	308.03	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$1.6M		4.8k	335.28	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$1.6M	-4%	2.5k	627.24	View chart
Ge Aerospace Stock (GE)	0.1	$1.5M	+4%	5.4k	283.77	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$1.5M	-4%	2.5k	614.38	View chart
Innovator U.s. Equity Power Buffer Etf - May Etf (PMAY)	0.1	$1.4M		36k	39.94	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$1.4M	-4%	2.4k	597.66	View chart
Innovator U.s. Equity Power Buffer Etf - May Etf (PMAY)	0.1	$1.4M		36k	39.59	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$1.4M	-4%	2.4k	577.24	View chart
Us Bancorp Del Stock (USB)	0.0	$1.4M	-7%	25k	53.36	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.0	$1.3M	-11%	22k	62.47	View chart
Hershey Stock (HSY)	0.0	$1.3M	-18%	7.2k	181.98	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$1.3M		13k	102.54	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$1.3M	+2%	2.6k	502.65	View chart
Walmart Stock (WMT)	0.0	$1.3M		11k	124.28	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$1.3M		13k	102.25	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$1.3M	+2%	2.7k	479.20	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$1.3M		1.9k	660.19	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$1.3M		2.6k	487.89	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.0	$1.2M	-11%	19k	64.08	View chart
Hershey Stock (HSY)	0.0	$1.2M	-18%	5.9k	207.89	View chart
Us Bancorp Stock (USB)	0.0	$1.2M	-7%	23k	52.01	View chart
Chevron Corporation Stock (CVX)	0.0	$1.2M		5.9k	206.90	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$1.2M	-3%	3.2k	373.47	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$1.2M		12k	100.38	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$1.2M		12k	100.66	View chart
Walmart Stock (WMT)	0.0	$1.2M		10k	111.41	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$1.1M		2.5k	436.82	View chart
Amgen Stock (AMGN)	0.0	$1.1M	-11%	3.4k	327.31	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$1.1M		1.9k	572.22	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$1.1M	-3%	3.1k	356.59	View chart
Amgen Stock (AMGN)	0.0	$1.1M	-11%	3.0k	351.85	View chart
Tesla Stock (TSLA)	0.0	$1.0M	+7%	2.3k	449.72	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.0	$1.0M	-7%	9.9k	104.04	View chart
Mcdonalds Corp Stock (MCD)	0.0	$1.0M		3.2k	310.82	View chart
Air Products And Chemicals Stock (APD)	0.0	$977k		3.4k	290.49	View chart
Mcdonalds Corp Stock (MCD)	0.0	$925k		3.0k	305.69	View chart
Tesla Stock (TSLA)	0.0	$922k	+7%	2.5k	371.75	View chart
Abbott Labs Stock (ABT)	0.0	$892k	+10%	7.1k	125.30	View chart
Chevron Corp Stock (CVX)	0.0	$887k		5.8k	152.43	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.0	$875k	-7%	9.2k	95.48	View chart
Lam Research Corp Stock (LRCX)	0.0	$863k		4.0k	213.66	View chart
Air Prods & Chems Stock (APD)	0.0	$829k		3.4k	247.02	View chart
German Amern Bancorp Stock (GABC)	0.0	$819k		20k	41.79	View chart
Ge Vernova Stock (GEV)	0.0	$807k		924.00	872.90	View chart
Abbott Laboratories Stock (ABT)	0.0	$804k	+10%	7.8k	102.67	View chart
Abbvie Stock (ABBV)	0.0	$787k		3.6k	217.50	View chart
Abbvie Stock (ABBV)	0.0	$778k		3.4k	228.50	View chart
German Amern Bancorp Stock (GABC)	0.0	$768k		20k	39.18	View chart
iShares Core Agg Allocation Etf (AOA)	0.0	$765k	-3%	8.5k	89.57	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$761k	-2%	1.7k	444.59	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$760k		7.9k	96.27	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$758k		7.8k	97.23	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$757k	-5%	2.4k	313.90	View chart
Vanguard Ultra-short Treasury Etf Etf (VGUS)	0.0	$752k	-2%	10k	75.47	View chart
Visa Inc Com Cl A Stock (V)	0.0	$751k	+6%	2.1k	350.71	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$737k		3.4k	219.78	View chart
Nextera Energy Stock (NEE)	0.0	$735k		7.9k	92.88	View chart
Vanguard Ultra-short Treasury Etf Etf (VGUS)	0.0	$732k	-2%	9.7k	75.66	View chart
International Business Machs Stock (IBM)	0.0	$731k		2.5k	296.26	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$731k		5.9k	123.26	View chart
iShares Core Agg Allocation Etf (AOA)	0.0	$728k	-3%	8.2k	88.49	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$716k		3.3k	215.06	View chart
Home Depot Stock (HD)	0.0	$699k		2.1k	328.89	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$694k	-19%	4.1k	167.94	View chart
Visa Inc Com Cl A Stock (V)	0.0	$689k	+6%	2.3k	302.24	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$684k	-2%	1.7k	407.69	View chart
Home Depot Stock (HD)	0.0	$673k		2.0k	344.10	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$661k		5.8k	113.11	View chart
Lam Research Corp Stock (LRCX)	0.0	$657k		3.8k	171.18	View chart
American Express Stock (AXP)	0.0	$653k	+16%	1.8k	369.95	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$653k	-5%	2.3k	286.85	View chart
Honeywell Intl Stock (HON)	0.0	$643k		2.8k	226.03	View chart
American Express Stock (AXP)	0.0	$625k	+16%	2.1k	302.48	View chart
Nextera Energy Stock (NEE)	0.0	$614k		7.7k	80.28	View chart
International Business Machs Stock (IBM)	0.0	$602k		2.5k	242.40	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$598k		4.2k	143.97	View chart
Ge Vernova Stock (GEV)	0.0	$597k		913.00	653.57	View chart
Pfizer Stock (PFE)	0.0	$581k		21k	28.08	View chart
Coca Cola Stock (KO)	0.0	$578k		7.6k	76.05	View chart
Kroger Stock (KR)	0.0	$558k		7.7k	72.36	View chart
Honeywell Intl Stock (HON)	0.0	$553k		2.8k	195.09	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$552k		4.2k	132.90	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$518k	-19%	3.3k	155.11	View chart
Coca Cola Stock (KO)	0.0	$517k		7.4k	69.91	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$516k	-7%	11k	46.81	View chart
Linde Stock (LIN)	0.0	$492k		993.00	495.76	View chart
Kroger Stock (KR)	0.0	$487k		7.8k	62.49	View chart
Disney Walt Stock (DIS)	0.0	$485k		4.3k	113.78	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$483k		1.9k	248.01	View chart
Parker-hannifin Corp Stock (PH)	0.0	$480k	-2%	546.00	878.96	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$480k		1.9k	246.17	View chart
Parker-hannifin Corp Stock (PH)	0.0	$476k	-2%	532.00	895.24	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$472k	-7%	10k	46.46	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$468k	+3%	819.00	570.88	View chart
Duke Energy Corp Stock (DUK)	0.0	$460k		3.5k	130.94	View chart
Pfizer Stock (PFE)	0.0	$459k		18k	24.90	View chart
Netflix Stock (NFLX)	0.0	$444k		4.6k	96.15	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$441k		1.3k	337.95	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$441k		1.5k	303.89	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$439k		440.00	996.83	View chart
Duke Energy Corp Stock (DUK)	0.0	$430k		3.7k	117.21	View chart
Altria Group Stock (MO)	0.0	$427k		6.5k	65.99	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$426k	+6%	8.6k	49.65	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$423k	+3%	847.00	499.66	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$419k	-3%	886.00	473.30	View chart
Oracle Corp Stock (ORCL)	0.0	$416k	+12%	2.1k	194.91	View chart
Disney Walt Stock (DIS)	0.0	$409k		4.2k	96.38	View chart
Wec Energy Group Stock (WEC)	0.0	$409k		3.5k	115.77	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$404k		1.4k	287.85	View chart
Stryker Corporation Stock (SYK)	0.0	$403k	+2%	1.1k	351.47	View chart
Linde Stock (LIN)	0.0	$400k		937.00	426.39	View chart
Wells Fargo Stock (WFC)	0.0	$391k	-17%	4.2k	93.21	View chart
Stryker Corporation Stock (SYK)	0.0	$385k	+2%	1.2k	328.59	View chart
Tjx Cos Stock (TJX)	0.0	$384k		2.4k	159.70	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$382k		1.4k	272.33	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$377k	-7%	1.1k	350.55	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$376k		4.9k	77.11	View chart
Wec Energy Group Stock (WEC)	0.0	$367k		3.5k	105.46	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$363k	-3%	852.00	426.40	View chart
Tjx Cos Stock (TJX)	0.0	$363k		2.4k	153.61	View chart
Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV)	0.0	$360k		3.5k	101.95	View chart
Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV)	0.0	$357k		3.5k	101.01	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$356k		5.9k	60.65	View chart
Oracle Corp Stock (ORCL)	0.0	$354k	+12%	2.4k	147.11	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$352k	+6%	9.2k	38.42	View chart
Innovator U.s. Equity Buffer Etf - December Etf (BDEC)	0.0	$339k		6.8k	49.56	View chart
Sherwin Williams Stock (SHW)	0.0	$322k		995.00	324.03	View chart
Netflix Stock (NFLX)	0.0	$321k		3.4k	93.76	View chart
Sherwin Williams Stock (SHW)	0.0	$319k		995.00	320.55	View chart
Texas Instrs Stock (TXN)	0.0	$315k		1.6k	194.14	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$313k	NEW	12k	25.64	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$311k		1.5k	212.07	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$311k		5.8k	53.94	View chart
Blackrock Stock (BLK)	0.0	$310k		290.00	1070.34	View chart
Caterpillar Stock (CAT)	0.0	$310k		438.00	708.46	View chart
iShares Core Balanced Allocation Etf (AOR)	0.0	$310k	-7%	4.8k	65.01	View chart
Deere & Co Stock (DE)	0.0	$310k		550.00	563.30	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$310k		1.5k	211.15	View chart
Micron Technology Stock (MU)	0.0	$305k	NEW	902.00	337.84	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.0	$300k		6.0k	50.32	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$298k	-10%	11k	26.23	View chart
Woodward Stock (WWD)	0.0	$297k		829.00	357.92	View chart
Altria Group Stock (MO)	0.0	$296k		5.1k	57.66	View chart
Allianzim U.s. Equity 6 Month Buffer10 Jan/jul Etf Etf (SIXJ)	0.0	$294k		8.6k	34.28	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$290k	-7%	992.00	292.75	View chart
Allianzim U.s. Equity 6 Month Buffer10 Jan/jul Etf Etf (SIXJ)	0.0	$288k		8.6k	33.64	View chart
At&t Stock (T)	0.0	$288k		12k	24.84	View chart
iShares Core Balanced Allocation Etf (AOR)	0.0	$284k	-7%	4.4k	64.35	View chart
Allianzim U.s. Equity Buffer20 Jan Etf Etf (JANW)	0.0	$279k		7.5k	37.01	View chart
Blackrock Stock (BLK)	0.0	$279k		290.00	961.71	View chart
Wells Fargo & Co Stock (WFC)	0.0	$277k	-17%	3.5k	79.60	View chart
Illinois Tool Wks Stock (ITW)	0.0	$275k	-11%	1.1k	246.37	View chart
Costco Whsl Corp Stock (COST)	0.0	$274k		318.00	862.79	View chart
Verizon Communications Stock (VZ)	0.0	$272k	NEW	5.4k	50.20	View chart
Union Pac Corp Stock (UNP)	0.0	$269k		1.1k	242.62	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.0	$262k		2.7k	98.38	View chart
Deere & Co Stock (DE)	0.0	$261k		560.00	465.57	View chart
Illinois Tool Wks Stock (ITW)	0.0	$258k	-11%	991.00	260.38	View chart
Woodward Stock (WWD)	0.0	$258k		853.00	302.32	View chart
Spdr Gold Shares Etf (GLD)	0.0	$258k		599.00	430.29	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$255k	-10%	10k	25.10	View chart
Texas Instrs Stock (TXN)	0.0	$255k		1.5k	173.49	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$255k		2.1k	119.35	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$253k		2.1k	118.60	View chart
Cisco Sys Stock (CSCO)	0.0	$253k		3.3k	77.60	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$253k		3.1k	82.82	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$253k	NEW	8.7k	29.08	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$252k		3.1k	82.57	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$250k		8.7k	28.71	View chart
Philip Morris Intl Stock (PM)	0.0	$250k		1.5k	165.34	View chart
Corning Stock (GLW)	0.0	$250k	NEW	1.8k	136.00	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$250k		3.3k	75.44	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$250k	-4%	865.00	288.72	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$249k		2.5k	99.19	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$249k		1.2k	208.09	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$248k		410.00	604.39	View chart
Spdr Gold Shares Etf (GLD)	0.0	$247k		624.00	396.31	View chart
Union Pac Corp Stock (UNP)	0.0	$247k		1.1k	231.32	View chart
Salesforce Stock (CRM)	0.0	$238k	+32%	900.00	264.91	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$237k	-4%	827.00	287.00	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.0	$234k	-8%	4.4k	53.76	View chart
Cisco Sys Stock (CSCO)	0.0	$234k		3.0k	77.05	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$234k		1.1k	208.73	View chart
Yum Brands Stock (YUM)	0.0	$232k	-9%	1.5k	151.32	View chart
SPDR Small Cap Etf (SPSM)	0.0	$232k	-9%	5.0k	46.86	View chart
Ameren Corp Stock (AEE)	0.0	$231k		2.1k	109.92	View chart
Morgan Stanley Stock (MS)	0.0	$226k		1.4k	164.57	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$225k		7.5k	29.89	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$224k		740.00	302.34	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$224k		740.00	302.20	View chart
Nucor Corp Stock (NUE)	0.0	$223k	-13%	1.4k	163.11	View chart
Salesforce Stock (CRM)	0.0	$222k	+32%	1.2k	186.67	View chart
Cincinnati Finl Corp Stock (CINF)	0.0	$222k	-4%	1.4k	163.32	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$220k		1.1k	198.62	View chart
Pepsico Stock (PEP)	0.0	$219k	NEW	1.4k	155.29	View chart
Goldman Sachs Group Stock (GS)	0.0	$218k	NEW	258.00	845.99	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$218k		811.00	268.30	View chart
Vanguard Value Etf Etf (VTV)	0.0	$216k		1.1k	196.20	View chart
SPDR Small Cap Etf (SPSM)	0.0	$216k	-9%	4.5k	48.32	View chart
Yum Brands Stock (YUM)	0.0	$215k	-9%	1.4k	155.53	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.0	$215k	-8%	4.0k	54.05	View chart
Unitedhealth Group Stock (UNH)	0.0	$214k		647.00	330.11	View chart
Vanguard Value Etf Etf (VTV)	0.0	$212k		1.1k	190.99	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$212k		1.1k	191.81	View chart
Caterpillar Stock (CAT)	0.0	$211k		369.00	572.87	View chart
Ameren Corp Stock (AEE)	0.0	$210k		2.1k	99.86	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$209k		432.00	483.67	View chart
Philip Morris Intl Stock (PM)	0.0	$208k		1.3k	160.40	View chart
Morgan Stanley Stock (MS)	0.0	$205k		1.2k	177.53	View chart
Cincinnati Finl Corp Stock (CINF)	0.0	$203k	-4%	1.3k	157.35	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$203k		350.00	579.45	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$202k	NEW	1.4k	146.28	View chart
Nucor Corp Stock (NUE)	0.0	$201k	-13%	1.2k	169.10	View chart
Progressive Corp Stock (PGR)	0.0	$201k	NEW	1.0k	198.24	View chart
Dnp Select Income Cef (DNP)	0.0	$175k		18k	9.99	View chart
Coda Octopus Group Stock (CODA)	0.0	$136k		15k	9.30	View chart

Past Filings by Wealthquest Corp

SEC 13F filings are viewable for Wealthquest Corp going back to 2014

Wealthquest Corp 2026 Q1 amended filed June 3, 2026
Wealthquest Corp 2026 Q1 filed May 7, 2026
Wealthquest Corp 2025 Q4 filed Feb. 9, 2026
Wealthquest Corp 2025 Q3 filed Nov. 5, 2025
Wealthquest Corp 2025 Q2 filed Aug. 13, 2025
Wealthquest Corp 2025 Q1 restated filed May 8, 2025
Wealthquest Corp 2025 Q1 filed April 23, 2025
Wealthquest Corp 2024 Q4 filed Jan. 16, 2025
Wealthquest Corp 2024 Q3 filed Nov. 21, 2024
Wealthquest Corp 2024 Q2 filed Aug. 26, 2024
Wealthquest Corp 2024 Q1 filed May 9, 2024
Wealthquest Corp 2023 Q4 filed Feb. 16, 2024
Wealthquest Corp 2023 Q3 filed Nov. 15, 2023
Wealthquest Corp 2023 Q2 filed Aug. 14, 2023
Wealthquest Corp 2023 Q1 filed May 4, 2023
Wealthquest Corp 2022 Q4 filed Feb. 10, 2023

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z