CIK 1632968
Wealthquest Corp
Institutional 13F holdings & portfolio
Holdings
148
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 148
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VV | Vanguard Large Cap ETF | 1.2M | $1M+ | SH |
| IEFA | iShares Core MSCI EAFE | 1.4M | $1M+ | SH |
| ZALT | Innovator US Equity 10 Buffer | 3.1M | $1M+ | SH |
| BALT | Innovator Defined Wealth Shield | 2.4M | $1M+ | SH |
| VONG | Vanguard Russell 1000 Growth | 582K | $1M+ | SH |
| SPTM | SPDR S&P 1500 | 841K | $1M+ | SH |
| IJH | iShares Core S&P Mid Cap | 788K | $1M+ | SH |
| AFG | AMERICAN FINL GROUP INC OHIO COM | 343K | $1M+ | SH |
| VO | Vanguard Mid Cap ETF | 140K | $1M+ | SH |
| VB | Vanguard Small Cap ETF | 152K | $1M+ | SH |
| DFSD | DFA Short Duration Fixed Income | 731K | $1M+ | SH |
| BSV | Vanguard Short Term Bond | 437K | $1M+ | SH |
| DFVX | DFA US Large Cap Vector | 416K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO COM | 187K | $1M+ | SH |
| DFAI | DFA International Core Equity ETF | 479K | $1M+ | SH |
| AAPL | APPLE INC COM | 57K | $1M+ | SH |
| TBIL | US TREASURY 3 MONTH BILL ETF | 250K | $1M+ | SH |
| IDEV | iShares Core MSCI Intl Developed Markets | 135K | $1M+ | SH |
| IEMG | iShares Core MSCI Emerging Markets | 158K | $1M+ | SH |
| EFG | iShares MSCI EAFE Growth | 73K | $1M+ | SH |
| DFAE | DFA Emerging Core Equity ETF | 222K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 13K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 5K | $1M+ | SH |
| APA | APA CORPORATION COM | 196K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 24K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 17K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 5K | $1M+ | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 26K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 9K | $1M+ | SH |
| CTAS | CINTAS CORP COM | 14K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 8K | $1M+ | SH |
| SPMD | SPDR Mid Cap | 45K | $1M+ | SH |
| BOCT | INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER | 45K | $1M+ | SH |
| BJUL | INNOVATOR U.S. EQUITY BUFFER ETF - JULY | 42K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 3K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 9K | $1M+ | SH |
| MRK | MERCK & CO INC COM | 18K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 5K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 14K | $1M+ | SH |
| GE | GE AEROSPACE COM NEW | 5K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 5K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 2K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 2K | $1M+ | SH |
| PMAY | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY | 36K | $1M+ | SH |
| USB | US BANCORP DEL COM NEW | 25K | $1M+ | SH |
| VEA | Vanguard FTSE Developed Markets ETF | 22K | $1M+ | SH |
| HSY | HERSHEY CO COM | 7K | $1M+ | SH |
| IUSV | ISHARES CORE S&P US VALUE ETF | 13K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 3K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 2K | $1M+ | SH |