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 51–100 of 148
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | 3K | $1M+ | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 3K | $1M+ | SH |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 12K | $1M+ | SH |
| WMT | WALMART INC COM | 10K | $1M+ | SH |
| AMGN | AMGEN INC COM | 3K | $1M+ | SH |
| TSLA | TESLA INC COM | 2K | $1M+ | SH |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | 10K | $1M+ | SH |
| MCD | MCDONALDS CORP COM | 3K | $500K+ | SH |
| ABT | ABBOTT LABS COM | 7K | $500K+ | SH |
| CVX | CHEVRON CORP NEW COM | 6K | $500K+ | SH |
| APD | AIR PRODS & CHEMS INC COM | 3K | $500K+ | SH |
| ABBV | ABBVIE INC COM | 3K | $500K+ | SH |
| GABC | GERMAN AMERN BANCORP INC COM | 20K | $500K+ | SH |
| AOA | iShares Core Agg Allocation | 9K | $500K+ | SH |
| VOOG | VANGUARD S&P 500 GROWTH ETF | 2K | $500K+ | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 8K | $500K+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 2K | $500K+ | SH |
| VGUS | VANGUARD ULTRA-SHORT TREASURY ETF | 10K | $500K+ | SH |
| V | VISA INC COM CL A | 2K | $500K+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 3K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 2K | $500K+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 6K | $500K+ | SH |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 4K | $500K+ | SH |
| HD | HOME DEPOT INC COM | 2K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 4K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO COM | 2K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC COM | 8K | $500K+ | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 4K | $500K+ | SH |
| GEV | GE VERNOVA INC COM | 913 | $500K+ | SH |
| HON | HONEYWELL INTL INC COM | 3K | $500K+ | SH |
| KO | COCA COLA CO COM | 7K | $500K+ | SH |
| FITB | FIFTH THIRD BANCORP COM | 11K | $500K+ | SH |
| KR | KROGER CO COM | 8K | $100K–$500K | SH |
| DIS | DISNEY WALT CO COM | 4K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP COM | 546 | $100K–$500K | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 2K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED CL A | 819 | $100K–$500K | SH |
| PFE | PFIZER INC COM | 18K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 1K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 4K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 9K | $100K–$500K | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 886 | $100K–$500K | SH |
| ORCL | ORACLE CORP COM | 2K | $100K–$500K | SH |
| VHT | VANGUARD HEALTH CARE ETF | 1K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION COM | 1K | $100K–$500K | SH |
| LIN | LINDE PLC SHS | 937 | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW COM | 4K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | 1K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC COM | 3K | $100K–$500K | SH |
| TJX | TJX COS INC NEW COM | 2K | $100K–$500K | SH |