Wealthquest Corp
CIK 1632968
13F filing for Q2 2026・No. 1,927
- Holdings
- US$1.59B
- Quarter change
- −US$1.15B
- Entries
- 177
- Net bought (estimate)
- −US$1.34B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 32
- Sold out 12
- Cut 132
- Added 12
- Corporate actions 2
- Unchanged 1
Largest holdings
177 stocks worth US$1.59B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| Vanguard Large Cap ETFETF | Cut | 1,272,808 | US$437.73M | 27.61% |
| iShares Core MSCI EAFEETF | Cut | 1,419,270 | US$137.07M | 8.65% |
| Innovator US Equity 10 BufferETF | Cut | 3,901,450 | US$132.14M | 8.34% |
| Innovator Defined Wealth ShieldETF | Cut | 2,542,279 | US$87.12M | 5.50% |
| SPDR S&P 1500ETF | Cut | 866,474 | US$78.67M | 4.96% |
| Vanguard Small Cap ETFETF | Cut | 222,880 | US$67.56M | 4.26% |
| Vanguard Russell 1000 GrowthETF | Cut | 525,384 | US$67.15M | 4.24% |
| IJHiShares Core S&P Mid CapETF | Cut | 803,877 | US$61.99M | 3.91% |
| AFGAMERICAN FINANCIAL GROUP INC COMStock | Cut | 343,363 | US$48.05M | 3.03% |
| Vanguard Mid Cap ETFETF | AddedSplit 2:1 | 584,077 | US$47.06M | 2.97% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.