Institutions / Wealthquest Corp
Wealthquest Corp
CIK 1632968 · Institution · as of Dec 31, 2025
Portfolio value
$1.32B
Positions
148
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 148 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Large Cap ETF | $370.78M | 28.0% |
| iShares Core MSCI EAFE | $125.83M | 9.5% |
| Innovator US Equity 10 Buffer | $101.07M | 7.6% |
| Innovator Defined Wealth Shield | $79.17M | 6.0% |
| Vanguard Russell 1000 Growth | $70.89M | 5.4% |
| SPDR S&P 1500 | $69.41M | 5.2% |
| iShares Core S&P Mid Cap | $51.99M | 3.9% |
| American Financial Group Inc | $46.93M | 3.5% |
| Vanguard Mid Cap ETF | $40.76M | 3.1% |
| Vanguard Small Cap ETF | $39.22M | 3.0% |
| DFA Short Duration Fixed Income | $35.05M | 2.6% |
| Vanguard Short Term Bond | $34.43M | 2.6% |
| DFA US Large Cap Vector | $30.91M | 2.3% |
| PROCTER & GAMBLE Co | $26.77M | 2.0% |
| DFA International Core Equity ETF | $18.26M | 1.4% |
| Apple Inc. | $15.57M | 1.2% |
| US Treasury 3 Month Bill ETF | $12.48M | 0.9% |
| iShares MSCI UAE ETF | $11.12M | 0.8% |
| iShares Core MSCI Emerging Markets | $10.61M | 0.8% |
| iShares MSCI EAFE Growth | $8.27M | 0.6% |
| DFA Emerging Core Equity ETF | $7.23M | 0.5% |
| Microsoft Corp | $6.15M | 0.5% |
| ELI LILLY & Co | $5.85M | 0.4% |
| APA Corp | $4.80M | 0.4% |
| NVIDIA Corp | $4.41M | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.