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Wealthquest Corp

All holdings · as of Dec 31, 2025

148 positions

CompanyClassValueShares% of portfolio
VANGUARD GROWTH ETF$1.26M2,5910.1%
ISHARES RUSSELL 1000 ETF$1.18M3,1570.1%
ISHARES 0-3 MONTH TREASURY BOND ETF$1.18M11,7190.1%
Walmart Inc.$1.15M10,3360.1%
AMGEN INC$1.10M3,3740.1%
Tesla Inc$1.04M2,3020.1%
ISHARES MORNINGSTAR GROWTH ETF$1.02M9,8510.1%
MCDONALD'S CORP$925.3K3,0270.1%
ABBOTT LABORATORIES$892.4K7,1220.1%
CHEVRON CORP$886.9K5,8180.1%
Air Products & Chemicals, Inc.$829.2K3,3570.1%
AbbVie Inc.$777.8K3,4040.1%
GERMAN AMERICAN BANCORP, INC.$767.8K19,5970.1%
iShares Core Agg Allocation$765.3K8,5440.1%
VANGUARD S&P 500 GROWTH ETF$761.1K1,7120.1%
ISHARES RUSSELL MIDCAP ETF$759.9K7,8930.1%
Alphabet Inc.$756.5K2,4100.1%
VANGUARD ULTRA-SHORT TREASURY ETF$751.9K9,9630.1%
Visa Inc$750.5K2,1400.1%
VANGUARD DIVIDEND APPRECIATION ETF$736.9K3,3530.1%
INTERNATIONAL BUSINESS MACHINES CORP$731.2K2,4680.1%
ISHARES S&P 500 GROWTH ETF$731.1K5,9310.1%
ISHARES CORE S&P U.S. GROWTH ETF$694.3K4,1340.1%
HOME DEPOT, INC.$673.1K1,9560.1%
LAM RESEARCH CORP$656.6K3,8360.0%
AMERICAN EXPRESS CO$653.3K1,7660.0%
NEXTERA ENERGY INC$614.2K7,6510.0%
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$598.1K4,1540.0%
GE Vernova Inc.$596.7K9130.0%
HONEYWELL INTERNATIONAL INC$552.7K2,8330.0%
COCA COLA CO$516.8K7,3920.0%
FIFTH THIRD BANCORP$515.8K11,0190.0%
KROGER CO$486.9K7,7920.0%
Walt Disney Co$485.4K4,2660.0%
Parker-Hannifin Corp$479.9K5460.0%
ISHARES RUSSELL 2000 ETF$479.5K1,9480.0%
Mastercard Inc$467.6K8190.0%
PFIZER INC$458.7K18,4200.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$440.6K1,4500.0%
Duke Energy Corp$429.8K3,6670.0%
ISHARES BITCOIN TRUST ETF$426.2K8,5840.0%
ISHARES RUSSELL 1000 GROWTH ETF$419.3K8860.0%
ORACLE CORP$415.9K2,1340.0%
VANGUARD HEALTH CARE ETF$404.1K1,4040.0%
STRYKER CORP$403.1K1,1470.0%
LINDE PLC$399.5K9370.0%
WELLS FARGO & COMPANY/MN$390.7K4,1920.0%
Elevance Health Inc$377.2K1,0760.0%
WEC ENERGY GROUP, INC.$367.2K3,4820.0%
TJX Cos Inc/The$362.7K2,3610.0%
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