13F Insight
DOSSIER · 13F-HR · Q2 2026

Wealthquest Corp

$1.6B in tracked AUM across 177 positions as of Q2 2026.

WC
CIK 0001632968 · last filed Jun 30, 2026
Total AUM
$1.6B
as of Q2 2026
Holdings
177
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Wealthquest Corp filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VV
Vanguard Large Cap ETF
$438M1.3M27.6%02
IEFA
iShares Core MSCI EAFE
$137M1.4M8.6%03
ZALT
Innovator US Equity 10 Buffer
$132M3.9M8.3%04
BALT
Innovator Defined Wealth Shield
$87M2.5M5.5%05
SPTM
SPDR S&P 1500
$79M866K5.0%06
VB
Vanguard Small Cap ETF
$68M223K4.3%07
VONG
Vanguard Russell 1000 Growth
$67M525K4.2%08
IJH
iShares Core S&P Mid Cap
$62M804K3.9%09
AFG
AMERICAN FINANCIAL GROUP INC COM
$48M343K3.0%10
VO
Vanguard Mid Cap ETF
$47M584K3.0%

Filing history

2026Q2Jun 30
$1.6B▼ 42.1%
177 positionsView →2026Q1Mar 31
$2.7B▲ 106.6%
298 positionsView →2025Q4Dec 31
$1.3B▲ 5.6%
148 positionsView →2025Q3Sep 30
$1.3B▼ 1.1%
46 positionsView →2025Q2Jun 30
$1.3B▲ 5.8%
137 positionsLocked2025Q1Mar 31
$1.2B▼ 2.5%
132 positionsLocked2024Q4Dec 31
$1.2B▲ 8.3%
128 positionsLocked2024Q3Sep 30
$1.1B▲ 21.0%
131 positionsLocked2024Q2Jun 30
$938M▲ 0.6%
122 positionsLocked2024Q1Mar 31
$933M▲ 3.4%
131 positionsLocked2023Q4Dec 31
$902M▲ 10.8%
134 positionsLocked2023Q3Sep 30
$815M▼ 2.6%
127 positionsLocked
Showing 12 of 34