Wealthquest Corp
Wealthquest Corp reported 177 positions worth $1.59B as of June 30, 2026 (13F filed July 23, 2026). Largest holding: VV (27.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VV | SH | $437.7M | 27.61% | 1,272,808 | — | — | |
| ▸ 2 | IEFA | SH | $137.1M | 8.65% | 1,419,270 | — | — | |
| ▸ 3 | ZALT | SH | $132.1M | 8.34% | 3,901,450 | — | — | |
| ▸ 4 | BALT | SH | $87.1M | 5.50% | 2,542,279 | — | — | |
| ▸ 5 | SPTM | SH | $78.7M | 4.96% | 866,474 | — | — | |
| ▸ 6 | VB | SH | $67.6M | 4.26% | 222,880 | — | — | |
| ▸ 7 | VONG | SH | $67.1M | 4.24% | 525,384 | — | — | |
| ▸ 8 | IJH | SH | $62.0M | 3.91% | 803,877 | — | — | |
| ▸ 9 | AFG | SH | $48.1M | 3.03% | 343,363 | — | — | |
| ▸ 10 | VO | SH | $47.1M | 2.97% | 584,077 | — | — |
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Frequently Asked Questions
What stocks does Wealthquest Corp hold as of Q2 2026?
Wealthquest Corp reported 177 positions worth $1.59B in its Q2 2026 13F filing. Largest positions: VV (27.6%), IEFA (8.6%), ZALT (8.3%), BALT (5.5%) and SPTM (5.0%).
What did Wealthquest Corp buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wealthquest Corp sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.