Wealthquest Corp
Q2 2025 13F Holdings
- Locationcincinnati, OH
- Num holdings
137
- Value ($000)
$1,267,666
- Date Filed08/13/2025
- Form type13F-HR
- CIK0001632968
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VV Vanguard Large Cap ETF | ETF | 922908637 | $205.00M | 16 % | 718,552 | ||
VONG Vanguard Russell 1000 Growth | ETF | 92206C680 | $139.00M | 11 % | 1,272,901 | ||
IEFA iShares Core MSCI EAFE | ETF | 46432F842 | $109.48M | 9 % | 1,311,434 | ||
DFVX DFA US Large Cap Vector | ETF | 25434V641 | $105.34M | 8 % | 1,528,408 | ||
ZALT Innovator US Equity 10 Buffer | ETF | 45783Y442 | $102.24M | 8 % | 3,319,457 | ||
BALT Innovator Defined Wealth Shield | ETF | 45783Y855 | $101.16M | 8 % | 3,153,269 | ||
SPDR S&P 1500 | ETF | 78464A805 | $82.81M | 7 % | 1,105,765 | ||
IJH iShares Core S&P Mid Cap | ETF | 464287507 | $47.33M | 4 % | 763,065 | ||
AFG AMERICAN FINL GROUP INC OHIO COM | STOCK | 025932104 | $43.34M | 3 % | 343,360 | ||
VO Vanguard Mid Cap ETF | ETF | 922908629 | $38.14M | 3 % | 136,312 |
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