Wealthquest Corp - Portfolio overview

Wealthquest Corp has 148 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VV - Vanguard Large Cap ETF, 28.00%
2. IEFA - iShares Core MSCI EAFE, 9.50%
3. ZALT - Innovator US Equity 10 Buffer, 7.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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