Wealthquest
$1.4B 13F equity value
157 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VV | Vanguard Large Cap ETF | 1,240,667 | $371M | 26.3% |
| ZALT | Innovator US Equity 10 Buffer | 4,662,358 | $151M | 10.7% |
| IEFA | iShares Core MSCI EAFE | 1,434,765 | $130M | 9.2% |
| BALT | Innovator Defined Wealth Shield | 3,233,718 | $108M | 7.7% |
| SPTM | SPDR S&P 1500 | 861,002 | $68M | 4.8% |
| VONG | Vanguard Russell 1000 Growth | 552,802 | $61M | 4.3% |
| IJH | iShares Core S&P Mid Cap | 807,614 | $55M | 3.9% |
| VB | Vanguard Small Cap ETF | 187,247 | $49M | 3.5% |
| AFG | AMERICAN FINANCIAL GROUP INC COM | 343,368 | $44M | 3.1% |
| VO | Vanguard Mid Cap ETF | 144,354 | $41M | 2.9% |
Track Wealthquest's 13F portfolio: $1.4B in reported holdings, 157 positions. Top holdings and quarterly changes on SentiSense.