Wealthquest
$1.6B 13F equity value
187 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Wealthquest covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VV | Vanguard Large Cap ETF | 1,272,808 | $438M | 27.6% |
| IEFA | iShares Core MSCI EAFE | 1,419,270 | $137M | 8.6% |
| ZALT | Innovator US Equity 10 Buffer | 3,901,450 | $132M | 8.3% |
| BALT | Innovator Defined Wealth Shield | 2,542,279 | $87M | 5.5% |
| SPTM | SPDR S&P 1500 | 866,474 | $79M | 5.0% |
| VB | Vanguard Small Cap ETF | 222,880 | $68M | 4.3% |
| VONG | Vanguard Russell 1000 Growth | 525,384 | $67M | 4.2% |
| IJH | iShares Core S&P Mid Cap | 803,877 | $62M | 3.9% |
| AFG | AMERICAN FINANCIAL GROUP INC COM | 343,363 | $48M | 3.0% |
| VO | Vanguard Mid Cap ETF | 584,077 | $47M | 3.0% |
Track Wealthquest's 13F portfolio: $1.6B in reported holdings, 187 positions. Top holdings and quarterly changes on SentiSense.
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