Wealthquest Corp
Q3 2025 13F Holdings
- Locationcincinnati, OH
- Num holdings
46
- Value ($000)
$1,253,631
- Date Filed11/05/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VV Vanguard Large Cap ETF | ETF | 922908637 | $363.51 M | 29 % | 1,180,780 | ||
IEFA iShares Core MSCI EAFE | ETF | 46432F842 | $117.49 M | 9 % | 1,345,690 | ||
ZALT Innovator US Equity 10 Buffer | ETF | 45783Y442 | $90.34 M | 7 % | 2,833,629 | ||
SPDR S&P 1500 | ETF | 78464A805 | $89.14 M | 7 % | 1,105,306 | ||
BALT Innovator Defined Wealth Shield | ETF | 45783Y855 | $86.87 M | 7 % | 2,646,856 | ||
VONG Vanguard Russell 1000 Growth | ETF | 92206C680 | $75.16 M | 6 % | 623,742 | ||
IJH iShares Core S&P Mid Cap | ETF | 464287507 | $50.45 M | 4 % | 773,050 | ||
AFG AMERICAN FINL GROUP INC OHIO COM | STOCK | 025932104 | $50.03 M | 4 % | 343,360 | ||
VO Vanguard Mid Cap ETF | ETF | 922908629 | $40.47 M | 3 % | 137,759 | ||
DFVX DFA US Large Cap Vector | ETF | 25434V641 | $38.85 M | 3 % | 534,230 |
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