Wealthquest Corp Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationcincinnati, OH
- CIK0001632968
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
134 | $1.20 B | VV, VONG, ZALT, BALT | RESTATEMENT | May 8, 2025 | 000163296825000004 | ||
128 | $1.23 B | VV, VONG, ZALT, BALT | 13F-HR | Jan 16, 2025 | 000163296825000001 | ||
131 | $1.14 B | VV, VONG, IEFA, DFVX | 13F-HR | Nov 21, 2024 | 000163296824000004 | ||
122 | $938.37 M | VV, VONG, IEFA, SPDR SER TR | 13F-HR | Aug 26, 2024 | 000163296824000002 | ||
131 | $933.18 M | VV, VONG, IEFA, SPDR SER TR | 13F-HR | May 9, 2024 | 000163296824000001 | ||
134 | $902.36 M | VV, VONG, IEFA, SPDR SER TR | 13F-HR | Feb 16, 2024 | 000174256924000003 | ||
127 | $814.74 M | VV, VONG, IEFA, SPDR SER TR | 13F-HR | Nov 15, 2023 | 000179446723000006 | ||
120 | $836.88 M | VV, VONG, IEFA, SPDR SER TR | 13F-HR | Aug 14, 2023 | 000163296823000003 | ||
120 | $770.72 M | VV, VONG, IEFA, UTWO | 13F-HR | May 4, 2023 | 000163296823000002 | ||
124 | $777.20 M | VV, VONG, IEFA, BMAY | 13F-HR | Feb 10, 2023 | 000163296823000001 | ||
120 | $715.23 M | VV, VONG, BMAY, IEFA | 13F-HR | Nov 8, 2022 | 000163296822000004 | ||
120 | $662.74 M | VV, BMAY, PMAY, AFG | 13F-HR | Aug 12, 2022 | 000163296822000002 | ||
143 | $651.79 M | VV, AFG, IJH, IEFA | 13F-HR | Aug 18, 2022 | 000163296822000003 | ||
143 | $651.79 M | VV, AFG, IJH, IEFA | 13F-HR | Feb 14, 2022 | 000174256922000004 | ||
134 | $592.70 M | VV, AFG, IJH, IEFA | 13F-HR | Nov 15, 2021 | 000174256921000002 | ||
147 | $584.66 M | VV, AFG, IJH, IEFA | 13F-HR | Aug 10, 2021 | 000163296821000003 | ||
138 | $535.24 M | VV, AFG, IJH, IEFA | 13F-HR | May 13, 2021 | 000163296821000002 | ||
135 | $467.44 M | VV, IJH, AFG, IEFA | 13F-HR | Feb 9, 2021 | 000163296821000001 | ||
111 | $403.89 M | VV, PG, IJH, IEFA | 13F-HR | Nov 12, 2020 | 000163296820000004 | ||
107 | $393.18 M | VV, PG, IJH, AFG | 13F-HR | Aug 11, 2020 | 000163296820000002 | ||
133 | $349.18 M | AFG, IJH, VWO, KRE | 13F-HR | Feb 18, 2020 | 000163296820000001 | ||
128 | $299.19 M | AFG, IJH, PG, USFR | 13F-HR | Oct 18, 2019 | 000163296819000003 | ||
127 | $264.66 M | AFG, IJH, USFR, PG | 13F-HR | Jul 22, 2019 | 000165196019000005 | ||
130 | $264.64 M | AFG, IJH, USFR, PG | 13F-HR | Apr 18, 2019 | 000163296819000002 | ||
132 | $244.04 M | AFG, IJH, USFR, PG | 13F-HR | Jan 23, 2019 | 000163296819000001 | ||
47 | $55.21 M | PRFUSD, PG, IJH, ISTB | 13F-HR | Oct 23, 2015 | 000163296815000004 | ||
49 | $68.28 M | PRFUSD, DGS, PG, 1448062D | 13F-HR | Aug 4, 2015 | 000163296815000003 | ||
51 | $69.43 M | PRFUSD, DGS, PG, 1448062D | 13F-HR | Apr 24, 2015 | 000163296815000002 | ||
54 | $97.88 M | ACWI, PRFUSD, DGS, PG | 13F-HR | Feb 12, 2015 | 000163296815000001 |