Wealthquest Corp Portfolio Holdings
Wealthquest Corp
- $938 Million
- Q1 2025
Wealthquest Corp has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $938 Million distributed in 134 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $184M, Vanguard Russell 1000 Growth E with a value of $116M, Innovator Etfs Tr with a value of $108M, Ishares Tr with a value of $99.5M, and Spdr Portfolio S&P 1500 Compos with a value of $73.8M.
Examining the 13F form we can see an increase of $27.4M in the current position value, from $911M to 938M.
Wealthquest Corp is based out at Cincinnati, OH
Below you can find more details about Wealthquest Corp portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 134
- Current Value $938 Million
- Prior Value $911 Million
- Filing
- Period Q1 2025
- Filing Date May 08, 2025
- Form Type 13F-HR/A
- Activity in Q1 2025
- New Purchases 134 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks