Wealthquest Corp
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,585,172
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 177 | 1,585,172 | 13F-HR | Wealthquest Corp |
| Q1 2026 | 6/3/2026 | 150 | 1,411,517 | 13F-HR/A - NEW HOLDINGS | Wealthquest Corp |
| Q1 2026 | 5/7/2026 | 148 | 1,324,265 | 13F-HR | Wealthquest Corp |
| Q4 2025 | 2/9/2026 | 148 | 1,324,265 | 13F-HR | Wealthquest Corp |
| Q3 2025 | 11/5/2025 | 46 | 1,253,631 | 13F-HR | Wealthquest Corp |
| Q2 2025 | 8/13/2025 | 137 | 1,267,666 | 13F-HR | Wealthquest Corp |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 195.7 K | 12.3% | 30.13 K | 0 | 30.13 K |
| ETFs | 1.389 M | 87.7% | 230.8 K | 0 | 230.8 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
1,585,172
Holdings
177
QoQ value change ($000)
260,907
(19.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.