account_balance

Investment manager · 13F filer · SEC CIK 1632968

Wealthquest Corp

Reported value$1.61Bas of Sep 30, 2026
Positions174 11 new, 14 sold out
Top 10 weight75.3%VV alone is 28%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VV Vanguard Large Cap ETF 28.3% Held
ZALT Innovator US Equity 10 Buffer 9.5% Added +14%
IEFA iShares Core MSCI EAFE 8.7% Held
BALT Innovator Defined Wealth Shield 6.2% Added +13%
SPTM SPDR S&P 1500 5.0% Held
VB Vanguard Small Cap ETF 4.1% Added +5%
VONG Vanguard Russell 1000 Growth 4.0% Trimmed −6%
IJH iShares Core S&P Mid Cap 3.6% Held
JPLD JPMorgan Limited Duration Bond 3.0% Added +34%
AFG American Financial Group Inc 2.9% Held
VO Vanguard Mid Cap ETF 2.9% Held
DFAI DFA International Core Equity ETF 2.7% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Jul 23, 2026 filing
add_circleNew
arrow_upwardAdded
  • JPLD +34%
  • ZALT +14%
  • BALT +13%
  • DFSD +10%
arrow_downwardTrimmed
  • DFVX −8%
  • TBIL −7%
  • VONG −6%
remove_circleSold out
  • EFG $6.78M
  • SCHA $408K
  • SCHB $295K
  • CACI $232K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist