WC

Wealthquest Corp

13F
Wealthquest Corp
Last update 2025-05-08 134 Stocks (14 new)
Value $1.20 Bil Turnover 5 %
Countries:
Top Holdings: VV(15.33%)VONG(9.72%)ZALT(9.32%)BALT(9.02%)IEFA(8.30%)
Summary Stock Picks Current Portfolio
Wealthquest Corp Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
HOOD
Robinhood Markets Inc
3,752,828
183,638.2
New Holding
15.330
+15.33%
0.420
+128.57%
+173.97%
90,082.4
Capital Markets
VV
Vanguard Large Cap ETF
714,462
183,638.2
-0.56%
15.330
-0.09%
0.480
+18.68%
+8.48%
40,789.1
 
WBA
Walgreens Boots Alliance Inc
3,442,846
116,409.1
New Holding
9.720
+9.72%
0.400
+4.91%
+23.58%
9,979.9
Healthcare Providers & Services
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
1,254,544
116,409.1
-1.54%
9.720
-0.17%
0.500
+25.05%
+9.00%
27,615.5
 
MAS
Masco Corp
1,477,255
111,721.7
New Holding
9.330
+9.33%
0.700
+14.97%
-5.64%
14,314.5
Construction
ZALT
Innovator U.S. Equity 10 Buffer ETF - Quarterly
Innovator U.S. Equity 10 Buffer ETF - Quarterly
3,752,828
111,721.7
+14.05%
9.320
+1.15%
23.980
+6.77%
+4.87%
550.1
 
FE
FirstEnergy Corp
1,315,423
108,036.5
New Holding
9.020
+9.02%
0.230
-2.23%
+5.74%
23,773.1
Utilities - Regulated
BALT
Innovator Defined Wealth Shield ETF
3,442,846
108,036.5
+11.78%
9.020
+0.95%
7.630
+3.62%
+2.90%
1,585.8
 
ESS
Essex Property Trust Inc
1,254,544
99,511.8
New Holding
8.310
+8.31%
1.950
+6.55%
+5.21%
18,837.8
REITs
IEFA
iShares Core MSCI EAFE ETF
1,315,423
99,511.8
+2.72%
8.300
+0.22%
0.080
+13.34%
+23.86%
147,518.3
 

Wealthquest Corp's Historical Top Holdings Breakdowns

Wealthquest Corp's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VV
Vanguard Large Cap ETF
2025-03-31
Sold Out
Sold Out
-15.77%
●
253.32 ($270.87) 282.66
$292.56
8.01%
Sold Out
0
-718,516
HOOD
Robinhood Markets Inc
2025-03-31
New Buy
New Buy
+15.33%
●
35.63 ($47.54) 65.28
$102.08
114.72%
New holding
3,752,828
3,752,828
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
2025-03-31
Sold Out
Sold Out
-10.71%
●
92.71 ($101.57) 107.38
$112.30
10.56%
Sold Out
0
-1,274,203
WBA
Walgreens Boots Alliance Inc
2025-03-31
New Buy
New Buy
+9.72%
●
9.19 ($10.86) 12.93
$11.53
6.17%
New holding
3,442,846
3,442,846
MAS
Masco Corp
2025-03-31
New Buy
New Buy
+9.33%
●
68.67 ($74.84) 81.85
$67.86
-9.33%
New holding
1,477,255
1,477,255
FE
FirstEnergy Corp
2025-03-31
New Buy
New Buy
+9.02%
●
37.95 ($39.82) 43.5
$41.19
3.44%
New holding
1,315,423
1,315,423
ESS
Essex Property Trust Inc
2025-03-31
New Buy
New Buy
+8.31%
●
270.06 ($292.18) 313.85
$292.58
0.14%
New holding
1,254,544
1,254,544
ZALT
Innovator U.S. Equity 10 Buffer ETF - Quarterly
Innovator U.S. Equity 10 Buffer ETF - Quarterly
2025-03-31
Sold Out
Sold Out
-7.97%
●
29.5 ($30) 30.41
$31.21
4.03%
Sold Out
0
-3,290,594
ROBO
ROBO Global Robotics and Automation Index ETF
ROBO Global Robotics and Automation Index ETF
2025-03-31
New Buy
New Buy
+7.91%
●
51.5 ($57.31) 60.89
$63.63
11.03%
New holding
1,085,420
1,085,420
BALT
Innovator Defined Wealth Shield ETF
2025-03-31
Sold Out
Sold Out
-7.87%
●
31.31 ($31.58) 31.89
$32.33
2.37%
Sold Out
0
-3,079,887

Wealthquest Corp Total Holding History ($B)

To

Wealthquest Corp's Asset Allocation

To

Wealthquest Corp Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Wealthquest Corp's Hypothetical Growth since 2025-03-31

Wealthquest Corp's Yearly Returns

Year Portfolio % % Excess Gain %

Wealthquest Corp's Holdings Heat Map

Size field:

Wealthquest Corp's Holdings Bubble Chart

Wealthquest Corp News

  • 1

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