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
+141.98%
+173.35%
89,879.5
Capital Markets
VV
Vanguard Large Cap ETF
714,462
183,638.2
-0.56%
15.330
-0.09%
0.480
+19.63%
+7.58%
40,453.1
 
WBA
Walgreens Boots Alliance Inc
3,442,846
116,409.1
New Holding
9.720
+9.72%
0.400
+5.00%
+23.69%
9,988.6
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
+26.75%
+7.79%
27,381.9
 
MAS
Masco Corp
1,477,255
111,721.7
New Holding
9.330
+9.33%
0.700
+9.13%
-7.24%
14,071.9
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
+7.20%
+4.60%
548.7
 
FE
FirstEnergy Corp
1,315,423
108,036.5
New Holding
9.020
+9.02%
0.230
-1.63%
+6.74%
23,998.2
Utilities - Regulated
BALT
Innovator Defined Wealth Shield ETF
3,442,846
108,036.5
+11.78%
9.020
+0.95%
7.630
+3.84%
+2.75%
1,583.6
 
ESS
Essex Property Trust Inc
1,254,544
99,511.8
New Holding
8.310
+8.31%
1.950
+6.64%
+5.02%
18,804.3
REITs
IEFA
iShares Core MSCI EAFE ETF
1,315,423
99,511.8
+2.72%
8.300
+0.22%
0.080
+8.99%
+18.80%
144,033.5
 

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
$290.15
7.12%
Sold Out
0
-718,516
HOOD
Robinhood Markets Inc
2025-03-31
New Buy
New Buy
+15.33%
●
35.63 ($47.54) 65.28
$101.85
114.24%
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
$111.35
9.63%
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
$11.54
6.26%
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
$66.71
-10.86%
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
$41.58
4.42%
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
$292.06
-0.04%
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
$31.13
3.77%
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
$61.40
7.14%
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
$32.28
2.23%
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

Discussions on Wealthquest Corp

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.