Wealthquest Corp
Annual return '25
+14.2%
SPY '25
+17.7%
Alpha
-3.6ptsvs SPY
Invested
$1.3B
Holdings
148
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VV
Vanguard Large Cap ETF
Held since at least Q1 2024
28.0%
02
$IEFA
iShares Core MSCI EAFE
Held since at least Q1 2024
9.5%
03
$ZALT
Innovator US Equity 10 Buffer
Held since at least Q1 2024
7.6%
04
$BALT
Innovator Defined Wealth Shield
Held since at least Q1 2024
6.0%
05
$VONG
Vanguard Russell 1000 Growth
Held since at least Q1 2024
5.4%
06
$SPTM
SPDR S&P 1500
Held since at least Q1 2024
5.2%
07
$IJH
iShares Core S&P Mid Cap
Held since at least Q1 2024
3.9%
08
$AFG
AMERICAN FINL GROUP INC OHIO COM
Held since at least Q1 2024
3.5%
09
$VO
Vanguard Mid Cap ETF
Held since at least Q1 2024
3.1%
10
$VB
Vanguard Small Cap ETF
Held since at least Q1 2024
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:06 UTC.