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Manager record

Wealthquest Corp

Cincinnati, OH · CIK 1632968 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.59BReported 13F valueQ2 2026 · as filed
177Holdings listed
+12.3%vs prior quartervalue change includes market moves
5Quarters on record
Jul 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $1.3B$1.3BQ2 2025137 holdingsQ3 2025: $1.3B$1.3BQ3 202546 holdingsQ4 2025: $1.3B$1.3BQ4 2025148 holdingsQ1 2026: $1.4B$1.4BQ1 2026150 holdingsQ2 2026: $1.6B$1.6BQ2 2026177 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 23 2026 13F-HR · period Q2 2026

$1.59B · 177 holdings listed · View original SEC filing ↗
Jun 03 2026 13F-HR/A · period Q1 2026

$1.41B · 150 holdings listed · amendment (new holdings) · View original SEC filing ↗
May 07 2026 13F-HR · period Q1 2026

$1.32B · 148 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR · period Q4 2025

$1.32B · 148 holdings listed · View original SEC filing ↗
Nov 05 2025 13F-HR · period Q3 2025

$1.25B · 46 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$1.27B · 137 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 23, 2026 · Change methodology