No buy transactions available for this period
No sell transactions available for this period
Wealthquest Corp originally filed its 13F report for Q1 2026 on May 07, 2026. The filing was subsequently amended, with the latest update submitted on June 03, 2026. The portfolio totaled 1.32 B reflecting a 0.00% change from the prior quarter, spanning 148 assets. The top 10 holdings comprised 75.3% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.
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Yes. Wealthquest originally filed on 05/07/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 06/03/2026.
In the Q1 2026 filing, Wealthquest reported a managed portfolio value of 1.41 B, consisting of 150 individual positions.
Multiple filings indicate that Wealthquest updated their Q1 2026 report. The initial filing was submitted on 05/07/2026, followed by amendments to correct data or disclose previously confidential holdings.
This page displays the raw filing documents. To see which stocks Wealthquest bought or sold during Q1 2026, please visit Wealthquest's Portfolio Analysis page.