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Wealthquest Corp.
Wealthquest Corporation is a Cincinnati-based wealth management and investment advisory firm, providing coordinated financial planning, portfolio management, and integrated tax services to clients across the United States. Founded to address inefficiencies in the financial services industry, Wealthquest tailors comprehensive wealth solutions primarily to individuals, families, and corporate executives. The firm manages every aspect of clients’ financial lives under one roof, coordinating investments, financial planning, tax, and estate strategies. It is a registered investment adviser employing a team of professionals and serving hundreds of families nationally.
Investment Strategy
Wealthquest’s investment strategy centers on delivering consistent results through diversified asset allocation across U.S. and international stocks, bonds, and alternative investments. The firm balances passive, low-cost index funds in efficient asset classes with active management in less efficient markets, such as emerging markets. Their approach emphasizes risk minimization, regular and opportunistic rebalancing, tax-loss harvesting, and tax-efficient account positioning. Wealthquest maintains an independent selection process for portfolio construction, seeking to provide clients with stable, durable returns aligned with their financial goals and risk tolerance. All investment decisions are tightly integrated with broader financial and tax planning to maximize after-tax, long-term outcomes.
Latest 13F Filing Activity
Wealthquest Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 137 equity positions with a total 13F market value of $1B. The fund increased holdings in Dfa Short Duration Fixed Income, Vanguard Russell 1000 Growth, Vanguard Large Cap Etf among other positions. Wealthquest Corp. reduced exposure to Robinhood MKTS Inc. Com CL A, Walgreens Boots Alliance Inc. Com, Masco Corp. Com among others.
Top Holdings
Equity Positions (137)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | Vanguard Large Cap ETF | 16.17% | $205.0M | 718,552 | $252.92 | $285.30 | +$21.4M |
V VONG | Vanguard Russell 1000 Growth | 10.97% | $139.0M | 1,272,901 | $59.36 | $109.20 | +$22.6M |
I IEFA | iShares Core MSCI EAFE | 8.64% | $109.5M | 1,311,434 | $60.14 | $83.48 | +$10.0M |
D DFVX | DFA US Large Cap Vector | 8.31% | $105.3M | 1,528,408 | $65.54 | $68.92 | +$10.6M |
Z ZALT | Innovator US Equity 10 Buffer | 8.07% | $102.2M | 3,319,457 | $28.60 | $30.80 | -$9.5M |
Industry Allocation
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