SEC Form 13F · Q1 2026

Wealthquest Corp

Institutional Holdings Report (Amended)

13F-HR/AOH
$1.4B
Portfolio Value
150
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Wealthquest Corp
CIK
1632968
Accession No.
0001632968-26-000003
Location
CINCINNATI, OH
Form Type
13F-HR/A (Amendment)
Portfolio Value
$1.4B
Holdings Reported
150
Reporting Period
Q1 2026
Filed
June 3, 2026

About this Filing

Wealthquest Corp is an institutional investment manager based in CINCINNATI, OH reporting approximately $1.4B in 13(f) securities across 150 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR/A filing on EDGAR.