Wealthquest Corp
Filing Date
Global Rank
#4,558
/ 8,604
▲ 135
· as of Mar 2026
Top Industry
Insurance - Property & Casualty
26.9%
3Y Alpha vs SPY
-8.4%
Period ended 3 months ago
Filed Jun 3, 2026 · 35d
24 quarters · since Jun 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+42.2%
SPY
+76.5%
Annualised alpha
-8.4%
Max drawdown
−16.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
95 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
25.6%
−1.9 pts
Top 5
57.8%
−1.6 pts
Top 10
69.5%
−1.5 pts
HHI
1,059
Diversified−99
Portfolio Trend
24 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 31.5% | $53,948,559 |
| Consumer Defensive | 18.7% | $31,989,808 |
| Technology | 16.9% | $29,029,829 |
| Healthcare | 8.1% | $13,899,081 |
| Energy | 6.9% | $11,869,614 |
| Industrials | 4.8% | $8,181,163 |
| Unclassified | 4.0% | $6,917,731 |
| Consumer Cyclical | 3.8% | $6,553,080 |
| Communication Services | 3.0% | $5,096,943 |
| Basic Materials | 1.2% | $1,989,976 |
| Utilities | 1.1% | $1,825,272 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MU | Micron Technology Inc | 902 | $304,731 | |
| VZ | Verizon Communications Inc | 5,408 | $271,481 | |
| GLW | Corning Inc /Ny | 1,838 | $249,912 | |
| PEP | Pepsico Inc | 1,410 | $218,958 | |
| GS | Goldman Sachs Group Inc | 258 | $218,265 | |
| PLTR | Palantir Technologies Inc. | 1,383 | $202,305 | |
| PGR | Progressive Corp/Oh/ | 1,015 | $201,213 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
95 positions ·
$171,301,056 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 95 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AFG |
American Financial Group Inc
Financial Services
|
Held | 343,372 | $43,852,038 | 25.60% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 186,823 | $26,984,714 | 15.75% | |
| AAPL |
Apple Inc.
Technology
|
Added | 58,486 | $14,843,161 | 8.66% | |
| APA |
APA Corp
Energy
|
Held | 196,129 | $8,323,714 | 4.86% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 5,441 | $5,004,468 | 2.92% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 7,517 | $4,888,605 | 2.85% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 12,717 | $4,707,451 | 2.75% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 23,641 | $4,122,990 | 2.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 16,794 | $3,497,686 | 2.04% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 9,395 | $2,763,633 | 1.61% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 8,466 | $2,434,482 | 1.42% | |
| CTAS |
Cintas Corp
Industrials
|
Held | 14,335 | $2,424,621 | 1.42% | |
| XOM |
Exxon Mobil Corp
Energy
|
Held | 13,805 | $2,342,156 | 1.37% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 9,076 | $2,218,537 | 1.30% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 17,556 | $2,111,811 | 1.23% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 4,937 | $1,528,050 | 0.89% | |
| HSY |
Hershey Co
Consumer Defensive
|
Held | 7,240 | $1,505,123 | 0.88% | |
| GE |
General Electric Co
Industrials
|
Held | 5,206 | $1,477,306 | 0.86% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 2,479 | $1,430,829 | 0.84% | |
| USB |
US Bancorp De
Financial Services
|
Held | 25,336 | $1,317,725 | 0.77% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 10,336 | $1,284,558 | 0.75% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 2,600 | $1,245,920 | 0.73% | |
| CVX |
Chevron Corp
Energy
|
Held | 5,818 | $1,203,744 | 0.70% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 3,374 | $1,187,141 | 0.69% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 1,921 | $1,099,061 | 0.64% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Held | 3,357 | $975,174 | 0.57% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 3,027 | $940,761 | 0.55% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 2,302 | $855,768 | 0.50% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 3,836 | $819,599 | 0.48% | |
| GABC |
German American Bancorp, Inc.
Financial Services
|
Held | 19,597 | $818,958 | 0.48% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 913 | $796,957 | 0.47% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 3,404 | $740,335 | 0.43% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 7,122 | $731,215 | 0.43% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 7,651 | $710,624 | 0.41% | |
| V |
Visa Inc.
Financial Services
|
Held | 2,140 | $646,793 | 0.38% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 1,956 | $643,308 | 0.38% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 2,833 | $640,342 | 0.37% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 2,468 | $598,218 | 0.35% | |
| KR |
Kroger Co
Consumer Defensive
|
Held | 7,792 | $563,829 | 0.33% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 7,392 | $562,161 | 0.33% | |
| AXP |
American Express Co
Financial Services
|
Held | 1,766 | $534,179 | 0.31% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 18,420 | $517,233 | 0.30% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
Held | 11,019 | $511,942 | 0.30% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 1,450 | $490,027 | 0.29% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Held | 546 | $488,801 | 0.29% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 3,667 | $480,156 | 0.28% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 937 | $464,527 | 0.27% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 4,266 | $411,157 | 0.24% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 819 | $409,221 | 0.24% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Held | 3,482 | $403,111 | 0.24% |