Holdings

Wealthquest Corp

As of Jun 30, 2026, Wealthquest Corp reported 97 positions worth US$193M. Largest: American Financial Group, Inc., Procter & Gamble Company (the) and Apple Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
American Financial Group, Inc.343KUS$48.1M−9Jun 30, 2026
Procter & Gamble Company (the)194KUS$28.4M+7,173Jun 30, 2026
Apple Inc61,154US$17.7M+3,868Jun 30, 2026
Eli Lilly And Company6,563US$7.87M+1,122Jun 30, 2026
Apa Corporation196KUS$6.39M+90Jun 30, 2026
Nvidia Corporation31,827US$6.37M+8,186Jun 30, 2026
Alphabet Inc (google) Class C15,878US$5.67M+5,007Jun 30, 2026
Microsoft Corp.14,724US$5.49M+2,007Jun 30, 2026
Amazon.com, Inc.22,005US$5.24M+5,211Jun 30, 2026
Jp Morgan Chase & Co.9,622US$3.15M+227Jun 30, 2026