Long-term investor
Wealthquest Corp. @wealthquestcorp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001632968).
Record
- Tracked since 2025-06-30 (434 days), 77 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months +9.1% · 1 year +15.9% · all +15.9%
- Max drawdown 0.0% · Sharpe 1.28 · win rate 2% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VV · 27.6% · long · since 2025-06-30
- IEFA · 8.6% · long · since 2025-06-30
- ZALT · 8.3% · long · since 2025-06-30
- BALT · 5.5% · long · since 2025-06-30
- SPTM · 5.0% · long · since 2025-06-30
- VB · 4.3% · long · since 2025-06-30
- VONG · 4.2% · long · since 2025-06-30
- IJH · 3.9% · long · since 2025-06-30
- AFG · 3.0% · long · since 2025-06-30
- VO · 3.0% · long · since 2025-06-30
- DFAI · 2.5% · long · since 2025-06-30
- DFSD · 2.4% · long · since 2025-06-30