StockDriftsStockDriftsTop 50 Wealthquest Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | Vanguard Large Cap ETF | 26.29% | 1.24M | $370.8M | +5.34%(+62.85K) | $267.78(+28.08%) | 2026-03-31 | |
| ZALT | Innovator US Equity 10 Buffer | 10.73% | 4.66M | $151.3M | +50.25%(+1.56M) | $29.98(+12.95%) | 2026-03-31 | |
| IEFA | iShares Core MSCI EAFE | 9.21% | 1.43M | $129.9M | +2.01%(+28.25K) | $65.41(+48.75%) | 2026-03-31 | |
| BALT | Innovator Defined Wealth Shield | 7.67% | 3.23M | $108.2M | +36.87%(+871.14K) | $30.96(+10.74%) | 2026-03-31 | |
| SPTM | SPDR S&P 1500 | 4.83% | 861.0K | $68.1M | +2.33%(+19.64K) | $52.04(+73.97%) | 2026-03-31 | |
| VONG | Vanguard Russell 1000 Growth | 4.3% | 552.8K | $60.6M | -5.06%(-29.47K) | $63.08(+97.76%) | 2026-03-31 | |
| IJH | iShares Core S&P Mid Cap | 3.87% | 807.6K | $54.5M | +2.53%(+19.93K) | $45.42(+67.52%) | 2026-03-31 | |
| VB | Vanguard Small Cap ETF | 3.48% | 187.2K | $49.0M | +23.15%(+35.20K) | $210.99(+42.35%) | 2026-03-31 | |
| AFG | AMERICAN FINANCIAL GROUP INC COM | 3.11% | 343.4K | $43.9M | -0.00%(-4) | $90.54(+57.66%) | 2026-03-31 | |
| VO | Vanguard Mid Cap ETF | 2.94% | 144.4K | $41.5M | +2.79%(+3.92K) | $51.66(+55.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.61% | +39.05% |
| Top 20 Holdings Unweighted | +9.82% | +32.43% |
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