13F
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Wealthquest Corp

13F equity value
$1.3B
Positions
148
Top 10 concentration
75.2%
Quarters / total new picks
23 / 336
13F equity value over time
$0M$662M$1B201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it. Buying this fund's new positions the day each filing went public, over 23 quarters, returned +6.2% per quarter versus +1.3% from owning every 13F stock, beating that baseline in 69.6% of quarters (excess t = 2.58, statistically significant). Caveat: across all 5,072 funds we tested, past performance shows near-zero persistence (rank correlation −0.018) — with thousands of funds, some will look significant by chance alone.

Avg 2Q excess
+7.6%
t-stat
2.58
Quarterly win rate
70%
Annualized excess
+21.4%
$1 → follow vs universe
$3.58 vs $1.22
Cumulative return: $1 invested in new picks vs universe
1.00 20190331: universe 0.98320190630: universe 1.05620190930: universe 1.13620191231: universe 0.91620200930: universe 1.12420201231: universe 1.17520210331: universe 1.18620210630: universe 1.28120210930: universe 1.14920211231: universe 0.97820220630: universe 0.90620221231: universe 0.84220230331: universe 0.88720230630: universe 0.85520230930: universe 0.97020231231: universe 1.01420240331: universe 1.03720240630: universe 1.13120240930: universe 1.12120241231: universe 1.04620250331: universe 1.14120250630: universe 1.17720251231: universe 1.217 20190331: follow 1.00720190630: follow 1.14920190930: follow 1.23720191231: follow 1.05520200930: follow 1.28820201231: follow 1.40420210331: follow 1.37120210630: follow 1.43220210930: follow 1.42820211231: follow 1.38920220630: follow 1.98620221231: follow 1.95120230331: follow 2.15220230630: follow 2.33420230930: follow 2.68020231231: follow 3.05420240331: follow 2.99220240630: follow 2.94520240930: follow 3.04420241231: follow 3.12220250331: follow 3.39020250630: follow 3.53320251231: follow 3.581 0.77 2.32 3.87 2019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 148 · 2026 Q1

Ticker Value Weight QoQ
VV $371M
28.0%
HOLD
IEFA $126M
9.5%
HOLD
ZALT $101M
7.6%
HOLD
BALT $79M
6.0%
HOLD
VONG $71M
5.3%
HOLD
SPTM $69M
5.2%
HOLD
IJH $52M
3.9%
HOLD
AFG $47M
3.5%
HOLD
VO $41M
3.1%
HOLD
VB $39M
3.0%
HOLD
DFSD $35M
2.6%
HOLD
BSV $34M
2.6%
HOLD
DFVX $31M
2.3%
HOLD
PG $27M
2.0%
HOLD
DFAI $18M
1.4%
HOLD
AAPL $16M
1.2%
HOLD
TBIL $12M
0.9%
HOLD
IDEV $11M
0.8%
HOLD
IEMG $11M
0.8%
HOLD
EFG $8M
0.6%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

None.

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.