# Wealthquest Corp 13F holdings

> Latest reported SEC 13F equity book. Teaser: top 10 of 148 long-equity positions.
> CIK 1632968. Latest filing Q1 2026, as of quarter end 2026-03-31. Long-equity book $1.4B.

## Top holdings (teaser)

| # | Ticker | Issuer | Value | % of book | Change |
|---|--------|--------|-------|-----------|--------|
| 1 | n/a | Vanguard Large Cap ETF | $370.8M | 26.3% | Added |
| 2 | n/a | Innovator US Equity 10 Buffer | $151.3M | 10.7% | Added |
| 3 | n/a | iShares Core MSCI EAFE | $129.9M | 9.2% | Added |
| 4 | n/a | Innovator Defined Wealth Shield | $108.2M | 7.7% | Added |
| 5 | n/a | SPDR S&P 1500 | $68.1M | 4.8% | Added |
| 6 | n/a | Vanguard Russell 1000 Growth | $60.6M | 4.3% | Reduced |
| 7 | n/a | iShares Core S&P Mid Cap | $54.5M | 3.9% | Added |
| 8 | n/a | Vanguard Small Cap ETF | $49.0M | 3.5% | Added |
| 9 | n/a | American Financial Group Inc Com | $43.9M | 3.1% | Reduced |
| 10 | n/a | Vanguard Mid Cap ETF | $41.5M | 2.9% | Added |

## Latest moves

Bought: Schwab U.S. Large-Cap ETF, Micron Technology Inc Com, Verizon Communications Inc Com
Sold: Vanguard Russell 1000 Growth, American Financial Group Inc Com, DFA US Large Cap Vector

Counts and totals reflect the 13F filers and securities Arkolith tracks, not the entire institutional universe. Option legs are excluded from the book above.

## Full data via the API and MCP

This page is a teaser. The complete book, full quarter-over-quarter history, and per-datapoint
provenance are available through the metered REST API and MCP server.

- Endpoint: https://arkolith.com/api/mcp (transport: streamable-http)
- Auth: Bearer API key. Mint one and copy a ready-to-paste command at https://arkolith.com/connect
- Claude Code: `claude mcp add --transport http arkolith https://arkolith.com/api/mcp --header "Authorization: Bearer YOUR_API_KEY"`
- Discovery: `tools/list` is free; `tools/call` is metered by credits.

### Machine-readable
- Tool catalog JSON: https://arkolith.com/api/mcp/catalog
- MCP descriptor: https://arkolith.com/.well-known/mcp.json
- OpenAPI 3.1 REST spec: https://arkolith.com/openapi.json
- Full LLM guide: https://arkolith.com/llms-full.txt
- Human docs: https://arkolith.com/docs

## Source and method

- Source: SEC EDGAR 13F-HR (public domain). Long-equity positions only (option legs excluded). Filed quarterly, about a 45-day lag.
- Primary source: https://www.sec.gov/Archives/edgar/data/1632968/000163296826000003/xslForm13F_X02/primary_doc.xml
- Human page: https://arkolith.com/fund/wealthquest-corp-1632968
- Per-datapoint lineage: call the `provenance.get` MCP tool for the source URL and fetch history behind any figure.

Paid product with a one-time evaluation grant at signup (no card to evaluate). Most calls cost 1 credit (~$0.01); heavier point-in-time / cross-source tools cost more.

_Latest disclosed public filings. Data, not investment advice._