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Quest 10 Wealth Builders 13F Portfolio

Portfolio Manager
Quest 10 Wealth Builders, Inc.
Performance
+12.88% (2026 Q2)
AUM (13F)
$128.73M
# of Holdings
776
Performance Rank
N/A
Allocation (Top 20)
48.89%
Latest filing
Q2 2026

Quest 10 Wealth Builders, Inc. Holdings Map

Top 50 Quest 10 Wealth Builders, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
5.9%11.1K$7.6M
-3.26%(-372)
2025-Q2: 12.7K shares2025-Q3: 12.1K shares2025-Q4: 11.8K shares2026-Q1: 11.4K shares2026-Q2: 11.1K shares
$533.24(+33.34%)
2026-06-30
IVV
ISHARES TR
4.44%7.6K$5.7M
+0.25%(+19)
2025-Q2: 7.6K shares2025-Q3: 7.5K shares2025-Q4: 7.6K shares2026-Q1: 7.6K shares2026-Q2: 7.6K shares
$584.28(+33.04%)
2026-06-30
VUG
VANGUARD INDEX FDS
3.9%58.3K$5.0M
-0.46%(-267)
2025-Q2: 63.0K shares2025-Q3: 61.0K shares2025-Q4: 58.9K shares2026-Q1: 58.5K shares2026-Q2: 58.3K shares
$66.21(+34.52%)
2026-06-30
IYW
ISHARES TR
3.59%18.3K$4.6M
+1.23%(+222)
2025-Q2: 18.5K shares2025-Q3: 18.0K shares2025-Q4: 17.9K shares2026-Q1: 18.1K shares2026-Q2: 18.3K shares
$156.75(+60.96%)
2026-06-30
VTV
VANGUARD INDEX FDS
3.43%20.3K$4.4M
-0.54%(-111)
2025-Q2: 21.9K shares2025-Q3: 21.3K shares2025-Q4: 20.4K shares2026-Q1: 20.4K shares2026-Q2: 20.3K shares
$171.94(+31.33%)
2026-06-30
IWY
ISHARES TR
3.33%14.7K$4.3M
+9.24%(+1.25K)
2025-Q2: 11.6K shares2025-Q3: 12.2K shares2025-Q4: 12.7K shares2026-Q1: 13.5K shares2026-Q2: 14.7K shares
$235.80(+23.12%)
2026-06-30
SCEC
CAPITOL SER TR
2.93%150.7K$3.8M
+28.70%(+33.61K)
2025-Q2: 94.8K shares2025-Q3: 107.0K shares2025-Q4: 121.3K shares2026-Q1: 117.1K shares2026-Q2: 150.7K shares
$25.20(-2.51%)
2026-06-30
IJR
ISHARES TR
2.51%21.8K$3.2M
+0.61%(+131)
2025-Q2: 21.7K shares2025-Q3: 21.4K shares2025-Q4: 21.5K shares2026-Q1: 21.6K shares2026-Q2: 21.8K shares
$116.25(+27.96%)
2026-06-30
GLD
SPDR GOLD TR
2.06%7.2K$2.7M
-1.44%(-105)
2025-Q2: 9.8K shares2025-Q3: 9.5K shares2025-Q4: 7.4K shares2026-Q1: 7.3K shares2026-Q2: 7.2K shares
$246.49(+63.73%)
2026-06-30
DGRO
ISHARES TR
2.03%34.5K$2.6M
+22.62%(+6.36K)
2025-Q2: 28.9K shares2025-Q3: 27.6K shares2025-Q4: 27.6K shares2026-Q1: 28.1K shares2026-Q2: 34.5K shares
$64.10(+24.58%)
2026-06-30

About Quest 10 Wealth Builders, Inc.โ€™s portfolio

Quest 10 Wealth Builders, Inc. reports $128.73M in US-listed equity holdings across 776 positions in its most recent 13F filing. Its largest disclosed positions are VOO (5.9%), IVV (4.4%) and VUG (3.9%). The top 20 holdings account for 48.89% of reported assets. Its disclosed equity book has returned +28.47% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
VOO โ€” 8.2% ($7.59M)IVV โ€” 6.2% ($5.72M)VUG โ€” 5.4% ($5.02M)IYW โ€” 5.0% ($4.62M)VTV โ€” 4.8% ($4.42M)IWY โ€” 4.6% ($4.28M)SCEC โ€” 4.1% ($3.77M)IJR โ€” 3.5% ($3.23M)GLD โ€” 2.9% ($2.66M)DGRO โ€” 2.8% ($2.61M)Other โ€” 52.5% ($48.59M)
47%in top 10
  • VOO8.2%
  • IVV6.2%
  • VUG5.4%
  • IYW5.0%
  • VTV4.8%
  • IWY4.6%
  • SCEC4.1%
  • IJR3.5%
  • GLD2.9%
  • DGRO2.8%
  • Other52.5%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
4
SIXDAIM ETF PRODUCTS TRUST1.4%
MAYTAIM ETF PRODUCTS TRUST1.2%
JUNTAIM ETF PRODUCTS TRUST0.8%
FEBTAIM ETF PRODUCTS TRUST0.6%
Added to
28
SCECCAPITOL SER TR+28.7%
ONEZELEVATION SERIES TRUST+95.8%
DGROISHARES TR+22.6%
BILZPIMCO ETF TR+182.8%
+24 more
Trimmed
17
VOOVANGUARD INDEX FDS-3.3%
VTIVANGUARD INDEX FDS-4.1%
IDEVISHARES TR-6.9%
SCEPSTERLING CAP FDS-2.2%
+13 more

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Source filings

Holdings on this page are parsed from Quest 10 Wealth Builders, Inc.โ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2035215). View Quest 10 Wealth Builders, Inc.โ€™s 13F filings on SEC

More 13F analyses

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