StockDriftsStockDriftsTop 50 Quest 10 Wealth Builders, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 5.98% | 11.4K | $6.8M | -3.40%(-402) | $533.24(+28.43%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.36% | 7.6K | $5.0M | +0.75%(+57) | $584.01(+28.15%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.74% | 9.8K | $4.3M | -0.54%(-53) | $66.21(+29.14%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.5% | 20.4K | $4.0M | -0.36%(-73) | $171.94(+27.47%) | 2026-03-31 | |
| IWY | ISHARES TR | 2.94% | 13.5K | $3.4M | +6.32%(+802) | $233.08(+21.58%) | 2026-03-31 | |
| IYW | ISHARES TR | 2.88% | 18.1K | $3.3M | +1.42%(+254) | $156.06(+56.01%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.76% | 7.3K | $3.1M | -1.22%(-90) | $246.49(+53.40%) | 2026-03-31 | |
| SCEC | CAPITOL SER TR | 2.58% | 117.1K | $2.9M | -3.47%(-4.21K) | $25.25(-1.36%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.36% | 21.6K | $2.7M | +0.62%(+133) | $116.14(+26.13%) | 2026-03-31 | |
| IWX | ISHARES TR | 1.79% | 22.1K | $2.0M | +2.71%(+583) | $81.32(+32.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.91% | +36.43% |
| Top 20 Holdings Unweighted | +11.28% | +37.79% |
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