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CIK: 0002035215
Total reported value
$128.7M
$128.7M
773 檔
16.7%
As reported in its official Q1 2025 Form 13F filing, Quest 10 Wealth Builders, Inc.'s tracked investment portfolio stood at $128.7M with 773 total positions.
In Q1 2025, Quest 10 Wealth Builders, Inc. adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 5 holdings to manage risk exposure.
Showing top 200 holdings (of 773 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.20% | -0.08% | -1.71% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.64% | +0.08% | -3.95% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.19% | +0.16% | -5.97% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 4.13% | -0.07% | -6.94% | |
| 5 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.90% | +0.71% | -2.70% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 2.80% | -0.70% | -11.65% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.55% | +0.39% | -2.85% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.49% | +0.15% | -2.52% | |
| 9 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 2.25% | -0.09% | -2.21% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.94% | +0.30% | +2.20% | |
| 11 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 1.65% | +0.22% | -2.08% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.56% | +0.19% | -4.14% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.44% | -0.03% | -11.12% | |
| 14 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.35% | -0.11% | -4.59% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | +0.06% | +0.49% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.31% | +0.12% | -2.75% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.26% | -0.13% | +5.37% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.16% | -0.03% | -23.93% | |
| 19 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.15% | -0.05% | -1.00% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.13% | -0.03% | -2.10% | |
| 21 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.12% | — | -3.65% | |
| 22 | OCTT | All US Equ Buf10 Oct Etf-usd | ETF-Other | 1.10% | — | +3.09% | |
| 23 | JANT | Allianzim US Eq Bffr10 Jn-us | ETF-Other | 1.10% | — | EXIT | |
| 24 | SIXD | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 1.04% | +1.41% | NEW | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.03% | — | +9.50% | |
| 26 | GDEC | Ft Vest US Equity Moderate B | ETF-Other | 0.92% | — | +13.55% | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.91% | +0.04% | +1.04% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | +0.04% | +2.28% | |
| 29 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.88% | -0.04% | -0.62% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | — | +11.15% | |
| 31 | DECT | Allianzim US Eq Bffr10 Dc-us | ETF-Other | 0.84% | +0.01% | +3.55% | |
| 32 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.80% | — | +1.68% | |
| 33 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.79% | -0.06% | -30.56% | |
| 34 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.76% | -0.05% | — | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.76% | -0.06% | +1.10% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.74% | -0.03% | -17.82% | |
| 37 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.74% | -0.01% | +1.83% | |
| 38 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.71% | +0.04% | +0.82% | |
| 39 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.69% | -0.06% | -0.22% | |
| 40 | DUK | Duke Energy CORP | Stock-Utilities | 0.69% | -0.08% | -2.70% | |
| 41 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.68% | -0.07% | +0.01% | |
| 42 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.65% | -0.03% | -46.40% | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.64% | +0.03% | -14.26% | |
| 44 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.64% | -0.07% | — | |
| 45 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.64% | -0.03% | -0.37% | |
| 46 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 0.60% | -0.05% | +1.41% | |
| 47 | WDIV | St Str Spd S&p Glo Div-us In | ETF-Other | 0.60% | -0.04% | +0.62% | |
| 48 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.56% | -0.05% | +12.65% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | — | -15.25% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | -0.07% | +7.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +0.3% | -11.65% | Trim |
| 2 | ONEZ | Trueshr Seasonality La B ETF | +0.3% | NEW | New buy |
| 3 | SIXF | Allian US Equ 6 Mon Bu10-usd | +0.3% | NEW | New buy |
| 4 | EFV | Ishares Msci Eafe Value ETF | +0.3% | +9.50% | Add |
| 5 | DECW | Alianzim US Eq Bfr20 Dec-usd | +0.2% | +115.47% | Add |
| 6 | JANW | Alianzim US Eq Bfr20 Jan-usd | +0.2% | +83.17% | Add |
| 7 | ✓ | Listed Fd Tr | +0.2% | NEW | New buy |
| 8 | AGG | Ishares Core U.s. Aggregate | +0.2% | +5.37% | Add |
| 9 | TUA | Sim St Treas Fut Strat ETF | +0.2% | +730.32% | Add |
| 10 | GDEC | Ft Vest US Equity Moderate B | +0.2% | +13.55% | Add |
| 11 | SIXO | Allian US Equ 6 Mon Bu10-usd | +0.1% | +276.41% | Add |
| 12 | OCTW | Alianzim US Eq Bfr20 Oct-usd | +0.1% | +116.38% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | -1.71% | Trim |
| 14 | VTV | Vanguard Value ETF | +0.1% | -6.94% | Trim |
| 15 | IVV | Ishares Core S&p 500 ETF | 0% | -3.95% | Trim |
| 16 | QQQ | Invesco Qqq Trust Series 1 | 0% | -4.14% | Trim |
| 17 | VGSH | Vanguard Short-term Treasury | -0.1% | -11.12% | Trim |
| 18 | IJR | Ishares Core S&p Small-cap E | -0.1% | -2.52% | Trim |
| 19 | POCT | Innovator U.s. Equity Power | -0.1% | -19.37% | Trim |
| 20 | GOOGL | Alphabet Inc-cl A | -0.1% | -16.51% | Trim |
| 21 | JPM | Jpmorgan Chase & Co | -0.1% | -34.99% | Trim |
| 22 | FEX | First Trust Large Cap Core A | -0.1% | -38.11% | Trim |
| 23 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -39.15% | Trim |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | -85.76% | Trim |
| 25 | BILZ | Pimco Ultra Shrt Govt Active | -0.1% | -62.01% | Trim |
| 26 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -17.82% | Trim |
| 27 | PJAN | Innovator U.s. Equity Power | -0.1% | -26.73% | Trim |
| 28 | PM | Philip Morris International | -0.1% | -69.05% | Trim |
| 29 | META | Meta Platforms Inc-class A | -0.1% | -42.94% | Trim |
| 30 | VB | Vanguard Small-cap ETF | -0.1% | -15.25% | Trim |
| 31 | PNOV | Innovator U.s. Equity Power | -0.1% | -20.72% | Trim |
| 32 | PFEB | Innovator U.s. Equity Power | -0.1% | -34.96% | Trim |
| 33 | JNJ | Johnson & Johnson | -0.1% | -42.76% | Trim |
| 34 | QQQM | Invesco Nasdaq 100 ETF | -0.1% | EXIT | Sold out |
| 35 | IYW | Ishares Ustechnology ETF | -0.1% | -2.70% | Trim |
| 36 | SMAX | Ishares L Cap Mb Sep ETF | -0.1% | -89.15% | Trim |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.1% | -32.41% | Trim |
| 38 | VSCGX | Vanguard Lifestrateg 40/60-i | -0.1% | EXIT | Sold out |
| 39 | AAPL | Apple Inc | -0.1% | -14.26% | Trim |
| 40 | SPEM | State Street Sp Ptf Em ETF | -0.2% | -89.50% | Trim |
| 41 | WFC 4.45 01-30-26Bond | Wells Fargo Bank NA | -0.2% | EXIT | Sold out |
| 42 | IWY | Ishares Russell Top 200 Grow | -0.2% | -2.85% | Trim |
| 43 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.2% | -37.56% | Trim |
| 44 | SCHW 5.15 03-13-25Bond | Charles Schwab Bank Ssb | -0.2% | EXIT | Sold out |
| 45 | VSGAX | Vanguard S/c Grow Indx-adm | -0.2% | EXIT | Sold out |
| 46 | DVY | Ishares Select Dividend ETF | -0.2% | -30.56% | Trim |
| 47 | VUG | Vanguard Growth ETF | -0.3% | -5.97% | Trim |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -23.93% | Trim |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | -57.32% | Trim |
| 50 | PSEP | Innovator U.s. Equity Power | -0.5% | -46.40% | Trim |
According to official SEC Form 13F filings, Quest 10 Wealth Builders, Inc. reported a total U.S. public equity portfolio value of $128.7M across 773 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IVV, VUG) accounted for 16.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
ONEZ
市值: $299.4K
Top Position Liquidated / Trimmed
VSGAX
前期市值: $233.7K
During Q1 2025, Quest 10 Wealth Builders, Inc.'s top holdings by market value included VOO (7.2%)、IVV (4.6%)、VUG (4.2%). The largest single position, VOO, represented 7.2% of total portfolio value.
In Q1 2025, Quest 10 Wealth Builders, Inc. made 50 total portfolio adjustments, initiating 3 new buys, adding to 8 positions, trimming 34 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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