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CIK: 0002035215
Total reported value
$128.7M
$128.7M
788 檔
18.3%
During the Q2 2025 filing period, Quest 10 Wealth Builders, Inc. (CIK: 0002035215) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $128.7M across 788 reported positions.
In Q2 2025, Quest 10 Wealth Builders, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 788 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.04% | -0.08% | -1.89% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.57% | +0.08% | +0.33% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.48% | +0.16% | +1.03% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 3.76% | -0.07% | -1.71% | |
| 5 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.13% | +0.71% | +0.16% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 2.91% | -0.70% | +8.13% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.77% | +0.39% | +2.20% | |
| 8 | SCEC | Sterling Capital Enh Cb ETF | ETF-Other | 2.33% | +0.35% | — | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.31% | +0.15% | -0.10% | |
| 10 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 1.84% | -0.09% | -2.35% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.80% | +0.30% | +0.06% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.61% | +0.19% | +1.25% | |
| 13 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 1.54% | +0.22% | +0.06% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.50% | +0.12% | +13.21% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | +0.06% | -0.40% | |
| 16 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.23% | -0.11% | +0.79% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.18% | -0.03% | +1.58% | |
| 18 | JANT | Allianzim US Eq Bffr10 Jn-us | ETF-Other | 1.18% | — | EXIT | |
| 19 | OCTT | All US Equ Buf10 Oct Etf-usd | ETF-Other | 1.18% | — | +9.50% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.15% | -0.03% | -12.49% | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.14% | -0.03% | +0.09% | |
| 22 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.13% | -0.05% | +3.55% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | — | +5.83% | |
| 24 | SIXD | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 1.09% | +1.41% | NEW | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.07% | -0.13% | -7.26% | |
| 26 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.97% | — | -1.72% | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.94% | +0.04% | +0.84% | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.93% | — | -8.55% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.04% | +5.83% | |
| 30 | DECT | Allianzim US Eq Bffr10 Dc-us | ETF-Other | 0.91% | +0.01% | +10.64% | |
| 31 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.84% | +0.04% | +24.43% | |
| 32 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.83% | -0.04% | — | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.77% | -0.03% | +9.40% | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.71% | -0.13% | +48.27% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | -0.07% | +4.84% | |
| 36 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.70% | -0.05% | -5.63% | |
| 37 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.67% | -0.07% | -1.95% | |
| 38 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.66% | -0.06% | — | |
| 39 | DUK | Duke Energy CORP | Stock-Utilities | 0.64% | -0.08% | +4.75% | |
| 40 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.63% | -0.03% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | +0.01% | +78.62% | |
| 42 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.62% | -0.07% | — | |
| 43 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.61% | -0.03% | — | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.60% | -0.06% | -13.68% | |
| 45 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 0.59% | -0.01% | +48.42% | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.59% | -0.06% | -17.42% | |
| 47 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.58% | -0.05% | +9.66% | |
| 48 | GDEC | Ft Vest US Equity Moderate B | ETF-Other | 0.57% | — | -35.79% | |
| 49 | QBER | Trueshares Quartly B Hdg ETF | ETF-Other | 0.56% | -0.01% | +74.46% | |
| 50 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 0.56% | -0.05% | -10.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BILZ | Pimco Ultra Shrt Govt Active | +0.3% | +619.14% | Add |
| 2 | VUG | Vanguard Growth ETF | +0.3% | +1.03% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +78.62% | Add |
| 4 | NVDA | Nvidia CORP | +0.3% | +5.83% | Add |
| 5 | IYW | Ishares Ustechnology ETF | +0.2% | +0.16% | Add |
| 6 | VNLA | Janus Henderson Short Durati | +0.2% | +308.08% | Add |
| 7 | IWY | Ishares Russell Top 200 Grow | +0.2% | +2.20% | Add |
| 8 | QBER | Trueshares Quartly B Hdg ETF | +0.2% | +74.46% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.2% | +13.21% | Add |
| 10 | MINT | Pimco Enhanced Short Maturit | +0.2% | +48.27% | Add |
| 11 | JANW | Alianzim US Eq Bfr20 Jan-usd | +0.2% | +48.42% | Add |
| 12 | ONEZ | Trueshr Seasonality La B ETF | +0.2% | +50.28% | Add |
| 13 | MSFT | Microsoft CORP | +0.1% | +4.84% | Add |
| 14 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +24.43% | Add |
| 15 | DECW | Alianzim US Eq Bfr20 Dec-usd | +0.1% | +39.28% | Add |
| 16 | GLD | Spdr Gold Shares | +0.1% | +8.13% | Add |
| 17 | AVGO | Broadcom Inc | +0.1% | +10.01% | Add |
| 18 | JANT | Allianzim US Eq Bffr10 Jn-us | +0.1% | +10.16% | Add |
| 19 | OCTT | All US Equ Buf10 Oct Etf-usd | +0.1% | +9.50% | Add |
| 20 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +622.96% | Add |
| 21 | DECT | Allianzim US Eq Bffr10 Dc-us | +0.1% | +10.64% | Add |
| 22 | OCTW | Alianzim US Eq Bfr20 Oct-usd | +0.1% | +36.38% | Add |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.25% | Add |
| 24 | SIXD | Allian US Equ 6 Mon Bu10-usd | +0.1% | +10.15% | Add |
| 25 | EFG | Ishares Msci Eafe Growth ETF | 0% | +0.84% | Add |
| 26 | VYM | Vanguard High Dvd Yield ETF | 0% | +9.40% | Add |
| 27 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1.58% | Add |
| 28 | IXUS | Ishares Core Intl Stock ETF | 0% | +0.09% | Add |
| 29 | AMZN | Amazon.com Inc | 0% | +5.83% | Add |
| 30 | PMAY | Innovator U.s. Equity Power | 0% | +3.55% | Add |
| 31 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.33% | Add |
| 32 | VOO | Vanguard S&p 500 ETF | -0.2% | -1.89% | Trim |
| 33 | TIP | Ishares Tips Bond ETF | -0.2% | -13.68% | Trim |
| 34 | AGG | Ishares Core U.s. Aggregate | -0.2% | -7.26% | Trim |
| 35 | DVY | Ishares Select Dividend ETF | -0.2% | -17.42% | Trim |
| 36 | VGLT | Vanguard Long-term Treasury | -0.3% | -38.71% | Trim |
| 37 | VGSH | Vanguard Short-term Treasury | -0.3% | -12.49% | Trim |
| 38 | GDEC | Ft Vest US Equity Moderate B | -0.4% | -35.79% | Trim |
| 39 | IYH | Ishares U.s. Healthcare ETF | -0.4% | -2.35% | Trim |
| 40 | VGIT | Vanguard Intermediate-term T | -0.5% | -96.89% | Trim |
| 41 | USIG | Ishares Broad Usd Investment | -0.7% | -95.58% | Trim |
| 42 | VMBS | Vanguard Mortgage-backed Sec | -0.8% | -94.86% | Trim |
| 43 | SCEC | Sterling Capital Enh Cb ETF | — | NEW | New buy |
| 44 | ✓ | — | NEW | New buy | |
| 45 | ✓ | Listed Fd Tr | — | EXIT | Sold out |
| 46 | ✓ | Listed Fd Tr | — | EXIT | Sold out |
| 47 | SIXP | Allian US Equ 6 Mon Bu10-usd | — | NEW | New buy |
| 48 | NVBU | Allianzim US Bf15 Uncap Nov | — | NEW | New buy |
| 49 | OCTU | Allianzim US Bf15 Uncap Oct | — | NEW | New buy |
| 50 | ✓ | Listed Fd Tr | — | EXIT | Sold out |
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 788 disclosed positions in Q2 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 18.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
SCEC
市值: $2.4M
Top Position Liquidated / Trimmed
LISTED FD TR
前期市值: $283.7K
During Q2 2025, Quest 10 Wealth Builders, Inc.'s top holdings by market value included VOO (7.0%)、IVV (4.6%)、VUG (4.5%). The largest single position, VOO, represented 7.0% of total portfolio value.
In Q2 2025, Quest 10 Wealth Builders, Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 31 positions, trimming 11 holdings, and fully liquidating 3 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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