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CIK: 0002035215
Total reported value
$128.7M
$128.7M
872 檔
19.3%
According to the latest 13F quarterly dataset, Quest 10 Wealth Builders, Inc. managed an equity portfolio of $128.7M at the end of Q3 2025, spanning 872 distinct U.S. exchange-listed positions.
Quest 10 Wealth Builders, Inc. executed strategic sector rebalancing during Q3 2025, establishing 7 new positions while fully exiting 8 holdings and trimming 18 positions.
Showing top 200 holdings (of 872 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.84% | -0.08% | -4.96% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.63% | +0.08% | -0.69% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.49% | +0.16% | -3.27% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 3.66% | -0.07% | -2.61% | |
| 5 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.25% | +0.71% | -2.79% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 3.13% | -0.70% | -2.70% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.07% | +0.39% | +5.28% | |
| 8 | SCEC | Sterling Capital Enh Cb ETF | ETF-Other | 2.51% | +0.35% | +12.80% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.35% | +0.15% | -1.17% | |
| 10 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 1.76% | -0.09% | -3.01% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.73% | +0.30% | -4.33% | |
| 12 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 1.69% | +0.22% | +10.95% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.66% | +0.19% | +0.13% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.65% | +0.12% | +5.60% | |
| 15 | DECU | Allianzim US Bf15 Uncap Dec | ETF-Other | 1.49% | -1.42% | EXIT | |
| 16 | SIXP | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 1.41% | — | +1168.85% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | +0.06% | -3.19% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.21% | -0.03% | -0.13% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | — | -4.96% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.13% | -0.03% | -1.85% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.10% | -0.11% | -2.53% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.02% | -0.03% | -6.51% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.00% | — | +7.25% | |
| 24 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.98% | -0.05% | -10.83% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.98% | -0.13% | -4.30% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.95% | +0.04% | +5.26% | |
| 27 | DECT | Allianzim US Eq Bffr10 Dc-us | ETF-Other | 0.94% | +0.01% | +3.73% | |
| 28 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.94% | — | -1.49% | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.91% | +0.04% | +8.46% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.04% | +1.92% | |
| 31 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.81% | -0.04% | — | |
| 32 | SEPT | All US Equ Buf10 Sep Etf-usd | ETF-Other | 0.79% | -0.76% | EXIT | |
| 33 | QBER | Trueshares Quartly B Hdg ETF | ETF-Other | 0.79% | -0.01% | +47.87% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.73% | -0.03% | -4.34% | |
| 35 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.71% | -0.13% | +5.74% | |
| 36 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.70% | -0.05% | +1.87% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | -0.07% | -0.69% | |
| 38 | ONEZ | Trueshr Seasonality La B ETF | ETF-Other | 0.68% | +0.58% | +46.20% | |
| 39 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.67% | -0.07% | -0.57% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.66% | -0.06% | +16.62% | |
| 41 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.66% | -0.06% | — | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.62% | +0.03% | -4.63% | |
| 43 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.62% | -0.03% | — | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 0.62% | -0.08% | -2.52% | |
| 45 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.61% | -0.03% | — | |
| 46 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.61% | -0.07% | -1.08% | |
| 47 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.57% | -0.05% | — | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.57% | -0.06% | -4.55% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | — | -1.85% | |
| 50 | JULU | Allianzim US Bf15 Uncap Jul | ETF-Other | 0.52% | -0.50% | EXIT |
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 872 disclosed positions in Q3 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 19.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
DECU
市值: $1.6M
Top Position Liquidated / Trimmed
OCTT
前期市值: $1.2M
During Q3 2025, Quest 10 Wealth Builders, Inc.'s top holdings by market value included VOO (6.8%)、IVV (4.6%)、VUG (4.5%). The largest single position, VOO, represented 6.8% of total portfolio value.
In Q3 2025, Quest 10 Wealth Builders, Inc. made 50 total portfolio adjustments, initiating 7 new buys, adding to 17 positions, trimming 18 holdings, and fully liquidating 8 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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