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CIK: 0002035215
Total reported value
$128.7M
$128.7M
787 檔
19.3%
In Q4 2025, Quest 10 Wealth Builders, Inc.'s U.S. equity holdings reached a combined market value of $128.7M, distributed across 787 disclosed stock positions.
In Q4 2025, Quest 10 Wealth Builders, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 21 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 787 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.63% | -0.08% | -2.32% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.63% | +0.08% | +0.64% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.28% | +0.16% | -3.43% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 3.49% | -0.07% | -4.00% | |
| 5 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.19% | +0.71% | -0.93% | |
| 6 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.14% | +0.39% | +4.29% | |
| 7 | SCEC | Sterling Capital Enh Cb ETF | ETF-Other | 2.75% | +0.35% | +13.43% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 2.62% | -0.70% | -22.38% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.31% | +0.15% | +0.27% | |
| 10 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 1.87% | -0.09% | -1.23% | |
| 11 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 1.77% | +0.22% | +3.24% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.71% | +0.30% | -0.16% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.60% | +0.19% | -3.23% | |
| 14 | DECU | Allianzim US Bf15 Uncap Dec | ETF-Other | 1.46% | -1.42% | EXIT | |
| 15 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 1.39% | -1.34% | EXIT | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.27% | +0.12% | -22.07% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.06% | -1.44% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.19% | -0.03% | -0.25% | |
| 19 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.15% | -0.03% | +1.89% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.08% | -0.13% | +57.71% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.06% | -0.13% | +12.02% | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.05% | -0.11% | -0.86% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.03% | — | +0.12% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | — | -11.38% | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.99% | -0.03% | +0.79% | |
| 26 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.97% | -0.05% | -0.12% | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.94% | +0.04% | +1.53% | |
| 28 | DECT | Allianzim US Eq Bffr10 Dc-us | ETF-Other | 0.92% | +0.01% | -2.49% | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.92% | +0.04% | +2.43% | |
| 30 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.88% | — | -0.76% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | +0.04% | -12.28% | |
| 32 | SEPT | All US Equ Buf10 Sep Etf-usd | ETF-Other | 0.78% | -0.76% | EXIT | |
| 33 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.77% | -0.04% | -3.41% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.71% | -0.03% | -2.09% | |
| 35 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.71% | -0.16% | +3029.49% | |
| 36 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.67% | -0.05% | -1.97% | |
| 37 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.66% | -0.06% | — | |
| 38 | QBER | Trueshares Quartly B Hdg ETF | ETF-Other | 0.65% | -0.01% | -12.49% | |
| 39 | ONEZ | Trueshr Seasonality La B ETF | ETF-Other | 0.64% | +0.58% | -0.13% | |
| 40 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.64% | -0.07% | -3.32% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.61% | +0.03% | -6.06% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.07% | -3.68% | |
| 43 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.60% | -0.03% | -2.99% | |
| 44 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.58% | -0.03% | -3.78% | |
| 45 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.57% | -0.07% | -4.55% | |
| 46 | DUK | Duke Energy CORP | Stock-Utilities | 0.56% | -0.08% | -1.70% | |
| 47 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.55% | -0.05% | -3.80% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.54% | -0.06% | -0.19% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.52% | — | -0.52% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | +0.01% | +19.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | +0.7% | +3029.49% | Add |
| 2 | MINT | Pimco Enhanced Short Maturit | +0.4% | +57.71% | Add |
| 3 | SCEC | Sterling Capital Enh Cb ETF | +0.2% | +13.43% | Add |
| 4 | AMD | Advanced Micro Devices | +0.2% | +192.52% | Add |
| 5 | IYH | Ishares U.s. Healthcare ETF | +0.1% | -1.23% | Trim |
| 6 | IWX | Ishares Russell Top 200 Valu | +0.1% | +3.24% | Add |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.1% | +12.02% | Add |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +19.27% | Add |
| 9 | IWY | Ishares Russell Top 200 Grow | +0.1% | +4.29% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.36% | Trim |
| 11 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +108.30% | Add |
| 12 | IVE | Ishares S&p 500 Value ETF | +0.1% | +49.35% | Add |
| 13 | TROW | T Rowe Price Group Inc | 0% | +2300.00% | Add |
| 14 | EIX | Edison International | 0% | +866.67% | Add |
| 15 | USB | US Bancorp | 0% | +750.49% | Add |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | +46.49% | Add |
| 17 | FLRN | Ss Spdr Bb Ig Float Rt ETF | 0% | +11141.67% | Add |
| 18 | EFV | Ishares Msci Eafe Value ETF | 0% | +0.12% | Add |
| 19 | VNLA | Janus Henderson Short Durati | 0% | +14.73% | Add |
| 20 | PFE | Pfizer Inc | 0% | +584.88% | Add |
| 21 | IXUS | Ishares Core Intl Stock ETF | 0% | +1.89% | Add |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +5.50% | Add |
| 23 | IVV | Ishares Core S&p 500 ETF | — | +0.64% | Add |
| 24 | SCHG | Schwab US Large-cap Growth | 0% | -70.93% | Trim |
| 25 | VGLT | Vanguard Long-term Treasury | -0.1% | -21.11% | Trim |
| 26 | AMGN | Amgen Inc | -0.1% | -93.28% | Trim |
| 27 | DUK | Duke Energy CORP | -0.1% | -1.70% | Trim |
| 28 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | -87.59% | Trim |
| 29 | AMZN | Amazon.com Inc | -0.1% | -12.28% | Trim |
| 30 | MSFT | Microsoft CORP | -0.1% | -3.68% | Trim |
| 31 | BILZ | Pimco Ultra Shrt Govt Active | -0.1% | -21.59% | Trim |
| 32 | QBER | Trueshares Quartly B Hdg ETF | -0.1% | -12.49% | Trim |
| 33 | TIP | Ishares Tips Bond ETF | -0.2% | -23.37% | Trim |
| 34 | NVDA | Nvidia CORP | -0.2% | -11.38% | Trim |
| 35 | VTV | Vanguard Value ETF | -0.2% | -4.00% | Trim |
| 36 | TSLA | Tesla Inc | -0.2% | -59.69% | Trim |
| 37 | VUG | Vanguard Growth ETF | -0.2% | -3.43% | Trim |
| 38 | DECW | Alianzim US Eq Bfr20 Dec-usd | -0.4% | -71.53% | Trim |
| 39 | IEMG | Ishares Core Msci Emerging | -0.4% | -22.07% | Trim |
| 40 | GLD | Spdr Gold Shares | -0.5% | -22.38% | Trim |
| 41 | SIXO | Allian US Equ 6 Mon Bu10-usd | — | NEW | New buy |
| 42 | SIXP | Allian US Equ 6 Mon Bu10-usd | — | EXIT | Sold out |
| 43 | AGEM | Abrdn Emerging Mar Div A ETF | — | NEW | New buy |
| 44 | GSEP | Ft Vest US Equity Moderate B | — | NEW | New buy |
| 45 | GJUL | Ft Vest US Equity Moderate B | — | EXIT | Sold out |
| 46 | OCTW | Alianzim US Eq Bfr20 Oct-usd | — | NEW | New buy |
| 47 | SIXZ | Allian US Equ 6 Mon Bu10-usd | — | NEW | New buy |
| 48 | SIXF | Allian US Equ 6 Mon Bu10-usd | — | EXIT | Sold out |
| 49 | JANZ | Trueshares Struct Outc Jan | — | NEW | New buy |
| 50 | F | Ford Motor Co | — | NEW | New buy |
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 787 disclosed positions in Q4 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 Q4 2025.
Top New Position Initiated
SIXO
市值: $1.6M
Top Position Liquidated / Trimmed
SIXP
前期市值: $1.5M
During Q4 2025, Quest 10 Wealth Builders, Inc.'s top holdings by market value included VOO (6.6%)、IVV (4.6%)、VUG (4.3%). The largest single position, VOO, represented 6.6% of total portfolio value.
In Q4 2025, Quest 10 Wealth Builders, Inc. made 50 total portfolio adjustments, initiating 7 new buys, adding to 21 positions, trimming 19 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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