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CIK: 0002035215
Total reported value
$128.7M
$128.7M
763 檔
18.2%
The Q1 2026 SEC filing reveals that Quest 10 Wealth Builders, Inc. held a total portfolio value of $128.7M, covering 763 public equity positions.
In Q1 2026, Quest 10 Wealth Builders, Inc. displayed an active expansion posture, initiating 27 new positions and adding to 85 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 763 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.98% | -0.08% | -3.40% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.36% | +0.08% | +0.75% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 3.74% | +0.16% | -0.54% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 3.50% | -0.07% | -0.36% | |
| 5 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.94% | +0.39% | +6.32% | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.88% | +0.71% | +1.42% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 2.76% | -0.70% | -1.22% | |
| 8 | SCEC | Sterling Capital Enh Cb ETF | ETF-Other | 2.58% | +0.35% | -3.47% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.36% | +0.15% | +0.62% | |
| 10 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 1.79% | +0.22% | +2.71% | |
| 11 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 1.74% | -0.09% | +0.22% | |
| 12 | SCEP | Strling Cptl Hdg Ep Incm ETF | ETF-Other | 1.73% | -0.14% | — | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.73% | +0.30% | +1.93% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.50% | +0.19% | +2.31% | |
| 15 | DECU | Allianzim US Bf15 Uncap Dec | ETF-Other | 1.42% | -1.42% | EXIT | |
| 16 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 1.34% | -1.34% | EXIT | |
| 17 | SCMC | Sterling Cap Ms Income ETF | ETF-Other | 1.33% | +0.02% | — | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.26% | +0.12% | -2.86% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | +0.06% | +5.36% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.14% | -0.03% | -0.77% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.11% | -0.03% | -1.16% | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.10% | -0.11% | +1.30% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | — | +16.05% | |
| 24 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.07% | -0.13% | +0.53% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.05% | — | +0.17% | |
| 26 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.96% | -0.05% | — | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.95% | -0.13% | -8.34% | |
| 28 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.94% | +0.04% | +1.29% | |
| 29 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.91% | — | +1.84% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.90% | +0.04% | +0.64% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.90% | +0.03% | +61.92% | |
| 32 | DECT | Allianzim US Eq Bffr10 Dc-us | ETF-Other | 0.89% | +0.01% | +1.48% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | +0.04% | +18.15% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.07% | +69.86% | |
| 35 | SEPT | All US Equ Buf10 Sep Etf-usd | ETF-Other | 0.76% | -0.76% | EXIT | |
| 36 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.76% | -0.04% | -1.50% | |
| 37 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.66% | -0.05% | — | |
| 38 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.66% | -0.16% | -12.26% | |
| 39 | ONEZ | Trueshr Seasonality La B ETF | ETF-Other | 0.63% | +0.58% | +3.65% | |
| 40 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.61% | -0.07% | -4.26% | |
| 41 | DUK | Duke Energy CORP | Stock-Utilities | 0.60% | -0.08% | -1.35% | |
| 42 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.58% | -0.03% | — | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.57% | -0.06% | — | |
| 44 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.57% | -0.06% | -10.90% | |
| 45 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.56% | -0.03% | — | |
| 46 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.54% | -0.07% | -2.14% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.52% | — | -0.35% | |
| 48 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.52% | -0.05% | -3.13% | |
| 49 | AGEM | Abrdn Emerging Mar Div A ETF | ETF-Emerging Markets | 0.51% | +0.04% | -3.10% | |
| 50 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.51% | +0.09% | +47.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | +0.4% | +2889.62% | Add |
| 2 | AAPL | Apple Inc | +0.3% | +61.92% | Add |
| 3 | JNJ | Johnson & Johnson | +0.3% | +93.26% | Add |
| 4 | MSFT | Microsoft CORP | +0.2% | +69.86% | Add |
| 5 | VNLA | Janus Henderson Short Durati | +0.2% | +47.98% | Add |
| 6 | OCTZ | Trueshares Struc Outcome Oct | +0.2% | +930.99% | Add |
| 7 | GLD | Spdr Gold Shares | +0.1% | -1.22% | Trim |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +1194.21% | Add |
| 9 | CVX | Chevron CORP | +0.1% | +7.39% | Add |
| 10 | XOM | Exxon Mobil CORP | +0.1% | +10.21% | Add |
| 11 | SCHP | Schwab U.s. Tips ETF | +0.1% | +5728.13% | Add |
| 12 | NVDA | Nvidia CORP | +0.1% | +16.05% | Add |
| 13 | MU | Micron Technology Inc | +0.1% | +427.45% | Add |
| 14 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.62% | Add |
| 15 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +1.30% | Add |
| 16 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +372.95% | Add |
| 17 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +31.01% | Add |
| 18 | DUK | Duke Energy CORP | 0% | -1.35% | Trim |
| 19 | ORCL | Oracle CORP | 0% | +214.84% | Add |
| 20 | META | Meta Platforms Inc-class A | 0% | +58.25% | Add |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 0% | +415.15% | Add |
| 22 | AMZN | Amazon.com Inc | 0% | +18.15% | Add |
| 23 | USRT | Ishares Core US Reit ETF | 0% | +1.84% | Add |
| 24 | WMT | Walmart Inc | 0% | +12.77% | Add |
| 25 | DVY | Ishares Select Dividend ETF | 0% | — | Unchanged |
| 26 | COST | Costco Wholesale CORP | 0% | +10.00% | Add |
| 27 | AVGO | Broadcom Inc | 0% | +27.32% | Add |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | +18.29% | Add |
| 29 | GOOG | Alphabet Inc-cl C | 0% | +103.55% | Add |
| 30 | LRCX | Lam Research CORP | 0% | +10.76% | Add |
| 31 | VLO | Valero Energy CORP | 0% | +17.42% | Add |
| 32 | TMSL | T.rowe Prc Small-mid Cap ETF | 0% | +213.64% | Add |
| 33 | CSCO | Cisco Systems Inc | 0% | +91.08% | Add |
| 34 | IYE | Ishares U.s. Energy ETF | 0% | -6.94% | Trim |
| 35 | IWX | Ishares Russell Top 200 Valu | 0% | +2.71% | Add |
| 36 | DGRO | Ishares Core Dividend Growth | 0% | +1.93% | Add |
| 37 | EFV | Ishares Msci Eafe Value ETF | 0% | +0.17% | Add |
| 38 | IWS | Ishares Russell Mid-cap Valu | 0% | +1.29% | Add |
| 39 | SPAB | Ss Spdr P Agg Bond ETF | 0% | +13.58% | Add |
| 40 | VZ | Verizon Communications Inc | 0% | -1.98% | Trim |
| 41 | RCL | Royal Caribbean Cruises Ltd. | 0% | +121.95% | Add |
| 42 | XLE | Ss Energy Select Sector | 0% | -0.06% | Trim |
| 43 | AVIG | Avantis Core Fixed Income | 0% | +108.92% | Add |
| 44 | LMT | Lockheed Martin CORP | 0% | -0.96% | Trim |
| 45 | PM | Philip Morris International | 0% | +26.34% | Add |
| 46 | MO | Altria Group Inc | 0% | -0.31% | Trim |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +36.13% | Add |
| 48 | SPBO | Ss Spdr P CORP Bond ETF | 0% | +2851.85% | Add |
| 49 | SKOR | Flexshares Credit-scored US | 0% | +2285.00% | Add |
| 50 | ILTB | Ishares Core 10+ Year Usd Bo | 0% | +1133.33% | Add |
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 763 disclosed positions in Q1 2026.
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 18.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
SCEP
市值: $2.0M
Top Position Liquidated / Trimmed
GSLC
前期市值: $26.1K
During Q1 2026, Quest 10 Wealth Builders, Inc.'s top holdings by market value included VOO (6.0%)、IVV (4.4%)、VUG (3.7%). The largest single position, VOO, represented 6.0% of total portfolio value.
In Q1 2026, Quest 10 Wealth Builders, Inc. made 192 total portfolio adjustments, initiating 27 new buys, adding to 85 positions, trimming 69 holdings, and fully liquidating 11 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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