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Quest 10 Wealth Builders, Inc. — 13F Holdings & Portfolio

CIK 2035215 · latest 13F-HR filed 2026-07-24

Backtest portfolio

Quest 10 Wealth Builders, Inc. manages $128.7M in 13F-reported U.S. long-equity assets across 811 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (5.03%), IWY (3.33%), VUG (3.18%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 74 new positions, exited 61, added to 371, and trimmed 151.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
7629 PURFOY ROAD
SUITE 105
FUQUAY-VARINA, VA 27526
Phone
(919) 552-4286
Filing Manager
Quest 10 Wealth Builders, Inc.
Fuquay-Varina, VA
Signatory
Bryan Gort
Chief Compliance Officer
Loading holdings…
AUM

$128.7M

Long-equity book

Holdings

811

Distinct positions

Period

2026-06-30

Filed 2026-07-24

Q/Q Activity

+74 / −61 / ↑371 / ↓151

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$1.3M +40.7%
  • ISHARES TR$925.5K +27.6%
  • CAPITOL SER TR$835.6K +28.4%
  • ELEVATION SERIES TRUST$833.1K +115.8%
  • VANGUARD INDEX FDS$764.3K +11.2%
Show all 371 →

Top Trims

  • SPDR GOLD TR-$491.5K -15.6%
  • SIMPLIFY EXCHANGE TRADED FUN-$124.5K -74.4%
  • WORLD GOLD TR-$101.6K -13.5%
  • ISHARES TR-$93.5K -78.7%
  • CHEVRON CORPORATION-$85.4K -22.5%
Show all 151 →

New Positions

  • AIM ETF PRODUCTS TRUST$1.8M
  • AIM ETF PRODUCTS TRUST$1.5M
  • AIM ETF PRODUCTS TRUST$974.2K
  • AIM ETF PRODUCTS TRUST$800.8K
  • AIM ETF PRODUCTS TRUST$405.2K
Show all 74 →

Exited Positions

  • AIM ETF PRODUCTS TRUST$1.6M
  • AIM ETF PRODUCTS TRUST$1.5M
  • AIM ETF PRODUCTS TRUST$865.0K
  • AIM ETF PRODUCTS TRUST$566.0K
  • FIRST TR EXCHNG TRADED FD VI$511.2K
Show all 61 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $6.5M 5.03% 9,421 SH
2 ISHARES TR IWY 464289438 $4.3M 3.33% 14,731 SH
3 VANGUARD INDEX FDS VUG 922908736 $4.1M 3.18% 47,517 SH
4 VANGUARD INDEX FDS VTV 922908744 $3.8M 2.94% 17,361 SH
5 CAPITOL SER TR SCEC 14064D444 $3.8M 2.93% 150,732 SH
6 ISHARES TR IVV 464287200 $3.3M 2.58% 4,432 SH
7 ISHARES TR IYW 464287721 $2.6M 2.05% 10,465 SH
8 ISHARES TR IWX 464289420 $2.6M 2.01% 24,632 SH
9 ISHARES TR IVV 464287200 $2.4M 1.86% 3,203 SH
10 SPDR GOLD TR GLD 78463V107 $2.4M 1.85% 6,459 SH
11 STERLING CAP FDS SCEP 85917K454 $2.1M 1.59% 82,076 SH
12 ISHARES TR IYW 464287721 $2.0M 1.54% 7,864 SH
13 ISHARES TR IJR 464287804 $2.0M 1.54% 13,350 SH
14 AIM ETF PRODUCTS TRUST SIXD 00888H646 $1.8M 1.41% 58,666 SH
15 ISHARES INC IEMG 46434G103 $1.8M 1.38% 21,405 SH
16 STERLING CAP FDS SCMC 85917K462 $1.7M 1.35% 68,997 SH
17 ISHARES TR IYH 464287762 $1.6M 1.27% 24,372 SH
18 ISHARES TR DGRO 46434V621 $1.6M 1.26% 21,387 SH
19 ELEVATION SERIES TRUST ONEZ 210322608 $1.6M 1.21% 56,277 SH
20 AIM ETF PRODUCTS TRUST MAYT 00888H760 $1.5M 1.20% 39,673 SH
21 VANGUARD INDEX FDS VTI 922908769 $1.4M 1.08% 3,774 SH
22 ISHARES TR EFV 464288877 $1.3M 1.05% 17,626 SH
23 INVESCO QQQ TR QQQ 46090E103 $1.3M 0.99% 1,737 SH
24 SELECT SECTOR SPDR TR XLP 81369Y308 $1.3M 0.99% 15,325 SH
25 ISHARES TR IWS 464287473 $1.3M 0.98% 7,626 SH
26 ISHARES TR IJR 464287804 $1.2M 0.97% 8,405 SH
27 ISHARES TR EFG 464288885 $1.2M 0.94% 9,716 SH
28 AIM ETF PRODUCTS TRUST DECT 00888H836 $1.2M 0.90% 29,579 SH
29 VANGUARD INDEX FDS VOO 922908363 $1.1M 0.87% 1,632 SH
30 SPDR SERIES TRUST SPYM 78464A854 $1.0M 0.79% 11,503 SH
31 ISHARES TR DGRO 46434V621 $991.6K 0.77% 13,084 SH
32 AIM ETF PRODUCTS TRUST JUNT 00888H745 $974.2K 0.76% 25,779 SH
33 VANGUARD INDEX FDS VUG 922908736 $927.2K 0.72% 10,764 SH
34 APPLE INC AAPL 037833100 $918.1K 0.71% 3,173 SH
35 INVESCO QQQ TR QQQ 46090E103 $902.9K 0.70% 1,226 SH
36 PIMCO ETF TR MINT 72201R833 $845.1K 0.66% 8,383 SH
37 AMAZON COM INC AMZN 023135106 $812.3K 0.63% 3,408 SH
38 ISHARES TR USRT 464288521 $805.5K 0.63% 12,122 SH
39 AIM ETF PRODUCTS TRUST FEBT 00888H828 $800.8K 0.62% 19,465 SH
40 ISHARES TR IXUS 46432F834 $790.1K 0.61% 8,279 SH
41 NVIDIA CORPORATION NVDA 67066G104 $737.4K 0.57% 3,685 SH
42 INNOVATOR ETFS TRUST PMAY 45782C318 $732.3K 0.57% 17,732 SH
43 VANGUARD SCOTTSDALE FDS VTWO 92206C664 $725.4K 0.56% 5,974 SH
44 ABRDN FDS AGEM 00384X301 $703.1K 0.55% 14,238 SH
45 ISHARES TR IDEV 46435G326 $692.6K 0.54% 7,781 SH
46 PIMCO ETF TR BILZ 72201R577 $688.9K 0.54% 6,826 SH
47 MICROSOFT CORP MSFT 594918104 $682.4K 0.53% 1,829 SH
48 DUKE ENERGY CORP NEW DUK 26441C204 $674.7K 0.52% 5,330 SH
49 VANGUARD INDEX FDS VB 922908751 $668.8K 0.52% 2,206 SH
50 ISHARES TR DVY 464287168 $661.3K 0.51% 4,231 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $128.7M 811 0001437749-26-024370
2026-03-31 2026-05-06 $114.1M 797 0001437749-26-015097
2025-12-31 2026-01-29 $111.8M 818 0001437749-26-002391