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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 and exited 61; 371 existing positions rose in reported value and 151 fell.

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.

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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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VOO5.9% · -3%IVV4.4% · +0%VUG3.9% · +497%IYW3.6% · +1%VTV3.4% · -0%IWY3.3% · +9%SCEC2.9% · +29%IJR2.5% · +1%GLD2.1% · -1%DGRO2.0% · +23%IWX2.0% · +12%QQQ1.7% · -0%IYH1.6% · -2%SCEP1.6% · -2%SIXD1.4% · newIEMG1.4% · +4%SCMC1.3% · +14%SPYM1.3% · +3%ONEZ1.2% · +96%MAYT1.2% · newIXUS1.1% · -0%VTI1.1% · -4%NVDA1.1% · -1%EFV1.0% · +9%XLP1.0% · +0%IWS1.0% · +3%MINT0.9% · -1%EFG0.9% · +5%AAPL0.9% · +3%USRT0.9% · +1%PMAY0.9% · +3%DECT0.9% · +3%AMZN0.9% · +3%AGG0.8% · -2%JUNT0.8% · newPAPR0.7% · +1%MSFT0.7% · +1%GOOGL0.6% · +39%FEBT0.6% · newPJUN0.6% · +0%VNLA0.6% · +34%VTWO0.6% · +8%AGEM0.5% · -2%PSEP0.5% · 0%IDEV0.5% · -7%BILZ0.5% · +183%PAUG0.5% · -0%DUK0.5% · +2%VB0.5% · -3%DVY0.5% · -2%PDEC0.5% · -7%GLDM0.5% · +1%SPY0.5% · 0%PJUL0.5% · -7%PMAR0.5% · -4%JNJ0.5% · +2%SPDW0.4% · +6%AMD0.4% · -4%TIP0.4% · +0%IWF0.4% · +284%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 34.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jun 10, 2026.

Assets Under Management
$237.7M
Discretionary
$237.7M
Employees
8
Accounts
1,086
Address
7629 PURFOY ROAD
SUITE 105
FUQUAY-VARINA, NC 27526
Phone
(919) 552-4286
Website
Name Title / Status Ownership Type
STEPHENSON, KENNETH, DARRELL ControlPRESIDENT
since May 2010
50–75%Individual
STEPHENSON, SANDRA, V. ControlSECRETARY
since Jan 2014
50–75%Individual
Gort, Bryan, WestonCHIEF COMPLIANCE OFFICER
since Aug 2024
Less than 5%Individual
Ownership & leadership changes · 1 filing with changes since Jun 28, 2022

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Aug 29, 2024 filing
  • AddedGort, Bryan, Weston · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedSTEPHENSON, KENNETH, DARRELL · title PRESIDENT/CHIEF COMPLIANCE OFFICER → PRESIDENT
Jun 28, 2022 filing (earliest on record)
  • ListedSTEPHENSON, KENNETH, DARRELL · PRESIDENT/CHIEF COMPLIANCE OFFICER · 50–75% · control person
  • ListedSTEPHENSON, SANDRA, V. · SECRETARY · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Quest 10 Wealth Builders, Inc. Holdings (2026-06-30)

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
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