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Quest 10 Wealth Builders, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2035215
Institutional-grade research for retail investors

Sector Allocation

  • Other81.5%$104.9M
  • Technology6.0%$7.7M
  • Financials5.0%$6.4M
  • Healthcare1.6%$2.0M
  • Consumer Discretionary1.4%$1.8M
  • Industrials1.3%$1.7M
  • Utilities1.2%$1.6M
  • Consumer Staples0.9%$1.2M
  • Energy0.5%$597,216
  • Communication Services0.3%$386,165

AUM History

13fpro.ai/research/fund/quest-10-wealth-builders-inc-2035215

Conviction and streaks

Concentrating · top 10 = 34.1%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q2 2026

  • VANGUARD
    $7.6M
  • ISHARES
    $5.7M
  • VANGUARD
    $5.0M
  • ISHARES
    $4.6M
  • VANGUARD
    $4.4M
  • ISHARES
    $4.3M
  • CAPITOL
    $3.8M
  • ISHARES
    $3.2M
  • GLDGLD
    $2.7M
  • ISHARES
    $2.6M
  • ISHARES
    $2.6M
  • QQQQQQ
    $2.2M
  • ISHARES
    $2.1M
  • STERLING
    $2.1M
  • AIM
    $1.8M
  • ISHARES
    $1.8M
  • STERLING
    $1.7M
  • SPDR
    $1.7M
  • ELEVATION
    $1.6M
  • AIM
    $1.5M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/quest-10-wealth-builders-inc-2035215

Quest 10 Wealth Builders, Inc. 13F holdings — Q2 2026

$128.7M portfolio (+12.8% QoQ) · 776 holdings · Q2 2026 13F · top 10 are 34% of the stock portfolio

  • 1

    VANGUARD INDEX FDS - S&P 500 ETF SHS

    $7.6M

    5.9% of stocks

    -3%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 2

    ISHARES TR - CORE S&P500 ETF

    $5.7M

    4.4% of stocks

    +0.2%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 3

    VANGUARD INDEX FDS - GROWTH ETF

    $5.0M

    3.9% of stocks

    +497%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 4

    ISHARES TR - U.S. TECH ETF

    $4.6M

    3.6% of stocks

    +1%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 5

    VANGUARD INDEX FDS - VALUE ETF

    $4.4M

    3.4% of stocks

    -0.5%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 6

    ISHARES TR - RUS TP200 GR ETF

    $4.3M

    3.3% of stocks

    +9%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 7

    CAPITOL SER TR - STERL CAP BD ETF

    $3.8M

    2.9% of stocks

    +29%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 8

    ISHARES TR - CORE S&P SCP ETF

    $3.2M

    2.5% of stocks

    +0.6%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • $2.7M

    2.1% of stocks

    -1%This quarter+0.1%Since filed4+ qtrsHeld
    AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
  • 10

    ISHARES TR - CORE DIV GRWTH

    $2.6M

    2.0% of stocks

    +23%This quarter—Since filed—Held
    AIQuality—Est. buy—

All holdings — Quest 10 Wealth Builders, Inc. (Q2 2026)

776 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
— ISHARES TR - RUS TP200 VL ETFetf/fund$2.6M+12%
QQQ$QQQINVESCO QQQ TRUST, SERIES 1etf/fund$2.2M-0.3%
— ISHARES TR - US HLTHCARE ETFetf/fund$2.1M-2%
— STERLING CAP FDS - CAP HEDGED EQT P$2.1M-2%
— AIM ETF PRODUCTS TRUST - ALLIANZIM US EQTetf/fund$1.8MNew
— ISHARES INC - CORE MSCI EMKTetf/fund$1.8M+4%
— STERLING CAP FDS - CAPITAL MULTI$1.7M+14%
— SPDR SERIES TRUST - ST STR P500ETFetf/fund$1.7M+3%
— ELEVATION SERIES TRUST - TRUE SE BUFF ETFetf/fund$1.6M+96%
— AIM ETF PRODUCTS TRUST - ALLIANZIM US EQTetf/fund$1.5MNew
— ISHARES TR - CORE MSCI TOTALetf/fund$1.4M-0.4%
— VANGUARD INDEX FDS - TOTAL STK MKTetf/fund$1.4M-4%
NVDA$NVDANVIDIA CORP$1.4M-1.0%
— ISHARES TR - EAFE VALUE ETFetf/fund$1.3M+9%
— SELECT SECTOR SPDR TR - ST STR STAPL ETFetf/fund$1.3M+0.4%

What changed in Q2 2026

Against the previous quarter's 13F: 70 new, 188 added to, 219 trimmed, 55 sold out. Share-count changes; largest moves by dollar size first.

New positions (70)

  • AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$1.8M

    first bought this quarter

  • AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$1.5M

    first bought this quarter

  • AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$974K

    first bought this quarter

  • AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$801K

    first bought this quarter

  • AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF$405K

    first bought this quarter

  • AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF$257K

    first bought this quarter

+64 more in the Excel export

Added to (188)

  • VANGUARD INDEX FDS - GROWTH ETF+497%

    now $5.0M

  • CAPITOL SER TR - STERL CAP BD ETF+29%

    now $3.8M

  • ELEVATION SERIES TRUST - TRUE SE BUFF ETF+96%

    now $1.6M

  • ISHARES TR - CORE DIV GRWTH+23%

    now $2.6M

  • PIMCO ETF TR - ULTR SH GO AC FD+183%

    now $689K

  • SCHWAB STRATEGIC TR - US DIVIDEND EQ+1054%

    now $447K

+182 more in the Excel export

Trimmed (219)

  • VANGUARD INDEX FDS - S&P 500 ETF SHS-3%

    now $7.6M

  • SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA-74%

    now $43K

  • ISHARES TR - MSCI USA QLT FCT-81%

    now $25K

  • ELEVATION SERIES TRUST - TRUE ST SEPT ETF-14%

    now $477K

  • IAUM$IAUMiShares Gold Trust Micro-51%

    now $60K · held 4+ qtrs, 3 trims in a row

  • VANGUARD INDEX FDS - TOTAL STK MKT-4%

    now $1.4M

+213 more in the Excel export

Sold out (55)

  • AIM ETF PRODUCTS TRUSTwas $1.6M
  • AIM ETF PRODUCTS TRUSTwas $1.5M
  • AIM ETF PRODUCTS TRUSTwas $865K
  • AIM ETF PRODUCTS TRUSTwas $566K
  • FIRST TR EXCHNG TRADED FD VIwas $511K
  • AIM ETF PRODUCTS TRUSTwas $408K

+49 more in the Excel export

Firm AUM (Form ADV): $237.7M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Quest 10 Wealth Builders, Inc. has filed, 6 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 24, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of Quest 10 Wealth Builders's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

+5.6%

Value-weighted move of the 10 largest stock positions

Turnover

8%

Last quarter

Top 10 weight

34%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

98%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Quest 10 Wealth Builders, Inc. disclosed 776 positions worth $128.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 70 new positions and exited 55. The portfolio is most concentrated in Other (81.5% of disclosed assets). All figures are sourced directly from Quest 10 Wealth Builders, Inc.’s Form 13F-HR filing with the SEC under CIK 2035215.

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AI-Powered Hedge Fund Analysis: Quest 10 Wealth Builders, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Quest 10 Wealth Builders, Inc. (SEC CIK: 2035215), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Quest 10 Wealth Builders, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.