Quest 10 Wealth Builders, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Quest 10 Wealth Builders, Inc. reported 713 stock positions worth $100.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 7.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.6%) and Vanguard Mrngstar GR ETF-Sui (VUG, 4.5%).
- Most Recent 13F
- Q2 2026
- Location
- Fuquay-Varina, VA
- CIK
- 0002035215
- Portfolio Value
- $100.5M (Q4 2024)
- SEC Filing
- 0001437749-25-003741 ↗ filed Feb 13, 2025
Holdings Value
Holdings 713 stocks · $100.5M
| VOO Vanguard S&P 500 ETF | 7.08% | 13,212 | $7.1M | — |
| IVV iShares Core S&P 500 ETF | 4.60% | 7,848 | $4.6M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.51% | 11,055 | $4.5M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.03% | 23,904 | $4.0M | — |
| IYW iShares Ustechnology ETF | 3.02% | 19,021 | $3.0M | — |
| IWY iShares Russell Top 200 Grow | 2.72% | 11,633 | $2.7M | — |
| IJR iShares Core S&P Small-Cap E | 2.55% | 22,270 | $2.6M | — |
| GLD SPDR Gold Shares | 2.47% | 10,263 | $2.5M | — |
| IYH iShares U.S. Healthcare ETF | 2.04% | 35,129 | $2.0M | — |
| DGRO iShares Core Dividend Growth | 1.72% | 28,238 | $1.7M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.57% | 3,089 | $1.6M | — |
| IWX iShares Russell Top 200 Valu | 1.51% | 19,146 | $1.5M | — |
| VGSH Vanguard Short-Term Treasury | 1.49% | 25,791 | $1.5M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.49% | 5,173 | $1.5M | — |
| XLP SS Consumer Staples Sel Sect | 1.27% | 16,216 | $1.3M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.24% | 18,121 | $1.2M | — |
| IEMG iShares Core MSCI Emerging | 1.21% | 23,322 | $1.2M | — |
| PSEP Innovator U.S. Equity Power | 1.14% | 29,343 | $1.1M | — |
| AGG iShares Core U.S. Aggregate | 1.09% | 11,312 | $1.1M | — |
| PMAY Innovator U.S. Equity Power | 1.07% | 30,023 | $1.1M | — |
| USRT iShares Core US REIT ETF | 1.06% | 18,555 | $1.1M | — |
| DVY iShares Select Dividend ETF | 1.03% | 7,895 | $1.0M | — |
| OCTT All US Equ BUF10 Oct ETF-Usd | 1.02% | 26,732 | $1.0M | — |
| IXUS iShares Core Intl Stock ETF | 1.02% | 15,445 | $1.0M | — |
| JANT Allianzim US Eq BFFR10 JN-US | 1.01% | 28,245 | $1.0M | — |
| SIXD Allian US Equ 6 Mon BU10-Usd | 0.95% | 36,107 | $959K | — |
| AMZN Amazon.com Inc. | 0.87% | 3,992 | $876K | — |
| PAPR Innovator U.S. Equity Power | 0.84% | 22,983 | $844K | — |
| VYM Vanguard High DVD Yield ETF | 0.83% | 6,566 | $838K | — |
| NVDA Nvidia Corp. | 0.82% | 6,123 | $822K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.81% | 8,452 | $818K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.79% | 1,359 | $797K | — |
| AAPL Apple Inc. | 0.78% | 3,134 | $785K | — |
| EFV iShares MSCI Eafe Value ETF | 0.78% | 14,956 | $785K | — |
| DECT Allianzim US Eq BFFR10 DC-US | 0.77% | 24,314 | $775K | — |
| GDEC FT Vest US Equity Moderate B | 0.77% | 22,891 | $772K | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.71% | 15,830 | $718K | — |
| PJUN Innovator U.S. Equity Power | 0.71% | 19,090 | $716K | — |
| TIP iShares Tips Bond ETF | 0.67% | 6,365 | $678K | — |
| IWS iShares Russell Mid-Cap Valu | 0.67% | 5,222 | $675K | — |
| USIG iShares Broad Usd Investment | 0.67% | 13,328 | $670K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.66% | 2,774 | $667K | — |
| PDEC Innovator U.S. Equity Power | 0.65% | 17,067 | $656K | — |
| PAUG Innovator U.S. Equity Power | 0.60% | 15,635 | $602K | — |
| PJUL Innovator U.S. Equity Power | 0.60% | 14,595 | $601K | — |
| IDEV iShares Core MSCI Dev MKTS | 0.59% | 9,263 | $597K | — |
| PNOV Innovator U.S. Equity Power | 0.59% | 15,575 | $590K | — |
| DUK Duke Energy Corp. | 0.58% | 5,448 | $587K | — |
| POCT Innovator U.S. Equity Power | 0.56% | 14,257 | $564K | — |
| MSFT Microsoft Corp. | 0.54% | 1,287 | $542K | — |
| WDIV St STR SPD S&P Glo Div-US Inc. | 0.53% | 8,586 | $533K | — |
| FGD First Trust DJ GL Sel DVD | 0.51% | 22,969 | $511K | — |
| IWF iShares Russell 1000 Growth | 0.48% | 1,191 | $478K | — |
| MINT PIMCO Enhanced Short Maturit | 0.47% | 4,716 | $473K | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.47% | 5,970 | $470K | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.47% | 13,707 | $468K | — |
| IWP iShares Russell Mid-Cap Grow | 0.46% | 3,645 | $462K | — |
| PMAR Innovator U.S. Equity Power | 0.46% | 11,476 | $461K | — |
| VGIT Vanguard Intermediate-Term T | 0.46% | 7,941 | $461K | — |
| VGLT Vanguard Long-Term Treasury | 0.46% | 8,292 | $459K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.44% | 9,913 | $445K | — |
| DIV Global X Superdividend Use | 0.40% | 22,531 | $406K | — |
| PJAN Innovator U.S. Equity Power | 0.40% | 9,489 | $401K | — |
| EDIV State Street SPDR S&P Emergi | 0.36% | 10,174 | $359K | — |
| JNJ Johnson & Johnson | 0.33% | 2,292 | $331K | — |
| ICLO Invesco Aaa Clo F/R Note ETF | 0.33% | 12,906 | $331K | — |
| PFEB Innovator U.S. Equity Power | 0.33% | 8,878 | $327K | — |
| GOOGL Alphabet Inc. Class A | 0.32% | 1,702 | $322K | — |
| SPAB SS SPDR P Agg Bond ETF | 0.30% | 11,901 | $297K | — |
| ZTS Zoetis Inc. | 0.29% | 1,816 | $296K | — |
| NEAR iShares SH Dba ETF Usd Inc. | 0.29% | 5,787 | $292K | — |
| VTWO Vanguard Russell 2000 ETF | 0.29% | 3,258 | $291K | — |
| JPM JPMorgan Chase & Co. | 0.29% | 1,206 | $289K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.28% | 650 | $276K | — |
| QBER Trueshares Quartly B HDG ETF | 0.27% | 11,082 | $274K | — |
| CVX Chevron Corp. | 0.27% | 1,868 | $271K | — |
| XOM Exxon Mobil Corp. | 0.26% | 2,453 | $264K | — |
| NBOS Neuberger Option Strategy Et | 0.26% | 9,870 | $260K | — |
| COST Costco Wholesale Corp. | 0.25% | 278 | $254K | — |
| TLT iShares 20+ Year Treasury BD | 0.25% | 2,825 | $247K | — |
| LISTED FDS TR | 0.24% | 6,651 | $246K | — |
| FEX First Trust Large Cap Core A | 0.24% | 2,354 | $246K | — |
| CLOI Vaneck Clo ETF | 0.24% | 4,603 | $243K | — |
| MO Altria Group Inc. | 0.24% | 4,586 | $240K | — |
| IYF iShares US Financials ETF | 0.23% | 2,130 | $236K | — |
| ANGL Vaneck Fallen Angel High YLD | 0.23% | 8,190 | $235K | — |
| VSGAX VNGD Mrgst SC GRW Idx FD-Adm | 0.23% | 2,374 | $234K | — |
| CVS CVS Health Corp. | 0.23% | 5,084 | $228K | — |
| VEA Vanguard Ftse Developed ETF | 0.22% | 4,680 | $224K | — |
| ITOT iShares Core S&P Total U.S. | 0.22% | 1,739 | $224K | — |
| ABBV Abbvie Inc. | 0.22% | 1,255 | $223K | — |
| FNB FNB Corp. | 0.22% | 14,766 | $218K | — |
| CHARLES SCHWAB BANK SSB (SCHW 5.15 03/13/25) | 0.22% | 217,000 | $217K | — |
| JANW Alianzim US Eq BFR20 Jan-Usd | 0.21% | 6,404 | $215K | — |
| META Meta Platforms Inc. Class A | 0.21% | 354 | $207K | — |
| IVW iShares S&P 500 Growth ETF | 0.20% | 1,980 | $201K | — |
| VGT Vanguard Info Tech ETF | 0.20% | 318 | $198K | — |
| AVGO Broadcom Inc. | 0.19% | 834 | $193K | — |
| SPXC SPX Technologies Inc. | 0.19% | 1,292 | $188K | — |
| IYE iShares U.S. Energy ETF | 0.19% | 4,085 | $186K | — |
Other holdings (1): bonds, preferreds, convertibles and warrants · $303 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 11 | $303 | — |
Total filed on the 13F, all lines: $100.5M.
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 773 | $128.7M | VOO, IVV, VUG, IYW, VTV |
| Q1 2026 | 760 | $114.1M | VOO, IVV, VUG, VTV, IWY |
| Q4 2025 | 782 | $111.8M | VOO, IVV, VUG, VTV, IYW |
| Q3 2025 | 866 | $108.5M | VOO, IVV, VUG, VTV, IYW |
| Q2 2025 | 781 | $102.7M | VOO, IVV, VUG, VTV, IYW |
| Q1 2025 | 765 | $93.4M | VOO, IVV, VUG, VTV, IYW |
| Q4 2024 | 713 | $100.5M | VOO, IVV, VUG, VTV, IYW |