Quest 10 Wealth Builders, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Quest 10 Wealth Builders, Inc. reported 782 stock positions worth $111.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 6.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.6%) and Vanguard Mrngstar GR ETF-Sui (VUG, 4.3%). Compared with Q3 2025, it opened 33 new positions, sold out of 121, added to 148 and reduced 258. The biggest buy was SPDR Gold Minishares Trust (GLDM, shares +3029%) and the biggest sale SPDR Gold Shares (GLD, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- Fuquay-Varina, VA
- CIK
- 0002035215
- Portfolio Value
- $111.8M (Q4 2025)
- SEC Filing
- 0001437749-26-002391 ↗ filed Jan 29, 2026
Holdings Value
Holdings 782 stocks · $111.8M
| VOO Vanguard S&P 500 ETF | 6.64% | 11,827 | $7.4M | Reduce -2.3% |
| IVV iShares Core S&P 500 ETF | 4.63% | 7,559 | $5.2M | Add +0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.28% | 9,811 | $4.8M | Reduce -3.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.49% | 20,443 | $3.9M | Reduce -4.0% |
| IYW iShares Ustechnology ETF | 3.19% | 17,853 | $3.6M | Reduce -0.9% |
| IWY iShares Russell Top 200 Grow | 3.14% | 12,683 | $3.5M | Add +4.3% |
| CAPITOL SER TR | 2.75% | 121,336 | $3.1M | Add +13.4% |
| GLD SPDR Gold Shares | 2.63% | 7,404 | $2.9M | Reduce -22.4% |
| IJR iShares Core S&P Small-Cap E | 2.31% | 21,491 | $2.6M | Add +0.3% |
| IYH iShares U.S. Healthcare ETF | 1.87% | 32,135 | $2.1M | Reduce -1.2% |
| IWX iShares Russell Top 200 Valu | 1.77% | 21,489 | $2.0M | Add +3.2% |
| DGRO iShares Core Dividend Growth | 1.71% | 27,582 | $1.9M | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.60% | 2,905 | $1.8M | Reduce -3.2% |
| DECU Allianzim US BF15 Uncap Dec | 1.46% | 59,729 | $1.6M | Reduce -0.3% |
| SIXO Allian US Equ 6 Mon BU10-Usd | 1.39% | 44,872 | $1.6M | Add +2.1% |
| IEMG iShares Core MSCI Emerging | 1.27% | 21,133 | $1.4M | Reduce -22.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.24% | 17,307 | $1.4M | Reduce -1.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.19% | 3,982 | $1.3M | Reduce -0.3% |
| IXUS iShares Core Intl Stock ETF | 1.15% | 15,135 | $1.3M | Add +1.9% |
| MINT PIMCO Enhanced Short Maturit | 1.08% | 12,032 | $1.2M | Add +57.7% |
| AGG iShares Core U.S. Aggregate | 1.06% | 11,852 | $1.2M | Add +12.0% |
| XLP SS Consumer Staples Sel Sect | 1.05% | 15,068 | $1.2M | Reduce -0.9% |
| EFV iShares MSCI Eafe Value ETF | 1.03% | 16,082 | $1.1M | Add +0.1% |
| NVDA Nvidia Corp. | 1.01% | 6,067 | $1.1M | Reduce -11.4% |
| VGSH Vanguard Short-Term Treasury | 0.99% | 18,901 | $1.1M | Add +0.8% |
| PMAY Innovator U.S. Equity Power | 0.97% | 27,412 | $1.1M | Reduce -0.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.94% | 9,204 | $1.0M | Add +1.5% |
| DECT Allianzim US Eq BFFR10 DC-US | 0.92% | 28,175 | $1.0M | Reduce -2.5% |
| IWS iShares Russell Mid-Cap Valu | 0.92% | 7,278 | $1.0M | Add +2.4% |
| USRT iShares Core US REIT ETF | 0.88% | 17,176 | $978K | Reduce -0.8% |
| AMZN Amazon.com Inc. | 0.80% | 3,863 | $892K | Reduce -12.3% |
| SEPT All US Equ BUF10 Sep ETF-Usd | 0.78% | 24,680 | $868K | Reduce -1.0% |
| PAPR Innovator U.S. Equity Power | 0.77% | 22,062 | $863K | Reduce -3.4% |
| VYM Vanguard High DVD Yield ETF | 0.71% | 5,529 | $794K | Reduce -2.1% |
| GLDM SPDR Gold Minishares Trust | 0.71% | 9,232 | $788K | Add +3029.5% |
| PJUN Innovator U.S. Equity Power | 0.67% | 17,989 | $753K | Reduce -2.0% |
| PDEC Innovator U.S. Equity Power | 0.66% | 17,030 | $739K | No change |
| QBER Trueshares Quartly B HDG ETF | 0.65% | 30,389 | $728K | Reduce -12.5% |
| ONEZ Trueshr Seasonality La B ETF | 0.64% | 27,730 | $720K | Reduce -0.1% |
| IDEV iShares Core MSCI Dev MKTS | 0.64% | 8,731 | $720K | Reduce -3.3% |
| AAPL Apple Inc. | 0.61% | 2,495 | $678K | Reduce -6.1% |
| MSFT Microsoft Corp. | 0.60% | 1,387 | $671K | Reduce -3.7% |
| PSEP Innovator U.S. Equity Power | 0.60% | 15,258 | $667K | Reduce -3.0% |
| PAUG Innovator U.S. Equity Power | 0.58% | 14,988 | $648K | Reduce -3.8% |
| PJUL Innovator U.S. Equity Power | 0.57% | 13,780 | $640K | Reduce -4.5% |
| DUK Duke Energy Corp. | 0.56% | 5,321 | $624K | Reduce -1.7% |
| PMAR Innovator U.S. Equity Power | 0.55% | 13,638 | $613K | Reduce -3.8% |
| DVY iShares Select Dividend ETF | 0.54% | 4,313 | $609K | Reduce -0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.52% | 2,274 | $587K | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.52% | 848 | $579K | Add +19.3% |
| JULU Allianzim US BF15 Uncap Jul | 0.52% | 19,470 | $578K | Add +0.2% |
| AGEM Abrdn Emerg MRKT DVD Act | 0.51% | 14,944 | $574K | New |
| TIP iShares Tips Bond ETF | 0.49% | 4,964 | $546K | Reduce -23.4% |
| GSEP FT Vest US Equity Moderate B | 0.48% | 13,880 | $538K | New |
| VTWO Vanguard Russell 2000 ETF | 0.48% | 5,390 | $536K | Add +3.6% |
| FGD First Trust DJ GL Sel DVD | 0.46% | 17,071 | $517K | Reduce -5.5% |
| PNOV Innovator U.S. Equity Power | 0.46% | 12,348 | $516K | No change |
| WDIV St STR SPD S&P Glo Div-US Inc. | 0.46% | 6,835 | $516K | Reduce -3.8% |
| ICLO Invesco Aaa Clo F/R Note ETF | 0.45% | 19,811 | $506K | Reduce -2.3% |
| SEPZ Trueshares Struc Out Sep ETF | 0.45% | 11,950 | $505K | Reduce -0.7% |
| POCT Innovator U.S. Equity Power | 0.45% | 11,495 | $505K | No change |
| IWF iShares Russell 1000 Growth | 0.45% | 1,054 | $499K | Reduce -5.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.42% | 10,589 | $470K | Add +5.5% |
| GOOGL Alphabet Inc. Class A | 0.39% | 1,405 | $440K | Reduce -2.4% |
| OCTW Alianzim US Eq BFR20 Oct-Usd | 0.39% | 11,161 | $435K | New |
| BILZ PIMCO Ultra SHRT Govt Active | 0.38% | 4,250 | $428K | Reduce -21.6% |
| VNLA Janus Henderson Short Durati | 0.35% | 8,005 | $393K | Add +14.7% |
| SEPW Alianzim US Eq BFR20 Sep-Usd | 0.34% | 11,781 | $376K | Add +5.4% |
| DIV Global X Superdividend Use | 0.33% | 21,061 | $365K | Add +1.1% |
| SIXZ Allian US Equ 6 Mon BU10-Usd | 0.28% | 10,630 | $315K | Add +0.3% |
| CVS CVS Health Corp. | 0.28% | 3,926 | $312K | Add +7.3% |
| SPAB SS SPDR P Agg Bond ETF | 0.27% | 11,521 | $297K | Reduce -0.3% |
| ABBV Abbvie Inc. | 0.26% | 1,286 | $294K | Reduce -1.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.26% | 3,560 | $287K | Reduce -5.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.26% | 595 | $286K | Reduce -0.2% |
| AVGO Broadcom Inc. | 0.25% | 820 | $284K | Reduce -3.2% |
| AMD Advanced Micro Devices | 0.25% | 1,290 | $276K | Add +192.5% |
| IVW iShares S&P 500 Growth ETF | 0.25% | 2,236 | $276K | Add +5.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.24% | 5,819 | $273K | Add +2.7% |
| NBOS Neuberger Option Strategy Et | 0.24% | 9,903 | $270K | Reduce -3.1% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 4,257 | $266K | Reduce -0.0% |
| CVX Chevron Corp. | 0.23% | 1,705 | $260K | Add +18.6% |
| SPXC SPX Technologies Inc. | 0.23% | 1,292 | $258K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.23% | 1,877 | $257K | Add +6.2% |
| JPM JPMorgan Chase & Co. | 0.23% | 794 | $256K | Reduce -8.2% |
| FNB FNB Corp. | 0.23% | 14,766 | $252K | No change |
| CLOI Vaneck Clo ETF | 0.22% | 4,744 | $251K | Add +8.1% |
| EDIV State Street SPDR S&P Emergi | 0.22% | 6,235 | $244K | Reduce -2.7% |
| JNJ Johnson & Johnson | 0.22% | 1,172 | $243K | Reduce -7.6% |
| ZTS Zoetis Inc. | 0.21% | 1,904 | $240K | Add +4.7% |
| JANZ Trueshares Struct Outc Jan | 0.21% | 6,054 | $231K | New |
| VGT Vanguard Info Tech ETF | 0.20% | 300 | $226K | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.20% | 2,910 | $222K | Add +108.3% |
| VGLT Vanguard Long-Term Treasury | 0.20% | 3,953 | $221K | Reduce -21.1% |
| ANGL Vaneck Fallen Angel High YLD | 0.19% | 7,210 | $212K | Reduce -2.7% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.19% | 4,097 | $209K | Reduce -7.8% |
| JANW Alianzim US Eq BFR20 Jan-Usd | 0.19% | 5,618 | $208K | Add +7.9% |
| ITOT iShares Core S&P Total U.S. | 0.18% | 1,377 | $205K | Reduce -0.7% |
| PJAN Innovator U.S. Equity Power | 0.18% | 4,309 | $203K | No change |
| TLT iShares 20+ Year Treasury BD | 0.18% | 2,298 | $200K | Add +22.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $212 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 11 | $212 | No change |
Lines left out (4) · $2K — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| BKNG Booking Holdings Inc. | COM | 0 | $1K |
| MTD Mettler-Toledo International | COM | 0 | $558 |
| NVR NVR Inc. | COM | 0 | $365 |
| GWW WW Grainger Inc. | COM | 0 | $323 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $111.8M.
Portfolio Sells Q3 2025 → Q4 2025
| GLD SPDR Gold Shares | Reduce -22.4% | 2.63% | −0.50 |
| GJUL FT Vest US Equity Moderate B | Sold out | 0.00% | −0.47 |
| IEMG iShares Core MSCI Emerging | Reduce -22.1% | 1.27% | −0.38 |
| DECW Alianzim US Eq BFR20 Dec-Usd | Reduce -71.5% | 0.15% | −0.37 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.4% | 4.28% | −0.21 |
| VOO Vanguard S&P 500 ETF | Reduce -2.3% | 6.64% | −0.20 |
| TSLA Tesla Inc. | Reduce -59.7% | 0.13% | −0.19 |
| TIP iShares Tips Bond ETF | Reduce -23.4% | 0.49% | −0.18 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.0% | 3.49% | −0.17 |
| NVDA Nvidia Corp. | Reduce -11.4% | 1.01% | −0.17 |
| QBER Trueshares Quartly B HDG ETF | Reduce -12.5% | 0.65% | −0.14 |
| BILZ PIMCO Ultra SHRT Govt Active | Reduce -21.6% | 0.38% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -12.3% | 0.80% | −0.09 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -87.6% | 0.01% | −0.09 |
| MSFT Microsoft Corp. | Reduce -3.7% | 0.60% | −0.09 |
| VGLT Vanguard Long-Term Treasury | Reduce -21.1% | 0.20% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.2% | 1.60% | −0.07 |
| IYW iShares Ustechnology ETF | Reduce -0.9% | 3.19% | −0.06 |
| USRT iShares Core US REIT ETF | Reduce -0.8% | 0.88% | −0.06 |
| DUK Duke Energy Corp. | Reduce -1.7% | 0.56% | −0.06 |
| AMGN Amgen Inc. | Reduce -93.3% | 0.00% | −0.06 |
| XLP SS Consumer Staples Sel Sect | Reduce -0.9% | 1.05% | −0.05 |
| SCHG Schwab US Large-Cap Growth | Reduce -70.9% | 0.02% | −0.04 |
| PAPR Innovator U.S. Equity Power | Reduce -3.4% | 0.77% | −0.04 |
| PJUL Innovator U.S. Equity Power | Reduce -4.5% | 0.57% | −0.03 |
| ONEZ Trueshr Seasonality La B ETF | Reduce -0.1% | 0.64% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -5.1% | 0.45% | −0.03 |
| TYA Simplify Intermediate Term | Reduce -63.7% | 0.02% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -9.8% | 0.11% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -9.1% | 0.14% | −0.03 |
| PAUG Innovator U.S. Equity Power | Reduce -3.8% | 0.58% | −0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -1.4% | 1.24% | −0.03 |
| PSEP Innovator U.S. Equity Power | Reduce -3.0% | 0.60% | −0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -5.8% | 0.26% | −0.03 |
| ICLO Invesco Aaa Clo F/R Note ETF | Reduce -2.3% | 0.45% | −0.03 |
| PMAR Innovator U.S. Equity Power | Reduce -3.8% | 0.55% | −0.03 |
| ILCG iShares Morningstar Growth E | Sold out | 0.00% | −0.03 |
| ICF iShares Select U.S. REIT ETF | Sold out | 0.00% | −0.02 |
| CMDT PIMCO Commodity Active Strat | Sold out | 0.00% | −0.02 |
| ORCL Oracle Corp. | Reduce -15.3% | 0.03% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.1% | 0.71% | −0.02 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -3.3% | 0.64% | −0.02 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -7.8% | 0.19% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -8.2% | 0.23% | −0.02 |
| PJUN Innovator U.S. Equity Power | Reduce -2.0% | 0.67% | −0.02 |
| DECU Allianzim US BF15 Uncap Dec | Reduce -0.3% | 1.46% | −0.02 |
| DGRW Wisdomtree U.S. Quality Divi | Sold out | 0.00% | −0.02 |
| DVY iShares Select Dividend ETF | Reduce -0.2% | 0.54% | −0.02 |
| DGRO iShares Core Dividend Growth | Reduce -0.2% | 1.71% | −0.02 |
| DECT Allianzim US Eq BFFR10 DC-US | Reduce -2.5% | 0.92% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| GLDM SPDR Gold Minishares Trust | Add +3029.5% | 0.71% | +0.68 |
| AGEM Abrdn Emerg MRKT DVD Act | New | 0.51% | +0.51 |
| GSEP FT Vest US Equity Moderate B | New | 0.48% | +0.48 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | New | 0.39% | +0.39 |
| MINT PIMCO Enhanced Short Maturit | Add +57.7% | 1.08% | +0.37 |
| CAPITOL SER TR | Add +13.4% | 2.75% | +0.24 |
| JANZ Trueshares Struct Outc Jan | New | 0.21% | +0.21 |
| AMD Advanced Micro Devices | Add +192.5% | 0.25% | +0.18 |
| AGG iShares Core U.S. Aggregate | Add +12.0% | 1.06% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +19.3% | 0.52% | +0.08 |
| IWX iShares Russell Top 200 Valu | Add +3.2% | 1.77% | +0.08 |
| IWY iShares Russell Top 200 Grow | Add +4.3% | 3.14% | +0.07 |
| FBTC Fidelity Wise Origin Bitcoin | Add +108.3% | 0.20% | +0.07 |
| IVE iShares S&P 500 Value ETF | Add +49.4% | 0.15% | +0.05 |
| TROW T Rowe Price Group Inc. | Add +2300.0% | 0.04% | +0.04 |
| F Ford Motor Co. | New | 0.04% | +0.04 |
| EIX Edison International | Add +866.7% | 0.04% | +0.04 |
| PFE Pfizer Inc. | Add +584.9% | 0.04% | +0.04 |
| USB US Bancorp | Add +750.5% | 0.04% | +0.04 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +11141.7% | 0.04% | +0.04 |
| TFC Truist Financial Corp. | Add +2178.4% | 0.04% | +0.04 |
| VNLA Janus Henderson Short Durati | Add +14.7% | 0.35% | +0.03 |
| CFG Citizens Financial Group | Add +261.5% | 0.05% | +0.03 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +46.5% | 0.12% | +0.03 |
| PRU Prudential Financial Inc. | Add +274.6% | 0.04% | +0.03 |
| KEY Keycorp | Add +453.7% | 0.04% | +0.03 |
| HBAN Huntington Bancshares Inc. | Add +403.1% | 0.04% | +0.03 |
| OMC Omnicom Group | Add +317.7% | 0.04% | +0.03 |
| D Dominion Energy Inc. | Add +198.7% | 0.05% | +0.03 |
| ADM Archer-Daniels-Midland Co. | Add +672.9% | 0.03% | +0.03 |
| LAZ Lazard Inc. | New | 0.03% | +0.03 |
| ORI Old Republic Intl Corp. | New | 0.03% | +0.03 |
| CVX Chevron Corp. | Add +18.6% | 0.23% | +0.03 |
| ES Eversource Energy | New | 0.03% | +0.03 |
| FITB Fifth Third Bancorp | Add +619.6% | 0.03% | +0.03 |
| XLSR SS US Sector Rotation | Add +97.5% | 0.05% | +0.03 |
| MCD McDonald's Corp. | Add +140.0% | 0.05% | +0.03 |
| AEP American Electric Power | Add +223.7% | 0.04% | +0.03 |
| FE Firstenergy Corp. | Add +507.9% | 0.03% | +0.03 |
| OGE Oge Energy Corp. | Add +618.4% | 0.03% | +0.03 |
| CMS CMS Energy Corp. | Add +653.2% | 0.03% | +0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +5.5% | 0.42% | +0.02 |
| CVS CVS Health Corp. | Add +7.3% | 0.28% | +0.02 |
| TLT iShares 20+ Year Treasury BD | Add +22.1% | 0.18% | +0.02 |
| BG Bunge Global SA | New | 0.02% | +0.02 |
| VLO Valero Energy Corp. | Add +149.6% | 0.04% | +0.02 |
| GPC Genuine Parts Co. | Add +426.9% | 0.03% | +0.02 |
| MO Altria Group Inc. | Add +40.0% | 0.15% | +0.02 |
| GSLC Goldman Activebeta US LC ETF | New | 0.02% | +0.02 |
| STX Seagate Technology Holdings | Add +70.4% | 0.05% | +0.02 |
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 |