Quest 10 Wealth Builders, Inc.
โขCIK: 2035215โขFiling: Q4 2025
**Quest 10 Wealth Builders, Inc.** manages $112M across a diversified portfolio of 783 positions. The strategy exhibits a strong tilt toward broad market exposure, evidenced by top holdings including VOO ($7.4M) and IVV ($5.2M). Significant allocations are also directed toward sector and style factors, notably VUG ($4.8M) and VTV ($3.9M). This concentration in major index vehicles suggests a core mandate focused on capturing broad market growth while maintaining tactical factor exposure.
Total AUM
$111.8M
QoQ Performance
-1.2%
Positions
524
Top 10 Concentration
36.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VOO6.6%
IVV4.6%
VUG4.3%
VTV3.5%
IYW3.2%
IWY3.1%
SCEC2.8%
GQ92.6%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other79.0%
ETF12.5%
Technology3.7%
Consumer1.3%
Healthcare1.0%
Financial0.9%
Utilities0.8%
Industrial0.2%
๐ช Exited Positionssold since Q3 2025
+718 more exited positions
Changes from Q3 2025
NEW5 new positions
โ74 increased
โ99 decreased
Historical Filings
Q4 2025Q3 2025Q1 2025Q4 2024