Quest 10 Wealth Builders, Inc.
Long book
$114.1M
Q1 2026
Positions
763
Top-10 weight
33%
concentration
Last quarter
+11.1%
SPY +14.8%
Turnover
21%
of book per quarter
Strategy in plain words
auto-generated from filingsQuest 10 Wealth Builders, Inc. is a wealth-management firm allocating client money, running a $114.1M US long book across 763 positions.
The portfolio is moderately concentrated (top 10 ≈ 33% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD S&P 500 ETF, ISHARES CORE S&P 500 ETF, VANGUARD GROWTH ETF, VANGUARD VALUE ETF, ISHARES RUSSELL TOP 200 GROW.
Over the last 6 quarters its long book ran on average 0.3pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-1.2%
Q1 2025
+8.1%
Q2 2025
+6.9%
Q3 2025
+2.6%
Q4 2025
-1.3%
Q1 2026
+11.1%
Sector allocation
Technology 31%
Financials 12%
Consumer discretionary 11%
Healthcare 10%
Utilities 10%
Industrials 10%
Energy 5%
Consumer staples 3%
Long book by quarter
What does Quest 10 own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 7.0K | $1.2M | 1.1% | +16.1% |
| AAPL APPLE INC | Technology | 4.0K | $1.0M | 0.9% | +61.9% |
| AMZN AMAZON.COM INC | Consumer discretionary | 4.6K | $951K | 0.8% | +18.1% |
| MSFT MICROSOFT CORP | Technology | 2.4K | $872K | 0.8% | +69.9% |
| DUK DUKE ENERGY CORP | Utilities | 5.2K | $687K | 0.6% | -1.4% |
| JNJ JOHNSON & JOHNSON | Healthcare | 2.3K | $554K | 0.5% | +93.3% |
| GOOGL ALPHABET INC-CL A | Technology | 1.7K | $478K | 0.4% | +18.3% |
| CVX CHEVRON CORP | Energy | 1.8K | $379K | 0.3% | +7.4% |
| AVGO BROADCOM INC | Technology | 1.0K | $323K | 0.3% | +27.3% |
| XOM EXXON MOBIL CORP | Energy | 1.7K | $295K | 0.3% | +10.2% |
| ABBV ABBVIE INC | Healthcare | 1.4K | $294K | 0.3% | +5.2% |
| CVS CVS HEALTH CORP | Healthcare | 3.9K | $281K | 0.2% | -0.4% |
| JPM JPMORGAN CHASE & CO | Financials | 894 | $263K | 0.2% | +12.6% |
| SPXC SPX TECHNOLOGIES INC | Industrials | 1.3K | $258K | 0.2% | Held |
| FNB FNB CORP | Financials | 14.8K | $247K | 0.2% | Held |
| WMT WALMART INC | Consumer discretionary | 1.8K | $219K | 0.2% | +12.8% |
| ZTS ZOETIS INC | Healthcare | 1.8K | $215K | 0.2% | -4.3% |
| AMD ADVANCED MICRO DEVICES | Technology | 974 | $198K | 0.2% | -24.5% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 198 | $197K | 0.2% | +10.0% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 6, 2026 | 797 | $114.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 29, 2026 | 818 | $111.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 20, 2025 | 904 | $108.5M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Oct 20, 2025 | 819 | $102.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 1, 2025 | 801 | $93.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 921 | $100.5M | canonical | SEC ↗ |