QUEST 10 WEALTH BUILDERS, INC.

Filed: 5/1/2025ACC: 0001437749-25-013988

📋 What this filing means

QUEST 10 WEALTH BUILDERS, INC. filed this quarterly 13F‑HR report disclosing 773 equity positions with a total reported market value of $93.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

773

Positions

$93.42M

Total AUM (reported)

1.26M

Total Shares

Allocation by class

COM$9.46M10.1%

S&P 500 ETF SHS$6.72M7.2%

US EQTY PWR BUF$5.56M6.0%

CORE S&P500 ETF$4.34M4.6%

GROWTH ETF$3.92M4.2%

VALUE ETF$3.86M4.1%

U.S. TECH ETF$2.71M2.9%

Portfolio Concentration

Top 3$14.98M16.0%

4–10$17.81M19.1%

11–25$17.50M18.7%

Rest$43.14M46.2%

Top 3 weight

16.0%

Top 10 weight

35.1%

Voting Authority Distribution

Total shares with voting rights: 1.26M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.26M

% of voting shares100.0%

Investment Discretion (by position count)

Sole773

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings773

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares12.99K

TypeSH

Market value$6.72M

7.20%

Sole

0.00

Shared

0.00

None

12.99K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares7.54K

TypeSH

Market value$4.34M

4.64%

Sole

0.00

Shared

0.00

None

7.54K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares10.39K

TypeSH

Market value$3.92M

4.19%

Sole

0.00

Shared

0.00

None

10.39K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares22.25K

TypeSH

Market value$3.86M

4.13%

Sole

0.00

Shared

0.00

None

22.25K

ISHARES TR

SOLE

U.S. TECH ETF

Shares18.51K

TypeSH

Market value$2.71M

2.90%

Sole

0.00

Shared

0.00

None

18.51K

SPDR GOLD TR

SOLE

GOLD SHS

Shares9.07K

TypeSH

Market value$2.61M

2.80%

Sole

0.00

Shared

0.00

None

9.07K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares11.30K

TypeSH

Market value$2.38M

2.55%

Sole

0.00

Shared

0.00

None

11.30K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares21.71K

TypeSH

Market value$2.33M

2.49%

Sole

0.00

Shared

0.00

None

21.71K

ISHARES TR

SOLE

US HLTHCARE ETF

Shares34.35K

TypeSH

Market value$2.11M

2.25%

Sole

0.00

Shared

0.00

None

34.35K

ISHARES TR

SOLE

CORE DIV GRWTH

Shares28.86K

TypeSH

Market value$1.81M

1.94%

Sole

0.00

Shared

0.00

None

28.86K

ISHARES TR

SOLE

RUS TP200 VL ETF

Shares18.75K

TypeSH

Market value$1.54M

1.65%

Sole

0.00

Shared

0.00

None

18.75K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares2.96K

TypeSH

Market value$1.45M

1.56%

Sole

0.00

Shared

0.00

None

2.96K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares22.92K

TypeSH

Market value$1.35M

1.44%

Sole

0.00

Shared

0.00

None

22.92K

SELECT SECTOR SPDR TR

SOLE

SBI CONS STPLS

Shares15.47K

TypeSH

Market value$1.26M

1.35%

Sole

0.00

Shared

0.00

None

15.47K

SPDR SER TR

SOLE

PORTFOLIO S&P500

Shares18.21K

TypeSH

Market value$1.25M

1.33%

Sole

0.00

Shared

0.00

None

18.21K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares22.68K

TypeSH

Market value$1.22M

1.31%

Sole

0.00

Shared

0.00

None

22.68K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares11.92K

TypeSH

Market value$1.18M

1.26%

Sole

0.00

Shared

0.00

None

11.92K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares3.94K

TypeSH

Market value$1.08M

1.16%

Sole

0.00

Shared

0.00

None

3.94K

INNOVATOR ETFS TRUST

SOLE

US EQTY PWR BUF

Shares29.72K

TypeSH

Market value$1.07M

1.15%

Sole

0.00

Shared

0.00

None

29.72K

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares15.12K

TypeSH

Market value$1.05M

1.13%

Sole

0.00

Shared

0.00

None

15.12K

ISHARES TR

SOLE

CRE U S REIT ETF

Shares17.88K

TypeSH

Market value$1.04M

1.12%

Sole

0.00

Shared

0.00

None

17.88K

AIM ETF PRODUCTS TRUST

SOLE

US LRGCP B10 OCT

Shares27.56K

TypeSH

Market value$1.03M

1.10%

Sole

0.00

Shared

0.00

None

27.56K

AIM ETF PRODUCTS TRUST

SOLE

US LRGCP B10 JAN

Shares29.15K

TypeSH

Market value$1.02M

1.10%

Sole

0.00

Shared

0.00

None

29.15K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM U S LA

Shares37.17K

TypeSH

Market value$974.9K

1.04%

Sole

0.00

Shared

0.00

None

37.17K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares16.38K

TypeSH

Market value$965.3K

1.03%

Sole

0.00

Shared

0.00

None

16.38K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	12.99K	SH	$6.72M 7.20%	12.99K
ISHARES TRSOLE	CORE S&P500 ETF	7.54K	SH	$4.34M 4.64%	7.54K
VANGUARD INDEX FDSSOLE	GROWTH ETF	10.39K	SH	$3.92M 4.19%	10.39K
VANGUARD INDEX FDSSOLE	VALUE ETF	22.25K	SH	$3.86M 4.13%	22.25K
ISHARES TRSOLE	U.S. TECH ETF	18.51K	SH	$2.71M 2.90%	18.51K
SPDR GOLD TRSOLE	GOLD SHS	9.07K	SH	$2.61M 2.80%	9.07K
ISHARES TRSOLE	RUS TP200 GR ETF	11.30K	SH	$2.38M 2.55%	11.30K
ISHARES TRSOLE	CORE S&P SCP ETF	21.71K	SH	$2.33M 2.49%	21.71K
ISHARES TRSOLE	US HLTHCARE ETF	34.35K	SH	$2.11M 2.25%	34.35K
ISHARES TRSOLE	CORE DIV GRWTH	28.86K	SH	$1.81M 1.94%	28.86K
ISHARES TRSOLE	RUS TP200 VL ETF	18.75K	SH	$1.54M 1.65%	18.75K
INVESCO QQQ TRSOLE	UNIT SER 1	2.96K	SH	$1.45M 1.56%	2.96K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	22.92K	SH	$1.35M 1.44%	22.92K
SELECT SECTOR SPDR TRSOLE	SBI CONS STPLS	15.47K	SH	$1.26M 1.35%	15.47K
SPDR SER TRSOLE	PORTFOLIO S&P500	18.21K	SH	$1.25M 1.33%	18.21K
ISHARES INCSOLE	CORE MSCI EMKT	22.68K	SH	$1.22M 1.31%	22.68K
ISHARES TRSOLE	CORE US AGGBD ET	11.92K	SH	$1.18M 1.26%	11.92K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	3.94K	SH	$1.08M 1.16%	3.94K
INNOVATOR ETFS TRUSTSOLE	US EQTY PWR BUF	29.72K	SH	$1.07M 1.15%	29.72K
ISHARES TRSOLE	CORE MSCI TOTAL	15.12K	SH	$1.05M 1.13%	15.12K
ISHARES TRSOLE	CRE U S REIT ETF	17.88K	SH	$1.04M 1.12%	17.88K
AIM ETF PRODUCTS TRUSTSOLE	US LRGCP B10 OCT	27.56K	SH	$1.03M 1.10%	27.56K
AIM ETF PRODUCTS TRUSTSOLE	US LRGCP B10 JAN	29.15K	SH	$1.02M 1.10%	29.15K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM U S LA	37.17K	SH	$974.9K 1.04%	37.17K
ISHARES TRSOLE	EAFE VALUE ETF	16.38K	SH	$965.3K 1.03%	16.38K

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