Filed: 10/20/2025ACC: 0001437749-25-031338
๐ What this filing means
QUEST 10 WEALTH BUILDERS, INC. filed this quarterly 13FโHR report disclosing 872 equity positions with a total reported market value of $108.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
872
Positions
$108.47M
Total AUM (reported)
1.40M
Total Shares
Allocation by class
COM$11.33M10.4%
S&P 500 ETF SHS$7.41M6.8%
US EQTY PWR BUF$5.88M5.4%
CORE S&P500 ETF$5.03M4.6%
GROWTH ETF$4.87M4.5%
VALUE ETF$3.97M3.7%
U.S. TECH ETF$3.53M3.3%
Portfolio Concentration
Top 3$17.31M16.0%
4โ10$21.40M19.7%
11โ25$21.14M19.5%
Rest$48.61M44.8%
Top 3 weight
16.0%
Top 10 weight
35.7%
Voting Authority Distribution
Total shares with voting rights: 1.40M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.40M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole872
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings872
Rows:
VANGUARD INDEX FDS
SOLEShares12.11K
TypeSH
Market value$7.41M
6.84%
Sole
0.00
Shared
0.00
None
12.11K
ISHARES TR
SOLEShares7.51K
TypeSH
Market value$5.03M
4.63%
Sole
0.00
Shared
0.00
None
7.51K
VANGUARD INDEX FDS
SOLEShares10.16K
TypeSH
Market value$4.87M
4.49%
Sole
0.00
Shared
0.00
None
10.16K
VANGUARD INDEX FDS
SOLEShares21.30K
TypeSH
Market value$3.97M
3.66%
Sole
0.00
Shared
0.00
None
21.30K
ISHARES TR
SOLEShares18.02K
TypeSH
Market value$3.53M
3.25%
Sole
0.00
Shared
0.00
None
18.02K
SPDR GOLD TR
SOLEShares9.54K
TypeSH
Market value$3.39M
3.13%
Sole
0.00
Shared
0.00
None
9.54K
ISHARES TR
SOLEShares12.16K
TypeSH
Market value$3.33M
3.07%
Sole
0.00
Shared
0.00
None
12.16K
CAPITOL SER TR
SOLEShares106.97K
TypeSH
Market value$2.73M
2.51%
Sole
0.00
Shared
0.00
None
106.97K
ISHARES TR
SOLEShares21.43K
TypeSH
Market value$2.55M
2.35%
Sole
0.00
Shared
0.00
None
21.43K
ISHARES TR
SOLEShares32.54K
TypeSH
Market value$1.91M
1.76%
Sole
0.00
Shared
0.00
None
32.54K
ISHARES TR
SOLEShares27.63K
TypeSH
Market value$1.88M
1.73%
Sole
0.00
Shared
0.00
None
27.63K
ISHARES TR
SOLEShares20.81K
TypeSH
Market value$1.83M
1.69%
Sole
0.00
Shared
0.00
None
20.81K
INVESCO QQQ TR
SOLEShares3K
TypeSH
Market value$1.80M
1.66%
Sole
0.00
Shared
0.00
None
3K
ISHARES INC
SOLEShares27.12K
TypeSH
Market value$1.79M
1.65%
Sole
0.00
Shared
0.00
None
27.12K
AIM ETF PRODUCTS TRUST
SOLEShares59.94K
TypeSH
Market value$1.61M
1.49%
Sole
0.00
Shared
0.00
None
59.94K
AIM ETF PRODUCTS TRUST
SOLEShares49.48K
TypeSH
Market value$1.52M
1.41%
Sole
0.00
Shared
0.00
None
49.48K
SPDR SERIES TRUST
SOLEShares17.56K
TypeSH
Market value$1.38M
1.27%
Sole
0.00
Shared
0.00
None
17.56K
VANGUARD INDEX FDS
SOLEShares3.99K
TypeSH
Market value$1.31M
1.21%
Sole
0.00
Shared
0.00
None
3.99K
NVIDIA CORPORATION
SOLEShares6.85K
TypeSH
Market value$1.28M
1.18%
Sole
0.00
Shared
0.00
None
6.85K
ISHARES TR
SOLEShares14.85K
TypeSH
Market value$1.23M
1.13%
Sole
0.00
Shared
0.00
None
14.85K
SELECT SECTOR SPDR TR
SOLEShares15.20K
TypeSH
Market value$1.19M
1.10%
Sole
0.00
Shared
0.00
None
15.20K
VANGUARD SCOTTSDALE FDS
SOLEShares18.75K
TypeSH
Market value$1.10M
1.02%
Sole
0.00
Shared
0.00
None
18.75K
ISHARES TR
SOLEShares16.06K
TypeSH
Market value$1.09M
1.00%
Sole
0.00
Shared
0.00
None
16.06K
INNOVATOR ETFS TRUST
SOLEShares27.44K
TypeSH
Market value$1.07M
0.98%
Sole
0.00
Shared
0.00
None
27.44K
ISHARES TR
SOLEShares10.58K
TypeSH
Market value$1.06M
0.98%
Sole
0.00
Shared
0.00
None
10.58K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 12.11K | SH | $7.41M 6.84% | 0.00 | 0.00 | 12.11K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.51K | SH | $5.03M 4.63% | 0.00 | 0.00 | 7.51K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 10.16K | SH | $4.87M 4.49% | 0.00 | 0.00 | 10.16K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 21.30K | SH | $3.97M 3.66% | 0.00 | 0.00 | 21.30K |
ISHARES TRSOLE | U.S. TECH ETF | 18.02K | SH | $3.53M 3.25% | 0.00 | 0.00 | 18.02K |
SPDR GOLD TRSOLE | GOLD SHS | 9.54K | SH | $3.39M 3.13% | 0.00 | 0.00 | 9.54K |
ISHARES TRSOLE | RUS TP200 GR ETF | 12.16K | SH | $3.33M 3.07% | 0.00 | 0.00 | 12.16K |
CAPITOL SER TRSOLE | STERLING CAP ENH | 106.97K | SH | $2.73M 2.51% | 0.00 | 0.00 | 106.97K |
ISHARES TRSOLE | CORE S&P SCP ETF | 21.43K | SH | $2.55M 2.35% | 0.00 | 0.00 | 21.43K |
ISHARES TRSOLE | US HLTHCARE ETF | 32.54K | SH | $1.91M 1.76% | 0.00 | 0.00 | 32.54K |
ISHARES TRSOLE | CORE DIV GRWTH | 27.63K | SH | $1.88M 1.73% | 0.00 | 0.00 | 27.63K |
ISHARES TRSOLE | RUS TP200 VL ETF | 20.81K | SH | $1.83M 1.69% | 0.00 | 0.00 | 20.81K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3K | SH | $1.80M 1.66% | 0.00 | 0.00 | 3K |
ISHARES INCSOLE | CORE MSCI EMKT | 27.12K | SH | $1.79M 1.65% | 0.00 | 0.00 | 27.12K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM US EQU | 59.94K | SH | $1.61M 1.49% | 0.00 | 0.00 | 59.94K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM US LRG | 49.48K | SH | $1.52M 1.41% | 0.00 | 0.00 | 49.48K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 17.56K | SH | $1.38M 1.27% | 0.00 | 0.00 | 17.56K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.99K | SH | $1.31M 1.21% | 0.00 | 0.00 | 3.99K |
NVIDIA CORPORATIONSOLE | COM | 6.85K | SH | $1.28M 1.18% | 0.00 | 0.00 | 6.85K |
ISHARES TRSOLE | CORE MSCI TOTAL | 14.85K | SH | $1.23M 1.13% | 0.00 | 0.00 | 14.85K |
SELECT SECTOR SPDR TRSOLE | SBI CONS STPLS | 15.20K | SH | $1.19M 1.10% | 0.00 | 0.00 | 15.20K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 18.75K | SH | $1.10M 1.02% | 0.00 | 0.00 | 18.75K |
ISHARES TRSOLE | EAFE VALUE ETF | 16.06K | SH | $1.09M 1.00% | 0.00 | 0.00 | 16.06K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 27.44K | SH | $1.07M 0.98% | 0.00 | 0.00 | 27.44K |
ISHARES TRSOLE | CORE US AGGBD ET | 10.58K | SH | $1.06M 0.98% | 0.00 | 0.00 | 10.58K |
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