DOSSIER · 13F-HR · Q2 2026

Quest 10 Wealth Builders, Inc.

$129M in tracked AUM across 811 positions as of Q2 2026.

Q1
CIK 0002035215 · last filed Jun 30, 2026
Total AUM
$129M
as of Q2 2026
Holdings
811
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Quest 10 Wealth Builders, Inc.
1. Portfolio Overview

Quest 10 Wealth Builders, Inc. has reported a substantial expansion in assets under management (AUM), with the total portfolio value growing by 131.5% from $48.29M to $111.78M quarter-over-quarter. This dramatic increase suggests either significant capital inflows from investors or a consolidation of assets under this specific filing entity.

The portfolio is highly diversified, comp...

2. Key Holdings

The portfolio is dominated by major U.S. large-cap equity ETFs, with Vanguard and iShares products prominently featured:

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$8M11K5.9%
02
IVV
ISHARES TR
$6M8K4.4%
03
VUG
VANGUARD INDEX FDS
$5M58K3.9%
04
IYW
ISHARES TR
$5M18K3.6%
05
VTV
VANGUARD INDEX FDS
$4M20K3.4%
06
IWY
ISHARES TR
$4M15K3.3%
07
SCEC
CAPITOL SER TR
$4M151K2.9%
08
IJR
ISHARES TR
$3M22K2.5%
09
GLD
SPDR GOLD TR
$3M7K2.1%
10
DGRO
ISHARES TR
$3M34K2.0%

Filing history

2026Q2Jun 30
$129M 12.8%
811 positionsView →
2026Q1Mar 31
$114M 2.1%
797 positionsView →
2025Q4Dec 31
$112M 131.5%
818 positionsView →
2025Q3Sep 30
$48M 3.3%
480 positionsView →
2025Q2Jun 30
$47M 13.3%
444 positionsLocked
2025Q1Mar 31
$41M 59.0%
430 positionsLocked
2024Q4Dec 31
$101M
921 positionsLocked