Quest 10 Wealth Builders, Inc.

Q3 2025 13F-HR Holdings

Location
Fuquay Varina, VA
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
872
Total value ($000)
$108,468
Net value change ($000)
+5,741 (5.6%)
New positions
135
Sold out positions
51
Turnover %
8.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 10/20/2025 Next filing: 1/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DECU 1,611 NEW
SIXP 1,411 1237.7%
SEPT 859 NEW
JULU 544 2176.0%
GJUL 512 NEW
SEPZ 509 NEW
IWY 481 16.9%
GLD 403 13.5%
SEPW 351 NEW
IVV 331 7.0%
Top Reduces (Value $000, Stocks/ETFs)
OCTT -1,211 -100.0%
JANT -1,210 -99.8%
SIXD -1,123 -100.0%
GDEC -587 -100.0%
LISTED FDS TR -462 -100.0%
JANW -420 -69.1%
OCTW -305 -100.0%
QBUL -206 -100.0%
SIXO -193 -100.0%
SPY -166 -25.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type