Quest 10 Wealth Builders, Inc.

Q3 2025 13F-HR Detailed Holdings

Location
Fuquay Varina, VA
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
904
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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 10/20/2025 Next filing: 1/29/2026 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 AE Wealth Management LLC 028-17779