Quest 10 Wealth Builders, Inc.

Q1 2026 13F-HR Holdings

Location
Fuquay Varina, VA
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
763
Total value ($000)
$114,084
Net value change ($000)
+2,300 (2.1%)
New positions
80
Sold out positions
104
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SCEP 1,977 NEW
SCMC 1,519 NEW
VGIT 447 2793.8%
AAPL 347 51.2%
JNJ 311 128.0%
GLD 213 7.3%
AUGZ 212 NEW
MSFT 201 30.0%
VNLA 186 47.3%
OCTZ 184 876.2%
Top Reduces (Value $000, Stocks/ETFs)
VGSH -813 -73.2%
VOO -590 -8.0%
VUG -525 -11.0%
QBER -450 -61.8%
ICLO -407 -80.4%
VYM -337 -42.4%
DIV -284 -77.8%
IYW -280 -7.9%
NBOS -218 -80.7%
IVV -202 -3.9%
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