Quest 10 Wealth Builders, Inc.

Q2 2026 13F-HR Holdings

Location
Fuquay Varina, VA
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
776
Total value ($000)
$128,729
Net value change ($000)
+14,645 (12.8%)
New positions
74
Sold out positions
61
Turnover %
11.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SIXD 1,809 NEW
MAYT 1,547 NEW
IYW 1,338 40.7%
JUNT 974 NEW
IWY 925 27.6%
SCEC 836 28.5%
ONEZ 833 115.7%
FEBT 801 NEW
VOO 764 11.2%
VUG 758 17.8%
Top Reduces (Value $000, Stocks/ETFs)
DECU -1,615 -100.0%
SIXO -1,531 -100.0%
SEPT -865 -100.0%
JULU -566 -100.0%
GSEP -511 -100.0%
GLD -491 -15.6%
OCTW -408 -100.0%
SEPW -357 -100.0%
SIXZ -317 -100.0%
XOM -295 -100.0%
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