Quest 10 Wealth Builders, Inc.

Q3 2026 13F-HR Holdings

Location
Fuquay Varina, VA
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
805
Total value ($000)
$134,785
Net value change ($000)
+6,056 (4.7%)
New positions
45
Sold out positions
16
Turnover %
7.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
STERLING CAP FDS 3,825 NEW
HARDING LOEVNER FDS INC 956 NEW
NVDA 466 33.4%
MSFT 461 51.9%
AMZN 428 38.1%
AAPL 382 31.8%
IWX 327 12.6%
EXXONMOBIL HOLDINGS CORP 326 NEW
JUNP 230 NEW
VUG 171 3.4%
Top Reduces (Value $000, Stocks/ETFs)
SCEC -3,774 -100.0%
SCEP -265 -12.9%
VNLA -202 -26.1%
IJR -182 -5.6%
BILZ -150 -21.8%
VTWO -135 -18.6%
IWP -134 -32.0%
SPXC -98 -30.9%
VTV -87 -2.0%
VNQ -70 -55.1%
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