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13F holdings · Q3 2026

Quest 10 Wealth Builders

Fuquay-Varina, VA · files as Quest 10 Wealth Builders, Inc.
Filed
Holdings as of Sep 30, 2026Filed Nov 2, 2026Next filing due Feb 15, 2027CIK 2035215

Quest 10 Wealth Builders reported 805 stocks worth $135M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are VOO (5.6%), IVV (4.3%) and VUG (3.9%). Compared with Q2 2026, the fund opened new positions in SCEC, LOEV and XOM, added to IWY, IWX and QQQ, trimmed VOO, IVV and VUG and sold out of LDUR, OKE and TMO.

Reported value$135M+4.7% vs last quarter
Stocks held80546 new · 16 sold out
Top 5 weight20.5%spread out
Turnover13%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
VOO
Vanguard S&P 500 ETF
$7.6M5.6%11K−213 (−2%)8 of 8
2
IVV
Ishares TR
$5.8M4.3%7,626−9 (−0%)8 of 8
3
VUG
Vanguard Index Fds
$5.2M3.9%58K−203 (−0%)8 of 8
4
IYW
Ishares US Technology
$4.6M3.4%18K−470 (−3%)8 of 8
5
IWY
Ishares TR
$4.4M3.3%15K+188 (+1%)8 of 8
6
VTV
Vanguard Index Fds
$4.3M3.2%20K−254 (−1%)8 of 8
7
SCEC
Sterling Capital Funds Enhanced Core Bond ETF
$3.8M2.8%161KNew position1 of 8
8
IJR
Ishares TR
$3M2.3%22K−134 (−1%)8 of 8
9
IWX
Ishares TR
$2.9M2.2%27K+1,999 (+8%)8 of 8
10
GLD
Spdr Gold TR
$2.7M2.0%7,086−123 (−2%)8 of 8
🔒 795 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
CAPITOL SER TR
$3.8M151K
LDUR
Pimco ETF TR
$59K615
OKE
Oneok Inc New
$51K591
TAYLOR MORRISON HOME CORP
$14K190
TMO
Thermo Fisher Scientific Inc
$14K27

🔒 Free account: see all 16.

Reported value

last 8 quarters
$101MQ4 '24
$93.4MQ1 '25
$103MQ2 '25
$108MQ3 '25
$112MQ4 '25
$114MQ1 '26
$129MQ2 '26
$135MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Nov 2, 202613F-HRQ3 2026SEC filing ↗

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Quest 10 Wealth Builders 13F FAQ

What does Quest 10 Wealth Builders own?

Quest 10 Wealth Builders reported 805 stocks worth $135M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are VOO (5.6%), IVV (4.3%) and VUG (3.9%). The table above lists every position in the filing (the top 10 without an account).

What did Quest 10 Wealth Builders buy and sell in Q3 2026?

Compared with Q2 2026: 46 new positions, 269 added to, 151 trimmed and 16 sold out. New positions include SCEC, LOEV and XOM. It sold all of LDUR, OKE and TMO.

When will Quest 10 Wealth Builders file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Quest 10 Wealth Builders's portfolio worth?

The Q3 2026 filing reports $135M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.