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Quest 10 Wealth Builders, Inc. 13F Filings, Portfolio & Analysis

CIK: 0002035215
Fuquay-Varina 7629 Purfoy Road Suite 105
Zip Code: 27526
Latest Portfolio Value
$128.73 M
+12.84%
Total Holdings
776
13
Latest Report Date
Q2 2026
Top 10 Concentration
34.12%

Quest 10 Wealth Builders, Inc. — Portfolio Overview & Company Profile

Quest 10 Wealth Builders, Inc. (CIK: 0002035215) is a financial institution headquartered at 7629 Purfoy Road, Suite 105, Fuquay-Varina, Virginia 27526. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $128.73 M, comprising 776 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 34.1%. Quarterly turnover: 8.2%. ▲ 70 new, +187 added, −218 reduced, ×57 exited.

Portfolio Summary (Q2 2026)

Top Sells

Q2 2026

Asset Allocation

Stocks/ETFs
+12.84%
$128.72 M 99.99%
Options
$0 0.00%
Debt
$0 0.00%
Other
-20.34%
$7,913 0.01%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
11,053 $7.59 M 5.90% ▼ 372 Reduce -3.3%
7,635 $5.72 M 4.44% ▲ 19 Add 0.3%
58,281 $5.02 M 3.90% ▲ 48,523 Add 497.3%
18,329 $4.62 M 3.59% ▲ 222 Add 1.2%
20,259 $4.42 M 3.43% ▼ 111 Reduce -0.5%
14,731 $4.28 M 3.33% ▲ 1,246 Add 9.2%
150,732 $3.77 M 2.93% ▲ 33,610 Add 28.7%
21,755 $3.23 M 2.51% ▲ 131 Add 0.6%
7,209 $2.66 M 2.06% ▼ 105 Reduce -1.4%
34,471 $2.61 M 2.03% ▲ 6,358 Add 22.6%

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