Institutional Fund
Quest 10 Wealth Builders, Inc.
Fuquay-Varina, VACIK 20352155 filings on record
Portfolio Value
$114.08M
Q1 2026
Holdings
761
Reported positions
New Buys
80
Opened this quarter
QoQ Change
+2.1%
from $111.78M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds6.0%
- Ishares Tr4.4%
- Vanguard Index Fds3.7%
- Vanguard Index Fds3.5%
- Ishares Tr2.9%
- Ishares Tr2.9%
- Other76.6%
Portfolio Holdings
761 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 11.4K | $6.83M | 6.0% | −402 | Reduced |
| 2 | Ishares Tr | 7.6K | $4.98M | 4.4% | +57 | Added |
| 3 | Vanguard Index Fds | 9.8K | $4.26M | 3.7% | −53 | Reduced |
| 4 | Vanguard Index Fds | 20.4K | $4.00M | 3.5% | −73 | Reduced |
| 5 | Ishares Tr | 13.5K | $3.36M | 2.9% | +802 | Added |
| 6 | Ishares Tr | 18.1K | $3.29M | 2.9% | +254 | Added |
| 7 | Spdr Gold Tr | 7.3K | $3.15M | 2.8% | −90 | Reduced |
| 8 | Capitol Ser Tr | 117.1K | $2.94M | 2.6% | −4.2K | Reduced |
| 9 | Ishares Tr | 21.6K | $2.69M | 2.4% | +133 | Added |
| 10 | Ishares Tr | 22.1K | $2.05M | 1.8% | +583 | Added |
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