Quest 10 Wealth Builders, Inc. holds a diversified book of 774 reported positions worth $128.7M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Allian US Equ 6 Mon Bu10-Usd and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +22% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Quest 10 Wealth Builders, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +26.2%, a 3.8-point gap that is the cost of the ~24-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Quest 10 Wealth Builders, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
18% mapped to company sectors
+5 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Quest 10 Wealth Builders, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 12 / 80 | $1.0B |
| Montgomery Financial Services LLC | 47 / 80 | $102.5M |
| Hoffman, Alan N Investment Management | 8 / 80 | $149.2M |
| Chaney Capital Management, Inc. | 15 / 80 | $250.6M |
| Wallace Hart LLC | 17 / 80 | $125.7M |
| Golden Road Advisors LLC | 18 / 80 | $161.8M |
| Fortune 45 LLC | 10 / 80 | $179.6M |
| PPS&V Asset Management Consultants, Inc. | 16 / 80 | $140.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Quest 10 Wealth Builders, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $7.6M | 11.1K | 5.9% | ▼−3.3% Reduced · −372 sh | |
| 2 | Ishares TR CORE S&P500 ETF | $5.7M | 7.6K | 4.4% | ▲+0.2% Added · +19 sh | |
| 3 | Vanguard Index FDS GROWTH ETF | $5.0M | 58.3K | 3.9% | ▲+497% Added · +49K sh | |
| 4 | Ishares TR U.S. TECH ETF | $4.6M | 18.3K | 3.6% | ▲+1.2% Added · +222 sh | |
| 5 | Vanguard Index FDS VALUE ETF | $4.4M | 20.3K | 3.4% | ▼−0.5% Reduced · −111 sh | |
| 6 | Ishares TR RUS TP200 GR ETF | $4.3M | 14.7K | 3.3% | ▲+9.2% Added · +1K sh | |
| 7 | Capitol Ser TR STERL CAP BD ETF | $3.8M | 150.7K | 2.9% | ▲+29% Added · +34K sh | |
| 8 | Ishares TR CORE S&P SCP ETF | $3.2M | 21.8K | 2.5% | ▲+0.6% Added · +131 sh | |
| 9 | SPDR Gold TR GOLD SHS | $2.7M | 7.2K | 2.1% | ▼−1.4% Reduced · −105 sh | |
| 10 | Ishares TR CORE DIV GRWTH | $2.6M | 34.5K | 2.0% | ▲+23% Added · +6K sh | |
| 11 | Ishares TR RUS TP200 VL ETF | $2.6M | 24.6K | 2.0% | ▲+12% Added · +3K sh | |
| 12 | Invesco QQQ TR UNIT SER 1 | $2.2M | 3.0K | 1.7% | ▼−0.3% Reduced · −9 sh | |
| 13 | Ishares TR US HLTHCARE ETF | $2.1M | 31.7K | 1.6% | ▼−1.6% Reduced · −513 sh | |
| 14 | Sterling Cap FDS CAP HEDGED EQT P | $2.1M | 82.1K | 1.6% | ▼−2.1% Reduced · −2K sh | |
| 15 | Aim ETF Products Trust ALLIANZIM US EQT | $1.8M | 58.7K | 1.4% | ▲New New position | |
| 16 | Ishares Inc CORE MSCI EMKT | $1.8M | 21.4K | 1.4% | ▲+4.3% Added · +877 sh | |
| 17 | Sterling Cap FDS CAPITAL MULTI | $1.7M | 69.0K | 1.3% | ▲+14% Added · +8K sh | |
| 18 | SPDR Series Trust ST STR P500ETF | $1.7M | 18.8K | 1.3% | ▲+3.1% Added · +559 sh | |
| 19 | Elevation Series Trust TRUE SE BUFF ETF | $1.6M | 56.3K | 1.2% | ▲+96% Added · +28K sh | |
| 20 | Aim ETF Products Trust ALLIANZIM US EQT | $1.5M | 39.7K | 1.2% | ▲New New position | |
| 21 | Ishares TR CORE MSCI TOTAL | $1.4M | 15.0K | 1.1% | ▼−0.3% Reduced · −54 sh | |
| 22 | Vanguard Index FDS TOTAL STK MKT | $1.4M | 3.8K | 1.1% | ▼−4.1% Reduced · −162 sh | |
| 23 | Nvidia Corporation COM | $1.4M | 7.0K | 1.1% | ▼−1.0% Reduced · −69 sh | |
| 24 | Ishares TR EAFE VALUE ETF | $1.3M | 17.6K | 1.0% | ▲+9.4% Added · +2K sh | |
| 25 | Select Sector SPDR TR ST STR STAPL ETF | $1.3M | 15.3K | 1.0% | ▲+0.4% Added · +61 sh | |
| 26 | Ishares TR RUS MDCP VAL ETF | $1.3M | 7.6K | 1.0% | ▲+3.4% Added · +254 sh | |
| 27 | Pimco ETF TR ENHAN SHRT MA AC | $1.2M | 12.0K | 0.9% | ▼−0.6% Reduced · −72 sh | |
| 28 | Ishares TR EAFE GRWTH ETF | $1.2M | 9.7K | 0.9% | ▲+4.9% Added · +453 sh | |
| 29 | Apple Inc COM | $1.2M | 4.2K | 0.9% | ▲+2.9% Added · +119 sh | |
| 30 | Ishares TR CRE U S REIT ETF | $1.2M | 17.7K | 0.9% | ▲+1.3% Added · +222 sh | |
| 31 | Innovator Etfs Trust US EQTY PWR BUF | $1.2M | 28.3K | 0.9% | ▲+3.1% Added · +863 sh | |
| 32 | Aim ETF Products Trust US LRGCP B10 DEC | $1.2M | 29.6K | 0.9% | ▲+3.4% Added · +986 sh | |
| 33 | Amazon Com Inc COM | $1.1M | 4.7K | 0.9% | ▲+3.2% Added · +146 sh | |
| 34 | Ishares TR CORE US AGGBD ET | $1.1M | 10.6K | 0.8% | ▼−2.2% Reduced · −241 sh | |
| 35 | Aim ETF Products Trust ALLIANZIM US EQT | $974K | 25.8K | 0.8% | ▲New New position | |
| 36 | Innovator Etfs Trust US EQT PWR BUF | $925K | 21.9K | 0.7% | ▲+0.8% Added · +184 sh | |
| 37 | Microsoft Corp COM | $888K | 2.4K | 0.7% | ▲+1.1% Added · +25 sh | |
| 38 | Alphabet Inc CAP STK CL A | $827K | 2.3K | 0.6% | ▲+39% Added · +653 sh | |
| 39 | Aim ETF Products Trust ALLIANZIM US EQT | $801K | 19.5K | 0.6% | ▲New New position | |
| 40 | Innovator Etfs Trust US EQTY PWR BUF | $781K | 18.1K | 0.6% | ▲+0.5% Added · +88 sh | |
| 41 | Janus Detroit STR TR HENDRSN SHRT ETF | $775K | 15.9K | 0.6% | ▲+34% Added · +4K sh | |
| 42 | Vanguard Scottsdale FDS VNG RUS2000IDX | $725K | 6.0K | 0.6% | ▲+8.5% Added · +470 sh | |
| 43 | Abrdn FDS EMER MKTS DI ETF | $703K | 14.2K | 0.5% | ▼−1.7% Reduced · −242 sh | |
| 44 | Innovator Etfs Trust US EQTY PWR BUF | $703K | 15.3K | 0.5% | —Held | |
| 45 | Ishares TR CORE MSCI INTL | $693K | 7.8K | 0.5% | ▼−6.9% Reduced · −578 sh | |
| 46 | Pimco ETF TR ULTR SH GO AC FD | $689K | 6.8K | 0.5% | ▲+183% Added · +4K sh | |
| 47 | Innovator Etfs Trust US EQTY PWR BF | $683K | 15.0K | 0.5% | ▼−0.1% Reduced · −16 sh | |
| 48 | Duke Energy Corp New COM NEW | $675K | 5.3K | 0.5% | ▲+1.5% Added · +81 sh | |
| 49 | Vanguard Index FDS SMALL CP ETF | $669K | 2.2K | 0.5% | ▼−2.6% Reduced · −60 sh | |
| 50 | Ishares TR SELECT DIVID ETF | $661K | 4.2K | 0.5% | ▼−1.9% Reduced · −82 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2035215/holdings"
Use Arkolith to show Quest 10 Wealth Builders, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 811 | $128.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 36d | 797 | $114.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 29d | 818 | $111.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 20d | 904 | $108.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Oct 20, 2025 | 112d | 819 | $102.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 31d | 801 | $93.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 921 | $100.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.