Quest 10 Wealth Builders, Inc.
CIK
2035215
Location
Fuquay-Varina, VA
Portfolio Value
Micro
$24,188,173
Diversification
Diversified
Filing Date
Global Rank
#7,236
/ 8,232
▲ 290
Top Industry
Semiconductors
12.2%
3Y Alpha vs SPY
+4.5%
Period ended 2 months ago
Filed May 6, 2026 · 39d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+29.7%
SPY
+23.4%
Annualised alpha
+4.5%
Max drawdown
−14.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
404 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.0%
−0.4 pts
Top 5
33.3%
−1.0 pts
Top 10
47.4%
−0.6 pts
HHI
350
Diversified−19
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 28.8% | $6,976,688 |
| Technology | 19.8% | $4,798,894 |
| Financial Services | 9.8% | $2,370,315 |
| Healthcare | 8.0% | $1,932,540 |
| Consumer Cyclical | 7.4% | $1,791,497 |
| Utilities | 6.7% | $1,611,222 |
| Industrials | 4.9% | $1,197,244 |
| Consumer Defensive | 4.8% | $1,154,101 |
| Communication Services | 4.5% | $1,089,305 |
| Energy | 4.0% | $972,224 |
| Real Estate | 0.8% | $196,985 |
| Basic Materials | 0.4% | $97,158 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +1,545 | 4,040 | $1,025,310 | |
| JNJ | Johnson & Johnson | +1,093 | 2,265 | $553,656 | |
| NVDA | Nvidia Corp | +974 | 7,041 | $1,227,949 | |
| MSFT | Microsoft Corp | +969 | 2,356 | $872,119 | |
| AMZN | Amazon Com Inc | +701 | 4,564 | $950,543 | |
| CSCO | Cisco Systems, Inc. | +439 | 921 | $71,460 | |
| ORCL | Oracle Corp | +391 | 573 | $84,294 | |
| CSX | Csx Corp | +354 | 642 | $26,354 | |
| BAC | Bank Of America Corp /De/ | +319 | 1,396 | $68,055 | |
| HAL | Halliburton Co | +282 | 298 | $11,619 | |
| GOOGL | Alphabet Inc. | +257 | 1,662 | $477,924 | |
| XEL | Xcel Energy Inc | +246 | 261 | $20,733 | |
| BSX | Boston Scientific Corp | +241 | 763 | $47,878 | |
| AVGO | Broadcom Inc. | +224 | 1,044 | $323,128 | |
| MU | Micron Technology Inc | +218 | 269 | $90,878 | |
| MAIN | Main Street Capital CORP | +200 | 600 | $31,776 | |
| WMT | Walmart Inc. | +200 | 1,766 | $219,478 | |
| NFLX | Netflix Inc | +170 | 193 | $18,556 | |
| XOM | Exxon Mobil Corp | +161 | 1,738 | $294,869 | |
| CNA | Cna Financial Corp | +153 | 248 | $11,388 | |
| C | Citigroup Inc | +139 | 768 | $87,098 | |
| SRE | Sempra | +138 | 212 | $20,600 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +137 | 170 | $57,451 | |
| FITB | Fifth Third Bancorp | +130 | 864 | $40,141 | |
| PM | Philip Morris International Inc. | +128 | 614 | $101,518 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLDM | World Gold Trust | −1,132 | 8,100 | $750,789 | |
| AMD | Advanced Micro Devices Inc | −316 | 974 | $198,140 | |
| IAUM | iShares Gold Trust Micro | −315 | 3,041 | $142,014 | |
| COLB | Columbia Banking System, Inc. | −300 | 318 | $8,722 | |
| HOOD | Robinhood Markets, Inc. | −277 | 48 | $3,326 | |
| SMCI | Super Micro Computer, Inc. | −227 | 179 | $4,075 | |
| HPQ | Hp Inc | −185 | 141 | $2,708 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | −166 | 2,744 | $161,978 | |
| SO | Southern Co | −100 | 1,117 | $107,812 | |
| GLD | Spdr Gold Trust | −90 | 7,314 | $3,147,140 | |
| ZTS | Zoetis Inc. | −81 | 1,823 | $215,496 | |
| NKE | NIKE, Inc. | −73 | 150 | $7,923 | |
| DUK | Duke Energy CORP | −72 | 5,249 | $687,304 | |
| VZ | Verizon Communications Inc | −68 | 3,365 | $168,923 | |
| MRK | Merck & Co., Inc. | −67 | 613 | $73,737 | |
| STX | Seagate Technology Holdings plc | −50 | 146 | $57,196 | |
| PAYX | Paychex Inc | −48 | 14 | $1,289 | |
| QCOM | Qualcomm Inc/De | −45 | 272 | $35,028 | |
| WDAY | Workday, Inc. | −44 | 2 | $259 | |
| PFE | Pfizer Inc | −42 | 1,951 | $54,784 | |
| CTSH | Cognizant Technology Solutions Corp | −35 | 135 | $8,282 | |
| KMB | Kimberly Clark Corp | −32 | 620 | $59,811 | |
| ADBE | Adobe Inc. | −30 | 101 | $24,551 | |
| IAU | Ishares Gold Trust | −29 | 1,540 | $135,766 | |
| KEY | Keycorp /New/ | −27 | 2,127 | $42,646 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LEN | Lennar Corp /New/ | 174 | $15,110 | |
| CHD | Church & Dwight Co Inc /De/ | 146 | $13,624 | |
| AZN | Astrazeneca PLC | 61 | $12,030 | |
| SNA | Snap-on Inc | 30 | $10,896 | |
| CPB | CAMPBELL'S Co | 456 | $10,155 | |
| UTHR | UNITED THERAPEUTICS Corp | 15 | $8,894 | |
| RSG | Republic Services, Inc. | 38 | $8,322 | |
| SJM | J M SMUCKER Co | 77 | $7,425 | |
| ARWR | Arrowhead Pharmaceuticals, Inc. | 104 | $6,520 | |
| TER | Teradyne, Inc | 19 | $5,632 | |
| AEIS | Advanced Energy Industries Inc | 16 | $5,163 | |
| CAMT | Camtek Ltd | 34 | $5,154 | |
| MTSI | MACOM Technology Solutions Holdings, Inc. | 22 | $4,885 | |
| MKSI | Mks Inc | 21 | $4,826 | |
| RUM | Rumble Inc. | 881 | $4,493 | |
| SFD | Smithfield Foods Inc | 154 | $4,307 | |
| GGG | Graco Inc | 44 | $3,724 | |
| PAG | Penske Automotive Group, Inc. | 22 | $3,289 | |
| ATR | Aptargroup, Inc. | 25 | $3,150 | |
| DJT | Trump Media & Technology Group Corp. | 283 | $2,626 | |
| ALAB | Astera Labs, Inc. | 22 | $2,411 | |
| CRDO | Credo Technology Group Holding Ltd | 25 | $2,346 | |
| NI | Nisource Inc. | 50 | $2,333 | |
| PPTA | Perpetua Resources Corp. | 81 | $2,277 | |
| CINF | Cincinnati Financial Corp | 14 | $2,202 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| APP | AppLovin Corp | 20 | $13,476 | |
| STE | STERIS plc | 49 | $12,422 | |
| RNR | Renaissancere Holdings Ltd | 44 | $12,371 | |
| CDE | Coeur Mining, Inc. | 590 | $10,519 | |
| KR | Kroger Co | 137 | $8,559 | |
| AMP | Ameriprise Financial Inc | 14 | $6,864 | |
| MPWR | Monolithic Power Systems Inc | 7 | $6,344 | |
| KDP | Keurig Dr Pepper Inc. | 224 | $6,274 | |
| RPRX | Royalty Pharma plc | 141 | $5,448 | |
| ERIE | Erie Indemnity Co | 9 | $2,579 | |
| AFG | American Financial Group Inc | 13 | $1,776 | |
| TDG | TransDigm Group INC | 1 | $1,329 | |
| ISRG | Intuitive Surgical Inc | 2 | $1,132 | |
| STZ | Constellation Brands, Inc. | 8 | $1,103 | |
| REGN | Regeneron Pharmaceuticals, Inc. | 1 | $771 | |
| BX | Blackstone Inc. | 5 | $770 | |
| EQIX | Equinix Inc | 1 | $766 | |
| AIG | American International Group, Inc. | 8 | $684 | |
| MLM | Martin Marietta Materials Inc | 1 | $622 | |
| AME | Ametek Inc/ | 3 | $615 | |
| HLT | Hilton Worldwide Holdings Inc. | 2 | $574 | |
| GM | General Motors Co | 7 | $569 | |
| CTAS | Cintas Corp | 3 | $564 | |
| HIG | Hartford Insurance Group, Inc. | 4 | $551 | |
| DVN | Devon Energy Corp/De | 15 | $549 | |
| No positions match the current search. | ||||
404 positions ·
$24,188,173 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 404 positions by value
· page 1 of 9
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Reduced | 7,314 | $3,147,140 | 13.01% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,972 | $1,715,378 | 7.09% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 7,041 | $1,227,949 | 5.08% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,040 | $1,025,310 | 4.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,564 | $950,543 | 3.93% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,356 | $872,119 | 3.61% | |
| GLDM |
World Gold Trust
|
Reduced | 8,100 | $750,789 | 3.10% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 5,249 | $687,304 | 2.84% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,265 | $553,656 | 2.29% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 822 | $534,579 | 2.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,662 | $477,924 | 1.98% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,831 | $378,833 | 1.57% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,044 | $323,128 | 1.34% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 1,738 | $294,869 | 1.22% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,353 | $294,263 | 1.22% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 3,912 | $280,959 | 1.16% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 593 | $274,671 | 1.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 894 | $262,979 | 1.09% | |
| SPXC |
SPX Technologies, Inc.
Industrials
|
Held | 1,292 | $258,322 | 1.07% | |
| FNB |
Fnb Corp/Pa/
Financial Services
|
Held | 14,766 | $246,887 | 1.02% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 1,766 | $219,478 | 0.91% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Reduced | 1,823 | $215,496 | 0.89% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 974 | $198,140 | 0.82% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 198 | $197,293 | 0.82% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 2,887 | $190,513 | 0.79% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 307 | $175,643 | 0.73% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 3,365 | $168,923 | 0.70% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Reduced | 2,744 | $161,978 | 0.67% | |
| IAUM |
iShares Gold Trust Micro
|
Reduced | 3,041 | $142,014 | 0.59% | |
| IAU |
Ishares Gold Trust
|
Reduced | 1,540 | $135,766 | 0.56% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 628 | $134,178 | 0.55% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 356 | $132,343 | 0.55% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 206 | $124,504 | 0.51% | |
| V |
Visa Inc.
Financial Services
|
Added | 388 | $117,269 | 0.48% | |
| SO |
Southern Co
Utilities
|
Reduced | 1,117 | $107,812 | 0.45% | |
| T |
At&T Inc.
Communication Services
|
Added | 3,659 | $106,074 | 0.44% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 149 | $105,560 | 0.44% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 111 | $102,094 | 0.42% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 614 | $101,518 | 0.42% | |
| DHI |
Horton D R Inc /De/
Consumer Cyclical
|
Held | 738 | $101,268 | 0.42% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 211 | $101,111 | 0.42% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 478 | $99,467 | 0.41% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 112 | $96,920 | 0.40% | |
| MU |
Micron Technology Inc
Technology
|
Added | 269 | $90,878 | 0.38% | |
| ED |
Consolidated Edison Inc
Utilities
|
Held | 788 | $89,185 | 0.37% | |
| INTC |
Intel Corp
Technology
|
Held | 2,019 | $89,098 | 0.37% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
Held | 1,307 | $87,660 | 0.36% | |
| C |
Citigroup Inc
Financial Services
|
Added | 768 | $87,098 | 0.36% | |
| ORCL |
Oracle Corp
Technology
|
Added | 573 | $84,294 | 0.35% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Added | 337 | $83,265 | 0.34% |