Quest 10 Wealth Builders, Inc.
CIK
2035215
Location
Fuquay-Varina, VA
Portfolio Value
Micro
$26,545,101
Diversification
Diversified
Filing Date
Global Rank
#2,478
/ 2,968
▲ 5143
Top Industry
Semiconductors
16.5%
3Y Alpha vs SPY
+4.2%
Period ended 29 days ago
Filed Jul 24, 2026 · 5d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+29.8%
SPY
+23.3%
Annualised alpha
+4.2%
Max drawdown
−14.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
405 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
10.0%
−3.0 pts
Top 5
32.2%
−1.1 pts
Top 10
46.0%
−1.4 pts
HHI
309
Diversified−41
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 25.8% | $6,839,662 |
| Technology | 24.3% | $6,438,593 |
| Financial Services | 10.0% | $2,644,894 |
| Healthcare | 7.9% | $2,086,770 |
| Consumer Cyclical | 7.7% | $2,055,286 |
| Utilities | 6.0% | $1,592,299 |
| Industrials | 5.5% | $1,456,758 |
| Communication Services | 5.2% | $1,369,067 |
| Consumer Defensive | 4.4% | $1,177,765 |
| Energy | 2.2% | $583,078 |
| Real Estate | 0.8% | $209,077 |
| Basic Materials | 0.3% | $91,852 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FNB | Fnb Corp/Pa/ | +1,105 | 15,871 | $302,818 | |
| GOOGL | Alphabet Inc. | +653 | 2,315 | $827,311 | |
| HPQ | Hp Inc | +648 | 789 | $17,310 | |
| VZ | Verizon Communications Inc | +297 | 3,662 | $155,049 | |
| T | At&T Inc. | +253 | 3,912 | $80,978 | |
| AMZN | Amazon Com Inc | +146 | 4,710 | $1,122,580 | |
| PFE | Pfizer Inc | +141 | 2,092 | $50,375 | |
| F | Ford Motor Co | +135 | 3,551 | $49,358 | |
| ES | Eversource Energy | +128 | 569 | $41,121 | |
| AAPL | Apple Inc. | +119 | 4,159 | $1,203,447 | |
| KMB | Kimberly Clark Corp | +118 | 738 | $81,010 | |
| NKE | NIKE, Inc. | +114 | 264 | $10,837 | |
| BG | Bunge Global SA | +105 | 404 | $43,118 | |
| QCOM | Qualcomm Inc/De | +101 | 373 | $68,926 | |
| ZTS | Zoetis Inc. | +100 | 1,923 | $138,186 | |
| RF | Regions Financial Corp | +95 | 1,554 | $46,930 | |
| DIS | Walt Disney Co | +87 | 228 | $21,945 | |
| UPS | United Parcel Service Inc | +85 | 126 | $13,545 | |
| DUK | Duke Energy CORP | +81 | 5,330 | $674,671 | |
| HYI | Western Asset High Yield Opportunity Fund Inc. | +79 | 3,008 | $31,975 | |
| GLDM | World Gold Trust | +74 | 8,174 | $649,179 | |
| KEY | Keycorp /New/ | +65 | 2,192 | $50,525 | |
| APH | Amphenol Corp /De/ | +61 | 184 | $32,442 | |
| TSLA | Tesla, Inc. | +61 | 417 | $175,390 | |
| IBIT | iShares Bitcoin Trust ETF | +51 | 197 | $6,558 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAUM | iShares Gold Trust Micro | −1,536 | 1,505 | $60,215 | |
| EBF | Ennis, Inc. | −780 | 1,220 | $25,925 | |
| DJT | Trump Media & Technology Group Corp. | −282 | 1 | $7 | |
| DAL | Delta Air Lines, Inc. | −201 | 197 | $18,451 | |
| XEL | Xcel Energy Inc | −165 | 96 | $7,708 | |
| FBNC | First Bancorp /Nc/ | −152 | 415 | $26,530 | |
| CSCO | Cisco Systems, Inc. | −126 | 795 | $93,380 | |
| GLD | Spdr Gold Trust | −105 | 7,209 | $2,655,651 | |
| CTSH | Cognizant Technology Solutions Corp | −101 | 34 | $1,316 | |
| HON | Honeywell International Inc | −97 | 95 | $21,270 | |
| NVDA | Nvidia Corp | −69 | 6,972 | $1,395,026 | |
| TROW | Price T Rowe Group Inc | −68 | 511 | $58,095 | |
| CVX | Chevron Corp | −61 | 1,770 | $293,395 | |
| SRE | Sempra | −61 | 151 | $13,999 | |
| IBKR | Interactive Brokers Group, Inc. | −60 | 1,247 | $108,538 | |
| STLD | Steel Dynamics Inc | −55 | 35 | $8,031 | |
| IBM | International Business Machines Corp | −55 | 237 | $66,646 | |
| WBD | Warner Bros. Discovery, Inc. | −50 | 121 | $3,225 | |
| TXN | Texas Instruments Inc | −48 | 18 | $5,365 | |
| TMUS | T-Mobile US, Inc. | −40 | 109 | $18,282 | |
| AMD | Advanced Micro Devices Inc | −39 | 935 | $543,150 | |
| ACN | Accenture plc | −38 | 120 | $14,932 | |
| SLB | Slb Limited/Nv | −37 | 213 | $9,902 | |
| CMCSA | Comcast Corp | −30 | 285 | $6,996 | |
| CNC | Centene Corp | −24 | 58 | $3,723 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | 467 | $79,791 | |
| HONA | Honeywell Aerospace Inc. | 95 | $20,976 | |
| CI | Cigna Group | 44 | $12,129 | |
| JCI | Johnson Controls International plc | 82 | $11,981 | |
| FTI | TechnipFMC plc | 167 | $11,072 | |
| LITE | Lumentum Holdings Inc. | 10 | $8,580 | |
| RPRX | Royalty Pharma plc | 142 | $7,961 | |
| EXEL | Exelixis, Inc. | 136 | $7,399 | |
| FMS | Fresenius Medical Care AG | 200 | $4,522 | |
| WRB | Berkley W R Corp | 31 | $2,186 | |
| TTC | Toro Co | 19 | $1,850 | |
| NVT | nVent Electric plc | 9 | $1,526 | |
| NFG | National Fuel Gas Co | 19 | $1,466 | |
| PTC | Ptc Inc. | 12 | $1,363 | |
| CVKD | Cadrenal Therapeutics, Inc. | 380 | $1,269 | |
| BKNG | Booking Holdings Inc. | 5 | $891 | |
| MANH | Manhattan Associates Inc | 6 | $835 | |
| CAG | Conagra Brands Inc. | 57 | $767 | |
| BJ | BJ's Wholesale Club Holdings, Inc. | 8 | $697 | |
| CHRD | Chord Energy Corp | 6 | $685 | |
| ADP | Automatic Data Processing Inc | 3 | $671 | |
| ENTG | Entegris Inc | 3 | $539 | |
| RVTY | Revvity, Inc. | 4 | $445 | |
| DRI | Darden Restaurants Inc | 2 | $412 | |
| NEM | NEWMONT Corp /DE/ | 4 | $373 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 1,738 | $294,869 | |
| MAIN | Main Street Capital CORP | 600 | $31,776 | |
| HAL | Halliburton Co | 298 | $11,619 | |
| PPC | Pilgrims Pride Corp | 290 | $10,950 | |
| UTHR | UNITED THERAPEUTICS Corp | 15 | $8,894 | |
| ARWR | Arrowhead Pharmaceuticals, Inc. | 104 | $6,520 | |
| XYL | Xylem Inc. | 51 | $6,094 | |
| RUM | RUM Group Inc. | 881 | $4,493 | |
| ACGL | Arch Capital Group Ltd. | 37 | $3,551 | |
| RJF | Raymond James Financial Inc | 24 | $3,474 | |
| HOOD | Robinhood Markets, Inc. | 48 | $3,326 | |
| PAG | Penske Automotive Group, Inc. | 22 | $3,289 | |
| EOG | Eog Resources Inc | 21 | $3,035 | |
| NVO | Novo Nordisk A S | 76 | $2,793 | |
| PPTA | Perpetua Resources Corp. | 81 | $2,277 | |
| CINF | Cincinnati Financial Corp | 14 | $2,202 | |
| SCHW | Schwab Charles Corp | 22 | $2,067 | |
| USAR | USA Rare Earth, Inc. | 135 | $2,043 | |
| FTNT | Fortinet, Inc. | 25 | $2,043 | |
| MLI | Mueller Industries Inc | 17 | $1,883 | |
| AIZ | Assurant, Inc. | 7 | $1,524 | |
| TPH | Tri Pointe Homes, Inc. | 23 | $1,074 | |
| NFGC | New Found Gold Corp. | 515 | $999 | |
| BMO | Bank Of Montreal /Can/ | 4 | $541 | |
| EHAB | Enhabit, Inc. | 25 | $352 | |
| No positions match the current search. | ||||
405 tracked positions ·
$26,545,101 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 405 positions by value
· page 1 of 9
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Reduced | 7,209 | $2,655,651 | 10.00% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 2,963 | $2,181,952 | 8.22% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 6,972 | $1,395,026 | 5.26% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,159 | $1,203,447 | 4.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,710 | $1,122,580 | 4.23% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,381 | $888,160 | 3.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,315 | $827,311 | 3.12% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 5,330 | $674,671 | 2.54% | |
| GLDM |
World Gold Trust
|
Added | 8,174 | $649,179 | 2.45% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 822 | $613,844 | 2.31% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,299 | $583,876 | 2.20% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 935 | $543,150 | 2.05% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Added | 3,914 | $404,903 | 1.53% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,051 | $397,015 | 1.50% | |
| MU |
Micron Technology Inc
Technology
|
Added | 304 | $350,904 | 1.32% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,355 | $340,972 | 1.28% | |
| SPXC |
SPX Technologies, Inc.
Industrials
|
Held | 1,292 | $316,759 | 1.19% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 592 | $309,254 | 1.17% | |
| FNB |
Fnb Corp/Pa/
Financial Services
|
Added | 15,871 | $302,818 | 1.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 897 | $293,615 | 1.11% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 1,770 | $293,395 | 1.11% | |
| INTC |
Intel Corp
Technology
|
Reduced | 2,007 | $280,237 | 1.06% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 626 | $271,264 | 1.02% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 2,870 | $206,496 | 0.78% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 1,767 | $200,130 | 0.75% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 198 | $185,223 | 0.70% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 417 | $175,390 | 0.66% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 298 | $167,860 | 0.63% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Added | 167 | $161,155 | 0.61% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 149 | $158,670 | 0.60% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 3,662 | $155,049 | 0.58% | |
| V |
Visa Inc.
Financial Services
|
Added | 431 | $147,871 | 0.56% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Held | 2,744 | $140,081 | 0.53% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Added | 1,923 | $138,186 | 0.52% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 109 | $130,737 | 0.49% | |
| DHI |
Horton D R Inc /De/
Consumer Cyclical
|
Held | 738 | $120,205 | 0.45% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 477 | $117,446 | 0.44% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 233 | $116,590 | 0.44% | |
| IAU |
Ishares Gold Trust
|
Held | 1,540 | $116,285 | 0.44% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 606 | $109,631 | 0.41% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
Reduced | 1,247 | $108,538 | 0.41% | |
| C |
Citigroup Inc
Financial Services
|
Added | 772 | $108,049 | 0.41% | |
| SO |
Southern Co
Utilities
|
Held | 1,117 | $106,908 | 0.40% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Held | 206 | $104,948 | 0.40% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 795 | $93,380 | 0.35% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 262 | $88,621 | 0.33% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Held | 337 | $87,768 | 0.33% | |
| GE |
General Electric Co
Industrials
|
Reduced | 234 | $87,452 | 0.33% | |
| ED |
Consolidated Edison Inc
Utilities
|
Held | 788 | $87,176 | 0.33% | |
| ORCL |
Oracle Corp
Technology
|
Added | 577 | $84,559 | 0.32% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.