1y return+18.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $125 against $127 in the S&P 500.2
Quest 10 Wealth Builders, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $7.6M | 5.9% | −3.3% |
| IVVIshares Tr | $5.7M | 4.4% | |
| VUGVanguard Index Fds | $5.0M | 3.9% | |
| IYWIshares Tr | $4.6M | 3.6% | +1.2% |
| VTVVanguard Index Fds | $4.4M | 3.4% | |
| IWYIshares Tr | $4.3M | 3.3% | +9.2% |
| Capitol Ser TrCUSIP 14064D444 | $3.8M | 2.9% | +28.7% |
| IJRIshares Tr | $3.2M | 2.5% | |
| GLDSpdr Gold Tr | $2.7M | 2.1% | −1.4% |
| DGROIshares Tr | $2.6M | 2.0% | +22.6% |
| IWXIshares Tr | $2.6M | 2.0% | +11.6% |
| QQQInvesco Qqq Tr | $2.2M | 1.7% | |
| IYHIshares Tr | $2.1M | 1.6% | −1.6% |
| SCEPSterling Cap Fds | $2.1M | 1.6% | −2.2% |
| SIXDAim Etf Products Trust | $1.8M | 1.4% | New |
| IEMGIshares Inc | $1.8M | 1.4% | +4.3% |
| SCMCSterling Cap Fds | $1.7M | 1.3% | +13.5% |
| SPYMSpdr Series Trust | $1.7M | 1.3% | +3.1% |
| ONEZElevation Series Trust | $1.6M | 1.2% | +95.8% |
| MAYTAim Etf Products Trust | $1.5M | 1.2% | New |
| IXUSIshares Tr | $1.4M | 1.1% | |
| VTIVanguard Index Fds | $1.4M | 1.1% | −4.1% |
| NVDANvidia Corporation | $1.4M | 1.1% | |
| EFVIshares Tr | $1.3M | 1.0% | +9.4% |
| XLPSelect Sector Spdr Tr | $1.3M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $827K |
| IEMGIshares Inc | December 31, 2024 | +58.6% | $1.8M |
| IYWIshares Tr | December 31, 2024 | +58.1% | $4.6M |
| GLDSpdr Gold Tr | December 31, 2024 | +52.1% | $2.7M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $1.4M |
| EFVIshares Tr | December 31, 2024 | +45.9% | $1.3M |
| IXUSIshares Tr | December 31, 2024 | +44.3% | $1.4M |
| QQQInvesco Qqq Tr | December 31, 2024 | +44.0% | $2.2M |
| IWXIshares Tr | December 31, 2024 | +33.1% | $2.6M |
| VTVVanguard Index Fds | December 31, 2024 | +28.7% | $4.4M |
Sold off last quarter
- DECUAim Etf Products Trust was $1.6M
- SIXOAim Etf Products Trust was $1.5M
- SEPTAim Etf Products Trust was $865K
- JULUAim Etf Products Trust was $566K
- GSEPFirst Tr Exchng Traded Fd Vi was $511K
- OCTWAim Etf Products Trust was $408K
- SEPWAim Etf Products Trust was $357K
- SIXZAim Etf Products Trust was $317K
- Exxon Mobil CorpCUSIP 30231G102 was $295K
- JANZElevation Series Trust was $226K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.6% | +14.8% |
| March 31, 2026 | −1.6% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +7.5% | +10.5% |
| March 31, 2025 | −1.6% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Quest 10 Wealth Builders, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2035215&type=13F-HR&dateb=&owner=include&count=40CIK 2035215
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2035215/000143774926024370/Filed July 24, 2026 · accession 0001437749-26-024370