Quest 10 Wealth Builders Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
LOEV
Harding Loevner International Developed Markets Select Equity ETF
LOEV
|
+$966K |
| 2 |
Amazon
AMZN
|
+$422K |
| 3 |
NVIDIA
NVDA
|
+$340K |
| 4 |
ExxonMobil
XOM
|
+$313K |
| 5 |
Sterling Capital Funds
SCEC
|
+$252K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Sterling Capital Hedged Equity Premium Income ETF
SCEP
|
+$248K |
| 2 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$201K |
| 3 |
PIMCO Ultra Short Government Active ETF
BILZ
|
+$150K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$149K |
| 5 |
iShares US Technology ETF
IYW
|
+$117K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 81.96% |
| 2 | Technology | 6.33% |
| 3 | Financials | 2.21% |
| 4 | Consumer Discretionary | 1.89% |
| 5 | Healthcare | 1.69% |
Similar funds
Quest 10 Wealth Builders's Q3 2026 Portfolio in Review
As of Q3 2026, Quest 10 Wealth Builders held 817 positions worth $135M, up 4.7% from $129M the previous quarter. Its ten largest holdings account for 33% of the portfolio.
Quest 10 Wealth Builders deployed $5.84M of net new capital in Q3 2026, opening 42 new positions and adding to 273 existing holdings. Its largest new stake was Harding Loevner International Developed Markets Select Equity ETF: 60,260 shares worth $956K.
By sector, the portfolio is most concentrated in Miscellaneous at 82% of assets, down from 85% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Sterling Capital Hedged Equity Premium Income ETF, an estimated $248K trimmed.
- Quest 10 Wealth Builders's largest Q3 2026 buy was Harding Loevner International Developed Markets Select Equity ETF: 60,260 shares worth $956K.
- Quest 10 Wealth Builders added most to Amazon in Q3 2026, an estimated $422K increase.
- Quest 10 Wealth Builders's biggest Q3 2026 reduction was Sterling Capital Hedged Equity Premium Income ETF, cutting an estimated $248K.
- Quest 10 Wealth Builders fully exited PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2026, selling an estimated $58.8K.
- Quest 10 Wealth Builders's ten largest holdings make up 33% of its $135M portfolio in Q3 2026.
- Quest 10 Wealth Builders opened 42 new positions and closed 12 in Q3 2026.
- Quest 10 Wealth Builders's portfolio value rose 4.7% quarter-over-quarter to $135M.
Based on Quest 10 Wealth Builders's 13F filing for Q3 2026, filed 2 Nov 2026.