Portfolio (Quarterly) Guide ↗

Quest 10 Wealth Builders, Inc.

· CIK 0002035215

13F Portfolio $114M AUM 797 positions Filed May 6, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 81 New 190 Added 216 Reduced 104 Exited

Page 4 of 10 · 190 positions

← Prev 1 2 3 4 5 6 …10 Next →

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
61	GOVT	ISHARES TR	—	3,637.0	$83K	0.07%	+3K	+372.9%	$22.91	-1.2%
62	VLO	VALERO ENERGY CORP	Energy	337.0	$83K	0.07%	+50.0	+17.4%	$247.08	+2.7%
63	GOOG	ALPHABET INC	Communication Services	287.0	$82K	0.07%	+146.0	+103.5%	$286.79	+33.7%
64	—	AIM ETF PRODUCTS TRUST	—	2,873.0	$81K	0.07%	+82.0	+2.9%	$28.16	—
65	—	AIM ETF PRODUCTS TRUST	—	2,906.0	$80K	0.07%	+85.0	+3.0%	$27.61	—
66	BNDX	VANGUARD CHARLOTTE FDS	—	1,667.0	$80K	0.07%	+87.0	+5.5%	$48.05	-0.1%
67	CSCO	CISCO SYS INC	Technology	921.0	$71K	0.06%	+439.0	+91.1%	$77.63	+52.3%
68	IBM	INTERNATIONAL BUSINESS MACHS	Technology	292.0	$71K	0.06%	+6.0	+2.1%	$242.09	+4.5%
69	BK	BANK NEW YORK MELLON CORP	Financial Services	577.0	$68K	0.06%	+69.0	+13.6%	$118.71	+17.1%
70	BAC	BANK AMERICA CORP	Financial Services	1,396.0	$68K	0.06%	+319.0	+29.6%	$48.76	+5.6%
71	GE	GE AEROSPACE	Industrials	235.0	$67K	0.06%	+39.0	+19.9%	$283.48	+6.4%
72	WFC	WELLS FARGO & CO	Financial Services	825.0	$66K	0.06%	+43.0	+5.5%	$79.61	-4.8%
73	VFLO	VICTORY PORTFOLIOS II	—	1,600.0	$63K	0.06%	+243.0	+17.9%	$39.48	+9.7%
74	MA	MASTERCARD INCORPORATED	Financial Services	126.0	$63K	0.06%	+46.0	+57.5%	$499.58	+0.0%
75	MCD	MCDONALDS CORP	Consumer Cyclical	190.0	$59K	0.05%	+22.0	+13.1%	$310.98	-8.6%
76	LDUR	PIMCO ETF TR	—	615.0	$59K	0.05%	+22.0	+3.7%	$95.82	-0.4%
77	BAI	BLACKROCK ETF TRUST	—	1,786.0	$59K	0.05%	+19.0	+1.1%	$32.95	+44.2%
78	TSM	TAIWAN SEMICONDUCTOR MANUFAC	Technology	170.0	$57K	0.05%	+137.0	+415.1%	$337.95	+18.8%
79	AEP	AMERICAN ELEC PWR CO INC	Utilities	428.0	$56K	0.05%	+59.0	+16.0%	$131.08	-1.1%
80	MBB	ISHARES TR	—	574.0	$55K	0.05%	+6.0	+1.1%	$94.95	-1.1%

Page 4 of 10 · 190 positions

← Prev 1 2 3 4 5 6 …10 Next →

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Financial Services 38.4%

Technology 19.9%

Healthcare 7.9%

Consumer Cyclical 7.3%

Utilities 6.8%

Communication Services 4.9%

Industrials 4.9%

Consumer Defensive 4.6%

Energy 4.0%

Real Estate 0.8%