Quest 10 Wealth Builders, Inc.

CIK 0002035215 · Q1 2026

13F Equity AUM

$114.1M

+2.1% QoQ

Positions

757

-22 QoQ

AUM Rank

#9,535

Top 77%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 20.5%Top 10: 32.9%Top 20: 47.3%

VOO6.0%

IVV4.4%

VUG3.7%

VTV3.5%

IWY2.9%

IYW2.9%

GQ92.8%

SCEC2.6%

IJR2.4%

IWX1.8%

Others (747)67.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services83.2%

Technology4.2%

Fund3.4%

Other9.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 757Median: 0.01%Avg: 0.13%

0–0.5%

707(29.7%)

0.5–1%

25(17.6%)

1–3%

21(35.1%)

3–5%

3(11.6%)

5%+

1(6.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 692Unique: 65vs 20 funds

9.4%Low

757

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

12.7%

BANK OF AMERICA CORP /DE/

13.8%

12.8%

17.5%

12.4%

11.3%

VANGUARD CAPITAL MANAGEMENT LLC

9.6%

GEODE CAPITAL MANAGEMENT, LLC

9.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

11%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New80Increased195Decreased233Exited104

New Positions

SCEP1.7%

+84K

SCMC1.3%

+61K

AUGZ0.2%

+5K

PAYM0.1%

+7K

CORO0.1%

+4K

SEPU0.1%

+3K

STERLING CAP FDS0.1%

+4K

BLCR0.0%

+982

SCHD0.0%

+1K

PIMCO ETF TR0.0%

+424

Increased

VGIT0.4%

+8K(+2890%)

OCTZ0.2%

+5K(+931%)

VNLA0.5%

+4K(+48%)

SCHP0.1%

+4K(+5728%)

GOVT0.1%

+3K(+373%)

SPAB0.3%

+2K(+14%)

AAPL0.9%

+2K(+62%)

SHV0.1%

+1K(+1194%)

JNJ0.5%

+1K(+93%)

DECU1.4%

+1K(+2%)

Decreased

QBER0.2%

-18,884(-62%)

DIV0.1%

-16,749(-80%)

ICLO0.1%

-15,920(-80%)

VGSH0.3%

-13,825(-73%)

NBOS0.1%

-7,944(-80%)

ANGL0.0%

-5,742(-80%)

FGD0.4%

-4,289(-25%)

SCEC2.6%

-4,214(-3%)

CLOI0.0%

-3,803(-80%)

VYM0.4%

-2,446(-44%)

Exited

-185

-197

-591

-164

-49

-203

-590

-44

-20

-79

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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