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Portfolio (Quarterly) Guide ↗

Quest 10 Wealth Builders, Inc.

· CIK 0002035215
13F Portfolio $129M AUM 811 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 76 New 175 Added 198 Reduced 61 Exited
Page 6 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NEE NEXTERA ENERGY INC Utilities 383.0 $34K 0.03% +7.0 +1.9% $87.72 -4.8%
102 LGOV FIRST TR EXCHANGE-TRADED FD 1,561.0 $33K 0.03% +331.0 +26.9% $21.40 -1.5%
103 VDE VANGUARD WORLD FD 221.0 $33K 0.03% +2.0 +0.9% $150.07 +17.1%
104 APH AMPHENOL CORP Technology 184.0 $32K 0.03% +61.0 +49.6% $176.40 -8.5%
105 HYI WESTERN ASSET HIGH YIELD OPP Financial Services 3,008.0 $32K 0.03% +79.0 +2.7% $10.63 -2.3%
106 SPEM SPDR INDEX SHS FDS 606.0 $31K 0.02% +46.0 +8.2% $51.78 +2.1%
107 DTE DTE ENERGY CO Utilities 205.0 $31K 0.02% +2.0 +1.0% $152.37 -10.6%
108 ADBE ADOBE INC Technology 151.0 $31K 0.02% +50.0 +49.5% $205.02 +41.0%
109 WEC WEC ENERGY GROUP INC Utilities 260.0 $30K 0.02% +8.0 +3.2% $116.77 -9.0%
110 PNW PINNACLE WEST CAP CORP Utilities 277.0 $30K 0.02% +9.0 +3.4% $107.00 -8.5%
111 RTX RTX CORPORATION Industrials 151.0 $29K 0.02% +4.0 +2.7% $189.28 +12.0%
112 SWKS SKYWORKS SOLUTIONS INC Technology 420.0 $28K 0.02% +12.0 +2.9% $67.80 -0.6%
113 SKOR FLEXSHARES TR 573.0 $28K 0.02% +96.0 +20.1% $48.54 -0.9%
114 FXH FIRST TR EXCHANGE-TRADED FD 227.0 $28K 0.02% +4.0 +1.8% $122.40 +9.7%
115 SPBO SPDR SERIES TRUST 943.0 $27K 0.02% +146.0 +18.3% $29.04 -1.7%
116 XTEN BONDBLOXX ETF TRUST 591.0 $27K 0.02% +13.0 +2.2% $45.58 -2.2%
117 ILTB ISHARES TR 530.0 $26K 0.02% +86.0 +19.4% $49.25 -3.3%
118 FDT FIRST TR EXCH TRD ALPHDX FD 275.0 $26K 0.02% +21.0 +8.3% $94.68 +2.1%
119 GWX SPDR INDEX SHS FDS 593.0 $26K 0.02% +156.0 +35.7% $43.76 +7.2%
120 LMBS FIRST TR EXCHANGE-TRADED FD 476.0 $24K 0.02% +63.0 +15.2% $49.80 -0.5%
Page 6 of 9  ·  175 positions

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 35.6%
Technology 24.9%
Healthcare 7.8%
Consumer Cyclical 7.7%
Utilities 6.2%
Communication Services 5.2%
Industrials 5.0%
Consumer Defensive 4.3%
Energy 2.1%
Real Estate 0.8%