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Home > Institutional Investor > Quest 10 Wealth Builders, Inc. > Profile

Instuitional Investor - Quest 10 Wealth Builders, Inc.

Fund Profile
Filing Period:
Fund Name: Quest 10 Wealth Builders, Inc.
Portfolio Value $128,729,358
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 11,053 $7,591,095 5.9%
2.
Ishares Trust
 IEF 7,635 $5,718,085 4.44%
3.
Vanguard Index Fds - GROWTH ETF
 58,281 $5,020,357 3.9%
4.
Ishares Trust
 IEF 18,329 $4,623,219 3.59%
5.
Vanguard Index Fds - VALUE ETF
 20,259 $4,415,076 3.43%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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