Sign In
test

Bryan Gort

Quest 10 Wealth Builders, Inc.

Assets Managed
$114.084M
Holdings
763
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
2.06%(2Q avg: 2.56%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Quest 10 Wealth Builders, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 763 positions.

Assets under management

The assets under management (AUM) of Quest 10 Wealth Builders, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 114.084M in assets, with a quarterly growth rate of 2.06% and a 2-quarter average growth rate of 2.56%. The portfolio is managed by Bryan Gort, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -3.39%
5.99%
$6.827M
11,425 shares@ $597.54 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.76%
4.37%
$4.975M
7,616 shares@ $653.25 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -0.54%
3.74%
$4.262M
9,758 shares@ $436.81 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -0.35%
3.51%
$3.997M
20,370 shares@ $196.2 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 6.33%
2.95%
$3.356M
13,485 shares@ $248.84 avg price
IYW
Ishares Ustechnology Etf
Recent Activity
Increased 1.43%
2.88%
$3.285M
18,107 shares@ $181.43 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -1.21%
2.76%
$3.147M
7,314 shares@ $430.28 avg price
SCEC
Sterling Capital Enh Cb Etf
Recent Activity
Decreased -3.47%
2.58%
$2.938M
117,122 shares@ $25.09 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 0.62%
2.36%
$2.688M
21,624 shares@ $124.31 avg price
IWX
Ishares Russell Top 200 Valu
Recent Activity
Increased 2.72%
1.8%
$2.045M
22,072 shares@ $92.68 avg price

1-10 of 763