Quest 10 Wealth Builders, Inc.
RIA/Wealth
Quest 10 Wealth Builders, Inc. is a RIA/Wealth based in Fuquay-varina, NC led by Kenneth Darrell Stephenson, reporting $187.7M in AUM as of Q3 2025 with 78% ETF concentration and minimal technology exposure.
PresidentKenneth Darrell Stephenson
- Portfolio Value
- $103.2M
- Positions
- 864
- Top Holding
- VOO at 7.19%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Quest 10 Wealth Builders, Inc.'s portfolio (36.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $7.4M | 7.19% | -$387.0K Sold | — 12.1K shares | |
ETF ETF | $5.0M | 4.87% | -$34.8K Sold | — 7.5K shares | |
ETF ETF | $4.9M | 4.72% | -$164.5K Sold | — 10.2K shares | |
ETF ETF | $4.0M | 3.85% | -$106.3K Sold | — 21.3K shares | |
ETF ETF | $3.5M | 3.42% | -$101.3K Sold | — 18.0K shares | |
Unknown Unknown | $3.4M | 3.29% | -$94.2K Sold | — 9.5K shares | |
ETF ETF | $3.3M | 3.23% | +$166.9K Bought | — 12.2K shares | |
ETF ETF | $2.5M | 2.47% | -$30.1K Sold | — 21.4K shares | |
ETF ETF | $1.9M | 1.85% | -$59.3K Sold | — 32.5K shares | |
ETF ETF | $1.9M | 1.82% | -$85.0K Sold | — 27.6K shares |
Analytics
Portfolio insights and performance metrics for Quest 10 Wealth Builders, Inc.
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