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Quest 10 Wealth Builders, Inc.
Quest 10 Wealth Builders, Inc. is an SEC-registered investment adviser headquartered in Fuquay-Varina, North Carolina. Founded in July 2010, the firm is jointly owned by Kenneth D. Stephenson and Sandra V. Stephenson. With around 5 employees, the firm specializes in wealth management and retirement plan services for both companies and individuals. Their core client base is primarily individual investors, including high-net-worth individuals, and they do not serve institutional clients. Quest 10 Wealth Builders, Inc. is the investment arm of Complete Financial Solutions and operates as a boutique advisory firm focused on personalized financial planning and portfolio management.
Investment Strategy
Quest 10 Wealth Builders, Inc. provides ongoing portfolio management based on the individual goals, objectives, time horizon, and risk tolerance of each client. After an initial interview, the firm creates an Investment Policy Statement to tailor a portfolio strategy accordingly. Services include investment strategy, asset allocation, risk tolerance assessment, personal investment policy development, asset selection, and regular portfolio monitoring. The firm typically requests discretionary authority and may, if appropriate, allocate client accounts among independent third-party investment advisers. Their investment philosophy centers on customization to each client's financial situation and objectives.
Latest 13F Filing Activity
Quest 10 Wealth Builders, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 854 equity positions with a total 13F market value of $108M. The fund increased holdings in Aim Etf Products Trust, Aim Etf Products Trust, First TR Exchng Traded FD VI among other positions. Quest 10 Wealth Builders, Inc. reduced exposure to Aim Etf Products Trust, Aim Etf Products Trust, Aim Etf Products Trust among others.
Top Holdings
Equity Positions (854)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 6.84% | $7.4M | 12,108 | $538.81 | $612.38 | +$178.0K |
I IVV | ISHARES TR | 4.63% | $5.0M | 7,511 | $588.79 | $669.30 | +$331.3K |
V VUG | VANGUARD INDEX FDS | 4.49% | $4.9M | 10,159 | $410.72 | $479.61 | +$268.3K |
V VTV | VANGUARD INDEX FDS | 3.66% | $4.0M | 21,295 | $169.30 | $186.49 | +$106.9K |
I IYW | ISHARES TR | 3.25% | $3.5M | 18,020 | $159.54 | $195.86 | +$317.5K |
Industry Allocation
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