account_balance
Investment manager · 13F filer · SEC CIK 1036248
Quest Investment Management LLC
Reported value$839Mas of Sep 30, 2026
Positions113 7 new, 9 sold out
Top 10 weight51.9%VOO alone is 19%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard S&P 500 ETF
19.2%Added +15%
NVDANVIDIA Corp
6.3%Trimmed −7%
GOOGAlphabet Inc.
4.3%Trimmed −2%
VONVVanguard Russell 1000 Value ET
4.2%New
SPYGSPDR Portfolio S&P 500 Growth
4.0%Added +11%
EFAiShares Tr MSCI EAFE Idx ETF
3.1%
VTVVanguard Morningstar Value ETF
3.0%Trimmed −59%
MSFTMicrosoft Corp
2.7%Trimmed −10%
AAPLApple Inc.
2.6%−9%
IWFiShares TR Russell 1000 Growth
2.5%+91%
VTWVVanguard Russell 2000 Value ET
2.2%
AVGOBroadcom Inc.
2.1%−6%
VOOVanguard S&P 500 ETF
19.2%Added +15%
NVDANVIDIA Corp
6.3%−7%
GOOGAlphabet Inc.
4.3%−2%
VONVVanguard Russell 1000 Value ET
4.2%New
SPYGSPDR Portfolio S&P 500 Growth
4.0%+11%
EFAiShares Tr MSCI EAFE Idx ETF
3.1%
VTV3.0%
MSFT2.7%AAPLIWF2.5%
VTWV
AVGOBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard S&P 500 ETF 19.2% Added +15%
NVDA NVIDIA Corp 6.3% Trimmed −7%GOOG Alphabet Inc. 4.3% Trimmed −2%VONV Vanguard Russell 1000 Value ET 4.2% New
SPYG SPDR Portfolio S&P 500 Growth 4.0% Added +11%
EFA iShares Tr MSCI EAFE Idx ETF 3.1% Held
VTV Vanguard Morningstar Value ETF 3.0% Trimmed −59%
MSFT Microsoft Corp 2.7% Trimmed −10%AAPL Apple Inc. 2.6% Trimmed −9%IWF iShares TR Russell 1000 Growth 2.5% Added +91%
VTWV Vanguard Russell 2000 Value ET 2.2% Held
AVGO Broadcom Inc. 2.1% Trimmed −6%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.