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BWM

Benson Wealth Management Portfolio holdings

AUM $99.4M
This Fund
S&P 500
This Quarter Est. Return
+0.22%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$89.8M
AUM Growth
–
Cap. Flow
+$91M
Cap. Flow %
101.3%
Top 10 Hldgs %
55.26%
Holding
352
New
352
Increased
–
Reduced
–
Closed
–
Avg Time Held
0 quarters
Top 10 Avg Time Held
0 quarters
Top 20 Avg Time Held
0 quarters

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$13.8M
2
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.11M
3
AMZN icon
Amazon
AMZN
+$5.13M
4
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$4.97M
5
SPG icon
Simon Property Group
SPG
+$4.11M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 67.88%
2 Consumer Discretionary 9.26%
3 Technology 8.66%
4 Real Estate 4.88%
5 Consumer Staples 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
WBD icon
226
Warner Bros
WBD
$77.6B
$2.74K ﹤0.01%
+95
New +$2.22K
2025 Q4
0 quarters
LDOS icon
227
Leidos
LDOS
$15B
$2.71K ﹤0.01%
+15
New +$2.84K
2025 Q4
0 quarters
WCC
228
WESCO International
WCC
$18.4B
$2.69K ﹤0.01%
+11
New +$2.7K
2025 Q4
0 quarters
PH icon
229
Parker-Hannifin
PH
$123B
$2.64K ﹤0.01%
+3
New +$2.46K
2025 Q4
0 quarters
GWRE icon
230
Guidewire Software
GWRE
$13.4B
$2.61K ﹤0.01%
+13
New +$2.88K
2025 Q4
0 quarters
MCD icon
231
McDonald's
MCD
$165B
$2.44K ﹤0.01%
+8
New +$2.45K
2025 Q4
0 quarters
VYM icon
232
Vanguard High Dividend Yield ETF
VYM
$79.7B
$2.44K ﹤0.01%
+17
New +$2.42K
2025 Q4
0 quarters
KLAC icon
233
KLA
KLAC
$270B
$2.43K ﹤0.01%
+20
New +$2.35K
2025 Q4
0 quarters
FPE icon
234
First Trust Preferred Securities and Income ETF
FPE
$5.97B
$2.42K ﹤0.01%
+133
New +$2.43K
2025 Q4
0 quarters
LMT icon
235
Lockheed Martin
LMT
$117B
$2.42K ﹤0.01%
+5
New +$2.39K
2025 Q4
0 quarters
CONL icon
236
GraniteShares 2x Long COIN Daily ETF
CONL
$564M
$2.37K ﹤0.01%
+162
New +$4.56K
2025 Q4
0 quarters
RYAAY icon
237
Ryanair
RYAAY
$28.3B
$2.31K ﹤0.01%
+32
New +$2.08K
2025 Q4
0 quarters
FNF icon
238
Fidelity National Financial
FNF
$10.5B
$2.29K ﹤0.01%
+42
New +$2.39K
2025 Q4
0 quarters
PRCT icon
239
Procept Biorobotics
PRCT
$1.02B
$2.27K ﹤0.01%
+72
New +$2.39K
2025 Q4
0 quarters
AIG icon
240
American International
AIG
$39.3B
$2.22K ﹤0.01%
+26
New +$2.08K
2025 Q4
0 quarters
QCOM icon
241
Qualcomm
QCOM
$193B
$2.22K ﹤0.01%
+13
New +$2.23K
2025 Q4
0 quarters
MRK icon
242
Merck
MRK
$344B
$2.21K ﹤0.01%
+21
New +$1.97K
2025 Q4
0 quarters
CDNS icon
243
Cadence Design Systems
CDNS
$97.3B
$2.19K ﹤0.01%
+7
New +$2.28K
2025 Q4
0 quarters
BLK icon
244
Blackrock
BLK
$165B
$2.14K ﹤0.01%
+2
New +$2.19K
2025 Q4
0 quarters
TM icon
245
Toyota
TM
$218B
$2.14K ﹤0.01%
+10
New +$2.03K
2025 Q4
0 quarters
EXC icon
246
Exelon
EXC
$42.1B
$2.14K ﹤0.01%
+49
New +$2.24K
2025 Q4
0 quarters
CTSH icon
247
Cognizant
CTSH
$26.2B
$2.08K ﹤0.01%
+25
New +$1.87K
2025 Q4
0 quarters
AJG icon
248
Arthur J. Gallagher & Co
AJG
$58.3B
$2.07K ﹤0.01%
+8
New +$2.12K
2025 Q4
0 quarters
CSX icon
249
CSX Corp
CSX
$87.9B
$2.03K ﹤0.01%
+56
New +$2K
2025 Q4
0 quarters
CG icon
250
Carlyle Group
CG
$14B
$1.95K ﹤0.01%
+33
New +$1.88K
2025 Q4
0 quarters
8 9
10
11 12

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Benson Wealth Management's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Benson Wealth Management, which disclosed 352 positions worth $89.8M. Its ten largest holdings account for 55% of the portfolio.

Its largest position is Invesco QQQ Trust: 22,429 shares worth $13.8M.

By sector, the portfolio is most concentrated in Miscellaneous at 68% of assets, followed by Consumer Discretionary and Technology.

  • Benson Wealth Management's largest Q4 2025 buy was Invesco QQQ Trust: 22,429 shares worth $13.8M.
  • Benson Wealth Management's ten largest holdings make up 55% of its $89.8M portfolio in Q4 2025.
  • Benson Wealth Management disclosed 352 positions in Q4 2025, its first 13F filing on record.

Based on Benson Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.