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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
% of AUM
101.3%
Top 10 Holdings %
Top 10 Hldgs %
55.26%
Holding
352
New
352
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$13.8M |
| 2 |
iShares Bitcoin Trust
IBIT
|
+$7.11M |
| 3 |
Amazon
AMZN
|
+$5.13M |
| 4 |
FT Vest US Equity Deep Buffer ETF November
DNOV
|
+$4.97M |
| 5 |
Simon Property Group
SPG
|
+$4.11M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 9.26% |
| 2 | Technology | 8.66% |
| 3 | Real Estate | 4.88% |
| 4 | Consumer Staples | 3.49% |
| 5 | Communication Services | 3.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Warner Bros
WBD
$71.5B
| $2.74K | ﹤0.01% |
+95
| New | +$2.22K |
|
227
Leidos
LDOS
$17.7B
| $2.71K | ﹤0.01% |
+15
| New | +$2.84K |
|
|
WCC
228
WESCO International
WCC
$16.9B
| $2.69K | ﹤0.01% |
+11
| New | +$2.7K |
|
229
Parker-Hannifin
PH
$126B
| $2.64K | ﹤0.01% |
+3
| New | +$2.46K |
|
230
Guidewire Software
GWRE
$15.4B
| $2.61K | ﹤0.01% |
+13
| New | +$2.88K |
|
231
McDonald's
MCD
$192B
| $2.44K | ﹤0.01% |
+8
| New | +$2.45K |
|
232
Vanguard High Dividend Yield ETF
VYM
$83.2B
| $2.44K | ﹤0.01% |
+17
| New | +$2.42K |
|
233
KLA
KLAC
$241B
| $2.43K | ﹤0.01% |
+20
| New | +$2.35K |
|
234
First Trust Preferred Securities and Income ETF
FPE
$6.28B
| $2.42K | ﹤0.01% |
+133
| New | +$2.43K |
|
235
Lockheed Martin
LMT
$130B
| $2.42K | ﹤0.01% |
+5
| New | +$2.39K |
|
236
GraniteShares 2x Long COIN Daily ETF
CONL
$628M
| $2.37K | ﹤0.01% |
+162
| New | +$4.56K |
|
237
Ryanair
RYAAY
$28.6B
| $2.31K | ﹤0.01% |
+32
| New | +$2.08K |
|
238
Fidelity National Financial
FNF
$12.7B
| $2.29K | ﹤0.01% |
+42
| New | +$2.39K |
|
239
Procept Biorobotics
PRCT
$1.24B
| $2.27K | ﹤0.01% |
+72
| New | +$2.39K |
|
240
American International
AIG
$39.9B
| $2.22K | ﹤0.01% |
+26
| New | +$2.08K |
|
241
Qualcomm
QCOM
$169B
| $2.22K | ﹤0.01% |
+13
| New | +$2.23K |
|
242
Merck
MRK
$376B
| $2.21K | ﹤0.01% |
+21
| New | +$1.97K |
|
243
Cadence Design Systems
CDNS
$87.9B
| $2.19K | ﹤0.01% |
+7
| New | +$2.28K |
|
244
Blackrock
BLK
$179B
| $2.14K | ﹤0.01% |
+2
| New | +$2.19K |
|
245
Toyota
TM
$234B
| $2.14K | ﹤0.01% |
+10
| New | +$2.03K |
|
246
Exelon
EXC
$45.4B
| $2.14K | ﹤0.01% |
+49
| New | +$2.24K |
|
247
Cognizant
CTSH
$27.7B
| $2.08K | ﹤0.01% |
+25
| New | +$1.87K |
|
248
Arthur J. Gallagher & Co
AJG
$67.3B
| $2.07K | ﹤0.01% |
+8
| New | +$2.12K |
|
249
CSX Corp
CSX
$95.4B
| $2.03K | ﹤0.01% |
+56
| New | +$2K |
|
250
Carlyle Group
CG
$17.4B
| $1.95K | ﹤0.01% |
+33
| New | +$1.88K |
|
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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 Consumer Discretionary at 9.3% of assets, followed by Technology and Real Estate.
- 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.