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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
BBD icon
251
Banco Bradesco
BBD
$45.9B
$1.9K ﹤0.01%
+571
New +$1.94K
2025 Q4
0 quarters
KDP icon
252
Keurig Dr Pepper
KDP
$42B
$1.88K ﹤0.01%
+67
New +$1.84K
2025 Q4
0 quarters
VOD icon
253
Vodafone
VOD
$38.9B
$1.88K ﹤0.01%
+142
New +$1.72K
2025 Q4
0 quarters
ABBV icon
254
AbbVie
ABBV
$470B
$1.83K ﹤0.01%
+8
New +$1.82K
2025 Q4
0 quarters
REXR icon
255
Rexford Industrial Realty
REXR
$8.18B
$1.82K ﹤0.01%
+47
New +$1.94K
2025 Q4
0 quarters
GS icon
256
Goldman Sachs
GS
$260B
$1.76K ﹤0.01%
+2
New +$1.63K
2025 Q4
0 quarters
CCK icon
257
Crown Holdings
CCK
$11.6B
$1.75K ﹤0.01%
+17
New +$1.66K
2025 Q4
0 quarters
LNG icon
258
Cheniere Energy
LNG
$56.8B
$1.75K ﹤0.01%
+9
New +$1.89K
2025 Q4
0 quarters
STAG icon
259
STAG Industrial
STAG
$6.95B
$1.73K ﹤0.01%
+47
New +$1.78K
2025 Q4
0 quarters
CW icon
260
Curtiss-Wright
CW
$20B
$1.65K ﹤0.01%
+3
New +$1.67K
2025 Q4
0 quarters
MET icon
261
MetLife
MET
$61.6B
$1.58K ﹤0.01%
+20
New +$1.58K
2025 Q4
0 quarters
LW icon
262
Lamb Weston
LW
$6.13B
$1.55K ﹤0.01%
+37
New +$2.18K
2025 Q4
0 quarters
BX icon
263
Blackstone
BX
$83.8B
$1.54K ﹤0.01%
+10
New +$1.52K
2025 Q4
0 quarters
AMTX icon
264
Aemetis
AMTX
$127M
$1.53K ﹤0.01%
+1,098
New +$2.21K
2025 Q4
0 quarters
LH icon
265
Labcorp
LH
$25B
$1.5K ﹤0.01%
+6
New +$1.59K
2025 Q4
0 quarters
ABNB icon
266
Airbnb
ABNB
$96.7B
$1.49K ﹤0.01%
+11
New +$1.37K
2025 Q4
0 quarters
GSOL
267
Grayscale Solana Staking ETF
GSOL
$158M
$1.48K ﹤0.01%
+163
New +$1.67K
2025 Q4
0 quarters
AZN icon
268
AstraZeneca
AZN
$243B
$1.47K ﹤0.01%
+8
New +$1.4K
2025 Q4
0 quarters
FJAN icon
269
FT Vest US Equity Buffer ETF January
FJAN
$1.48B
$1.45K ﹤0.01%
+28
New +$1.42K
2025 Q4
0 quarters
HLT icon
270
Hilton Worldwide
HLT
$71.1B
$1.44K ﹤0.01%
+5
New +$1.36K
2025 Q4
0 quarters
AEP icon
271
American Electric Power
AEP
$65.2B
$1.38K ﹤0.01%
+12
New +$1.42K
2025 Q4
0 quarters
EIX icon
272
Edison International
EIX
$20.9B
$1.38K ﹤0.01%
+23
New +$1.32K
2025 Q4
0 quarters
DHR icon
273
Danaher
DHR
$156B
$1.37K ﹤0.01%
+6
New +$1.32K
2025 Q4
0 quarters
ADI icon
274
Analog Devices
ADI
$203B
$1.36K ﹤0.01%
+5
New +$1.26K
2025 Q4
0 quarters
KMI icon
275
Kinder Morgan
KMI
$69.9B
$1.35K ﹤0.01%
+49
New +$1.32K
2025 Q4
0 quarters
9 10
11
12 13

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APGDR
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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.