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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 | |
|---|---|---|---|---|---|---|
251
Banco Bradesco
BBD
$34B
| $1.9K | ﹤0.01% |
+571
| New | +$1.94K |
|
252
Keurig Dr Pepper
KDP
$43.5B
| $1.88K | ﹤0.01% |
+67
| New | +$1.84K |
|
253
Vodafone
VOD
$36.8B
| $1.88K | ﹤0.01% |
+142
| New | +$1.72K |
|
254
AbbVie
ABBV
$469B
| $1.83K | ﹤0.01% |
+8
| New | +$1.82K |
|
255
Rexford Industrial Realty
REXR
$8.29B
| $1.82K | ﹤0.01% |
+47
| New | +$1.94K |
|
256
Goldman Sachs
GS
$300B
| $1.76K | ﹤0.01% |
+2
| New | +$1.63K |
|
257
Crown Holdings
CCK
$13B
| $1.75K | ﹤0.01% |
+17
| New | +$1.66K |
|
258
Cheniere Energy
LNG
$57.5B
| $1.75K | ﹤0.01% |
+9
| New | +$1.89K |
|
259
STAG Industrial
STAG
$7.07B
| $1.73K | ﹤0.01% |
+47
| New | +$1.78K |
|
260
Curtiss-Wright
CW
$23.6B
| $1.65K | ﹤0.01% |
+3
| New | +$1.67K |
|
261
MetLife
MET
$60.1B
| $1.58K | ﹤0.01% |
+20
| New | +$1.58K |
|
262
Lamb Weston
LW
$7.36B
| $1.55K | ﹤0.01% |
+37
| New | +$2.18K |
|
263
Blackstone
BX
$108B
| $1.54K | ﹤0.01% |
+10
| New | +$1.52K |
|
264
Aemetis
AMTX
$149M
| $1.53K | ﹤0.01% |
+1,098
| New | +$2.21K |
|
265
Labcorp
LH
$27.2B
| $1.5K | ﹤0.01% |
+6
| New | +$1.59K |
|
266
Airbnb
ABNB
$110B
| $1.49K | ﹤0.01% |
+11
| New | +$1.37K |
|
|
GSOL
267
Grayscale Solana Staking ETF
GSOL
$121M
| $1.48K | ﹤0.01% |
+163
| New | +$1.67K |
|
268
AstraZeneca
AZN
$258B
| $1.47K | ﹤0.01% |
+8
| New | +$1.4K |
|
269
FT Vest US Equity Buffer ETF January
FJAN
$1.46B
| $1.45K | ﹤0.01% |
+28
| New | +$1.42K |
|
270
Hilton Worldwide
HLT
$73.4B
| $1.44K | ﹤0.01% |
+5
| New | +$1.36K |
|
271
American Electric Power
AEP
$66.2B
| $1.38K | ﹤0.01% |
+12
| New | +$1.42K |
|
272
Edison International
EIX
$27.6B
| $1.38K | ﹤0.01% |
+23
| New | +$1.32K |
|
273
Danaher
DHR
$153B
| $1.37K | ﹤0.01% |
+6
| New | +$1.32K |
|
274
Analog Devices
ADI
$183B
| $1.36K | ﹤0.01% |
+5
| New | +$1.26K |
|
275
Kinder Morgan
KMI
$69.1B
| $1.35K | ﹤0.01% |
+49
| New | +$1.32K |
|
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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.