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BWM

Benson Wealth Management Portfolio holdings

AUM $99.4M
This Fund
S&P 500
This Quarter Est. Return
+17.55%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$99.4M
AUM Growth
+$26.3M
Cap. Flow
+$17.2M
Cap. Flow %
17.34%
Top 10 Hldgs %
47.19%
Holding
391
New
37
Increased
36
Reduced
44
Closed
24
Avg Time Held
1.7 quarters
Top 10 Avg Time Held
1.5 quarters
Top 20 Avg Time Held
1.2 quarters

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$5.23M
2
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$4.25M
3
BUFB icon
Innovator Laddered Allocation Buffer ETF
BUFB
+$3.5M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$1.91M
5
VOLT
Tema Electrification ETF
VOLT
+$1.6M

Top Sells

Rank Stock Value
1
QCJA
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
+$2.08M
2
BUFG icon
FT Vest Buffered Allocation Growth ETF
BUFG
+$1.21M
3
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$1.18M
4
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$1.14M
5
SHLD icon
Global X Defense Tech ETF
SHLD
+$1.1M

Sector Composition

Rank Sector Weight
1 Miscellaneous 74.74%
2 Technology 7.88%
3 Consumer Discretionary 5.99%
4 Real Estate 4.83%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
PEGA icon
276
Pegasystems
PEGA
$5.68B
$1.77K ﹤0.01%
+59
New +$2.11K
2026 Q2
0 quarters
EIX icon
277
Edison International
EIX
$20.9B
$1.71K ﹤0.01%
23
– –
2025 Q4
2 quarters
MET icon
278
MetLife
MET
$61.6B
$1.69K ﹤0.01%
20
– –
2025 Q4
2 quarters
TM icon
279
Toyota
TM
$218B
$1.68K ﹤0.01%
10
– –
2025 Q4
2 quarters
MRK icon
280
Merck
MRK
$344B
$1.67K ﹤0.01%
13
– –
2025 Q4
2 quarters
HLT icon
281
Hilton Worldwide
HLT
$71.1B
$1.65K ﹤0.01%
5
– –
2025 Q4
2 quarters
AEP icon
282
American Electric Power
AEP
$65.2B
$1.64K ﹤0.01%
12
– –
2025 Q4
2 quarters
PRCT icon
283
Procept Biorobotics
PRCT
$1.02B
$1.63K ﹤0.01%
72
– –
2025 Q4
2 quarters
ABNB icon
284
Airbnb
ABNB
$96.7B
$1.57K ﹤0.01%
11
– –
2025 Q4
2 quarters
KMI icon
285
Kinder Morgan
KMI
$69.9B
$1.57K ﹤0.01%
49
– –
2025 Q4
2 quarters
IHG icon
286
InterContinental Hotels
IHG
$23.3B
$1.56K ﹤0.01%
9
– –
2025 Q4
2 quarters
LDOS icon
287
Leidos
LDOS
$15B
$1.54K ﹤0.01%
15
– –
2025 Q4
2 quarters
FJAN icon
288
FT Vest US Equity Buffer ETF January
FJAN
$1.48B
$1.54K ﹤0.01%
28
– –
2025 Q4
2 quarters
LYB icon
289
LyondellBasell Industries
LYB
$19.1B
$1.53K ﹤0.01%
29
– –
2026 Q1
1 quarter
AZN icon
290
AstraZeneca
AZN
$243B
$1.52K ﹤0.01%
8
– –
2025 Q4
2 quarters
LEA icon
291
Lear
LEA
$5.98B
$1.48K ﹤0.01%
11
– –
2025 Q4
2 quarters
EVRG icon
292
Evergy
EVRG
$18.2B
$1.47K ﹤0.01%
17
– –
2025 Q4
2 quarters
KO icon
293
Coca-Cola
KO
$372B
$1.46K ﹤0.01%
18
– –
2025 Q4
2 quarters
ING icon
294
ING
ING
$99B
$1.44K ﹤0.01%
46
– –
2025 Q4
2 quarters
CCJ icon
295
Cameco
CCJ
$38.1B
$1.43K ﹤0.01%
14
– –
2026 Q1
1 quarter
DFTX
296
Definium Therapeutics
DFTX
$4.87B
$1.41K ﹤0.01%
30
– –
2026 Q1
1 quarter
LH icon
297
Labcorp
LH
$25B
$1.4K ﹤0.01%
5
– –
2025 Q4
2 quarters
CG icon
298
Carlyle Group
CG
$14B
$1.39K ﹤0.01%
33
– –
2025 Q4
2 quarters
CB icon
299
Chubb
CB
$128B
$1.36K ﹤0.01%
4
– –
2026 Q1
1 quarter
FITB
300
Fifth Third Bancorp
FITB
$46.1B
$1.35K ﹤0.01%
24
– –
2025 Q4
2 quarters
10 11
12
13 14

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APGDR
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APA
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SIC
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PFM
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Benson Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Benson Wealth Management held 391 positions worth $99.4M, up 36% from $73.1M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Benson Wealth Management deployed $17.2M of net new capital in Q2 2026, opening 37 new positions and adding to 36 existing holdings. Its largest new stake was Tema Electrification ETF: 40,797 shares worth $1.71M.

By sector, the portfolio is most concentrated in Miscellaneous at 75% of assets, up from 73% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was FT Vest Nasdaq-100 Conservative Buffer ETF - January, an estimated $2.08M trimmed.

  • Benson Wealth Management's largest Q2 2026 buy was Tema Electrification ETF: 40,797 shares worth $1.71M.
  • Benson Wealth Management added most to Invesco QQQ Trust in Q2 2026, an estimated $5.23M increase.
  • Benson Wealth Management's biggest Q2 2026 reduction was FT Vest Nasdaq-100 Conservative Buffer ETF - January, cutting an estimated $2.08M.
  • Benson Wealth Management fully exited KKR & Co in Q2 2026, selling an estimated $18.5K.
  • Benson Wealth Management's ten largest holdings make up 47% of its $99.4M portfolio in Q2 2026.
  • Benson Wealth Management opened 37 new positions and closed 24 in Q2 2026.
  • Benson Wealth Management's portfolio value rose 36% quarter-over-quarter to $99.4M.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.