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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
ING icon
276
ING
ING
$99B
$1.29K ﹤0.01%
+46
New +$1.19K
2025 Q4
0 quarters
AMAT icon
277
Applied Materials
AMAT
$430B
$1.28K ﹤0.01%
+5
New +$1.2K
2025 Q4
0 quarters
RTX icon
278
RTX Corp
RTX
$248B
$1.28K ﹤0.01%
+7
New +$1.22K
2025 Q4
0 quarters
IHG icon
279
InterContinental Hotels
IHG
$23.3B
$1.27K ﹤0.01%
+9
New +$1.17K
2025 Q4
0 quarters
LEA icon
280
Lear
LEA
$5.98B
$1.26K ﹤0.01%
+11
New +$1.18K
2025 Q4
0 quarters
KO icon
281
Coca-Cola
KO
$372B
$1.26K ﹤0.01%
+18
New +$1.25K
2025 Q4
0 quarters
EVRG icon
282
Evergy
EVRG
$18.2B
$1.23K ﹤0.01%
+17
New +$1.29K
2025 Q4
0 quarters
PFE icon
283
Pfizer
PFE
$156B
$1.22K ﹤0.01%
+49
New +$1.24K
2025 Q4
0 quarters
IXUS icon
284
iShares Core MSCI Total International Stock ETF
IXUS
$59.4B
$1.19K ﹤0.01%
+14
New +$1.17K
2025 Q4
0 quarters
FITB
285
Fifth Third Bancorp
FITB
$46.1B
$1.12K ﹤0.01%
+24
New +$1.06K
2025 Q4
0 quarters
WM icon
286
Waste Management
WM
$82.6B
$1.1K ﹤0.01%
+5
New +$1.07K
2025 Q4
0 quarters
J icon
287
Jacobs Solutions
J
$16.2B
$1.06K ﹤0.01%
+8
New +$1.17K
2025 Q4
0 quarters
MO icon
288
Altria Group
MO
$113B
$1.04K ﹤0.01%
+18
New +$1.09K
2025 Q4
0 quarters
AME icon
289
Ametek
AME
$57.8B
$1.03K ﹤0.01%
+5
New +$973
2025 Q4
0 quarters
TTWO icon
290
Take-Two Interactive
TTWO
$38B
$1.02K ﹤0.01%
+4
New +$997
2025 Q4
0 quarters
NDSN icon
291
Nordson
NDSN
$18.6B
$962 ﹤0.01%
+4
New +$940
2025 Q4
0 quarters
MRVL icon
292
Marvell Technology
MRVL
$244B
$935 ﹤0.01%
+11
New +$963
2025 Q4
0 quarters
MRSH
293
Marsh
MRSH
$81.3B
$928 ﹤0.01%
+5
New +$935
2025 Q4
0 quarters
BA icon
294
Boeing
BA
$152B
$868 ﹤0.01%
+4
New +$823
2025 Q4
0 quarters
COP icon
295
ConocoPhillips
COP
$154B
$842 ﹤0.01%
+9
New +$814
2025 Q4
0 quarters
URI icon
296
United Rentals
URI
$66.9B
$809 ﹤0.01%
+1
New +$868
2025 Q4
0 quarters
BIDU icon
297
Baidu
BIDU
$29.6B
$784 ﹤0.01%
+6
New +$745
2025 Q4
0 quarters
ODFL icon
298
Old Dominion Freight Line
ODFL
$37.2B
$784 ﹤0.01%
+5
New +$717
2025 Q4
0 quarters
AXP icon
299
American Express
AXP
$205B
$740 ﹤0.01%
+2
New +$716
2025 Q4
0 quarters
CELH icon
300
Celsius Holdings
CELH
$6.96B
$732 ﹤0.01%
+16
New +$806
2025 Q4
0 quarters
9 10 11
12
13

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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.