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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
–

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 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
UNH icon
301
UnitedHealth
UNH
$350B
$660 ﹤0.01%
+2
New +$678
EFX icon
302
Equifax
EFX
$22.6B
$651 ﹤0.01%
+3
New +$657
MDLZ icon
303
Mondelez International
MDLZ
$82.1B
$646 ﹤0.01%
+12
New +$691
HUT
304
Hut 8
HUT
$9.84B
$597 ﹤0.01%
+13
New +$573
AXON
305
Axon Enterprise
AXON
$51.3B
$568 ﹤0.01%
+1
New +$621
AVY icon
306
Avery Dennison
AVY
$13.9B
$546 ﹤0.01%
+3
New +$519
CRM icon
307
Salesforce
CRM
$170B
$530 ﹤0.01%
+2
New +$497
ZTS icon
308
Zoetis
ZTS
$31.9B
$503 ﹤0.01%
+4
New +$522
DE icon
309
Deere & Co
DE
$173B
$466 ﹤0.01%
+1
New +$469
ABAT icon
310
American Battery Technology Co
ABAT
$346M
$454 ﹤0.01%
+136
New +$637
VRTX icon
311
Vertex Pharmaceuticals
VRTX
$139B
$453 ﹤0.01%
+1
New +$431
REVG
312
DELISTED
REV Group
REVG
$426 ﹤0.01%
+7
New +$393
FMB icon
313
First Trust Managed Municipal ETF
FMB
$2.04B
$409 ﹤0.01%
+8
New +$409
ROK icon
314
Rockwell Automation
ROK
$48.4B
$389 ﹤0.01%
+1
New +$376
SBUX icon
315
Starbucks
SBUX
$121B
$337 ﹤0.01%
+4
New +$337
ITA icon
316
iShares US Aerospace & Defense ETF
ITA
$14.3B
$215 ﹤0.01%
+1
New +$209
FISV
317
Fiserv Inc
FISV
$27.7B
$202 ﹤0.01%
+3
New +$251
SPTM icon
318
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.9B
$165 ﹤0.01%
+2
New +$164
FG icon
319
F&G Annuities & Life
FG
$2.98B
$62 ﹤0.01%
+2
New +$63
WOLF icon
320
Wolfspeed
WOLF
$1.35B
$17 ﹤0.01%
+1
New +$23
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 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.