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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
–
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 |
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 | 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 | |
|---|---|---|---|---|---|---|---|
301
UnitedHealth
UNH
$340B
| $660 | ﹤0.01% |
+2
| New | +$678 |
2025 Q4
0 quarters
|
|
302
Equifax
EFX
$16.8B
| $651 | ﹤0.01% |
+3
| New | +$657 |
2025 Q4
0 quarters
|
|
303
Mondelez International
MDLZ
$74.7B
| $646 | ﹤0.01% |
+12
| New | +$691 |
2025 Q4
0 quarters
|
|
|
HUT
304
Hut 8
HUT
$11B
| $597 | ﹤0.01% |
+13
| New | +$573 |
2025 Q4
0 quarters
|
|
|
AXON
305
Axon Enterprise
AXON
$33.5B
| $568 | ﹤0.01% |
+1
| New | +$621 |
2025 Q4
0 quarters
|
|
306
Avery Dennison
AVY
$12.9B
| $546 | ﹤0.01% |
+3
| New | +$519 |
2025 Q4
0 quarters
|
|
307
Salesforce
CRM
$189B
| $530 | ﹤0.01% |
+2
| New | +$497 |
2025 Q4
0 quarters
|
|
308
Zoetis
ZTS
$29.5B
| $503 | ﹤0.01% |
+4
| New | +$522 |
2025 Q4
0 quarters
|
|
309
Deere & Co
DE
$184B
| $466 | ﹤0.01% |
+1
| New | +$469 |
2025 Q4
0 quarters
|
|
310
American Battery Technology Co
ABAT
$309M
| $454 | ﹤0.01% |
+136
| New | +$637 |
2025 Q4
0 quarters
|
|
311
Vertex Pharmaceuticals
VRTX
$128B
| $453 | ﹤0.01% |
+1
| New | +$431 |
2025 Q4
0 quarters
|
|
|
REVG
312
DELISTED
REV Group
REVG
| $426 | ﹤0.01% |
+7
| New | +$393 |
2025 Q4
0 quarters
|
|
313
First Trust Managed Municipal ETF
FMB
$1.95B
| $409 | ﹤0.01% |
+8
| New | +$409 |
2025 Q4
0 quarters
|
|
314
Rockwell Automation
ROK
$50.5B
| $389 | ﹤0.01% |
+1
| New | +$376 |
2025 Q4
0 quarters
|
|
315
Starbucks
SBUX
$108B
| $337 | ﹤0.01% |
+4
| New | +$337 |
2025 Q4
0 quarters
|
|
316
iShares US Aerospace & Defense ETF
ITA
$12.1B
| $215 | ﹤0.01% |
+1
| New | +$209 |
2025 Q4
0 quarters
|
|
|
FISV
317
Fiserv Inc
FISV
$24.5B
| $202 | ﹤0.01% |
+3
| New | +$251 |
2025 Q4
0 quarters
|
|
318
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.2B
| $165 | ﹤0.01% |
+2
| New | +$164 |
2025 Q4
0 quarters
|
|
319
F&G Annuities & Life
FG
$2.88B
| $62 | ﹤0.01% |
+2
| New | +$63 |
2025 Q4
0 quarters
|
|
320
Wolfspeed
WOLF
$1.77B
| $17 | ﹤0.01% |
+1
| New | +$23 |
2025 Q4
0 quarters
|
|
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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.