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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
(+36%)
Cap. Flow
+$17.2M
Cap. Flow
% of AUM
17.34%
Top 10 Holdings %
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 |
Invesco QQQ Trust
QQQ
|
+$5.23M |
| 2 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
+$4.25M |
| 3 |
Innovator Laddered Allocation Buffer ETF
BUFB
|
+$3.5M |
| 4 |
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 |
FT Vest Buffered Allocation Growth ETF
BUFG
|
+$1.21M |
| 3 |
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
|
+$1.18M |
| 4 |
FT Vest US Equity Deep Buffer ETF November
DNOV
|
+$1.14M |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
326
NuScale Power
SMR
$3.15B
| $481 | ﹤0.01% |
48
+36
| +300% | +$406 |
2026 Q1
1 quarter
|
|
327
ProShares Bitcoin Strategy ETF
BITO
$1.73B
| $479 | ﹤0.01% |
60
-1,485
| -96% | -$14.6K |
2025 Q4
2 quarters
|
|
328
PayPal
PYPL
$46.5B
| $432 | ﹤0.01% |
10
+6
| +150% | +$273 |
2026 Q1
1 quarter
|
|
329
First Trust Managed Municipal ETF
FMB
$1.95B
| $411 | ﹤0.01% |
8
| – | – |
2025 Q4
2 quarters
|
|
330
Fortuna Silver Mines
FSM
$3.3B
| $397 | ﹤0.01% |
47
-40
| -46% | -$388 |
2026 Q1
1 quarter
|
|
331
Symbotic
SYM
$5.57B
| $360 | ﹤0.01% |
+8
| New | +$408 |
2026 Q2
0 quarters
|
|
332
SunPower Inc
SPWR
$65M
| $344 | ﹤0.01% |
+500
| New | +$491 |
2026 Q2
0 quarters
|
|
|
NBIS
333
Nebius Group N.V.
NBIS
$63.2B
| $276 | ﹤0.01% |
+1
| New | +$198 |
2026 Q2
0 quarters
|
|
334
iShares US Aerospace & Defense ETF
ITA
$12.1B
| $242 | ﹤0.01% |
1
| – | – |
2025 Q4
2 quarters
|
|
335
Whirlpool
WHR
$1.96B
| $237 | ﹤0.01% |
+6
| New | +$281 |
2026 Q2
0 quarters
|
|
|
HUT
336
Hut 8
HUT
$11B
| $231 | ﹤0.01% |
2
-8
| -80% | -$776 |
2025 Q4
2 quarters
|
|
337
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.2B
| $182 | ﹤0.01% |
2
| – | – |
2025 Q4
2 quarters
|
|
338
Lumen
LUMN
$5.8B
| $123 | ﹤0.01% |
16
| – | – |
2026 Q1
1 quarter
|
|
339
BigBear.ai
BBAI
$1.25B
| $114 | ﹤0.01% |
+31
| New | +$124 |
2026 Q2
0 quarters
|
|
340
Transocean
RIG
$6.15B
| $64 | ﹤0.01% |
13
| – | – |
2026 Q1
1 quarter
|
|
341
Contango Silver & Gold Inc
CTGO
$561M
| $63 | ﹤0.01% |
4
| – | – |
2026 Q1
1 quarter
|
|
|
ROBN
342
T-Rex 2X Long HOOD Daily Target ETF
ROBN
$122M
| $60 | ﹤0.01% |
+2
| New | +$46 |
2026 Q2
0 quarters
|
|
343
Direxion Daily TSLA Bull 2X ETF
TSLL
$4.28B
| $57 | ﹤0.01% |
4
| – | – |
2025 Q4
2 quarters
|
|
344
Wolfspeed
WOLF
$1.77B
| $48 | ﹤0.01% |
1
| – | – |
2025 Q4
2 quarters
|
|
345
American Battery Technology Co
ABAT
$309M
| – | – |
-136
| Closed | -$379 | – |
|
346
ACV Auctions
ACVA
$1.78B
| – | – |
-920
| Closed | -$3.9K | – |
|
347
ProShares Ultra Silver
AGQ
$1.29B
| – | – |
-124
| Closed | -$14.8K | – |
|
348
2x Bitcoin ETF
BITX
$1.36B
| – | – |
-710
| Closed | -$10.5K | – |
|
349
Coeur Mining
CDE
$17.5B
| – | – |
-37
| Closed | -$694 | – |
|
350
Comcast
CMCSA
$76.5B
| – | – |
-104
| Closed | -$2.99K | – |
|
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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.