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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 | |
|---|---|---|---|---|---|---|---|
351
Chipotle Mexican Grill
CMG
$39B
| – | – |
-315
| Closed | -$10.1K | – |
|
352
GraniteShares 2x Long COIN Daily ETF
CONL
$564M
| – | – |
-162
| Closed | -$1.13K | – |
|
353
Cintas
CTAS
$78.1B
| – | – |
-33
| Closed | -$5.58K | – |
|
354
Cognizant
CTSH
$26.2B
| – | – |
-25
| Closed | -$1.53K | – |
|
355
Jacobs Solutions
J
$16.2B
| – | – |
-8
| Closed | -$1.02K | – |
|
356
Keurig Dr Pepper
KDP
$42B
| – | – |
-67
| Closed | -$1.76K | – |
|
357
KKR & Co
KKR
$80.8B
| – | – |
-200
| Closed | -$18.5K | – |
|
358
Medtronic
MDT
$113B
| – | – |
-110
| Closed | -$9.53K | – |
|
|
MRSH
359
Marsh
MRSH
$81.3B
| – | – |
-5
| Closed | -$867 | – |
|
360
Rogers Communications
RCI
$16.4B
| – | – |
-35
| Closed | -$1.35K | – |
|
|
SEE
361
DELISTED
Sealed Air
SEE
| – | – |
-71
| Closed | -$2.99K | – |
|
362
SoFi Technologies
SOFI
$20.6B
| – | – |
-523
| Closed | -$8.3K | – |
|
363
Tennant Co
TNC
$1.16B
| – | – |
-111
| Closed | -$7.37K | – |
|
364
GraniteShares 2x Long TSLA Daily ETF
TSLR
$79.8M
| – | – |
-167
| Closed | -$3.45K | – |
|
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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.