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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
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 | Technology | 7.88% |
| 2 | Consumer Discretionary | 5.99% |
| 3 | Real Estate | 4.83% |
| 4 | Consumer Staples | 2.88% |
| 5 | Communication Services | 2.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Chipotle Mexican Grill
CMG
$46B
| – | – |
-315
| Closed | -$10.1K |
|
352
GraniteShares 2x Long COIN Daily ETF
CONL
$630M
| – | – |
-162
| Closed | -$1.13K |
|
353
Cintas
CTAS
$81.7B
| – | – |
-33
| Closed | -$5.58K |
|
354
Cognizant
CTSH
$28B
| – | – |
-25
| Closed | -$1.53K |
|
355
Jacobs Solutions
J
$17.5B
| – | – |
-8
| Closed | -$1.02K |
|
356
Keurig Dr Pepper
KDP
$43.6B
| – | – |
-67
| Closed | -$1.76K |
|
357
KKR & Co
KKR
$97B
| – | – |
-200
| Closed | -$18.5K |
|
358
Medtronic
MDT
$119B
| – | – |
-110
| Closed | -$9.53K |
|
|
MRSH
359
Marsh
MRSH
$91.3B
| – | – |
-5
| Closed | -$867 |
|
360
Rogers Communications
RCI
$19.7B
| – | – |
-35
| Closed | -$1.35K |
|
|
SEE
361
DELISTED
Sealed Air
SEE
| – | – |
-71
| Closed | -$2.99K |
|
362
SoFi Technologies
SOFI
$24.4B
| – | – |
-523
| Closed | -$8.3K |
|
363
Tennant Co
TNC
$1.17B
| – | – |
-111
| Closed | -$7.37K |
|
364
GraniteShares 2x Long TSLA Daily ETF
TSLR
$80.7M
| – | – |
-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 Technology at 7.9% of assets, up from 7.2% a quarter earlier, followed by Consumer Discretionary and Real Estate.
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.