We are live on ! Find out more
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
FTHI icon
51
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.45B
$156K 0.17%
+6,587
New +$156K
DAUG icon
52
FT Vest US Equity Deep Buffer ETF August
DAUG
$374M
$151K 0.17%
+3,397
New +$149K
GAUG icon
53
FT Vest US Equity Moderate Buffer ETF August
GAUG
$293M
$148K 0.16%
+3,773
New +$147K
COST icon
54
Costco
COST
$420B
$147K 0.16%
+171
New +$155K
PLTR icon
55
Palantir
PLTR
$431B
$142K 0.16%
+801
New +$145K
QFLR icon
56
Innovator Nasdaq-100 Managed Floor ETF
QFLR
$520M
$142K 0.16%
+4,129
New +$140K
QSPT icon
57
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$647M
$137K 0.15%
+4,327
New +$136K
QMMY
58
FT Vest Nasdaq-100 Moderate Buffer ETF - May
QMMY
$149M
$134K 0.15%
+5,363
New +$132K
VTR icon
59
Ventas
VTR
$48B
$132K 0.15%
+1,700
New +$128K
CIBR icon
60
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.9B
$122K 0.14%
+1,714
New +$128K
JUNM
61
FT Vest U.S. Equity Max Buffer ETF - June
JUNM
$67.3M
$122K 0.14%
+3,570
New +$121K
GFEB icon
62
FT Vest US Equity Moderate Buffer ETF February
GFEB
$382M
$116K 0.13%
+2,788
New +$114K
SOXX icon
63
iShares Semiconductor ETF
SOXX
$41.3B
$114K 0.13%
+379
New +$112K
CEF icon
64
Sprott Physical Gold and Silver Trust
CEF
$8.3B
$113K 0.13%
+2,468
New +$99.9K
QLD icon
65
ProShares Ultra QQQ
QLD
$13.8B
$112K 0.13%
+1,594
New +$113K
GSEP icon
66
FT Vest US Equity Moderate Buffer ETF September
GSEP
$345M
$103K 0.11%
+2,648
New +$102K
SFLR icon
67
Innovator Equity Managed Floor ETF
SFLR
$2.15B
$102K 0.11%
+2,773
New +$101K
IVV icon
68
iShares Core S&P 500 ETF
IVV
$893B
$100K 0.11%
+146
New +$99.1K
XMAR icon
69
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$155M
$99.8K 0.11%
+2,500
New +$98.8K
GOOGL icon
70
Alphabet (Google) Class A
GOOGL
$4.21T
$98.6K 0.11%
+315
New +$90K
ARWR icon
71
Arrowhead Research
ARWR
$12.2B
$96.6K 0.11%
+1,455
New +$71.3K
YSEP icon
72
FT Vest International Equity Buffer ETF September
YSEP
$122M
$91.9K 0.1%
+3,533
New +$90.6K
DSEP icon
73
FT Vest US Equity Deep Buffer ETF September
DSEP
$353M
$90.3K 0.1%
+2,010
New +$89.4K
DDEC icon
74
FT Vest US Equity Deep Buffer ETF December
DDEC
$438M
$90.2K 0.1%
+2,000
New +$88.6K
APP icon
75
Applovin
APP
$102B
$86.9K 0.1%
+129
New +$81.3K
1 2
3
4 5

Similar funds

HWM
HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return
GC
Guilbault Capital Metairie, Louisiana $99.6M AUM
APGDR
Absoluto Partners Gestao de Recursos Leblon, Rio De Janeiro, Rj, Brazil $99.6M AUM 12.75% 1-Year Est. Return
APA
Aspen Private Advisors Sioux Falls, South Dakota $99.7M AUM
AM
Account Management Boxford, Massachusetts $99M AUM 22.59% 1-Year Est. Return
SIC
Sage Investment Counsel Franklin, Tennessee $99.9M AUM 18.09% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
AM
Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return

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.