Benson Wealth Management Portfolio holdings
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% |
Similar funds
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.