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
% of AUM
101.3%
Top 10 Holdings %
Top 10 Hldgs %
55.26%
Holding
352
New
352
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
quarters
Top 10 Avg Time Held
0
quarters
Top 20 Avg Time Held
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$13.8M |
| 2 |
iShares Bitcoin Trust
IBIT
|
+$7.11M |
| 3 |
Amazon
AMZN
|
+$5.13M |
| 4 |
FT Vest US Equity Deep Buffer ETF November
DNOV
|
+$4.97M |
| 5 |
Simon Property Group
SPG
|
+$4.11M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 67.88% |
| 2 | Consumer Discretionary | 9.26% |
| 3 | Technology | 8.66% |
| 4 | Real Estate | 4.88% |
| 5 | Consumer Staples | 3.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
FT Vest Growth-100 Buffer ETF March
QMAR
$615M
| $86.6K | 0.1% |
+2,625
| New | +$85.3K |
2025 Q4
0 quarters
|
|
77
FT Vest US Equity Moderate Buffer ETF June
GJUN
$513M
| $83.2K | 0.09% |
+2,100
| New | +$82.2K |
2025 Q4
0 quarters
|
|
78
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
$125M
| $80.7K | 0.09% |
+3,164
| New | +$79.9K |
2025 Q4
0 quarters
|
|
79
FT Vest US Equity Moderate Buffer ETF November
GNOV
$299M
| $79.4K | 0.09% |
+2,000
| New | +$77.6K |
2025 Q4
0 quarters
|
|
80
Meta Platforms (Facebook)
META
$1.89T
| $77.9K | 0.09% |
+118
| New | +$78.8K |
2025 Q4
0 quarters
|
|
81
Public Service Enterprise Group
PEG
$34.2B
| $75.2K | 0.08% |
+936
| New | +$76.4K |
2025 Q4
0 quarters
|
|
82
Dimensional US Core Equity Market ETF
DFAU
$13B
| $74.6K | 0.08% |
+1,593
| New | +$73.8K |
2025 Q4
0 quarters
|
|
83
FT Vest US Equity Buffer ETF August
FAUG
$1.43B
| $73.4K | 0.08% |
+1,386
| New | +$72.5K |
2025 Q4
0 quarters
|
|
84
Vanguard Morningstar Small-Cap ETF
VB
$78.5B
| $72.5K | 0.08% |
+281
| New | +$72K |
2025 Q4
0 quarters
|
|
|
QCJL
85
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$104M
| $63.5K | 0.07% |
+2,676
| New | +$62.8K |
2025 Q4
0 quarters
|
|
86
TSMC
TSM
$2.52T
| $60.5K | 0.07% |
+199
| New | +$58.4K |
2025 Q4
0 quarters
|
|
87
2x Bitcoin ETF
BITX
$1.36B
| $60.1K | 0.07% |
+2,167
| New | +$87.6K |
2025 Q4
0 quarters
|
|
88
FT Vest US Equity Deep Buffer ETF February
DFEB
$450M
| $57.1K | 0.06% |
+1,196
| New | +$56.2K |
2025 Q4
0 quarters
|
|
89
CleanSpark
CLSK
$3.21B
| $53.6K | 0.06% |
+5,298
| New | +$79.4K |
2025 Q4
0 quarters
|
|
90
Constellation Energy
CEG
$94.8B
| $53K | 0.06% |
+150
| New | +$54.5K |
2025 Q4
0 quarters
|
|
91
FT Vest US Equity Moderate Buffer ETF July
GJUL
$413M
| $49.6K | 0.06% |
+1,200
| New | +$49K |
2025 Q4
0 quarters
|
|
92
Compass
COMP
$7.13B
| $46.5K | 0.05% |
+4,400
| New | +$40.1K |
2025 Q4
0 quarters
|
|
|
QMAG
93
FT Vest Nasdaq-100 Moderate Buffer ETF - August
QMAG
$94.1M
| $46.3K | 0.05% |
+1,957
| New | +$45.8K |
2025 Q4
0 quarters
|
|
94
FT Vest US Equity Deep Buffer ETF June
DJUN
$366M
| $45.4K | 0.05% |
+960
| New | +$44.9K |
2025 Q4
0 quarters
|
|
95
Innovator Equity Defined Protection ETF - 2 Yr to January 2028
AJAN
$42.3M
| $45.3K | 0.05% |
+1,626
| New | +$45K |
2025 Q4
0 quarters
|
|
96
ExxonMobil
XOM
$674B
| $43.7K | 0.05% |
+363
| New | +$42.1K |
2025 Q4
0 quarters
|
|
97
Eli Lilly
LLY
$1.02T
| $41.9K | 0.05% |
+39
| New | +$37.3K |
2025 Q4
0 quarters
|
|
98
Super Micro Computer
SMCI
$28.4B
| $41.9K | 0.05% |
+1,430
| New | +$58.9K |
2025 Q4
0 quarters
|
|
|
TEM
99
Tempus AI
TEM
$15.2B
| $41.6K | 0.05% |
+704
| New | +$55.1K |
2025 Q4
0 quarters
|
|
100
Home Depot
HD
$281B
| $34.1K | 0.04% |
+99
| New | +$36.3K |
2025 Q4
0 quarters
|
|
Similar funds
HWM
GC
APGDR
APA
AM
SIC
PFM
AM
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 Miscellaneous at 68% of assets, followed by Consumer Discretionary and Technology.
- 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.