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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 | |
|---|---|---|---|---|---|---|---|
|
TSLG
126
Leverage Shares 2X Long TSLA Daily ETF
TSLG
$50.2M
| $18K | 0.02% |
+1,931
| New | +$19.3K |
2025 Q4
0 quarters
|
|
127
GraniteShares 2x Long TSLA Daily ETF
TSLR
$79.8M
| $17.9K | 0.02% |
+560
| New | +$18.1K |
2025 Q4
0 quarters
|
|
128
First Trust Cloud Computing ETF
SKYY
$3.45B
| $17.7K | 0.02% |
+136
| New | +$18.2K |
2025 Q4
0 quarters
|
|
129
Pacer Data and Digital Revolution ETF
TRFK
$1.23B
| $17.3K | 0.02% |
+270
| New | +$18.4K |
2025 Q4
0 quarters
|
|
130
iShares Core MSCI EAFE ETF
IEFA
$191B
| $16.4K | 0.02% |
+183
| New | +$16.2K |
2025 Q4
0 quarters
|
|
131
FT Vest Growth-100 Buffer ETF June
QJUN
$745M
| $16.2K | 0.02% |
+510
| New | +$16K |
2025 Q4
0 quarters
|
|
132
Verizon
VZ
$190B
| $16.1K | 0.02% |
+395
| New | +$16K |
2025 Q4
0 quarters
|
|
133
iShares US Technology ETF
IYW
$27.2B
| $13.8K | 0.02% |
+69
| New | +$13.8K |
2025 Q4
0 quarters
|
|
134
FT Vest US Equity Buffer ETF July
FJUL
$1.4B
| $13.2K | 0.01% |
+236
| New | +$13K |
2025 Q4
0 quarters
|
|
135
Mastercard
MA
$495B
| $13.1K | 0.01% |
+23
| New | +$12.9K |
2025 Q4
0 quarters
|
|
136
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11B
| $12.7K | 0.01% |
+244
| New | +$12.6K |
2025 Q4
0 quarters
|
|
137
Amphenol
APH
$215B
| $12.4K | 0.01% |
+184
| New | +$12.3K |
2025 Q4
0 quarters
|
|
138
Procter & Gamble
PG
$339B
| $12.3K | 0.01% |
+86
| New | +$12.7K |
2025 Q4
0 quarters
|
|
139
iShares MSCI USA Quality Factor ETF
QUAL
$48.5B
| $12.3K | 0.01% |
+62
| New | +$12.2K |
2025 Q4
0 quarters
|
|
140
Pacer Swan SOS Fund of Funds ETF
PSFF
$624M
| $12.1K | 0.01% |
+373
| New | +$11.9K |
2025 Q4
0 quarters
|
|
141
iShares Russell 1000 Value ETF
IWD
$81.7B
| $11.8K | 0.01% |
+56
| New | +$11.6K |
2025 Q4
0 quarters
|
|
142
Broadcom
AVGO
$1.73T
| $11.8K | 0.01% |
+34
| New | +$12.2K |
2025 Q4
0 quarters
|
|
143
Chipotle Mexican Grill
CMG
$39B
| $11.7K | 0.01% |
+315
| New | +$11.4K |
2025 Q4
0 quarters
|
|
144
Southern Company
SO
$96.4B
| $11.5K | 0.01% |
+132
| New | +$12.1K |
2025 Q4
0 quarters
|
|
145
FT Vest US Equity Deep Buffer ETF January
DJAN
$454M
| $11.4K | 0.01% |
+263
| New | +$11.2K |
2025 Q4
0 quarters
|
|
146
ProShares Ultra Gold
UGL
$734M
| $11.4K | 0.01% |
+205
| New | +$10.7K |
2025 Q4
0 quarters
|
|
147
iShares S&P 100 ETF
OEF
$20.7B
| $11.3K | 0.01% |
+33
| New | +$11.2K |
2025 Q4
0 quarters
|
|
148
JPMorgan Chase
JPM
$884B
| $10.6K | 0.01% |
+33
| New | +$10.2K |
2025 Q4
0 quarters
|
|
149
FT Vest Buffered Allocation Defensive ETF
BUFT
$163M
| $10.6K | 0.01% |
+429
| New | +$10.4K |
2025 Q4
0 quarters
|
|
150
Citigroup
C
$216B
| $10.5K | 0.01% |
+90
| New | +$9.35K |
2025 Q4
0 quarters
|
|
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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.