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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 | |
|---|---|---|---|---|---|---|---|
|
EXAS
151
DELISTED
Exact Sciences
EXAS
| $10.5K | 0.01% |
+103
| New | +$8.27K |
2025 Q4
0 quarters
|
|
152
Invesco Variable Rate Investment Grade ETF
VRIG
$1.85B
| $10.3K | 0.01% |
+411
| New | +$10.3K |
2025 Q4
0 quarters
|
|
153
Philip Morris
PM
$295B
| $10.3K | 0.01% |
+64
| New | +$9.91K |
2025 Q4
0 quarters
|
|
154
AT&T
T
$166B
| $9.94K | 0.01% |
+400
| New | +$10.1K |
2025 Q4
0 quarters
|
|
155
YieldMax GOOGL Option Income Strategy ETF
GOOY
$228M
| $9.69K | 0.01% |
+664
| New | +$9.59K |
2025 Q4
0 quarters
|
|
|
FAI
156
First Trust Bloomberg Artificial Intelligence ETF
FAI
$245M
| $9.65K | 0.01% |
+235
| New | +$9.69K |
2025 Q4
0 quarters
|
|
157
Wells Fargo
WFC
$246B
| $9.23K | 0.01% |
+99
| New | +$8.6K |
2025 Q4
0 quarters
|
|
|
DOCT
158
FT Vest US Equity Deep Buffer ETF October
DOCT
$400M
| $9.08K | 0.01% |
+205
| New | +$8.98K |
2025 Q4
0 quarters
|
|
159
Vanguard Real Estate ETF
VNQ
$35.2B
| $8.58K | 0.01% |
+97
| New | +$8.72K |
2025 Q4
0 quarters
|
|
160
Barclays
BCS
$78.7B
| $8.5K | 0.01% |
+334
| New | +$7.4K |
2025 Q4
0 quarters
|
|
161
Iron Mountain
IRM
$33.4B
| $8.46K | 0.01% |
+102
| New | +$9.55K |
2025 Q4
0 quarters
|
|
162
Vanguard Russell 2000 ETF
VTWO
$16.6B
| $8.46K | 0.01% |
+85
| New | +$8.45K |
2025 Q4
0 quarters
|
|
163
Invesco Building & Construction ETF
PKB
$283M
| $8.43K | 0.01% |
+91
| New | +$8.63K |
2025 Q4
0 quarters
|
|
|
NVO
164
Novo Nordisk
NVO
$166B
| $8.29K | 0.01% |
+163
| New | +$8.34K |
2025 Q4
0 quarters
|
|
165
NatWest
NWG
$69.3B
| $8.22K | 0.01% |
+470
| New | +$7.45K |
2025 Q4
0 quarters
|
|
166
Pacer Lunt Large Cap Alternator ETF
ALTL
$84.4M
| $7.9K | 0.01% |
+184
| New | +$7.95K |
2025 Q4
0 quarters
|
|
167
Intercontinental Exchange
ICE
$85.4B
| $7.77K | 0.01% |
+48
| New | +$7.52K |
2025 Q4
0 quarters
|
|
168
First Trust Financials AlphaDEX Fund
FXO
$1.04B
| $7.66K | 0.01% |
+127
| New | +$7.47K |
2025 Q4
0 quarters
|
|
169
First Trust Nasdaq Semiconductor ETF
FTXL
$1.42B
| $7.64K | 0.01% |
+59
| New | +$7.29K |
2025 Q4
0 quarters
|
|
170
Thermo Fisher Scientific
TMO
$250B
| $7.53K | 0.01% |
+13
| New | +$7.35K |
2025 Q4
0 quarters
|
|
171
HCA Healthcare
HCA
$94.2B
| $7.47K | 0.01% |
+16
| New | +$7.43K |
2025 Q4
0 quarters
|
|
172
Owens Corning
OC
$9.29B
| $7.39K | 0.01% |
+66
| New | +$7.75K |
2025 Q4
0 quarters
|
|
173
First Trust S&P REIT Index Fund
FRI
$182M
| $7.24K | 0.01% |
+265
| New | +$7.36K |
2025 Q4
0 quarters
|
|
174
BP
BP
$115B
| $7.15K | 0.01% |
+206
| New | +$7.23K |
2025 Q4
0 quarters
|
|
175
Cardinal Health
CAH
$54B
| $6.99K | 0.01% |
+34
| New | +$6.4K |
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.