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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 | |
|---|---|---|---|---|---|---|---|
176
British American Tobacco
BTI
$114B
| $6.96K | 0.01% |
+123
| New | +$6.71K |
2025 Q4
0 quarters
|
|
|
HIT
177
DELISTED
HITACHI LTD ADR (10COM)NEW
HIT
| $6.86K | 0.01% |
+220
| New | +$6.86K |
2025 Q4
0 quarters
|
|
178
Sanofi
SNY
$94.7B
| $6.69K | 0.01% |
+138
| New | +$6.84K |
2025 Q4
0 quarters
|
|
179
SS&C Technologies
SSNC
$18.6B
| $6.64K | 0.01% |
+76
| New | +$6.48K |
2025 Q4
0 quarters
|
|
180
Netflix
NFLX
$281B
| $6.56K | 0.01% |
+70
| New | +$7.55K |
2025 Q4
0 quarters
|
|
181
GE Vernova
GEV
$264B
| $6.54K | 0.01% |
+10
| New | +$6.09K |
2025 Q4
0 quarters
|
|
182
First Citizens BancShares
FCNCA
$23.6B
| $6.44K | 0.01% |
+3
| New | +$5.66K |
2025 Q4
0 quarters
|
|
183
Cisco
CSCO
$445B
| $6.32K | 0.01% |
+82
| New | +$6.08K |
2025 Q4
0 quarters
|
|
184
Cintas
CTAS
$78.1B
| $6.21K | 0.01% |
+33
| New | +$6.22K |
2025 Q4
0 quarters
|
|
185
CVS Health
CVS
$111B
| $6.19K | 0.01% |
+78
| New | +$6.15K |
2025 Q4
0 quarters
|
|
186
Annaly Capital Management
NLY
$13.8B
| $6.15K | 0.01% |
+275
| New | +$5.99K |
2025 Q4
0 quarters
|
|
187
HDFC Bank
HDB
$114B
| $6.14K | 0.01% |
+168
| New | +$6.04K |
2025 Q4
0 quarters
|
|
188
Mitsubishi UFJ Financial
MUFG
$259B
| $5.88K | 0.01% |
+371
| New | +$5.74K |
2025 Q4
0 quarters
|
|
189
Shell
SHEL
$275B
| $5.88K | 0.01% |
+80
| New | +$5.89K |
2025 Q4
0 quarters
|
|
190
Vanguard Total Bond Market
BND
$158B
| $5.85K | 0.01% |
+79
| New | +$5.88K |
2025 Q4
0 quarters
|
|
191
Vanguard S&P 500 ETF
VOO
$1.06T
| $5.64K | 0.01% |
+9
| New | +$5.59K |
2025 Q4
0 quarters
|
|
192
GE Aerospace
GE
$318B
| $5.54K | 0.01% |
+18
| New | +$5.42K |
2025 Q4
0 quarters
|
|
193
FT Vest US Equity Moderate Buffer ETF October
GOCT
$255M
| $5.42K | 0.01% |
+138
| New | +$5.37K |
2025 Q4
0 quarters
|
|
194
Snowflake
SNOW
$120B
| $5.26K | 0.01% |
+24
| New | +$5.86K |
2025 Q4
0 quarters
|
|
195
Boston Scientific
BSX
$61.4B
| $5.15K | 0.01% |
+54
| New | +$5.29K |
2025 Q4
0 quarters
|
|
196
Micron Technology
MU
$1.2T
| $5.14K | 0.01% |
+18
| New | +$4.13K |
2025 Q4
0 quarters
|
|
|
XRPI
197
Volatility Shares Trust XRP ETF
XRPI
$115M
| $4.94K | 0.01% |
+467
| New | +$6.3K |
2025 Q4
0 quarters
|
|
198
Dollar General
DG
$26.3B
| $4.78K | 0.01% |
+36
| New | +$4.02K |
2025 Q4
0 quarters
|
|
199
Fidelity National Information Services
FIS
$17.3B
| $4.72K | 0.01% |
+71
| New | +$4.68K |
2025 Q4
0 quarters
|
|
200
ENI
E
$78.4B
| $4.71K | 0.01% |
+124
| New | +$4.56K |
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.