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BWM
Benson Wealth Management Portfolio holdings
AUM
$99.4M
This Fund
S&P 500
This Quarter
Est. Return
+17.55%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$99.4M
AUM Growth
+$26.3M
(+36%)
Cap. Flow
+$17.2M
Cap. Flow
% of AUM
17.34%
Top 10 Holdings %
Top 10 Hldgs %
47.19%
Holding
391
New
37
Increased
36
Reduced
44
Closed
24
Avg Time Held
1.7
quarters
Top 10 Avg Time Held
1.5
quarters
Top 20 Avg Time Held
1.2
quarters
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
201
GE Aerospace
GE
$318B
| $6.73K | 0.01% |
18
| – | – |
2025 Q4
2 quarters
|
|
202
Arista Networks
ANET
$261B
| $6.63K | 0.01% |
39
+5
| +15% | +$785 |
2025 Q4
2 quarters
|
|
203
Cadence Design Systems
CDNS
$97.3B
| $6.38K | 0.01% |
17
+10
| +143% | +$3.5K |
2025 Q4
2 quarters
|
|
204
First Citizens BancShares
FCNCA
$23.6B
| $6.24K | 0.01% |
3
| – | – |
2025 Q4
2 quarters
|
|
205
Shell
SHEL
$275B
| $6.2K | 0.01% |
80
| – | – |
2025 Q4
2 quarters
|
|
206
CAVA Group
CAVA
$6.32B
| $6.2K | 0.01% |
79
| – | – |
2025 Q4
2 quarters
|
|
207
Vanguard S&P 500 ETF
VOO
$1.06T
| $6.18K | 0.01% |
9
| – | – |
2025 Q4
2 quarters
|
|
208
Annaly Capital Management
NLY
$13.8B
| $6.15K | 0.01% |
275
| – | – |
2025 Q4
2 quarters
|
|
|
GENB
209
Generate Biomedicines
GENB
$1.79B
| $6.12K | 0.01% |
+363
| New | +$4.95K |
2026 Q2
0 quarters
|
|
210
Snowflake
SNOW
$120B
| $6.11K | 0.01% |
24
| – | – |
2025 Q4
2 quarters
|
|
|
HIT
211
DELISTED
HITACHI LTD ADR (10COM)NEW
HIT
| $6.08K | 0.01% |
220
| – | – |
2025 Q4
2 quarters
|
|
|
ACYS
212
FT Vest Laddered Autocallable Barrier & Resilient Income ETF
ACYS
$308M
| $6.04K | 0.01% |
+294
| New | +$5.98K |
2026 Q2
0 quarters
|
|
213
KLA
KLAC
$270B
| $6.03K | 0.01% |
20
| – | – |
2025 Q4
2 quarters
|
|
214
Intercontinental Exchange
ICE
$85.4B
| $5.91K | 0.01% |
48
| – | – |
2025 Q4
2 quarters
|
|
215
Trane Technologies
TT
$104B
| $5.89K | 0.01% |
12
| – | – |
2026 Q1
1 quarter
|
|
216
Sanofi
SNY
$94.7B
| $5.89K | 0.01% |
138
| – | – |
2025 Q4
2 quarters
|
|
217
ENI
E
$78.4B
| $5.81K | 0.01% |
124
| – | – |
2025 Q4
2 quarters
|
|
218
TotalEnergies
TTE
$186B
| $5.37K | 0.01% |
69
| – | – |
2026 Q1
1 quarter
|
|
219
Lumentum
LITE
$97.9B
| $5.15K | 0.01% |
+6
| New | +$5.35K |
2026 Q2
0 quarters
|
|
220
Applied Materials
AMAT
$430B
| $5.06K | 0.01% |
7
| – | – |
2025 Q4
2 quarters
|
|
221
FT Vest US Equity Buffer ETF February
FFEB
$1.38B
| $5.06K | 0.01% |
83
-8,171
| -99% | -$488K |
2025 Q4
2 quarters
|
|
222
National Grid
NGG
$76.4B
| $4.97K | 0.01% |
60
| – | – |
2025 Q4
2 quarters
|
|
223
Teck Resources
TECK
$33.3B
| $4.93K | 0.01% |
83
| – | – |
2026 Q1
1 quarter
|
|
224
Rigetti Computing
RGTI
$5.06B
| $4.87K | ﹤0.01% |
+252
| New | +$4.87K |
2026 Q2
0 quarters
|
|
225
Pacer Data & Infrastructure Real Estate ETF
SRVR
$298M
| $4.8K | ﹤0.01% |
151
| – | – |
2025 Q4
2 quarters
|
|
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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.