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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 %
101.3%
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
QQQ icon
Invesco QQQ Trust
QQQ
+$13.8M
2
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.11M
3
AMZN icon
Amazon
AMZN
+$5.13M
4
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$4.97M
5
SPG icon
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
NGG icon
201
National Grid
NGG
$76.4B
$4.64K 0.01%
+60
New +$4.51K
2025 Q4
0 quarters
HDV
202
iShares Core High Dividend ETF
HDV
$14.6B
$4.62K 0.01%
+190
New +$4.62K
2025 Q4
0 quarters
CAT icon
203
Caterpillar
CAT
$390B
$4.58K 0.01%
+8
New +$4.45K
2025 Q4
0 quarters
ANET icon
204
Arista Networks
ANET
$261B
$4.46K 0.01%
+34
New +$4.68K
2025 Q4
0 quarters
SRVR icon
205
Pacer Data & Infrastructure Real Estate ETF
SRVR
$298M
$4.33K ﹤0.01%
+151
New +$4.55K
2025 Q4
0 quarters
ORLY icon
206
O'Reilly Automotive
ORLY
$67.9B
$4.1K ﹤0.01%
+45
New +$4.4K
2025 Q4
0 quarters
KKR icon
207
KKR & Co
KKR
$80.8B
$4.08K ﹤0.01%
+32
New +$3.98K
2025 Q4
0 quarters
WDC icon
208
Western Digital
WDC
$159B
$3.96K ﹤0.01%
+23
New +$3.49K
2025 Q4
0 quarters
VUG icon
209
Vanguard Morningstar Growth ETF
VUG
$237B
$3.9K ﹤0.01%
+48
New +$3.9K
2025 Q4
0 quarters
CBRE icon
210
CBRE Group
CBRE
$37.5B
$3.86K ﹤0.01%
+24
New +$3.77K
2025 Q4
0 quarters
BAC icon
211
Bank of America
BAC
$378B
$3.79K ﹤0.01%
+69
New +$3.65K
2025 Q4
0 quarters
HPE icon
212
Hewlett Packard
HPE
$90.7B
$3.65K ﹤0.01%
+152
New +$3.58K
2025 Q4
0 quarters
LHX icon
213
L3Harris
LHX
$44.1B
$3.52K ﹤0.01%
+12
New +$3.47K
2025 Q4
0 quarters
D icon
214
Dominion Energy
D
$53.7B
$3.52K ﹤0.01%
+60
New +$3.62K
2025 Q4
0 quarters
GM icon
215
General Motors
GM
$70.4B
$3.5K ﹤0.01%
+43
New +$3.03K
2025 Q4
0 quarters
SCHW
216
Charles Schwab
SCHW
$169B
$3.5K ﹤0.01%
+35
New +$3.32K
2025 Q4
0 quarters
AMZU icon
217
Direxion Daily AMZN Bull 2X ETF
AMZU
$347M
$3.5K ﹤0.01%
+100
New +$3.64K
2025 Q4
0 quarters
EA
218
DELISTED
Electronic Arts
EA
$3.47K ﹤0.01%
+17
New +$3.43K
2025 Q4
0 quarters
TSLL icon
219
Direxion Daily TSLA Bull 2X ETF
TSLL
$4.28B
$3.46K ﹤0.01%
+181
New +$3.6K
2025 Q4
0 quarters
SONY icon
220
Sony
SONY
$138B
$3.3K ﹤0.01%
+129
New +$3.62K
2025 Q4
0 quarters
HAS icon
221
Hasbro
HAS
$13B
$3.28K ﹤0.01%
+40
New +$3.14K
2025 Q4
0 quarters
V icon
222
Visa
V
$694B
$3.16K ﹤0.01%
+9
New +$3.07K
2025 Q4
0 quarters
CMCSA icon
223
Comcast
CMCSA
$76.5B
$3.11K ﹤0.01%
+104
New +$2.97K
2025 Q4
0 quarters
SEE
224
DELISTED
Sealed Air
SEE
$2.94K ﹤0.01%
+71
New +$2.75K
2025 Q4
0 quarters
ELV icon
225
Elevance Health
ELV
$85.6B
$2.8K ﹤0.01%
+8
New +$2.7K
2025 Q4
0 quarters
7 8
9
10 11

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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.