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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
–
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 | Consumer Discretionary | 9.26% |
| 2 | Technology | 8.66% |
| 3 | Real Estate | 4.88% |
| 4 | Consumer Staples | 3.49% |
| 5 | Communication Services | 3.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
National Grid
NGG
$80.5B
| $4.64K | 0.01% |
+60
| New | +$4.51K |
|
|
HDV
202
iShares Core High Dividend ETF
HDV
$15.3B
| $4.62K | 0.01% |
+190
| New | +$4.62K |
|
203
Caterpillar
CAT
$381B
| $4.58K | 0.01% |
+8
| New | +$4.45K |
|
204
Arista Networks
ANET
$239B
| $4.46K | 0.01% |
+34
| New | +$4.68K |
|
205
Pacer Data & Infrastructure Real Estate ETF
SRVR
$383M
| $4.33K | ﹤0.01% |
+151
| New | +$4.55K |
|
206
O'Reilly Automotive
ORLY
$72.3B
| $4.1K | ﹤0.01% |
+45
| New | +$4.4K |
|
207
KKR & Co
KKR
$97B
| $4.08K | ﹤0.01% |
+32
| New | +$3.98K |
|
208
Western Digital
WDC
$168B
| $3.96K | ﹤0.01% |
+23
| New | +$3.49K |
|
209
Vanguard Morningstar Growth ETF
VUG
$225B
| $3.9K | ﹤0.01% |
+48
| New | +$3.9K |
|
210
CBRE Group
CBRE
$43.6B
| $3.86K | ﹤0.01% |
+24
| New | +$3.77K |
|
211
Bank of America
BAC
$432B
| $3.79K | ﹤0.01% |
+69
| New | +$3.65K |
|
212
Hewlett Packard
HPE
$70.7B
| $3.65K | ﹤0.01% |
+152
| New | +$3.58K |
|
213
L3Harris
LHX
$49.8B
| $3.52K | ﹤0.01% |
+12
| New | +$3.47K |
|
214
Dominion Energy
D
$58.9B
| $3.52K | ﹤0.01% |
+60
| New | +$3.62K |
|
215
General Motors
GM
$76.8B
| $3.5K | ﹤0.01% |
+43
| New | +$3.03K |
|
|
SCHW
216
Charles Schwab
SCHW
$193B
| $3.5K | ﹤0.01% |
+35
| New | +$3.32K |
|
217
Direxion Daily AMZN Bull 2X ETF
AMZU
$275M
| $3.5K | ﹤0.01% |
+100
| New | +$3.64K |
|
|
EA
218
DELISTED
Electronic Arts
EA
| $3.47K | ﹤0.01% |
+17
| New | +$3.43K |
|
219
Direxion Daily TSLA Bull 2X ETF
TSLL
$3.95B
| $3.46K | ﹤0.01% |
+181
| New | +$3.6K |
|
220
Sony
SONY
$140B
| $3.3K | ﹤0.01% |
+129
| New | +$3.62K |
|
221
Hasbro
HAS
$13.3B
| $3.28K | ﹤0.01% |
+40
| New | +$3.14K |
|
222
Visa
V
$690B
| $3.16K | ﹤0.01% |
+9
| New | +$3.07K |
|
223
Comcast
CMCSA
$95.1B
| $3.11K | ﹤0.01% |
+104
| New | +$2.97K |
|
|
SEE
224
DELISTED
Sealed Air
SEE
| $2.94K | ﹤0.01% |
+71
| New | +$2.75K |
|
225
Elevance Health
ELV
$86.9B
| $2.8K | ﹤0.01% |
+8
| New | +$2.7K |
|
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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 Consumer Discretionary at 9.3% of assets, followed by Technology and Real Estate.
- 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.