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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
–

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 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
QQQ icon
1
Invesco QQQ Trust
QQQ
$486B
$13.8M 15.34%
+22,429
New +$13.8M
IBIT icon
2
iShares Bitcoin Trust
IBIT
$57.9B
$6.22M 6.92%
+125,223
New +$7.11M
AMZN icon
3
Amazon
AMZN
$2.79T
$5.17M 5.76%
+22,417
New +$5.13M
DNOV icon
4
FT Vest US Equity Deep Buffer ETF November
DNOV
$401M
$5.08M 5.66%
+104,051
New +$4.97M
SPG icon
5
Simon Property Group
SPG
$70.6B
$4.19M 4.66%
+22,609
New +$4.11M
BAPR icon
6
Innovator US Equity Buffer ETF April
BAPR
$414M
$3.19M 3.56%
+66,564
New +$3.15M
AIQ icon
7
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$3.17M 3.53%
+62,305
New +$3.17M
TSLA icon
8
Tesla
TSLA
$1.44T
$3.01M 3.35%
+6,691
New +$2.97M
RDVY icon
9
First Trust Rising Dividend Achievers ETF
RDVY
$25.3B
$2.93M 3.26%
+42,107
New +$2.86M
WMT icon
10
Walmart Inc
WMT
$818B
$2.9M 3.23%
+25,997
New +$2.79M
AAPL icon
11
Apple
AAPL
$4.53T
$2.66M 2.97%
+9,797
New +$2.63M
GOOG icon
12
Alphabet (Google) Class C
GOOG
$4.19T
$2.62M 2.92%
+8,354
New +$2.39M
NVDA icon
13
NVIDIA
NVDA
$5.22T
$2.58M 2.88%
+13,855
New +$2.58M
QCJA
14
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$82.5M
$2.13M 2.37%
+96,584
New +$2.09M
GBTC icon
15
Grayscale Bitcoin Trust
GBTC
$11.6B
$2M 2.23%
+29,272
New +$2.29M
FNOV icon
16
FT Vest US Equity Buffer ETF November
FNOV
$1.24B
$1.52M 1.69%
+27,633
New +$1.49M
GLD icon
17
SPDR Gold Trust
GLD
$152B
$1.49M 1.66%
+3,756
New +$1.43M
FFEB icon
18
FT Vest US Equity Buffer ETF February
FFEB
$1.41B
$1.3M 1.45%
+23,028
New +$1.28M
COIN icon
19
Coinbase
COIN
$49.3B
$1.26M 1.41%
+5,580
New +$1.66M
MSFT icon
20
Microsoft
MSFT
$3.59T
$1.22M 1.36%
+2,521
New +$1.26M
NLR icon
21
VanEck Uranium + Nuclear Energy ETF
NLR
$4.19B
$1.19M 1.32%
+9,550
New +$1.31M
BTC
22
Grayscale Bitcoin Mini Trust ETF
BTC
$4.1B
$1.1M 1.23%
+28,438
New +$1.26M
BUFR icon
23
FT Vest Fund of Buffer ETFs
BUFR
$10.4B
$1.1M 1.22%
+31,970
New +$1.08M
SMAY icon
24
FT Vest US Small Cap Moderate Buffer ETF May
SMAY
$111M
$1.08M 1.2%
+41,501
New +$1.06M
ETHE
25
Grayscale Ethereum Staking ETF Shares
ETHE
$1.84B
$1.04M 1.15%
+42,480
New +$1.21M
1
2 3 4 5

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APGDR
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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.