Benson Wealth Management INC

DOSSIER · 13F-HR · Q2 2026

Benson Wealth Management INC

$99M in tracked AUM across 367 positions as of Q2 2026.

BW

CIK 0002109863 · last filed Jun 30, 2026

Total AUM

$99M

as of Q2 2026

Holdings

367

—

positions

Whale Score

47

47

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Benson Wealth Management INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

QQQ

INVESCO QQQ TR

$13M18K13.1%02

AIRR

FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF

$7M55K7.3%03

SPG

SIMON PPTY GROUP INC NEWREIT

$5M20K4.6%04

IBIT

ISHARES BITCOIN TRUST ETF

$4M112K3.8%05

BUFB

INNOVATOR LADDERED ALLOCATION BUFFER ETF

$4M92K3.7%06

AMZN

AMAZON.COM INC

$3M14K3.4%07

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

$3M39K3.2%08

DNOV

FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER