Benson Wealth Management INC

DOSSIER · 13F-HR · Q1 2026

Benson Wealth Management INC

$73M in tracked AUM across 354 positions as of Q1 2026.

BW

CIK 0002109863 · last filed Mar 31, 2026

Total AUM

$73M

as of Q1 2026

Holdings

354

—

positions

Whale Score

45

45

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Benson Wealth Management INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

QQQ

INVESCO QQQ TR

$6M10K8.0%02

IBIT

ISHARES BITCOIN TRUST ETF

$4M115K6.1%03

SPG

SIMON PPTY GROUP INC NEWREIT

$4M22K5.6%04

DNOV

FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER

$4M80K5.2%05

WMT

WALMART INC

$3M28K4.7%06

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

$3M41K3.8%07

NVDA

NVIDIA CORP

$2M13K3.2%08

AIRR

FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF

$2M21K3.2%09

TSLA

TESLA INC

$2M6K3.1%10

QCJA

FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY