Viewing historical filing for 2025Q4. View latest →
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

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…