Benson Wealth Management INC

CIK 0002109863 · OOLTEWAH, TN, TN · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

Benson Wealth Management INC reported 367 positions worth $99.4M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: QQQ (13.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$99.4M
2026 Q2
Positions
367
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
47.2%
Est. Net Flow (Q)
2026 Q2
10 / 367 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1QQQINVESCO QQQ TRSH$13.1M13.13%17,725
2AIRRFIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETFSH$7.3M7.32%54,608
3SPGSIMON PPTY GROUP INC NEWREITSH$4.6M4.60%20,448
4IBITISHARES BITCOIN TRUST ETFSH$3.7M3.76%112,335
5BUFBINNOVATOR LADDERED ALLOCATION BUFFER ETFSH$3.6M3.65%92,290
6AMZNAMAZON.COM INCSH$3.4M3.39%14,121
7RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETFSH$3.2M3.17%38,892
8DNOVFT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBERSH$2.9M2.96%57,282
9WMTWALMART INCSH$2.7M2.71%23,777
10TSLATESLA INCSH$2.5M2.50%5,901

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Benson Wealth Management INC hold as of Q2 2026?

Benson Wealth Management INC reported 367 positions worth $99.4M in its Q2 2026 13F filing. Largest positions: QQQ (13.1%), AIRR (7.3%), SPG (4.6%), IBIT (3.8%) and BUFB (3.6%).

What did Benson Wealth Management INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Benson Wealth Management INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.