Benson Wealth Management INC
CIK 0002109863 · OOLTEWAH, TN, TN · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
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
Top Holdings
QQQ
INVESCO QQQ TR
13.1%
AIRR
FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF
7.3%
SPG
SIMON PPTY GROUP INC NEWREIT
4.6%
IBIT
ISHARES BITCOIN TRUST ETF
3.8%
BUFB
INNOVATOR LADDERED ALLOCATION BUFFER ETF
3.6%
AMZN
AMAZON.COM INC
3.4%
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
3.2%
DNOV
FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER
3.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.