Benson Wealth Management INC
CIK 2109863 · View on SEC EDGAR ↗
- Portfolio value
- $99.4M
- Positions
- 367
- As of
- June 30, 2026
#8,347 of 9,443 by 13F value · top 88.4%
Portfolio value QoQ: +36.0% 13F does not disclose cash
- Top 10 holdings weight
- 47.19%
- Top 25 holdings weight
- 74.42%
- Positions above 1%
- 32
- Effective number of positions
- 26.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 14.5% Est. buys $30,861,274 · sells $12,506,978
- New positions
- 37
- Increased
- 40
- Decreased
- 44
- Closed
- 24
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
7.9%
Retail
6.2%
Real Estate
4.8%
Consumer Discretionary
4.8%
Communication Services
2.5%
Financial Services
0.3%
Healthcare
0.3%
Utilities
0.2%
Energy
0.1%
Consumer Staples
0.1%
Industrials
0.1%
Financials
0.1%
Telecommunication
0.0%
Consumer products
0.0%
Communications
0.0%
Materials
0.0%
Packaging
0.0%
Other/Unmapped
72.6%
Full portfolio 367 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| QQQ Invesco QQQ Trust, Series 1 | $13,052,690 | 13.13% | 17,725 | $7,208,742 | Up ×1 | ||
| AIRR First Trust RBA American Industrial Renaissance ETF | $7,276,516 | 7.32% | 54,608 | $4,954,346 | Up ×2 | ||
| SPG Simon Property Group, Inc. Common Stock | $4,573,195 | 4.60% | 20,448 | $452,188 | Down ×2 | ||
| IBIT iShares Bitcoin Trust ETF | $3,739,632 | 3.76% | 112,335 | $-683,048 | Down ×2 | ||
| BUFB | $3,627,920 | 3.65% | 92,290 | $3,585,510 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3,365,599 | 3.39% | 14,121 | $1,194,801 | Up ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $3,152,586 | 3.17% | 38,892 | $358,705 | Down ×2 | ||
| DNOV | $2,941,431 | 2.96% | 57,282 | $-889,085 | Down ×2 | ||
| WMT Walmart Inc. - Common Stock | $2,692,983 | 2.71% | 23,777 | $-736,275 | Down ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $2,481,961 | 2.50% | 5,901 | $240,680 | Down ×2 | ||
| BUFD | $2,460,519 | 2.48% | 82,790 | $1,971,751 | Up ×2 | ||
| SMH SMH | $2,202,479 | 2.22% | 3,358 | $1,133,560 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $2,187,984 | 2.20% | 10,935 | $-162,405 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2,169,093 | 2.18% | 6,139 | $1,217,578 | Up ×1 | ||
| BAPR | $2,068,778 | 2.08% | 38,843 | $157,676 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $1,890,100 | 1.90% | 6,532 | $717,590 | Up ×1 | ||
| AIQ Global X Artificial Intelligence & Technology ETF | $1,820,809 | 1.83% | 27,752 | $494,681 | Down ×2 | ||
| VOLT Tema Electrification ETF | $1,708,986 | 1.72% | 40,797 | Up ×1 | |||
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $1,644,065 | 1.65% | 8,574 | $243,820 | Up ×1 | ||
| Unknown issuer (CUSIP: 45784N551) | $1,608,748 | 1.62% | 79,641 | Up ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,587,046 | 1.60% | 2,732 | $1,393,991 | Up ×1 | ||
| BUFR | $1,461,894 | 1.47% | 40,019 | $-496,901 | Down ×1 | ||
| SFLR | $1,452,576 | 1.46% | 37,651 | $559,677 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $1,430,159 | 1.44% | 3,834 | $338,528 | Up ×2 | ||
| GLD | $1,365,216 | 1.37% | 3,706 | $-84,431 | Up ×1 | ||
| ACYN | $1,299,084 | 1.31% | 62,486 | $1,135,799 | Up ×1 | ||
| ROKT | $1,245,579 | 1.25% | 10,425 | $723,116 | Up ×1 | ||
| XAR | $1,212,067 | 1.22% | 4,271 | $1,170,668 | Up ×1 | ||
| GBTC | $1,121,749 | 1.13% | 24,643 | $-289,950 | Down ×2 | ||
| URA | $1,111,728 | 1.12% | 25,440 | $514,683 | Up ×1 | ||
| PTF Invesco Dorsey Wright Technology Momentum ETF | $1,106,156 | 1.11% | 8,115 | $405,629 | |||
| HYTI | $1,061,555 | 1.07% | 55,541 | $-217,925 | Down ×1 | ||
| TDVI | $930,377 | 0.94% | 29,294 | $787,165 | Up ×1 | ||
| FNOV | $803,068 | 0.81% | 13,730 | $-829,719 | Down ×1 | ||
| DOGG | $800,774 | 0.81% | 37,595 | $678,482 | Up ×1 | ||
| XSEP | $703,775 | 0.71% | 15,849 | $39,240 | Down ×1 | ||
| MTUM | $533,786 | 0.54% | 1,557 | $160,122 | |||
| BTC | $496,008 | 0.50% | 19,114 | $-146,978 | Down ×2 | ||
| QDEC | $484,688 | 0.49% | 13,611 | $58,499 | Up ×2 | ||
| XOVR ERShares Private-Public Crossover ETF | $479,687 | 0.48% | 22,788 | $219,041 | Up ×2 | ||
| SLV | $452,891 | 0.46% | 8,470 | $-124,255 | |||
| DFII | $440,741 | 0.44% | 39,635 | $403,731 | Up ×1 | ||
| SPYG | $415,751 | 0.42% | 3,494 | $69,052 | Down ×1 | ||
| ETHE | $390,609 | 0.39% | 30,612 | ||||
| SMAY | $322,085 | 0.32% | 11,349 | $12,561 | Down ×2 | ||
| FVD | $320,301 | 0.32% | 6,648 | $4,589 | Down ×1 | ||
| Unknown issuer (CUSIP: 45784N197) | $289,338 | 0.29% | 14,922 | Up ×1 | |||
| COWZ | $283,881 | 0.29% | 4,564 | $53,347 | Up ×1 | ||
| XJUN | $283,597 | 0.29% | 6,383 | $-485,903 | Down ×1 | ||
| COIN Coinbase Global, Inc. - 3Class A Common Stock | $247,938 | 0.25% | 1,696 | $-48,375 | Down ×2 | ||
| VO | $245,900 | 0.25% | 3,052 | $26,782 | Up ×1 | ||
| QCJA | $243,066 | 0.24% | 10,403 | $-1,936,330 | Down ×1 | ||
| SOXX SOXX | $242,848 | 0.24% | 379 | $118,286 | |||
| APLD Applied Digital Corporation - Common Stock | $237,153 | 0.24% | 6,358 | $81,466 | Down ×1 | ||
| DAPR | $195,366 | 0.20% | 4,779 | $5,332 | |||
| BUFZ | $183,668 | 0.18% | 6,576 | $10,916 | |||
| JAJL | $171,743 | 0.17% | 5,742 | $4,823 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $167,249 | 0.17% | 468 | $77,530 | Up ×1 | ||
| GJAN | $163,977 | 0.16% | 3,642 | $11,299 | Down ×1 | ||
| DAUG | $159,140 | 0.16% | 3,397 | $11,192 | |||
| NLR | $156,573 | 0.16% | 1,350 | $-47,341 | Down ×2 | ||
| GAUG | $156,278 | 0.16% | 3,773 | $10,235 | |||
| CIBR First Trust NASDAQ Cybersecurity ETF | $154,003 | 0.15% | 1,714 | $46,569 | |||
| VTR Ventas, Inc. Common Stock | $150,960 | 0.15% | 1,700 | $11,934 | |||
| ETH | $150,901 | 0.15% | 10,040 | $-71,948 | Down ×2 | ||
| QSPT | $150,753 | 0.15% | 4,327 | $18,281 | |||
| QFLR | $150,626 | 0.15% | 4,129 | $13,130 | |||
| JUNM | $125,271 | 0.13% | 3,570 | $2,820 | |||
| BUFF | $123,219 | 0.12% | 2,339 | $-54,064 | Down ×1 | ||
| ARWR Arrowhead Pharmaceuticals, Inc. - Common Stock | $118,597 | 0.12% | 1,455 | $27,368 | |||
| Unknown issuer (CUSIP: 33740U265) | $113,001 | 0.11% | 3,708 | Up ×1 | |||
| IVV | $109,338 | 0.11% | 146 | $13,969 | |||
| QLD | $109,242 | 0.11% | 1,129 | $36,286 | Down ×1 | ||
| PAVE | $108,943 | 0.11% | 1,849 | Up ×1 | |||
| XMAR | $106,838 | 0.11% | 2,500 | $5,613 | |||
| GSEP | $102,031 | 0.10% | 2,491 | $7,099 | |||
| GDLC | $101,522 | 0.10% | 3,847 | $-33,250 | Down ×2 | ||
| CEF | $99,288 | 0.10% | 2,468 | ||||
| QMAR | $97,742 | 0.10% | 2,625 | $9,489 | |||
| YSEP | $97,299 | 0.10% | 3,533 | $4,839 | |||
| INTC Intel Corporation - Common Stock | $96,903 | 0.10% | 694 | $66,277 | |||
| DDEC | $94,750 | 0.10% | 2,000 | $6,190 | |||
| BUFX | $93,535 | 0.09% | 4,219 | $4,503 | |||
| DSEP | $93,077 | 0.09% | 1,962 | $6,824 | |||
| TDV | $88,160 | 0.09% | 848 | $16,327 | |||
| SAUG | $87,880 | 0.09% | 3,164 | $6,422 | |||
| GJUN | $86,499 | 0.09% | 2,100 | $3,717 | |||
| VB | $85,177 | 0.09% | 281 | $11,577 | |||
| GNOV | $83,590 | 0.08% | 2,000 | $5,714 | |||
| DFAU | $82,342 | 0.08% | 1,593 | $10,466 | |||
| FAUG | $76,677 | 0.08% | 1,357 | $6,407 | |||
| PEG Public Service Enterprise Group Incorporated Common Stock | $75,966 | 0.08% | 936 | $197 | |||
| COST Costco Wholesale Corporation - Common Stock | $72,031 | 0.07% | 77 | $-4,694 | |||
| QCJL | $67,047 | 0.07% | 2,676 | $4,429 | |||
| APP Applovin Corporation - Class A Common Stock | $66,465 | 0.07% | 129 | $15,123 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $65,427 | 0.07% | 137 | $20,818 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $62,525 | 0.06% | 111 | $-981 | |||
| DFEB | $60,389 | 0.06% | 1,196 | $3,734 | |||
| SHLD | $58,098 | 0.06% | 973 | $-1,185,923 | Down ×1 | ||
| COMP Compass, Inc. Class A Common Stock | $54,252 | 0.05% | 4,400 | $22,088 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| VOLT | $1,708,986 | 40,797 | 1.72% |
| Unknown issuer (CUSIP: 45784N551) | $1,608,748 | 79,641 | 1.62% |
| ETHE | $390,609 | 30,612 | 0.39% |
| Unknown issuer (CUSIP: 45784N197) | $289,338 | 14,922 | 0.29% |
| Unknown issuer (CUSIP: 33740U265) | $113,001 | 3,708 | 0.11% |
| PAVE | $108,943 | 1,849 | 0.11% |
| CEF | $99,288 | 2,468 | 0.10% |
| Unknown issuer (CUSIP: 45784N338) | $50,375 | 2,515 | 0.05% |
| ACII | $48,559 | 1,908 | 0.05% |
| Unknown issuer (CUSIP: 98386P102) | $39,345 | 2,143 | 0.04% |
| VST | $35,216 | 222 | 0.04% |
| CRWV | $24,985 | 251 | 0.03% |
| ALK | $22,028 | 422 | 0.02% |
| Unknown issuer (CUSIP: 84615Q103) | $11,277 | 66 | 0.01% |
| LWLG | $10,378 | 1,097 | 0.01% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| QQQ | Bought more | +8K | +$7.2M |
| AIRR | Bought more | +34K | +$5.0M |
| GOOG | Bought more | +3K | +$1.2M |
| AMZN | Bought more | +4K | +$1.2M |
| SMH | Bought more | +570 | +$1.1M |
| DNOV | Trimmed | -23K | -$889K |
| FNOV | Trimmed | -17K | -$830K |
| WMT | Trimmed | -4K | -$736K |
| ROKT | Bought more | +5K | +$723K |
| AAPL | Bought more | +2K | +$718K |
10 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| ETHE | March 31, 2026 | 39,580 | $964,565 | No longer tracked |
| BPRE | March 31, 2026 | 17,966 | $269,490 | -26.9% |
| CEF | March 31, 2026 | 2,468 | $113,034 | No longer tracked |
| KKR | June 30, 2026 | 200 | $18,500 | 19.2% |
| TSLG | March 31, 2026 | 1,931 | $17,997 | |
| AGQ | June 30, 2026 | 124 | $14,819 | No longer tracked |
| FJUL | March 31, 2026 | 236 | $13,196 | No longer tracked |
| UGL | March 31, 2026 | 205 | $11,382 | No longer tracked |
| BITX | June 30, 2026 | 710 | $10,465 | No longer tracked |
| EXAS | March 31, 2026 | 103 | $10,461 | No longer tracked |
| CMG | June 30, 2026 | 315 | $10,083 | 0.8% |
| GOOY | March 31, 2026 | 664 | $9,694 | No longer tracked |
| MDT | June 30, 2026 | 110 | $9,532 | 20.3% |
| SOFI | June 30, 2026 | 523 | $8,305 | 2.5% |
| HCA | March 31, 2026 | 16 | $7,470 | -13.3% |
| TNC | June 30, 2026 | 111 | $7,370 | -23.5% |
| BND | March 31, 2026 | 79 | $5,852 | |
| NFLX | March 31, 2026 | 60 | $5,626 | -16.1% |
| CTAS | June 30, 2026 | 33 | $5,582 | 19.3% |
| GOCT | March 31, 2026 | 138 | $5,422 | No longer tracked |
| FIS | March 31, 2026 | 71 | $4,719 | -13.3% |
| HDV | March 31, 2026 | 38 | $4,621 | No longer tracked |
| ORLY | March 31, 2026 | 45 | $4,104 | -3.3% |
| ACVA | June 30, 2026 | 920 | $3,901 | 3.3% |
| AMZU | March 31, 2026 | 100 | $3,495 | |
| TSLR | June 30, 2026 | 167 | $3,452 | |
| CMCSA | June 30, 2026 | 104 | $2,986 | 8.5% |
| SEE | June 30, 2026 | 71 | $2,986 | No longer tracked |
| GWRE | March 31, 2026 | 13 | $2,613 | 22.3% |
| REXR | March 31, 2026 | 47 | $1,820 | 15.1% |
| AIQUY | March 31, 2026 | 48 | $1,803 | No longer tracked |
| KDP | June 30, 2026 | 67 | $1,764 | -3.7% |
| STAG | March 31, 2026 | 47 | $1,728 | 1.0% |
| LW | March 31, 2026 | 37 | $1,550 | 28.1% |
| BX | March 31, 2026 | 10 | $1,541 | 24.5% |
| CTSH | June 30, 2026 | 25 | $1,534 | 58.2% |
| GSOL | March 31, 2026 | 163 | $1,483 | No longer tracked |
| DHR | March 31, 2026 | 6 | $1,374 | 13.2% |
| RCI | June 30, 2026 | 35 | $1,346 | 12.7% |
| SVNDY | June 30, 2026 | 94 | $1,270 | No longer tracked |
| CONL | June 30, 2026 | 162 | $1,134 | |
| CGEMY | March 31, 2026 | 34 | $1,132 | No longer tracked |
| J | June 30, 2026 | 8 | $1,018 | 17.0% |
| MRSH | June 30, 2026 | 5 | $867 | 12.9% |
| ODFL | March 31, 2026 | 5 | $784 | 3.6% |
| CELH | March 31, 2026 | 16 | $732 | -8.0% |
| CDE | June 30, 2026 | 37 | $694 | 28.9% |
| UNH | March 31, 2026 | 2 | $660 | 45.0% |
| EFX | March 31, 2026 | 3 | $651 | 7.5% |
| MDLZ | March 31, 2026 | 12 | $646 | 12.0% |
| AXON | March 31, 2026 | 1 | $568 | 49.1% |
| AVY | March 31, 2026 | 3 | $546 | 5.0% |
| CRM | March 31, 2026 | 2 | $530 | 10.2% |
| ZTS | March 31, 2026 | 4 | $503 | -35.9% |
| DE | March 31, 2026 | 1 | $466 | 6.9% |
| VRTX | March 31, 2026 | 1 | $453 | 21.9% |
| REVG | March 31, 2026 | 7 | $426 | No longer tracked |
| ABAT | June 30, 2026 | 136 | $379 | -14.5% |
| SBUX | March 31, 2026 | 4 | $337 | 17.6% |
| MSRM | March 31, 2026 | 13,000 | $317 | No longer tracked |
| FG | March 31, 2026 | 2 | $62 | -10.9% |
| BIZM | June 30, 2026 | 10,000 | $0 | No longer tracked |
| EGMIQ | June 30, 2026 | 200 | $0 | No longer tracked |
| VENG | June 30, 2026 | 8 | $0 | No longer tracked |