BW
Benson Wealth Management INC Quarterly 13F Portfolio Update (Q2 2026)
Benson Wealth Management INCCIK: 0002109863
Diversified strategyMomentum followerHigh-turnover trader
Total reported value
$99.4M
Reporting period: 2026-06-30 · Number of holdings: 367
Benson Wealth Management INC disclosed 367 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $99.4M and a quarterly turnover rate of 58.5%.
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Personality snowflake
- Concentration
- 15.41
- Portfolio Stability
- 58.46
- Momentum
- 100
- Sector conviction
- 64.96
- Diversification
- 100
- Sizing Uniformity
- 63.71
Benson Wealth Management INC's disclosed holdings carry a Herfindahl concentration index of 0.039 — mathematically equivalent to about 26 equally-sized positions, well below its 367 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.63), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 25% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd QQQ
+75.1% $7.2M
Add AIRR
+160.5% $5.0M
Add BUFB
+7714.6% $3.6M
Trim QCJA
-89.7% -$1.9M
Trim IBIT
-2.4% -$683.0K
Trim DNOV
-28.4% -$889.1K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 367 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 13.13% | +5.14% | +75.06% | |
| 2 | AIRR | First Trust Rba American Ind | ETF-Other | 7.32% | +4.14% | +160.51% | |
| 3 | SPG | Simon Property Group Inc | Stock-Real Estate | 4.60% | -1.04% | -7.45% | |
| 4 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 3.76% | -2.29% | -2.41% | |
| 5 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 3.65% | +3.59% | +7714.56% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.39% | +0.42% | +35.48% | |
| 7 | RDVY | First Trust Rising Dividend | ETF-Other | 3.17% | -0.65% | -4.95% | |
| 8 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 2.96% | -2.28% | -28.36% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.71% | -1.98% | -13.83% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.50% | -0.57% | -2.12% | |
| 11 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 2.48% | +1.81% | +374.28% | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.22% | +0.76% | +20.44% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.20% | -1.02% | -18.86% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.18% | +0.88% | +85.08% | |
| 15 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 2.08% | -0.53% | -0.45% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.90% | +0.30% | +41.39% | |
| 17 | AIQ | Global X Art Intel & Tech | ETF-Tech | 1.83% | +0.02% | -2.33% | |
| 18 | VOLT | Tema Electrification | ETF-Other | 1.72% | +1.72% | NEW | |
| 19 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.65% | -0.27% | +0.16% | |
| 20 | ✓ | Stock-Other | 1.62% | +1.62% | NEW | ||
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 1.60% | +1.34% | +187.88% | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.47% | -1.21% | -31.01% | |
| 23 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 1.46% | +0.24% | +49.31% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | -0.05% | +30.01% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 1.37% | -0.61% | +10.00% | |
| 26 | ACYN | Ft Lad Autocall Bar Inc ETF | ETF-Other | 1.31% | +1.09% | +679.91% | |
| 27 | ROKT | Ss Spdr S&p Kensho Ff ETF | ETF-Other | 1.25% | +0.54% | +98.46% | |
| 28 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 1.22% | +1.16% | +2520.25% | |
| 29 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.13% | -0.80% | -7.90% | |
| 30 | URA | Global X Uranium ETF | ETF-Other | 1.12% | +0.30% | +106.36% | |
| 31 | PTF | Invesco Dorsey Wright Tech | ETF-Tech | 1.11% | +0.15% | — | |
| 32 | HYTI | Ft Vst High Yld & Tar In ETF | ETF-Other | 1.07% | -0.68% | -16.39% | |
| 33 | TDVI | Ft Vest Technology Dividend | ETF-Tech | 0.94% | +0.74% | +443.29% | |
| 34 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.81% | -1.42% | -55.10% | |
| 35 | DOGG | Ft Vest Djia Dogs 10 Target | ETF-Other | 0.81% | +0.64% | +567.41% | |
| 36 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 0.71% | -0.20% | -0.11% | |
| 37 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.54% | +0.03% | — | |
| 38 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.50% | -0.38% | -10.85% | |
| 39 | QDEC | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.49% | -0.09% | +0.47% | |
| 40 | XOVR | Ershares Private-public Cros | ETF-Other | 0.48% | +0.12% | +47.67% | |
| 41 | SLV | Ishares Silver Trust | ETF-Commodities | 0.46% | -0.33% | — | |
| 42 | DFII | Ft Vest Btc Stra & Tr In ETF | ETF-Other | 0.44% | +0.39% | +1324.18% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.42% | -0.05% | -1.33% | |
| 44 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 0.39% | +0.39% | NEW | |
| 45 | SMAY | Ft Vest U.s. Small Cap Moder | ETF-Small Cap | 0.32% | -0.10% | -3.54% | |
| 46 | FVD | First Trust Value Line Dvd | ETF-Other | 0.32% | -0.11% | -0.97% | |
| 47 | ✓ | Stock-Other | 0.29% | +0.29% | NEW | ||
| 48 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.29% | -0.03% | +23.85% | |
| 49 | XJUN | Ft Vest U.s. Equity Enhance | ETF-Other | 0.29% | -0.76% | -64.36% | |
| 50 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.25% | -0.16% | -0.06% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
-1.3%
Performance Last 4 Quarters
+11.2%
- Stdev
- +20.6%
- Beta
- +1.07
- Alpha
- -3.2%
- Max Drawdown
- -4.6%
- Annualized Perf
- +23.7%
- Batting Avg vs S&P
- +50%
- Sortino
- +3.34
- Stutzer
- +0.38
- Treynor
- +0.22
- Sterling
- —
- Calmar
- +5.2
- Information Ratio
- -0.28
- Tracking Error
- +5.3%
- Stdev Down
- +6.9%
- Winning Months %
- +50%
- Losing Months %
- +50%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.4
- Sharpe
- +1.13
- Stdev Sectors
- +10.7%
- Skewness
- +0.74
- Kurtosis
- -0.71
- Upside Potential
- +5.72
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Benson Wealth Management INC's most significant position changes for 2026-06-30: New buy: Tema Electrification (VOLT); New buy: ; New buy: Grayscale Ethereum Staking E (ETHE); New buy: ; New buy: .
Showing top 200 changes by size (of 391 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +5.1% | +75.06% | Add |
| 2 | AIRR | First Trust Rba American Ind | +4.1% | +160.51% | Add |
| 3 | BUFB | Innovator Ladd Allo Buff ETF | +3.6% | +7714.56% | Add |
| 4 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +1.8% | +374.28% | Add |
| 5 | VOLT | Tema Electrification | +1.7% | NEW | New buy |
| 6 | ✓ | +1.6% | NEW | New buy | |
| 7 | AMD | Advanced Micro Devices | +1.3% | +187.88% | Add |
| 8 | XAR | Ss Spdr S&p Aerospace Def | +1.2% | +2520.25% | Add |
| 9 | ACYN | Ft Lad Autocall Bar Inc ETF | +1.1% | +679.91% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.9% | +85.08% | Add |
| 11 | SMH | Vaneck Semiconductor ETF | +0.8% | +20.44% | Add |
| 12 | TDVI | Ft Vest Technology Dividend | +0.7% | +443.29% | Add |
| 13 | DOGG | Ft Vest Djia Dogs 10 Target | +0.6% | +567.41% | Add |
| 14 | ROKT | Ss Spdr S&p Kensho Ff ETF | +0.5% | +98.46% | Add |
| 15 | AMZN | Amazon.com Inc | +0.4% | +35.48% | Add |
| 16 | DFII | Ft Vest Btc Stra & Tr In ETF | +0.4% | +1324.18% | Add |
| 17 | ETHE | Grayscale Ethereum Staking E | +0.4% | NEW | New buy |
| 18 | AAPL | Apple Inc | +0.3% | +41.39% | Add |
| 19 | URA | Global X Uranium ETF | +0.3% | +106.36% | Add |
| 20 | ✓ | +0.3% | NEW | New buy | |
| 21 | SFLR | Innovator Eqty Mgd Floor ETF | +0.2% | +49.31% | Add |
| 22 | PTF | Invesco Dorsey Wright Tech | +0.2% | — | Unchanged |
| 23 | XOVR | Ershares Private-public Cros | +0.1% | +47.67% | Add |
| 24 | ✓ | +0.1% | NEW | New buy | |
| 25 | PAVE | Global X US Infrastructure | +0.1% | NEW | New buy |
| 26 | CEF | Sprott Physical Gold And Sil | +0.1% | NEW | New buy |
| 27 | SOXX | Ishares Semiconductor ETF | +0.1% | — | Unchanged |
| 28 | INTC | Intel CORP | +0.1% | — | Unchanged |
| 29 | GOOGL | Alphabet Inc-cl A | +0.1% | +50.00% | Add |
| 30 | ✓ | +0.1% | NEW | New buy | |
| 31 | ACII | Innovator Index Ac In St ETF | +0.1% | NEW | New buy |
| 32 | ✓ | 0% | NEW | New buy | |
| 33 | VST | Vistra CORP | 0% | NEW | New buy |
| 34 | MTUM | Ishares Msci USA Momentum Fa | 0% | — | Unchanged |
| 35 | APLD | Applied Digital CORP | 0% | -3.05% | Trim |
| 36 | AVGO | Broadcom Inc | 0% | +214.71% | Add |
| 37 | CRWV | Coreweave Inc-cl A | 0% | NEW | New buy |
| 38 | AIQ | Global X Art Intel & Tech | 0% | -2.33% | Trim |
| 39 | ALK | Alaska Air Group Inc | 0% | NEW | New buy |
| 40 | CIBR | First Trust Nasdaq Cybersecu | 0% | — | Unchanged |
| 41 | QLD | Proshares Ultra Qqq | 0% | -5.60% | Trim |
| 42 | COMP | Compass Inc - Class A | 0% | — | Unchanged |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 0% | +3.79% | Add |
| 44 | MU | Micron Technology Inc | 0% | +5.00% | Add |
| 45 | ✓ | 0% | NEW | New buy | |
| 46 | LWLG | Lightwave Logic Inc | 0% | NEW | New buy |
| 47 | HOOD | Robinhood Markets Inc - A | 0% | NEW | New buy |
| 48 | FTXL | First Trust Nasdaq Semicondu | 0% | — | Unchanged |
| 49 | MRVL | Marvell Technology Inc | 0% | +136.36% | Add |
| 50 | GENB | Generate Biomedicines Inc | 0% | NEW | New buy |
1–50 of 200
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Benson Wealth Management INC and what type of investor is it?
Benson Wealth Management INC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $99.4M, spread across 367 disclosed positions.
What are Benson Wealth Management INC's largest equity positions?
Based on the latest 13F filing, Benson Wealth Management INC's top holdings by market value are:
1. Invesco Qqq Trust Series 1 (QQQ) — $13.1M (13.1%)
2. First Trust Rba American Ind (AIRR) — $7.3M (7.3%)
3. Simon Property Group Inc (SPG) — $4.6M (4.6%)
4. Ishares Bitcoin Trust ETF (IBIT) — $3.7M (3.8%)
5. Innovator Ladd Allo Buff ETF (BUFB) — $3.6M (3.6%)
What changes did Benson Wealth Management INC make in its most recent portfolio filing?
In the latest reported quarter, Benson Wealth Management INC made 113 notable position adjustments: 24 new positions were initiated, 35 existing holdings were added to, 40 positions were partially reduced, and 14 were completely exited. The largest of these moves: New buy: Tema Electrification (VOLT); New buy: ; New buy: Grayscale Ethereum Staking E (ETHE); New buy: ; New buy:
What sectors does Benson Wealth Management INC focus on?
Benson Wealth Management INC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 31.6%
• Consumer Discretionary: 23.8%
• Real Estate: 19.2%
• Consumer Staples: 11.5%
• Communication Services: 9.9%
• Financials: 1.6%
Investment Profile
Benson Wealth Management INC returned an annualized 23.7% over the trailing 6 months — underperforming the S&P 500 by 3.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.07 (roughly in line with the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and fast-trading, with 31.6% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 58 over the past 2 quarters — a shift toward more active trading.
It has added to its AIRR position over the past two quarters (+$6.4M, now $7.3M), while trimming IBIT over the same stretch (-$2.5M, still holding $3.7M).
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