CIK: 0002109863
Total reported value
$73.1M
Reporting period: 2026-03-31 · Number of holdings: 354
Benson Wealth Management INC disclosed 354 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $73.1M and a quarterly turnover rate of 53.5%.
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Benson Wealth Management INC's disclosed holdings carry a Herfindahl concentration index of 0.031 — mathematically equivalent to about 32 equally-sized positions, well below its 354 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 3.15), 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 27% 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.
Trim QQQ
-54.9% -$7.9M
Trim AMZN
-53.5% -$3.0M
Add AIRR
+148.7% $1.5M
Trim AIQ
-54.4% -$1.8M
Trim GOOG
-60.3% -$1.7M
Add BUFG
+3900.5% $1.1M
Showing top 200 holdings (of 354 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.99% | -7.35% | -54.86% | |
| 2 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 6.05% | -0.87% | -8.07% | |
| 3 | SPG | Simon Property Group INC | Stock-Real Estate | 5.64% | — | -2.28% | |
| 4 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 5.24% | -0.42% | -23.15% | |
| 5 | WMT | Walmart INC | Stock-Consumer Staples | 4.69% | +1.47% | +6.14% | |
| 6 | RDVY | First Trust Rising Dividend | ETF-Other | 3.82% | +0.56% | -2.82% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.22% | +0.34% | -2.73% | |
| 8 | AIRR | First Trust Rba American Ind | ETF-Other | 3.18% | +2.26% | +148.69% | |
| 9 | TSLA | Tesla INC | Stock-Consumer Disc | 3.07% | -0.28% | -9.89% | |
| 10 | QCJA | Ft Ndq100 Cns Buff ETF - Jan | ETF-Other | 2.98% | — | +4.76% | |
| 11 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.97% | -2.79% | -53.50% | |
| 12 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.68% | +1.46% | +81.43% | |
| 13 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 2.61% | -0.95% | -41.38% | |
| 14 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 2.23% | +0.54% | +10.66% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.98% | — | -10.30% | |
| 16 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.93% | -0.30% | -8.59% | |
| 17 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.92% | +1.92% | NEW | |
| 18 | AIQ | Global X Art Intel & Tech | ETF-Tech | 1.81% | -1.72% | -54.39% | |
| 19 | HYTI | Ft Vst High Yld & Tar In ETF | ETF-Other | 1.75% | +0.96% | +85.28% | |
| 20 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.70% | +1.70% | NEW | |
| 21 | AAPL | Apple INC | Stock-Tech | 1.60% | -1.37% | -52.84% | |
| 22 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 1.59% | +1.56% | +3900.46% | |
| 23 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.51% | +1.48% | +4307.18% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | +0.13% | +16.98% | |
| 25 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.46% | +1.46% | NEW | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.30% | -1.62% | -60.29% | |
| 27 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 1.22% | +1.11% | +809.34% | |
| 28 | XJUN | Ft Vest U.s. Equity Enhance | ETF-Other | 1.05% | — | +5.64% | |
| 29 | PTF | Invesco Dorsey Wright Tech | ETF-Tech | 0.96% | — | — | |
| 30 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 0.91% | — | +12.92% | |
| 31 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.88% | -0.35% | -24.61% | |
| 32 | URA | Global X Uranium ETF | ETF-Other | 0.82% | +0.82% | NEW | |
| 33 | LEGR | First Trust Indxx Innovative | ETF-Other | 0.81% | +0.81% | NEW | |
| 34 | SLV | Ishares Silver Trust | ETF-Commodities | 0.79% | -0.03% | -25.58% | |
| 35 | ROKT | Ss Spdr S&p Kensho Ff ETF | ETF-Other | 0.71% | +0.71% | NEW | |
| 36 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.67% | +0.27% | +36.00% | |
| 37 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.63% | -0.82% | -64.16% | |
| 38 | QDEC | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.58% | — | +19.29% | |
| 39 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.51% | — | -0.32% | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | — | +3.18% | |
| 41 | FVD | First Trust Value Line Dvd | ETF-Other | 0.43% | — | +0.01% | |
| 42 | SMAY | Ft Vest U.s. Small Cap Moder | ETF-Small Cap | 0.42% | -0.78% | -71.65% | |
| 43 | COIN | Coinbase Global INC -class A | Stock-Financials | 0.41% | -1.00% | -69.59% | |
| 44 | XOVR | Ershares Private-public Cros | ETF-Other | 0.36% | — | +13.29% | |
| 45 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.32% | — | -1.34% | |
| 46 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.30% | -0.16% | -23.25% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.30% | — | — | |
| 48 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.28% | -1.04% | -83.97% | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.26% | -0.59% | -73.30% | |
| 50 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.26% | — | -4.29% |
Performance for Q3 2026
+2%
Performance Last 4 Quarters
+10.5%
Based on 5 months of available history
Based on 72% of reported portfolio value with available pricing
Benson Wealth Management INC's most significant position changes for 2026-03-31: New buy: First Trst Nasd Cl Edg Sgiif (GRID); New buy: Global X Defense Tech ETF (SHLD); New buy: Vaneck Semiconductor ETF (SMH); Sold out: Grayscale Ethereum Staking E (ETHE); New buy: Global X Uranium ETF (URA).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AIRR | First Trust Rba American Ind | +2.3% | +148.69% | Add |
| 2 | BUFG | Ft Vest Buffered Allocation | +1.6% | +3900.46% | Add |
| 3 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | +1.5% | +4307.18% | Add |
| 4 | WMT | Walmart INC | +1.5% | +6.14% | Add |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | +1.5% | +81.43% | Add |
| 6 | SFLR | Innovator Eqty Mgd Floor ETF | +1.1% | +809.34% | Add |
| 7 | HYTI | Ft Vst High Yld & Tar In ETF | +1% | +85.28% | Add |
| 8 | RDVY | First Trust Rising Dividend | +0.6% | -2.82% | Trim |
| 9 | FNOV | Ft Vest US Equity Buffer ETF | +0.5% | +10.66% | Add |
| 10 | NVDA | Nvidia CORP | +0.3% | -2.73% | Trim |
| 11 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.3% | +36.00% | Add |
| 12 | MSFT | Microsoft CORP | +0.1% | +16.98% | Add |
| 13 | SLV | Ishares Silver Trust | 0% | -25.58% | Trim |
| 14 | TDVI | Ft Vest Technology Dividend | -0.1% | -39.38% | Trim |
| 15 | PLTR | Palantir Technologies Inc-a | -0.1% | -50.56% | Trim |
| 16 | GFEB | Ft Vest US Equity Moderate B | -0.1% | -72.56% | Trim |
| 17 | ✓ | Grayscale Digital Larg F | -0.1% | -33.29% | Trim |
| 18 | FTHI | Fthi/first Trust Exchange-tr | -0.1% | -86.58% | Trim |
| 19 | QMMY | Ft Ndq100 Mod Buff ETF - May | -0.1% | -96.68% | Trim |
| 20 | ETH | Grayscale Ethereum Staking M | -0.2% | -23.25% | Trim |
| 21 | DFII | Ft Vest Btc Stra & Tr In ETF | -0.2% | -77.48% | Trim |
| 22 | TSLA | Tesla INC | -0.3% | -9.89% | Trim |
| 23 | GBTC | Grayscale Bitcoin Trust ETF | -0.3% | -8.59% | Trim |
| 24 | BTC | Grayscale Bitcoin Mini ETF | -0.4% | -24.61% | Trim |
| 25 | DNOV | Ft Vest US Equity Deep Buffe | -0.4% | -23.15% | Trim |
| 26 | AMD | Advanced Micro Devices | -0.6% | -73.30% | Trim |
| 27 | SMAY | Ft Vest U.s. Small Cap Moder | -0.8% | -71.65% | Trim |
| 28 | FFEB | Ft Vest US Equity Buffer ETF | -0.8% | -64.16% | Trim |
| 29 | IBIT | Ishares Bitcoin Trust ETF | -0.9% | -8.07% | Trim |
| 30 | BAPR | Innovator U.s. Equity Buffer | -1% | -41.38% | Trim |
| 31 | COIN | Coinbase Global INC -class A | -1% | -69.59% | Trim |
| 32 | NLR | Vaneck Urani & Nuclr Etf-usd | -1% | -83.97% | Trim |
| 33 | AAPL | Apple INC | -1.4% | -52.84% | Trim |
| 34 | GOOG | Alphabet Inc-cl C | -1.6% | -60.29% | Trim |
| 35 | AIQ | Global X Art Intel & Tech | -1.7% | -54.39% | Trim |
| 36 | AMZN | Amazon.com INC | -2.8% | -53.50% | Trim |
| 37 | QQQ | Invesco Qqq Trust Series 1 | -7.4% | -54.86% | Trim |
| 38 | GRID | First Trst Nasd Cl Edg Sgiif | — | NEW | New buy |
| 39 | SHLD | Global X Defense Tech ETF | — | NEW | New buy |
| 40 | SMH | Vaneck Semiconductor ETF | — | NEW | New buy |
| 41 | ETHE | Grayscale Ethereum Staking E | — | EXIT | Sold out |
| 42 | URA | Global X Uranium ETF | — | NEW | New buy |
| 43 | LEGR | First Trust Indxx Innovative | — | NEW | New buy |
| 44 | ROKT | Ss Spdr S&p Kensho Ff ETF | — | NEW | New buy |
| 45 | BPRE | Bluerock Private Real Estate | — | EXIT | Sold out |
| 46 | BUFF | Innovator Laddered Allocatio | — | NEW | New buy |
| 47 | ACYN | Ft Lad Autocall Bar INC ETF | — | NEW | New buy |
| 48 | DOGG | Ft Vest Djia Dogs 10 Target | — | NEW | New buy |
| 49 | CEF | Sprott Physical Gold And Sil | — | EXIT | Sold out |
| 50 | BUFX | Ft Vest La En & Mode Buf ETF | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-12 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-12 | 13F-HR | View on EDGAR |
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