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CIK: 0002109863
Total reported value
$99.4M
$99.4M
354 檔
21.8%
The Q1 2026 SEC filing reveals that Benson Wealth Management INC held a total portfolio value of $99.4M, covering 354 public equity positions.
Benson Wealth Management INC executed strategic sector rebalancing during Q1 2026, establishing 36 new positions while fully exiting 26 holdings and trimming 53 positions.
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% | +5.14% | -54.86% | |
| 2 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 6.05% | -2.29% | -8.07% | |
| 3 | SPG | Simon Property Group Inc | Stock-Real Estate | 5.64% | -1.04% | -2.28% | |
| 4 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 5.24% | -2.28% | -23.15% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 4.69% | -1.98% | +6.14% | |
| 6 | RDVY | First Trust Rising Dividend | ETF-Other | 3.82% | -0.65% | -2.82% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.22% | -1.02% | -2.73% | |
| 8 | AIRR | First Trust Rba American Ind | ETF-Other | 3.18% | +4.14% | +148.69% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.07% | -0.57% | -9.89% | |
| 10 | QCJA | Ft Ndq100 Cns Buff ETF - Jan | ETF-Other | 2.98% | -2.74% | +4.76% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.97% | +0.42% | -53.50% | |
| 12 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.68% | -1.21% | +81.43% | |
| 13 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 2.61% | -0.53% | -41.38% | |
| 14 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 2.23% | -1.42% | +10.66% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.98% | -0.61% | -10.30% | |
| 16 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.93% | -0.80% | -8.59% | |
| 17 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.92% | -0.27% | — | |
| 18 | AIQ | Global X Art Intel & Tech | ETF-Tech | 1.81% | +0.02% | -54.39% | |
| 19 | HYTI | Ft Vst High Yld & Tar In ETF | ETF-Other | 1.75% | -0.68% | +85.28% | |
| 20 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.70% | -1.64% | — | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.60% | +0.30% | -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% | -1.49% | +4307.18% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -0.05% | +16.98% | |
| 25 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.46% | +0.76% | — | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.30% | +0.88% | -60.29% | |
| 27 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 1.22% | +0.24% | +809.34% | |
| 28 | XJUN | Ft Vest U.s. Equity Enhance | ETF-Other | 1.05% | -0.76% | +5.64% | |
| 29 | PTF | Invesco Dorsey Wright Tech | ETF-Tech | 0.96% | +0.15% | — | |
| 30 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 0.91% | -0.20% | +12.92% | |
| 31 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.88% | -0.38% | -24.61% | |
| 32 | URA | Global X Uranium ETF | ETF-Other | 0.82% | +0.30% | — | |
| 33 | LEGR | First Trust Indxx Innovative | ETF-Other | 0.81% | -0.78% | — | |
| 34 | SLV | Ishares Silver Trust | ETF-Commodities | 0.79% | -0.33% | -25.58% | |
| 35 | ROKT | Ss Spdr S&p Kensho Ff ETF | ETF-Other | 0.71% | +0.54% | — | |
| 36 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.67% | +1.81% | +36.00% | |
| 37 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.63% | -0.62% | -64.16% | |
| 38 | QDEC | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.58% | -0.09% | +19.29% | |
| 39 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.51% | +0.03% | -0.32% | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | -0.05% | +3.18% | |
| 41 | FVD | First Trust Value Line Dvd | ETF-Other | 0.43% | -0.11% | +0.01% | |
| 42 | SMAY | Ft Vest U.s. Small Cap Moder | ETF-Small Cap | 0.42% | -0.10% | -71.65% | |
| 43 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.41% | -0.16% | -69.59% | |
| 44 | XOVR | Ershares Private-public Cros | ETF-Other | 0.36% | +0.12% | +13.29% | |
| 45 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.32% | -0.03% | -1.34% | |
| 46 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.30% | -0.15% | -23.25% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.30% | -0.05% | — | |
| 48 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.28% | -0.12% | -83.97% | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.26% | +1.34% | -73.30% | |
| 50 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.26% | -0.06% | -4.29% |
According to official SEC Form 13F filings, Benson Wealth Management INC reported a total U.S. public equity portfolio value of $99.4M across 354 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, IBIT, SPG) accounted for 21.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
GRID
市值: $1.4M
Top Position Liquidated / Trimmed
ETHE
前期市值: $1.0M
During Q1 2026, Benson Wealth Management INC's top holdings by market value included QQQ (8.0%)、IBIT (6.0%)、SPG (5.6%). The largest single position, QQQ, represented 8.0% of total portfolio value.
In Q1 2026, Benson Wealth Management INC made 136 total portfolio adjustments, initiating 36 new buys, adding to 21 positions, trimming 53 holdings, and fully liquidating 26 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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