§ 13F · FUND PROFILE
Bennett Associates Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $130.1T (13F)Positions · 48Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$144.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FTCS | FIRST TR EXCHANGE-TRADED FD | 258K | $23.9T | 16.5% | NEW |
| 2 | IEFA | ISHARES TR | 166K | $14.8T | 10.3% | NEW |
| 3 | MGK | VANGUARD WORLD FD | 30K | $12.3T | 8.5% | NEW |
| 4 | GSLC | GOLDMAN SACHS ETF TR | 81K | $10.8T | 7.5% | NEW |
| 5 | FDL | FIRST TR EXCHANGE-TRADED FD | 183K | $8.1T | 5.6% | NEW |
| 6 | EMXC | ISHARES INC | 107K | $7.8T | 5.4% | NEW |
| 7 | VO | VANGUARD INDEX FDS | 26K | $7.5T | 5.2% | NEW |
| 8 | IUSB | ISHARES TR | 141K | $6.6T | 4.6% | NEW |
| 9 | SDVY | FIRST TR EXCHANGE-TRADED FD | 171K | $6.6T | 4.5% | NEW |
| 10 | FIXD | FIRST TR EXCHNG TRADED FD VI | 140K | $6.2T | 4.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BENNETT SIGNAL
AC read
Bennett Associates Wealth Management is a Other fund managing $130054.7 trillion in assets. The fund runs a portfolio of 48 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed