§ 13F · FUND PROFILE
Benson Wealth Management INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 354Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 10K | $6M | 8.0% | −55% |
| 2 | IBIT | ISHARES BITCOIN TRUST ETF | 115K | $4M | 6.1% | −8% |
| 3 | SPG | SIMON PPTY GROUP INC NEWREIT | 22K | $4M | 5.6% | −2% |
| 4 | DNOV | FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER | 80K | $4M | 5.2% | −23% |
| 5 | WMT | WALMART INC | 28K | $3M | 4.7% | +6% |
| 6 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 41K | $3M | 3.8% | −3% |
| 7 | NVDA | NVIDIA CORP | 13K | $2M | 3.2% | −3% |
| 8 | AIRR | FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF | 21K | $2M | 3.2% | +149% |
| 9 | TSLA | TESLA INC | 6K | $2M | 3.1% | −10% |
| 10 | QCJA | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY | 101K | $2M | 3.0% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BENSON SIGNAL
AC read
Benson Wealth Management INC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed