§ 13F · FUND PROFILE
Benson Wealth Management INC.
AUM · $99M (13F)Positions · 367Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 18K | $13M | 13.1% | +75% |
| 2 | AIRR | FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF | 55K | $7M | 7.3% | +161% |
| 3 | SPG | SIMON PPTY GROUP INC NEWREIT | 20K | $5M | 4.6% | −7% |
| 4 | IBIT | ISHARES BITCOIN TRUST ETF | 112K | $4M | 3.8% | −2% |
| 5 | BUFB | INNOVATOR LADDERED ALLOCATION BUFFER ETF | 92K | $4M | 3.7% | +7715% |
| 6 | AMZN | AMAZON.COM INC | 14K | $3M | 3.4% | +35% |
| 7 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 39K | $3M | 3.2% | −5% |
| 8 | DNOV | FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER | 57K | $3M | 3.0% | −28% |
| 9 | WMT | WALMART INC | 24K | $3M | 2.7% | −14% |
| 10 | TSLA | TESLA INC | 6K | $2M | 2.5% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BENSON SIGNAL
AC read
Benson Wealth Management INC is a Other fund managing $99 million in assets. The fund runs a broad portfolio of 367 positions.
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