Q2 2026 13F · SEC CIK 2109863

Benson Wealth Management INC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $99.4M
Reported positions: 367
Holdings vs S&P 500, 3 yrs: —
Assets under management: $124.8M

Benson Wealth Management INC is a wealth manager that reported 367 positions worth $99.4M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Invesco Qqq Tr (QQQ, 13.1%), First Tr Exchange Traded Fd (AIRR, 7.3%), Simon Ppty Group Inc New (SPG, 4.6%).

Benson Wealth Management INC holdings largest 50 of 367 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Benson Wealth Management INC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
QQQInvesco Qqq Tr	13.1%	8.0%	17,725	+75.1%	$13.1M
AIRRFirst Tr Exchange Traded Fd	7.3%	3.2%	54,608	+160.5%	$7.3M
SPGSimon Ppty Group Inc New	4.6%	5.6%	20,448	-7.4%	$4.6M
IBITIshares Bitcoin Trust ETF	3.8%	6.0%	112,335	-2.4%	$3.7M
BUFBInnovator Etfs Trust	3.6%	—	92,290	—	$3.6M
AMZNAmazon Com Inc	3.4%	3.0%	14,121	+35.5%	$3.4M
RDVYFirst Tr Exchange Traded Fd	3.2%	3.8%	38,892	-5.0%	$3.2M
DNOVFirst Tr Exchng Traded Fd Vi	3.0%	5.2%	57,282	-28.4%	$2.9M
WMTWalmart Inc	2.7%	4.7%	23,777	-13.8%	$2.7M
TSLATesla Inc	2.5%	3.1%	5,901	-2.1%	$2.5M
BUFDFirst Tr Exchng Traded Fd Vi	2.5%	0.7%	82,790	+374.3%	$2.5M
SMHVaneck ETF Trust	2.2%	1.5%	3,358	+20.4%	$2.2M
NVDANvidia Corporation	2.2%	3.2%	10,935	-18.9%	$2.2M
GOOGAlphabet Inc	2.2%	1.3%	6,139	+85.1%	$2.2M
BAPRInnovator Etfs Trust	2.1%	2.6%	38,843	-0.4%	$2.1M
AAPLApple Inc	1.9%	1.6%	6,532	+41.4%	$1.9M
AIQGlobal X Fds	1.8%	1.8%	27,752	-2.3%	$1.8M
VOLTTema ETF Trust	1.7%	—	40,797	—	$1.7M
GRIDFirst Tr Exchange-Traded Fd	1.7%	1.9%	8,574	+0.2%	$1.6M
DDFAInnovator Etfs Trust	1.6%	—	79,641	—	$1.6M
AMDAdvanced Micro Devices Inc	1.6%	0.3%	2,732	+187.9%	$1.6M
BUFRFirst Tr Exchng Traded Fd Vi	1.5%	2.7%	40,019	-31.0%	$1.5M
SFLRInnovator Etfs Trust	1.5%	1.2%	37,651	+49.3%	$1.5M
MSFTMicrosoft Corp	1.4%	1.5%	3,834	+30.0%	$1.4M
GLDSpdr Gold Tr	1.4%	2.0%	3,706	+10.0%	$1.4M
ACYNFirst Tr Exchange-Traded Fd	1.3%	—	62,486	—	$1.3M
ROKTState Street Spdr S&p Kensho Final Fro	1.3%	0.7%	10,425	+98.5%	$1.2M
XARState Streer	1.2%	—	4,271	—	$1.2M
GBTCGrayscale Bitcoin Trust ETF	1.1%	1.9%	24,643	-7.9%	$1.1M
URAGlobal X Fds	1.1%	0.8%	25,440	+106.4%	$1.1M
PTFInvesco Exchange Traded Fd T	1.1%	1.0%	8,115	+0.0%	$1.1M
HYTIFirst Tr Exchange-Traded Fd	1.1%	1.8%	55,541	-16.4%	$1.1M
TDVIFirst Tr Exchange-Traded Fd	0.9%	—	29,294	—	$930K
FNOVFirst Tr Exchng Traded Fd Vi	0.8%	2.2%	13,730	-55.1%	$803K
DOGGFirst Tr Exchange-Traded Fd	0.8%	—	37,595	—	$801K
XSEPFirst Tr Exchng Traded Fd Vi	0.7%	0.9%	15,849	-0.1%	$704K
MTUMIshares Tr	0.5%	0.5%	1,557	+0.0%	$534K
BTCGrayscale Bitcoin Mini Tr Et	0.5%	0.9%	19,114	-10.8%	$496K
QDECFirst Tr Exchng Traded Fd Vi	0.5%	0.6%	13,611	+0.5%	$485K
XOVREntrepreneurshares Series Tr	0.5%	0.4%	22,788	+47.7%	$480K
SLVIshares Silver Tr	0.5%	0.8%	8,470	+0.0%	$453K
DFIIFirst Tr Exchange-Traded Fd	0.4%	—	39,635	—	$441K
SPYGState Street Spdr Portfolio S&p 500 Grow	0.4%	0.5%	3,494	-1.3%	$416K
ETHEGrayscale Ethereum Staking E	0.4%	—	30,612	—	$391K
SMAYFirst Tr Exchng Traded Fd Vi	0.3%	0.4%	11,349	-3.5%	$322K
FVDFirst Tr Exchange-Traded Fd	0.3%	0.4%	6,648	-1.0%	$320K
DDFZInnovator Etfs Trust	0.3%	—	14,922	—	$289K
COWZPacer Fds Tr	0.3%	0.3%	4,564	+23.9%	$284K
XJUNFirst Tr Exchng Traded Fd Vi	0.3%	1.1%	6,383	-64.4%	$284K
COINCoinbase Global Inc	0.2%	0.4%	1,696	-0.1%	$248K

What Benson Wealth Management INC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$99.4M	367
Q1 2026	$73.1M	351
Q4 2025	$89.8M	347

Questions about Benson Wealth Management INC's portfolio

What stocks does Benson Wealth Management INC own?

Benson Wealth Management INC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 367 positions worth $99.4M. The largest are Invesco Qqq Tr (QQQ) at 13.1%, First Tr Exchange Traded Fd (AIRR) at 7.3%, Simon Ppty Group Inc New (SPG) at 4.6%, Ishares Bitcoin Trust ETF (IBIT) at 3.8% and Innovator Etfs Trust (BUFB) at 3.6%.

What did Benson Wealth Management INC buy last quarter?

In Q2 2026, Benson Wealth Management INC added First Tr Exchng Traded Fd Vi (BUFD) (+374.3% shares), Advanced Micro Devices Inc (AMD) (+187.9% shares) and First Tr Exchange Traded Fd (AIRR) (+160.5% shares), compared with its Q1 2026 filing.

What did Benson Wealth Management INC sell last quarter?

In Q2 2026, Benson Wealth Management INC cut from its top 50 First Tr Exchng Traded Fd Vi (QCJA), cut from its top 50 Global X Defense Tech ETF (SHLD), cut from its top 50 First Tr Exchng Traded Fd Vi (BUFG), cut from its top 50 First Tr Exchng Traded Fd Vi (BUFQ), cut from its top 50 First Tr Indxx Innovative Trns (LEGR), First Tr Exchng Traded Fd Vi (XJUN) (-64.4% shares), First Tr Exchng Traded Fd Vi (FNOV) (-55.1% shares) and First Tr Exchng Traded Fd Vi (BUFR) (-31.0% shares), compared with its Q1 2026 filing.

When is Benson Wealth Management INC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Benson Wealth Management INC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Benson Wealth Management INC manage?

Benson Wealth Management INC reported $124.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $99.4M.