Benson Wealth Management INC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2109863
Institutional-grade research for retail investors
Sector Allocation
- Other64.5%$64.1M
- Technology11.5%$11.4M
- Financials9.5%$9.5M
- Consumer Discretionary6.0%$5.9M
- Real Estate4.8%$4.8M
- Consumer Staples2.9%$2.9M
- Healthcare0.2%$233,554
- Utilities0.2%$158,126
- Industrials0.1%$116,684
- Energy0.1%$86,291
AUM History
13fpro.ai/research/fund/benson-wealth-management-inc-2109863
Conviction and streaks
Concentrating · top 10 = 47.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
QQQ
$13.1M- FIRST$7.3M
SPG
$4.6MIBIT
$3.7M- INNOVATOR$3.6M
AMZN
$3.4M- FIRST$3.2M
- FT$2.9M
WMT
$2.7MTSLA
$2.5M- FT$2.5M
- VANECK$2.2M
NVDA
$2.2MGOOG
$2.2M- INNOVATOR$2.1M
AAPL
$1.9M- GLOBAL$1.8M
- TEMA$1.7M
- FIRST$1.6M
- INNOVATOR$1.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/benson-wealth-management-inc-2109863
Benson Wealth Management INC 13F holdings — Q2 2026
$99.4M portfolio (+36.0% QoQ) · 367 holdings · Q2 2026 13F · top 10 are 47% of the stock portfolio
$13.1M
13.1% of stocks
+75%This quarter-1.2%Since filed3+ qtrsHeld- 2
FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF - UIE
$7.3M
7.3% of stocks
+161%This quarter—Since filed—HeldAIQuality—Est. buy— $4.6M
4.6% of stocks
-7%This quarter-3.6%Since filed3+ qtrsHeld$3.7M
3.8% of stocks
-2%This quarter+24.8%Since filed3+ qtrsHeld- 5
INNOVATOR LADDERED ALLOCATION BUFFER ETF - UIE
$3.6M
3.6% of stocks
+7715%This quarter—Since filed—HeldAIQuality—Est. buy— $3.4M
3.4% of stocks
+35%This quarter-10.4%Since filed3+ qtrsHeld- 7
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF - UIE
$3.2M
3.2% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER - UIE
$2.9M
3.0% of stocks
-28%This quarter—Since filed—HeldAIQuality—Est. buy— $2.7M
2.7% of stocks
-14%This quarter+6.8%Since filed3+ qtrsHeld$2.5M
2.5% of stocks
-2%This quarter+18.4%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $13.1M | 13.1% | +75% | -1.2% | 3+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF - UIE | $7.3M | 7.3% | +161% | — | — | — | — | |
| 3 | $4.6M | 4.6% | -7% | -3.6% | 3+ qtrsTrimmed 2 qtrs in a row | 76.7#65 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $3.7M | 3.8% | -2% | +24.8% | 3+ qtrsTrimmed 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | INNOVATOR LADDERED ALLOCATION BUFFER ETF - UIE | $3.6M | 3.6% | +7715% | — | — | — | — | |
| 6 | $3.4M | 3.4% | +35% | -10.4% | 3+ qtrs | 67.5#363 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF - UIE | $3.2M | 3.2% | -5% | — | — | — | — | |
| 8 | FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER - UIE | $2.9M | 3.0% | -28% | — | — | — | — | |
| 9 | $2.7M | 2.7% | -14% | +6.8% | 3+ qtrs | 60.1#878 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $2.5M | 2.5% | -2% | +18.4% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — Benson Wealth Management INC (Q2 2026)
367 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | FT VEST LADDERED DEEP BUFFER ETF - UIEetf/fund | — | $2.5M | 2.5% | 83K | +374% | — | — | 13F |
| 12 | — | VANECK SEMICONDUCTOR ETF - UIEetf/fund | — | $2.2M | 2.2% | 3,358 | +20% | — | — | 13F |
| 13 | NVIDIA CORP | Technology | $2.2M | 2.2% | 11K | -19% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Alphabet Inc. | Technology | $2.2M | 2.2% | 6,139 | +85% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | INNOVATOR U.S. EQUITY BUFFER ETF - APRIL - UIEetf/fund | — | $2.1M | 2.1% | 39K | -0.4% | — | — | 13F |
| 16 | Apple Inc. | Technology | $1.9M | 1.9% | 6,532 | +41% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF - UIEetf/fund | — | $1.8M | 1.8% | 28K | -2% | — | — | 13F |
| 18 | — | TEMA ELECTRIFICATION ETF - UIEetf/fund | — | $1.7M | 1.7% | 41K | New | — | — | 13F |
| 19 | — | FIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN - UIE | — | $1.6M | 1.6% | 8,574 | +0.2% | — | — | 13F |
| 20 | — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - APRIL - UIEetf/fund | — | $1.6M | 1.6% | 80K | New | — | — | 13F |
| 21 | ADVANCED MICRO DEVICES INC | Technology | $1.6M | 1.6% | 2,732 | +188% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | FT VEST LADDERED BUFFER ETF - UIEetf/fund | — | $1.5M | 1.5% | 40K | -31% | — | — | 13F |
| 23 | — | INNOVATOR EQUITY MANAGEDFLOOR ETF - UIEetf/fund | — | $1.5M | 1.5% | 38K | +49% | — | — | 13F |
| 24 | MICROSOFT CORP | Technology | $1.4M | 1.4% | 3,834 | +30% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | SPDR GOLD TRUSTetf/fund | Financials | $1.4M | 1.4% | 3,706 | +10% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF - UIE | — | $1.3M | 1.3% | 62K | +680% | |||
| 27 | — | STATE STREET SPDR S&P KENSHO FINAL FRONTIERS ETF - UIE | — | $1.2M | 1.3% | 10K | +98% | |||
| 28 | — | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF - UIE | — | $1.2M | 1.2% | 4,271 | +2520% | |||
| 29 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $1.1M | 1.1% | 25K | -8% | |||
| 30 | $YMM | Full Truck Alliance Co. Ltd. | Technology | $1.1M | 1.1% | 25K | +106% | |||
| 31 | $IVZ | Invesco Ltd. | Financials | $1.1M | 1.1% | 8,115 | — | |||
| 32 | — | FT VEST HIGH YIELD & TARGET INCOME ETF - UIE | — | $1.1M | 1.1% | 56K | -16% | |||
| 33 | — | FT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF - UIE | — | $930K | 0.9% | 29K | +443% | |||
| 34 | — | FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER - UIE | — | $803K | 0.8% | 14K | -55% | |||
| 35 | — | FT VEST DJIA DOGS 10 TARGET INCOME ETF - UIE | — | $801K | 0.8% | 38K | +567% | |||
| 36 | — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - SEPTEMBER - UIE | — | $704K | 0.7% | 16K | -0.1% | |||
| 37 | — | ISHARES MSCI USA MOMENTUM FACTOR ETF - UIE | — | $534K | 0.5% | 1,557 | — | |||
| 38 | $BTC | Grayscale Bitcoin Mini Trust ETF | Financials | $496K | 0.5% | 19K | -11% | |||
| 39 | — | FT VEST NASDAQ-100 BUFFER ETF DECEMBER - UIE | — | $485K | 0.5% | 14K | +0.5% | |||
| 40 | — | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF - UIE | — | $480K | 0.5% | 23K | +48% | |||
| 41 | $SLV | iShares Silver Trust | Financials | $453K | 0.5% | 8,470 | — | |||
| 42 | — | FT VEST BITCOIN STRATEGY& TARGET INCOME ETF - UIE | — | $441K | 0.4% | 40K | +1324% | |||
| 43 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF - UIE | — | $416K | 0.4% | 3,494 | -1% | |||
| 44 | $ETHE | Grayscale Ethereum Staking ETF | Financials | $391K | 0.4% | 31K | New | |||
| 45 | — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY - UIE | — | $322K | 0.3% | 11K | -4% | |||
| 46 | — | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND - UIE | — | $320K | 0.3% | 6,648 | -1.0% | |||
| 47 | — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JUNE - UIE | — | $289K | 0.3% | 15K | New | |||
| 48 | — | PACER US CASH COWS 100 ETF - UIE | — | $284K | 0.3% | 4,564 | +24% | |||
| 49 | — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE - UIE | — | $284K | 0.3% | 6,383 | -64% | |||
| 50 | $COIN | Coinbase Global, Inc. | Financials | $248K | 0.3% | 1,696 | -0.1% | |||
| 51 | — | VANGUARD MID-CAP INDEX FUND ETF SHARES - UIE | — | $246K | 0.3% | 3,052 | +300% | |||
| 52 | — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY - UIE | — | $243K | 0.2% | 10K | -90% | |||
| 53 | — | ISHARES SEMICONDUCTOR ETF - UIE | — | $243K | 0.2% | 379 | — | |||
| 54 | $APLD | Applied Digital Corp. | Technology | $237K | 0.2% | 6,358 | -3% | |||
| 55 | — | FT VEST U.S. EQUITY DEEPBUFFER ETF - APRIL - UIE | — | $195K | 0.2% | 4,779 | — | |||
| 56 | — | FT VEST LADDERED MODERATE BUFFER ETF - UIE | — | $184K | 0.2% | 6,576 | — | |||
| 57 | — | INNOVATOR EQUITY DEFINEDPROTECTION ETF - 6 MO JAN/JUL - UIE | — | $172K | 0.2% | 5,742 | — | |||
| 58 | $GOOGL | Alphabet Inc. | Technology | $167K | 0.2% | 468 | +50% | |||
| 59 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JANUARY - UIE | — | $164K | 0.2% | 3,642 | -0.0% | |||
| 60 | — | FT VEST U.S. EQUITY DEEPBUFFER ETF - AUGUST - UIE | — | $159K | 0.2% | 3,397 | — | |||
| 61 | — | VANECK URANIUM AND NUCLEAR ETF - UIE | — | $157K | 0.2% | 1,350 | -12% | |||
| 62 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST - UIE | — | $156K | 0.2% | 3,773 | — | |||
| 63 | — | FIRST TRUST NASDAQ CYBERSECURITY ETF - UIE | — | $154K | 0.1% | 1,714 | — | |||
| 64 | $VTR | Ventas, Inc. | Real Estate | $151K | 0.1% | 1,700 | — | |||
| 65 | $ETH | Grayscale Ethereum Staking Mini ETF | Financials | $151K | 0.1% | 10K | -11% | |||
| 66 | — | FT VEST NASDAQ-100 BUFFER ETF SEPTEMBER - UIE | — | $151K | 0.1% | 4,327 | — | |||
| 67 | — | INNOVATOR NASDAQ-100 MANAGED FLOOR ETF - UIE | — | $151K | 0.1% | 4,129 | — | |||
| 68 | — | FT VEST U.S. EQUITY MAX BUFFER ETF - JUNE - UIE | — | $125K | 0.1% | 3,570 | — | |||
| 69 | — | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF - UIE | — | $123K | 0.1% | 2,339 | -35% | |||
| 70 | $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | Healthcare | $119K | 0.1% | 1,455 | — | |||
| 71 | — | FT VEST U.S. EQUITY BUFFER & DIGITAL RETURN ETF - APRIL - UIE | — | $113K | 0.1% | 3,708 | New | |||
| 72 | — | ISHARES CORE S&P 500 ETF - UIE | — | $109K | 0.1% | 146 | — | |||
| 73 | — | PROSHARES ULTRA QQQ - UIE | — | $109K | 0.1% | 1,129 | -6% | |||
| 74 | — | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF - UIE | — | $109K | 0.1% | 1,849 | New | |||
| 75 | — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH - UIE | — | $107K | 0.1% | 2,500 | — | |||
| 76 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF SEPTEMBER - UIE | — | $102K | 0.1% | 2,491 | — | |||
| 77 | $GDLC | Grayscale CoinDesk Crypto 5 ETF | Financials | $102K | 0.1% | 3,847 | -11% | |||
| 78 | $CEF | Sprott Physical Gold & Silver Trust | Financials | $99K | 0.1% | 2,468 | New | |||
| 79 | — | FT VEST NASDAQ-100 BUFFER ETF MARCH - UIE | — | $98K | 0.1% | 2,625 | — | |||
| 80 | — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER - UIE | — | $97K | 0.1% | 3,533 | — | |||
| 81 | $INTC | INTEL CORP | Technology | $97K | 0.1% | 694 | — | |||
| 82 | — | FT VEST U.S. EQUITY DEEPBUFFER ETF - DECEMBER - UIE | — | $95K | 0.1% | 2,000 | — | |||
| 83 | — | FT VEST LADDERED ENHANCE& MODERATE BUFFER ETF - UIE | — | $94K | 0.1% | 4,219 | — | |||
| 84 | — | FT VEST U.S. EQUITY DEEPBUFFER ETF - SEPTEMBER - UIE | — | $93K | 0.1% | 1,962 | — | |||
| 85 | — | PROSHARES S&P TECHNOLOGYDIVIDEND ARISTOCRATS ETF - UIE | — | $88K | 0.1% | 848 | — | |||
| 86 | — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - AUGUST - UIE | — | $88K | 0.1% | 3,164 | — | |||
| 87 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE - UIE | — | $86K | 0.1% | 2,100 | — | |||
| 88 | — | VANGUARD SMALL-CAP INDEXFUND ETF SHARES - UIE | — | $85K | 0.1% | 281 | — | |||
| 89 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - NOVEMBER - UIE | — | $84K | 0.1% | 2,000 | — | |||
| 90 | — | DIMENSIONAL US CORE EQUITY MARKET ETF - UIE | — | $82K | 0.1% | 1,593 | — | |||
| 91 | — | FT VEST U.S. EQUITY BUFFER ETF - AUGUST - UIE | — | $77K | 0.1% | 1,357 | — | |||
| 92 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $76K | 0.1% | 936 | — | |||
| 93 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $72K | 0.1% | 77 | — | |||
| 94 | — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JULY - UIE | — | $67K | 0.1% | 2,676 | — | |||
| 95 | $APP | AppLovin Corp | Technology | $66K | 0.1% | 129 | — | |||
| 96 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $65K | 0.1% | 137 | +4% | |||
| 97 | $META | Meta Platforms, Inc. | Technology | $63K | 0.1% | 111 | — | |||
| 98 | — | FT VEST U.S. EQUITY DEEPBUFFER ETF - FEBRUARY - UIE | — | $60K | 0.1% | 1,196 | — | |||
| 99 | — | GLOBAL X DEFENSE TECH ETF - UIE | — | $58K | 0.1% | 973 | -94% | |||
| 100 | $COMP | Compass, Inc. | Real Estate | $54K | 0.1% | 4,400 | — | |||
| 101 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY - UIE | — | $52K | 0.1% | 1,200 | — | |||
| 102 | — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - MAY - UIE | — | $50K | 0.1% | 2,515 | New | |||
| 103 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $50K | 0.1% | 363 | — | |||
| 104 | — | INNOVATOR INDEX AUTOCALLABLE INCOME STRATEGY ETF - UIE | — | $49K | 0.1% | 1,908 | New | |||
| 105 | — | FT VEST U.S. EQUITY DUALDIRECTIONAL BUFFER ETF -FEBRUARY - UIE | — | $47K | 0.1% | 1,497 | — | |||
| 106 | $LLY | ELI LILLY & Co | Healthcare | $47K | 0.1% | 39 | — | |||
| 107 | $PLTR | Palantir Technologies Inc. | Technology | $46K | 0.1% | 396 | — | |||
| 108 | — | INNOVATOR EQUITY DEFINEDPROTECTION ETF - 2 YR TOJANUARY 2028 - UIE | — | $45K | 0.1% | 1,579 | — | |||
| 109 | $SMCI | Super Micro Computer, Inc. | Technology | $45K | 0.0% | 1,524 | +7% | |||
| 110 | $COKE | Coca-Cola Consolidated, Inc. | Consumer Staples | $44K | 0.0% | 230 | +45% | |||
| 111 | $AVGO | Broadcom Inc. | Technology | $40K | 0.0% | 107 | +215% | |||
| 112 | $BROS | Dutch Bros Inc. | Consumer Discretionary | $40K | 0.0% | 552 | — | |||
| 113 | $XE | X-Energy, Inc. | Industrials | $39K | 0.0% | 2,143 | New | |||
| 114 | $TEM | Tempus AI, Inc. | Technology | $38K | 0.0% | 661 | — | |||
| 115 | — | PROSHARES ULTRA MIDCAP400 - UIE | — | $37K | 0.0% | 400 | — | |||
| 116 | — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF FEBRUARY - UIE | — | $36K | 0.0% | 1,377 | -5% | |||
| 117 | $SPY | SPDR S&P 500 ETF TRUST | — | $36K | 0.0% | 48 | -14% | |||
| 118 | $VST | Vistra Corp. | Utilities | $35K | 0.0% | 222 | New | |||
| 119 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $35K | 0.0% | 99 | — | |||
| 120 | — | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - UIE | — | $33K | 0.0% | 489 | — | |||
| 121 | — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER - UIE | — | $33K | 0.0% | 1,213 | — | |||
| 122 | — | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF - UIE | — | $33K | 0.0% | 304 | — | |||
| 123 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY - UIE | — | $32K | 0.0% | 732 | -4% | |||
| 124 | — | INNOVATOR DEFINED WEALTHSHIELD ETF - UIE | — | $32K | 0.0% | 923 | — | |||
| 125 | $CIFR | Cipher Digital Inc. | Financials | $31K | 0.0% | 1,246 | -37% | |||
| 126 | — | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF - UIE | — | $30K | 0.0% | 730 | — | |||
| 127 | — | FT VEST BUFFERED ALLOCATION GROWTH ETF - UIE | — | $30K | 0.0% | 1,024 | -98% | |||
| 128 | — | ISHARES MSCI EAFE SMALL-CAP ETF - UIE | — | $30K | 0.0% | 361 | — | |||
| 129 | — | FT VEST U.S. EQUITY BUFFER ETF - JUNE - UIE | — | $29K | 0.0% | 488 | — | |||
| 130 | $ROKU | ROKU, INC | Communication Services | $28K | 0.0% | 200 | — | |||
| 131 | — | FIRST TR INDXX INNOVATIVE TRNS & PROC ETF - UIE | — | $26K | 0.0% | 407 | -96% | |||
| 132 | — | GOLDEN VY BANCSHARES INC - COM | — | $26K | 0.0% | 1,000 | — | |||
| 133 | — | ISHARES S&P 500 GROWTH ETF - UIE | — | $25K | 0.0% | 184 | — | |||
| 134 | $CRWV | CoreWeave, Inc. | Technology | $25K | 0.0% | 251 | New | |||
| 135 | $MU | MICRON TECHNOLOGY INC | Technology | $24K | 0.0% | 21 | +5% | |||
| 136 | $CLSK | CLEANSPARK, INC. | Financials | $24K | 0.0% | 1,621 | -82% | |||
| 137 | $PEP | PEPSICO INC | Consumer Staples | $23K | 0.0% | 173 | — | |||
| 138 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $23K | 0.0% | 58 | — | |||
| 139 | $ALK | ALASKA AIR GROUP, INC. | Industrials | $22K | 0.0% | 422 | New | |||
| 140 | — | ISHARES ESG AWARE MSCI USA ETF - UIE | — | $22K | 0.0% | 134 | — | |||
| 141 | — | FIRST TRUST MID CAP VALUE ALPHADEX FUND - UIE | — | $22K | 0.0% | 356 | — | |||
| 142 | — | FIRST TRUST BUYWRITE INCOME ETF - UIE | — | $21K | 0.0% | 884 | — | |||
| 143 | — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - AUGUST - UIE | — | $21K | 0.0% | 824 | — | |||
| 144 | $CEG | Constellation Energy Corp | Utilities | $19K | 0.0% | 75 | -50% | |||
| 145 | — | FIRST TRUST CLOUD COMPUTING ETF - UIE | — | $18K | 0.0% | 136 | — | |||
| 146 | — | ISHARES CORE MSCI EAFE ETF - UIE | — | $18K | 0.0% | 183 | — | |||
| 147 | — | ISHARES U.S. TECHNOLOGY ETF - UIE | — | $17K | 0.0% | 69 | — | |||
| 148 | — | FT VEST NASDAQ-100 BUFFER ETF - JUNE - UIE | — | $17K | 0.0% | 510 | — | |||
| 149 | — | FIRST TRUST NASDAQ SEMICONDUCTOR ETF - UIE | — | $17K | 0.0% | 59 | — | |||
| 150 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $17K | 0.0% | 395 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 36 new, 40 added to, 44 trimmed, 24 sold out. Share-count changes; largest moves by dollar size first.
New positions (36)
- TEMA ELECTRIFICATION ETF - UIE$1.7M
first bought this quarter
- INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - APRIL - UIE$1.6M
first bought this quarter
$ETHEGrayscale Ethereum Staking ETF$391K
first bought this quarter
- INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JUNE - UIE$289K
first bought this quarter
- FT VEST U.S. EQUITY BUFFER & DIGITAL RETURN ETF - APRIL - UIE$113K
first bought this quarter
- GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF - UIE$109K
first bought this quarter
+30 more in the Excel export
Added to (40)
now $13.1M · held 3+ qtrs
- FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF - UIE+161%
now $7.3M
- INNOVATOR LADDERED ALLOCATION BUFFER ETF - UIE+7715%
now $3.6M
- FT VEST LADDERED DEEP BUFFER ETF - UIE+374%
now $2.5M
- STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF - UIE+2520%
now $1.2M
- FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF - UIE+680%
now $1.3M
+34 more in the Excel export
Trimmed (44)
- FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY - UIE-90%
now $243K
- FT VEST BUFFERED ALLOCATION GROWTH ETF - UIE-98%
now $30K
- FT VEST LADDERED NASDAQ BUFFER ETF - UIE-99%
now $16K
- FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER - UIE-28%
now $2.9M
- GLOBAL X DEFENSE TECH ETF - UIE-94%
now $58K
- FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER - UIE-55%
now $803K
+38 more in the Excel export
Holdings by quarter
Every 13F Benson Wealth Management INC has filed, 2 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Benson Wealth Management's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 11 of the 20 are scored)
Top 10 since filing
+2.8%
Value-weighted move of the 10 largest stock positions
Turnover
15%
Last quarter
Top 10 weight
47%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Benson Wealth Management INC disclosed 367 positions worth $99.4M in its Form 13F-HR for Q2 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 13.1% of the equity portfolio. During the quarter the fund opened 36 new positions and exited 24 and a full exit from $KKR. The portfolio is most concentrated in Other (64.5% of disclosed assets). All figures are sourced directly from Benson Wealth Management INC’s Form 13F-HR filing with the SEC under CIK 2109863.
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AI-Powered Hedge Fund Analysis: Benson Wealth Management INC
13F Pro is an AI hedge fund tracker and stock research platform. For Benson Wealth Management INC (SEC CIK: 2109863), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Benson Wealth Management INC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.