Benson Wealth Management INC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2109863
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13F Reported Value
ⓘ$99.4M
Holdings
367
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
ConcentratingSector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryReal EstateIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$13.1M17,725 sh FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF - UIE
—Quality
$7.3M54,608 sh- 76.7#65
Quality
$4.6M20,448 sh - —
Quality
$3.7M112,335 sh INNOVATOR LADDERED ALLOCATION BUFFER ETF - UIE
—Quality
$3.6M92,290 sh- 68.7
Quality
$3.4M14,121 sh FIRST TRUST RISING DIVIDEND ACHIEVERS ETF - UIE
—Quality
$3.2M38,892 shFT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER - UIE
—Quality
$2.9M57,282 sh- 60.2
Quality
$2.7M23,777 sh - 53.9
Quality
$2.5M5,901 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $13.1M | 17,725 |
| FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF - UIE | — | $7.3M | 54,608 |
 SIMON PROPERTY GROUP INC.$SPG | 76.7#65 | $4.6M | 20,448 |
 iShares Bitcoin Trust ETF$IBIT | — | $3.7M | 112,335 |
| INNOVATOR LADDERED ALLOCATION BUFFER ETF - UIE | — | $3.6M | 92,290 |
 AMAZON COM INC$AMZN | 68.7 | $3.4M | 14,121 |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF - UIE | — | $3.2M | 38,892 |
| FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER - UIE | — | $2.9M | 57,282 |
 Walmart Inc.$WMT | 60.2 | $2.7M | 23,777 |
 Tesla, Inc.$TSLA | 53.9 | $2.5M | 5,901 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Benson Wealth Management INC's 367 positions.
Showing top 10 of 367 holdings.
Sector Allocation
Other
$64.1M
Technology
$11.5M
Financials
$9.5M
Consumer Discretionary
$6.2M
Real Estate
$4.8M
Industrials
$2.6M
Healthcare
$232,551
Utilities
$158,126
Top Holdings — Benson Wealth Management INC (Q2 2026)
Top 150 of 367 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $13.1M | 13.1% | +75% | — |
| 2 | — | FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF - UIE | $7.3M | 7.3% | +161% | — |
| 3 | $SPG | SIMON PROPERTY GROUP INC. | $4.6M | 4.6% | -7% | 76.7 |
| 4 | $IBIT | iShares Bitcoin Trust ETF | $3.7M | 3.8% | -2% | — |
| 5 | — | INNOVATOR LADDERED ALLOCATION BUFFER ETF - UIE | $3.6M | 3.6% | +7715% | — |
| 6 | $AMZN | AMAZON COM INC | $3.4M | 3.4% | +35% | 68.7 |
| 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 | $WMT | Walmart Inc. | $2.7M | 2.7% | -14% | 60.2 |
| 10 | $TSLA | Tesla, Inc. | $2.5M | 2.5% | -2% | 53.9 |
| 11 | — | FT VEST LADDERED DEEP BUFFER ETF - UIE | $2.5M | 2.5% | +374% | — |
| 12 | — | VANECK SEMICONDUCTOR ETF - UIE | $2.2M | 2.2% | +20% | — |
| 13 |  $NVDA | NVIDIA CORP | $2.2M | 2.2% | -19% | 85.9 |
| 14 |  $GOOGL | Alphabet Inc. | $2.2M | 2.2% | +85% | 78.2 |
| 15 | — | INNOVATOR U.S. EQUITY BUFFER ETF - APRIL - UIE | $2.1M | 2.1% | -0% | — |
| 16 |  $AAPL | Apple Inc. | $1.9M | 1.9% | +41% | 76.4 |
| 17 | — | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF - UIE | $1.8M | 1.8% | -2% | — |
| 18 | — | TEMA ELECTRIFICATION ETF - UIE | $1.7M | 1.7% | NEW | — |
| 19 | — | FIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN - UIE | $1.6M | 1.6% | +0% | — |
| 20 | — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - APRIL - UIE | $1.6M | 1.6% | NEW | — |
| 21 |  $AMD | ADVANCED MICRO DEVICES INC | $1.6M | 1.6% | +188% | 79.8 |
| 22 | — | FT VEST LADDERED BUFFER ETF - UIE | $1.5M | 1.5% | -31% | — |
| 23 | — | INNOVATOR EQUITY MANAGEDFLOOR ETF - UIE | $1.5M | 1.5% | +49% | — |
| 24 |  $MSFT | MICROSOFT CORP | $1.4M | 1.4% | +30% | 79.8 |
| 25 |  $GLD | SPDR GOLD TRUST | $1.4M | 1.4% | +10% | — |
| 26 | — | FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF - UIE | $1.3M | 1.3% | +680% | — |
| 27 | — | STATE STREET SPDR S&P KENSHO FINAL FRONTIERS ETF - UIE | $1.2M | 1.3% | +98% | — |
| 28 | — | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF - UIE | $1.2M | 1.2% | +2520% | — |
| 29 |  $GBTC | Grayscale Bitcoin Trust ETF | $1.1M | 1.1% | -8% | — |
| 30 |  $YMM | Full Truck Alliance Co. Ltd. | $1.1M | 1.1% | +106% | — |
| 31 |  $IVZ | Invesco Ltd. | $1.1M | 1.1% | +0% | — |
| 32 | — | FT VEST HIGH YIELD & TARGET INCOME ETF - UIE | $1.1M | 1.1% | -16% | — |
| 33 | — | FT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF - UIE | $930,377 | 0.9% | +443% | — |
| 34 | — | FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER - UIE | $803,068 | 0.8% | -55% | — |
| 35 | — | FT VEST DJIA DOGS 10 TARGET INCOME ETF - UIE | $800,774 | 0.8% | +567% | — |
| 36 | — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - SEPTEMBER - UIE | $703,775 | 0.7% | -0% | — |
| 37 | — | ISHARES MSCI USA MOMENTUM FACTOR ETF - UIE | $533,786 | 0.5% | +0% | — |
| 38 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $496,008 | 0.5% | -11% | — |
| 39 | — | FT VEST NASDAQ-100 BUFFER ETF DECEMBER - UIE | $484,688 | 0.5% | +0% | — |
| 40 | — | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF - UIE | $479,687 | 0.5% | +48% | — |
| 41 |  $SLV | iShares Silver Trust | $452,891 | 0.5% | +0% | — |
| 42 | — | FT VEST BITCOIN STRATEGY& TARGET INCOME ETF - UIE | $440,741 | 0.4% | +1324% | — |
| 43 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF - UIE | $415,751 | 0.4% | -1% | — |
| 44 |  $ETHE | Grayscale Ethereum Staking ETF | $390,609 | 0.4% | NEW | — |
| 45 | — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY - UIE | $322,085 | 0.3% | -4% | — |
| 46 | — | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND - UIE | $320,301 | 0.3% | -1% | — |
| 47 | — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JUNE - UIE | $289,338 | 0.3% | NEW | — |
| 48 | — | PACER US CASH COWS 100 ETF - UIE | $283,881 | 0.3% | +24% | — |
| 49 | — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE - UIE | $283,597 | 0.3% | -64% | — |
| 50 |  $COIN | Coinbase Global, Inc. | $247,938 | 0.3% | -0% | 44.8 |
| 51 | — | VANGUARD MID-CAP INDEX FUND ETF SHARES - UIE | $245,900 | 0.3% | +300% | — |
| 52 | — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY - UIE | $243,066 | 0.2% | -90% | — |
| 53 | — | ISHARES SEMICONDUCTOR ETF - UIE | $242,848 | 0.2% | +0% | — |
| 54 |  $APLD | Applied Digital Corp. | $237,153 | 0.2% | -3% | 35.8 |
| 55 | — | FT VEST U.S. EQUITY DEEPBUFFER ETF - APRIL - UIE | $195,366 | 0.2% | +0% | — |
| 56 | — | FT VEST LADDERED MODERATE BUFFER ETF - UIE | $183,668 | 0.2% | +0% | — |
| 57 | — | INNOVATOR EQUITY DEFINEDPROTECTION ETF - 6 MO JAN/JUL - UIE | $171,743 | 0.2% | +0% | — |
| 58 |  $GOOG | Alphabet Inc. | $167,249 | 0.2% | +50% | 78.2 |
| 59 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JANUARY - UIE | $163,977 | 0.2% | -0% | — |
| 60 | — | FT VEST U.S. EQUITY DEEPBUFFER ETF - AUGUST - UIE | $159,140 | 0.2% | +0% | — |
| 61 | — | VANECK URANIUM AND NUCLEAR ETF - UIE | $156,573 | 0.2% | -12% | — |
| 62 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST - UIE | $156,278 | 0.2% | +0% | — |
| 63 | — | FIRST TRUST NASDAQ CYBERSECURITY ETF - UIE | $154,003 | 0.1% | +0% | — |
| 64 |  $VTR | Ventas, Inc. | $150,960 | 0.1% | +0% | 62.5 |
| 65 |  $ETH | Grayscale Ethereum Staking Mini ETF | $150,901 | 0.1% | -11% | — |
| 66 | — | FT VEST NASDAQ-100 BUFFER ETF SEPTEMBER - UIE | $150,753 | 0.1% | +0% | — |
| 67 | — | INNOVATOR NASDAQ-100 MANAGED FLOOR ETF - UIE | $150,626 | 0.1% | +0% | — |
| 68 | — | FT VEST U.S. EQUITY MAX BUFFER ETF - JUNE - UIE | $125,271 | 0.1% | +0% | — |
| 69 | — | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF - UIE | $123,219 | 0.1% | -35% | — |
| 70 |  $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | $118,597 | 0.1% | +0% | 38.7 |
| 71 | — | FT VEST U.S. EQUITY BUFFER & DIGITAL RETURN ETF - APRIL - UIE | $113,001 | 0.1% | NEW | — |
| 72 | — | ISHARES CORE S&P 500 ETF - UIE | $109,338 | 0.1% | +0% | — |
| 73 | — | PROSHARES ULTRA QQQ - UIE | $109,242 | 0.1% | -6% | — |
| 74 | — | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF - UIE | $108,943 | 0.1% | NEW | — |
| 75 | — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH - UIE | $106,838 | 0.1% | +0% | — |
| 76 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF SEPTEMBER - UIE | $102,031 | 0.1% | +0% | — |
| 77 |  $GDLC | Grayscale CoinDesk Crypto 5 ETF | $101,522 | 0.1% | -11% | — |
| 78 |  $CEF | Sprott Physical Gold & Silver Trust | $99,288 | 0.1% | NEW | — |
| 79 | — | FT VEST NASDAQ-100 BUFFER ETF MARCH - UIE | $97,742 | 0.1% | +0% | — |
| 80 | — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER - UIE | $97,299 | 0.1% | +0% | — |
| 81 |  $INTC | INTEL CORP | $96,903 | 0.1% | +0% | 45.6 |
| 82 | — | FT VEST U.S. EQUITY DEEPBUFFER ETF - DECEMBER - UIE | $94,750 | 0.1% | +0% | — |
| 83 | — | FT VEST LADDERED ENHANCE& MODERATE BUFFER ETF - UIE | $93,535 | 0.1% | +0% | — |
| 84 | — | FT VEST U.S. EQUITY DEEPBUFFER ETF - SEPTEMBER - UIE | $93,077 | 0.1% | +0% | — |
| 85 | — | PROSHARES S&P TECHNOLOGYDIVIDEND ARISTOCRATS ETF - UIE | $88,160 | 0.1% | +0% | — |
| 86 | — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - AUGUST - UIE | $87,880 | 0.1% | +0% | — |
| 87 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE - UIE | $86,499 | 0.1% | +0% | — |
| 88 | — | VANGUARD SMALL-CAP INDEXFUND ETF SHARES - UIE | $85,177 | 0.1% | +0% | — |
| 89 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - NOVEMBER - UIE | $83,590 | 0.1% | +0% | — |
| 90 | — | DIMENSIONAL US CORE EQUITY MARKET ETF - UIE | $82,342 | 0.1% | +0% | — |
| 91 | — | FT VEST U.S. EQUITY BUFFER ETF - AUGUST - UIE | $76,677 | 0.1% | +0% | — |
| 92 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $75,966 | 0.1% | +0% | 60.9 |
| 93 |  $COST | COSTCO WHOLESALE CORP /NEW | $72,031 | 0.1% | +0% | 66.2 |
| 94 | — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JULY - UIE | $67,047 | 0.1% | +0% | — |
| 95 |  $APP | AppLovin Corp | $66,465 | 0.1% | +0% | 84.4 |
| 96 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $65,427 | 0.1% | +4% | — |
| 97 |  $META | Meta Platforms, Inc. | $62,525 | 0.1% | +0% | 79.6 |
| 98 | — | FT VEST U.S. EQUITY DEEPBUFFER ETF - FEBRUARY - UIE | $60,389 | 0.1% | +0% | — |
| 99 | — | GLOBAL X DEFENSE TECH ETF - UIE | $58,098 | 0.1% | -94% | — |
| 100 |  $COMP | Compass, Inc. | $54,252 | 0.1% | +0% | 61.2 |
| 101 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY - UIE | $52,188 | 0.1% | +0% | — |
| 102 | — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - MAY - UIE | $50,375 | 0.1% | NEW | — |
| 103 |  $XOM.R34088 | EXXON MOBIL CORP | $49,629 | 0.1% | +0% | 57.9 |
| 104 | — | INNOVATOR INDEX AUTOCALLABLE INCOME STRATEGY ETF - UIE | $48,559 | 0.1% | NEW | — |
| 105 | — | FT VEST U.S. EQUITY DUALDIRECTIONAL BUFFER ETF -FEBRUARY - UIE | $47,498 | 0.1% | +0% | — |
| 106 |  $LLY | ELI LILLY & Co | $46,778 | 0.1% | +0% | 87.5 |
| 107 |  $PLTR | Palantir Technologies Inc. | $46,201 | 0.1% | +0% | 84.6 |
| 108 | — | INNOVATOR EQUITY DEFINEDPROTECTION ETF - 2 YR TOJANUARY 2028 - UIE | $44,809 | 0.1% | +0% | — |
| 109 |  $SMCI | Super Micro Computer, Inc. | $44,699 | 0.0% | +7% | 62 |
| 110 |  $COKE | Coca-Cola Consolidated, Inc. | $43,912 | 0.0% | +45% | 63.4 |
| 111 |  $AVGO | Broadcom Inc. | $40,419 | 0.0% | +215% | 84.5 |
| 112 |  $BROS | Dutch Bros Inc. | $39,639 | 0.0% | +0% | 63.6 |
| 113 |  $XE | X-Energy, Inc. | $39,345 | 0.0% | NEW | — |
| 114 |  $TEM | Tempus AI, Inc. | $38,292 | 0.0% | +0% | 41.2 |
| 115 | — | PROSHARES ULTRA MIDCAP400 - UIE | $36,824 | 0.0% | +0% | — |
| 116 | — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF FEBRUARY - UIE | $36,139 | 0.0% | -5% | — |
| 117 |  $SPY | SPDR S&P 500 ETF TRUST | $35,845 | 0.0% | -14% | — |
| 118 |  $VST | Vistra Corp. | $35,216 | 0.0% | NEW | 71.9 |
| 119 |  $HD | HOME DEPOT, INC. | $34,915 | 0.0% | +0% | 60.3 |
| 120 | — | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - UIE | $33,257 | 0.0% | +0% | — |
| 121 | — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER - UIE | $32,866 | 0.0% | +0% | — |
| 122 | — | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF - UIE | $32,777 | 0.0% | +0% | — |
| 123 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY - UIE | $32,229 | 0.0% | -4% | — |
| 124 | — | INNOVATOR DEFINED WEALTHSHIELD ETF - UIE | $31,631 | 0.0% | +0% | — |
| 125 |  $CIFR | Cipher Digital Inc. | $30,527 | 0.0% | -37% | 30.6 |
| 126 | — | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF - UIE | $30,113 | 0.0% | +0% | — |
| 127 | — | FT VEST BUFFERED ALLOCATION GROWTH ETF - UIE | $30,019 | 0.0% | -98% | — |
| 128 | — | ISHARES MSCI EAFE SMALL-CAP ETF - UIE | $29,699 | 0.0% | +0% | — |
| 129 | — | FT VEST U.S. EQUITY BUFFER ETF - JUNE - UIE | $29,256 | 0.0% | +0% | — |
| 130 |  $ROKU | ROKU, INC | $27,628 | 0.0% | +0% | 66.7 |
| 131 | — | FIRST TR INDXX INNOVATIVE TRNS & PROC ETF - UIE | $26,150 | 0.0% | -96% | — |
| 132 | — | GOLDEN VY BANCSHARES INC - COM | $25,730 | 0.0% | +0% | — |
| 133 | — | ISHARES S&P 500 GROWTH ETF - UIE | $25,306 | 0.0% | +0% | — |
| 134 |  $CRWV | CoreWeave, Inc. | $24,985 | 0.0% | NEW | 52.2 |
| 135 |  $MU | MICRON TECHNOLOGY INC | $24,240 | 0.0% | +5% | 86.2 |
| 136 |  $CLSK | CLEANSPARK, INC. | $23,586 | 0.0% | -82% | 37.4 |
| 137 |  $PEP | PEPSICO INC | $23,424 | 0.0% | +0% | 63.4 |
| 138 |  $ISRG | INTUITIVE SURGICAL INC | $23,065 | 0.0% | +0% | 79.9 |
| 139 |  $ALK | ALASKA AIR GROUP, INC. | $22,028 | 0.0% | NEW | 61.3 |
| 140 | — | ISHARES ESG AWARE MSCI USA ETF - UIE | $21,932 | 0.0% | +0% | — |
| 141 | — | FIRST TRUST MID CAP VALUE ALPHADEX FUND - UIE | $21,827 | 0.0% | +0% | — |
| 142 | — | FIRST TRUST BUYWRITE INCOME ETF - UIE | $21,083 | 0.0% | +0% | — |
| 143 | — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - AUGUST - UIE | $20,888 | 0.0% | +0% | — |
| 144 |  $CEG | Constellation Energy Corp | $18,628 | 0.0% | -50% | 59.4 |
| 145 | — | FIRST TRUST CLOUD COMPUTING ETF - UIE | $18,300 | 0.0% | +0% | — |
| 146 | — | ISHARES CORE MSCI EAFE ETF - UIE | $17,674 | 0.0% | +0% | — |
| 147 | — | ISHARES U.S. TECHNOLOGY ETF - UIE | $17,404 | 0.0% | +0% | — |
| 148 | — | FT VEST NASDAQ-100 BUFFER ETF - JUNE - UIE | $17,231 | 0.0% | +0% | — |
| 149 | — | FIRST TRUST NASDAQ SEMICONDUCTOR ETF - UIE | $16,812 | 0.0% | +0% | — |
| 150 |  $VZ | VERIZON COMMUNICATIONS INC | $16,724 | 0.0% | +0% | 65.8 |
New Positions (36)
TEMA ELECTRIFICATION ETF - UIE$1.7M
INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - APRIL - UIE$1.6M
$ETHE Grayscale Ethereum Staking ETF$390,609 INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JUNE - UIE$289,338
FT VEST U.S. EQUITY BUFFER & DIGITAL RETURN ETF - APRIL - UIE$113,001
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF - UIE$108,943
$CEF Sprott Physical Gold & Silver Trust$99,288 INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - MAY - UIE$50,375
INNOVATOR INDEX AUTOCALLABLE INCOME STRATEGY ETF - UIE$48,559
$XE X-Energy, Inc.$39,345$VST Vistra Corp.$35,216$CRWV CoreWeave, Inc.$24,985$ALK ALASKA AIR GROUP, INC.$22,028
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$11,277
$LWLG Lightwave Logic, Inc.$10,378Exited Positions (24)
$KKR KKR & Co. Inc.
$AGQ ProShares Trust II 2X BITCOIN STRATEGY ETF
$CMG CHIPOTLE MEXICAN GRILL INC
$MDT Medtronic plc
$SOFI SoFi Technologies, Inc.
$TNC TENNANT CO
$CTAS CINTAS CORP
$ACVA ACV Auctions Inc. GRANITESHARES 2X LONG TSLA DAILY ETF
$SDA SunCar Technology Group Inc.
$CCZ COMCAST CORP
$KDP Keurig Dr Pepper Inc.
$CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
$RCI ROGERS COMMUNICATIONS INCBrowse Top Institutional Investors
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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 a 32-signal AI quality ranking (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.