Benson Wealth Management Inc Portfolio Stock Holdings
Benson Wealth Management Inc disclosed 354 stock positions valued at approximately $73.1 million in its latest SEC 13F filing. The largest holdings include INVESCO QQQ TR, ISHARES BITCOIN TRUST ETF, and SIMON PPTY GROUP INC NEWREIT. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 354
- Portfolio Value
- $73.1M
Holdings by Sector
Benson Wealth Management Inc Portfolio Holdings in Q1 2026
316 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | QQQ | Other | 7.99% | 10,125 | -12,304 | -54.86% | $5,843,948 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 6.05% | 115,114 | -10,109 | -8.07% | $4,422,680 |
| SIMON PPTY GROUP INC NEWREIT | SPG | Real Estate | 5.64% | 22,093 | -516 | -2.28% | $4,121,007 |
| FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER | DNOV | Other | 5.24% | 79,960 | -24,091 | -23.15% | $3,830,516 |
| WALMART INC | WMT | Consumer Defensive | 4.69% | 27,593 | +1,596 | +6.14% | $3,429,258 |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | Other | 3.82% | 40,918 | -1,189 | -2.82% | $2,793,881 |
| NVIDIA CORP | NVDA | Technology | 3.22% | 13,477 | -378 | -2.73% | $2,350,389 |
| FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF | AIRR | Other | 3.18% | 20,962 | +12,533 | +148.69% | $2,322,170 |
| TESLA INC | TSLA | Consumer Cyclical | 3.07% | 6,029 | -662 | -9.89% | $2,241,281 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 2.97% | 10,423 | -11,994 | -53.50% | $2,170,798 |
| FT VEST LADDERED BUFFER ETF | BUFR | Other | 2.68% | 58,004 | +26,034 | +81.43% | $1,958,795 |
| INNOVATOR U.S. EQUITY BUFFER ETF - APRIL | BAPR | Other | 2.61% | 39,018 | -27,546 | -41.38% | $1,911,102 |
| FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER | FNOV | Other | 2.23% | 30,579 | +2,946 | +10.66% | $1,632,787 |
| SPDR GOLD SHARES | GLD | Other | 1.98% | 3,369 | -387 | -10.30% | $1,449,647 |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | Other | 1.93% | 26,757 | -2,515 | -8.59% | $1,411,699 |
| FIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN | GRID | Other | 1.92% | 8,560 | +8,560 | +100.00% | $1,400,245 |
| GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | AIQ | Other | 1.81% | 28,415 | -33,890 | -54.39% | $1,326,128 |
| GLOBAL X DEFENSE TECH ETF | SHLD | Other | 1.70% | 17,561 | +17,561 | +100.00% | $1,244,021 |
| APPLE INC | AAPL | Technology | 1.60% | 4,620 | -5,177 | -52.84% | $1,172,510 |
| FT VEST BUFFERED ALLOCATION GROWTH ETF | BUFG | Other | 1.59% | 43,165 | +42,086 | +3900.46% | $1,159,412 |
| FT VEST LADDERED NASDAQ BUFFER ETF | BUFQ | Other | 1.51% | 31,291 | +30,581 | +4307.18% | $1,105,198 |
| MICROSOFT CORP | MSFT | Technology | 1.49% | 2,949 | +428 | +16.98% | $1,091,631 |
| VANECK SEMICONDUCTOR ETF | SMH | Other | 1.46% | 2,788 | +2,788 | +100.00% | $1,068,919 |
| ALPHABET INC CLASS CLASS C | GOOG | Communication Services | 1.30% | 3,317 | -5,037 | -60.29% | $951,515 |
| INNOVATOR EQUITY MANAGEDFLOOR ETF | SFLR | Other | 1.22% | 25,216 | +22,443 | +809.34% | $892,899 |
| FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE | XJUN | Other | 1.05% | 17,911 | +957 | +5.64% | $769,500 |
| INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF | PTF | Other | 0.96% | 8,115 | - | - | $700,527 |
| FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - SEPTEMBER | XSEP | Other | 0.91% | 15,866 | +1,815 | +12.92% | $664,535 |
| GRAYSCALE BITCOIN MINI TRUST ETF | BTC | Other | 0.88% | 21,440 | -6,998 | -24.61% | $642,986 |
| GLOBAL X URANIUM ETF | URA | Other | 0.82% | 12,328 | +12,328 | +100.00% | $597,045 |
| FIRST TR INDXX INNOVATIVE TRNS & PROC ETF | LEGR | Other | 0.81% | 10,191 | +10,191 | +100.00% | $588,674 |
| ISHARES SILVER TRUST | SLV | Other | 0.79% | 8,470 | -2,912 | -25.58% | $577,146 |
| FT VEST LADDERED DEEP BUFFER ETF | BUFD | Other | 0.67% | 17,456 | +4,621 | +36.00% | $488,768 |
| FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY | FFEB | Other | 0.63% | 8,254 | -14,774 | -64.16% | $460,987 |
| FT VEST NASDAQ-100 BUFFER ETF DECEMBER | QDEC | Other | 0.58% | 13,547 | +2,191 | +19.29% | $426,189 |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | Other | 0.51% | 1,557 | -5 | -0.32% | $373,664 |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | SPYG | Other | 0.47% | 3,541 | +109 | +3.18% | $346,699 |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | FVD | Other | 0.43% | 6,713 | +1 | +0.01% | $315,712 |
| FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY | SMAY | Other | 0.42% | 11,765 | -29,736 | -71.65% | $309,524 |
| COINBASE GLOBAL INC CLASS CLASS A | COIN | Financial Services | 0.41% | 1,697 | -3,883 | -69.59% | $296,313 |
| PACER US CASH COWS 100 ETF | COWZ | Other | 0.32% | 3,685 | -50 | -1.34% | $230,534 |
| VANGUARD MID-CAP INDEX FUND ETF SHARES | VO | Other | 0.30% | 763 | - | - | $219,118 |
| VANECK URANIUM AND NUCLEAR ETF | NLR | Other | 0.28% | 1,531 | -8,019 | -83.97% | $203,914 |
| ADVANCED MICRO DEVIC | AMD | Technology | 0.26% | 949 | -2,605 | -73.30% | $193,055 |
| FT VEST U.S. EQUITY DEEPBUFFER ETF - APRIL | DAPR | Other | 0.26% | 4,779 | -214 | -4.29% | $190,034 |
| INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | BUFF | Other | 0.24% | 3,588 | +3,588 | +100.00% | $177,283 |
| FT VEST LADDERED MODERATE BUFFER ETF | BUFZ | Other | 0.24% | 6,576 | - | - | $172,752 |
| INNOVATOR EQUITY DEFINEDPROTECTION ETF - 6 MO JAN/JUL | 45783Y244 | Other | 0.23% | 5,742 | - | - | $166,920 |
| APPLIED DIGITAL CORP | APLD | Technology | 0.21% | 6,558 | - | - | $155,687 |
| FT VEST U.S. EQUITY MODERATE BUFFER ETF - JANUARY | GJAN | Other | 0.21% | 3,643 | - | - | $152,678 |
| FT VEST U.S. EQUITY DEEPBUFFER ETF - AUGUST | DAUG | Other | 0.20% | 3,397 | - | - | $147,948 |
| FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST | GAUG | Other | 0.20% | 3,773 | - | - | $146,043 |
| FT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF | TDVI | Other | 0.20% | 5,392 | -3,503 | -39.38% | $143,212 |
| VENTAS INC REIT | VTR | Real Estate | 0.19% | 1,700 | - | - | $139,026 |
| INNOVATOR NASDAQ-100 MANAGED FLOOR ETF | QFLR | Other | 0.19% | 4,129 | - | - | $137,496 |
| FT VEST NASDAQ-100 BUFFER ETF SEPTEMBER | QSPT | Other | 0.18% | 4,327 | - | - | $132,472 |
| ISHARES SEMICONDUCTOR ETF | SOXX | Other | 0.17% | 379 | - | - | $124,562 |
| FT VEST U.S. EQUITY MAX BUFFER ETF - JUNE | JUNM | Other | 0.17% | 3,570 | - | - | $122,451 |
| FT VEST DJIA DOGS 10 TARGET INCOME ETF | DOGG | Other | 0.17% | 5,633 | +5,633 | +100.00% | $122,292 |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | CIBR | Other | 0.15% | 1,714 | - | - | $107,434 |
| FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH | XMAR | Other | 0.14% | 2,500 | - | - | $101,225 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 0.13% | 146 | - | - | $95,369 |
| FT VEST U.S. EQUITY MODERATE BUFFER ETF SEPTEMBER | GSEP | Other | 0.13% | 2,491 | -157 | -5.93% | $94,932 |
| FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER | YSEP | Other | 0.13% | 3,533 | - | - | $92,460 |
| ARROWHEAD PHARMACEUTICAL | ARWR | Healthcare | 0.12% | 1,455 | - | - | $91,229 |
| ALPHABET INC CLASS CLASS A | GOOGL | Communication Services | 0.12% | 312 | -3 | -0.95% | $89,719 |
| FT VEST U.S. EQUITY DEEPBUFFER ETF - DECEMBER | DDEC | Other | 0.12% | 2,000 | - | - | $88,560 |
| FT VEST NASDAQ-100 BUFFER ETF MARCH | QMAR | Other | 0.12% | 2,625 | - | - | $88,253 |
| FT VEST U.S. EQUITY DEEPBUFFER ETF - SEPTEMBER | DSEP | Other | 0.12% | 1,962 | -48 | -2.39% | $86,253 |
| FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | GJUN | Other | 0.11% | 2,100 | - | - | $82,782 |
| FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - AUGUST | SAUG | Other | 0.11% | 3,164 | - | - | $81,458 |
| FT VEST U.S. EQUITY MODERATE BUFFER ETF - NOVEMBER | GNOV | Other | 0.11% | 2,000 | - | - | $77,876 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.10% | 77 | -94 | -54.97% | $76,725 |
| PUBLIC SVC ENTERPRISE GR | PEG | Utilities | 0.10% | 936 | - | - | $75,769 |
| CLEANSPARK INC | CLSK | Financial Services | 0.10% | 8,839 | +3,541 | +66.84% | $75,220 |
| VANGUARD SMALL-CAP INDEXFUND ETF SHARES | VB | Other | 0.10% | 281 | - | - | $73,600 |
| PROSHARES ULTRA QQQ | QLD | Other | 0.10% | 1,196 | -398 | -24.97% | $72,956 |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | Other | 0.10% | 1,593 | - | - | $71,876 |
| PROSHARES S&P TECHNOLOGYDIVIDEND ARISTOCRATS ETF | TDV | Other | 0.10% | 848 | +848 | +100.00% | $71,833 |
| FT VEST U.S. EQUITY BUFFER ETF - AUGUST | FAUG | Other | 0.10% | 1,357 | -29 | -2.09% | $70,270 |
| META PLATFORMS INC CLASS CLASS A | META | Communication Services | 0.09% | 111 | -7 | -5.93% | $63,506 |
| EXXON MOBIL CORP | XOM | Energy | 0.08% | 363 | - | - | $61,587 |
| PALANTIR TECHNOLOGIES INCLASS CLASS A | PLTR | Technology | 0.08% | 396 | -405 | -50.56% | $57,927 |
| FT VEST U.S. EQUITY DEEPBUFFER ETF - FEBRUARY | DFEB | Other | 0.08% | 1,196 | - | - | $56,655 |
| APPLOVIN CORP CLASS CLASS A | APP | Technology | 0.07% | 129 | - | - | $51,342 |
| FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | GJUL | Other | 0.07% | 1,200 | - | - | $48,932 |
| FT VEST U.S. EQUITY DEEPBUFFER ETF - JUNE | DJUN | Other | 0.06% | 960 | - | - | $45,157 |
| TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | TSM | Technology | 0.06% | 132 | -67 | -33.67% | $44,609 |
| INNOVATOR EQUITY DEFINEDPROTECTION ETF - 2 YR TOJANUARY 2028 | AJAN | Other | 0.06% | 1,579 | -47 | -2.89% | $43,649 |
| INNOVATOR LADDERED ALLOCATION BUFFER ETF | BUFB | Other | 0.06% | 1,181 | +1,181 | +100.00% | $42,410 |
| CONSTELLATION ENERGY COR | CEG | Utilities | 0.06% | 150 | - | - | $41,888 |
| STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | XAR | Other | 0.06% | 163 | +163 | +100.00% | $41,399 |
| STATE STREET SPDR S&P 500 ETF TRUST | SPY | Other | 0.05% | 56 | +24 | +75.00% | $36,419 |
| ELI LILLY AND CO | LLY | Healthcare | 0.05% | 39 | - | - | $35,871 |
| FT VEST U.S. SMALL CAP MODERATE BUFFER ETF FEBRUARY | SFEB | Other | 0.05% | 1,442 | - | - | $34,248 |
| SUPER MICRO COMPUTER INC | SMCI | Other | 0.04% | 1,430 | - | - | $32,561 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.04% | 99 | - | - | $32,560 |
| COMPASS INC CLASS CLASS A | COMP | Real Estate | 0.04% | 4,400 | - | - | $32,164 |
| FT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY | GFEB | Other | 0.04% | 765 | -2,023 | -72.56% | $31,434 |
| INNOVATOR DEFINED WEALTHSHIELD ETF | BALT | Other | 0.04% | 923 | - | - | $30,888 |