Benson Wealth Management Inc Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, Benson Wealth Management Inc disclosed 365 stock positions valued at approximately $99.39M as of quarter-end June 30, 2026. The largest holdings include INVESCO QQQ TR, FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF, and SIMON PPTY GROUP INC NEWREIT.
- Report Period
- June 30, 2026
- No. of Stocks
- 365
- Portfolio Value
- $99.39M
Holdings by Sector
Benson Wealth Management Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | QQQ | Other | 13.13% | 17,725 | +7,600 | +75.06% | $13,052,690 |
| FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF | AIRR | Other | 7.32% | 54,608 | +33,646 | +160.51% | $7,276,516 |
| SIMON PPTY GROUP INC NEWREIT | SPG | Real Estate | 4.60% | 20,448 | -1,645 | -7.45% | $4,573,195 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 3.76% | 112,335 | -2,779 | -2.41% | $3,739,632 |
| INNOVATOR LADDERED ALLOCATION BUFFER ETF | BUFB | Other | 3.65% | 92,290 | +91,109 | +7714.56% | $3,627,920 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 3.39% | 14,121 | +3,698 | +35.48% | $3,365,599 |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | Other | 3.17% | 38,892 | -2,026 | -4.95% | $3,152,586 |
| FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER | DNOV | Other | 2.96% | 57,282 | -22,678 | -28.36% | $2,941,431 |
| WALMART INC | WMT | Consumer Defensive | 2.71% | 23,777 | -3,816 | -13.83% | $2,692,983 |
| TESLA INC | TSLA | Consumer Cyclical | 2.50% | 5,901 | -128 | -2.12% | $2,481,961 |
| FT VEST LADDERED DEEP BUFFER ETF | BUFD | Other | 2.48% | 82,790 | +65,334 | +374.28% | $2,460,519 |
| VANECK SEMICONDUCTOR ETF | SMH | Other | 2.22% | 3,358 | +570 | +20.44% | $2,202,479 |
| NVIDIA CORP | NVDA | Technology | 2.20% | 10,935 | -2,542 | -18.86% | $2,187,984 |
| ALPHABET INC CLASS C | GOOG | Communication Services | 2.18% | 6,139 | +2,822 | +85.08% | $2,169,093 |
| INNOVATOR U.S. EQUITY BUFFER ETF - APRIL | BAPR | Other | 2.08% | 38,843 | -175 | -0.45% | $2,068,778 |
| APPLE INC | AAPL | Technology | 1.90% | 6,532 | +1,912 | +41.39% | $1,890,100 |
| GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | AIQ | Other | 1.83% | 27,752 | -663 | -2.33% | $1,820,809 |
| TEMA ELECTRIFICATION ETF | VOLT | Other | 1.72% | 40,797 | +40,797 | +100.00% | $1,708,986 |
| FIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN | GRID | Other | 1.65% | 8,574 | +14 | +0.16% | $1,644,065 |
| INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - APRIL | DDFA | Other | 1.62% | 79,641 | +79,641 | +100.00% | $1,608,748 |
| ADVANCED MICRO DEVICES I | AMD | Technology | 1.60% | 2,732 | +1,783 | +187.88% | $1,587,046 |
| FT VEST LADDERED BUFFER ETF | BUFR | Other | 1.47% | 40,019 | -17,985 | -31.01% | $1,461,894 |
| INNOVATOR EQUITY MANAGEDFLOOR ETF | SFLR | Other | 1.46% | 37,651 | +12,435 | +49.31% | $1,452,576 |
| MICROSOFT CORP | MSFT | Technology | 1.44% | 3,834 | +885 | +30.01% | $1,430,159 |
| SPDR GOLD SHARES | GLD | Other | 1.37% | 3,706 | +337 | +10.00% | $1,365,216 |
| FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF | ACYN | Other | 1.31% | 62,486 | +54,474 | +679.91% | $1,299,084 |
| STATE STREET SPDR S&P KENSHO FINAL FRONTIERS ETF | ROKT | Other | 1.25% | 10,425 | +5,172 | +98.46% | $1,245,579 |
| STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | XAR | Other | 1.22% | 4,271 | +4,108 | +2520.25% | $1,212,067 |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | Other | 1.13% | 24,643 | -2,114 | -7.90% | $1,121,749 |
| GLOBAL X URANIUM ETF | URA | Other | 1.12% | 25,440 | +13,112 | +106.36% | $1,111,728 |
Showing 30 of 365 holdings in the latest reporting period.