Benson Wealth Management INC
CIK: 0002109863Latest portfolio: $89.8M · Q4 2025
Holdings
352
Total Value
$89.8M
New Positions
343
Closed Positions
0
Top Holdings
View All 352 Holdings →| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NDQINVSC QQQ TRUST SRS 1 ETF | 22,429 | $13.8M | 15.34% | |
| 2 | IBITISHARES BITCOIN ETF | 125,223 | $6.2M | 6.92% | |
| 3 | AMZNAMAZON.COM INC | 22,417 | $5.2M | 5.76% | |
| 4 | DNOVFT VEST US EQUITY DEEP BUFF ETF | 104,051 | $5.1M | 5.66% | |
| 5 | SPGSIMON PPTY GROUP INC NEWREIT | 22,609 | $4.2M | 4.66% | |
| 6 | BAPRINNOVATOR US EQUITY BUFFER ETF | 66,564 | $3.2M | 3.55% | |
| 7 | AIQGLOBAL X FUND GLB X ART INTL TGY ETF | 62,305 | $3.2M | 3.53% | |
| 8 | TSLATESLA INC | 6,691 | $3.0M | 3.35% | |
| 9 | RDVYFT RISING DIVIDEND ACHIEVERS ETF | 42,107 | $2.9M | 3.25% | |
| 10 | WMTWALMART INC | 25,997 | $2.9M | 3.22% | |
| 11 | AAPLAPPLE INC | 9,797 | $2.7M | 2.96% | |
| 12 | GOOGALPHABET INC CLASS CLASS C | 8,354 | $2.6M | 2.92% | |
| 13 | NVDANVIDIA CORP | 13,855 | $2.6M | 2.88% | |
| 14 | QCJAFT VEST NASDAQ 100 CON BUF ETF | 96,584 | $2.1M | 2.37% | |
| 15 | GBTCGRAYSCALE BITCOIN TRUST ETF | 29,272 | $2.0M | 2.23% | |
| 16 | FNOVFT VEST US EQUITY BUFF ETF | 27,633 | $1.5M | 1.69% | |
| 17 | GQ9SPDR GOLD SHARES ETF | 3,756 | $1.5M | 1.66% | |
| 18 | FFEBFT VEST US EQUITY BUFFERETF | 23,028 | $1.3M | 1.45% | |
| 19 | COINCOINBASE GLOBAL INC CLASS CLASS A | 5,580 | $1.3M | 1.40% | |
| 20 | MSFTMICROSOFT CORP | 2,521 | $1.2M | 1.36% | |
| 21 | NLRVANECK URANIUM AND NUCLEAR ETF | 9,550 | $1.2M | 1.32% | |
| 22 | BTCGRAYSCALE BITCOIN MINI TRUST ETF | 28,438 | $1.1M | 1.22% | |
| 23 | BUFRFT VEST LADDERED BUFFER ETF | 31,970 | $1.1M | 1.22% | |
| 24 | SMAYFT VEST US SML CP MDRT BFR ETF | 41,501 | $1.1M | 1.20% | |
| 25 | ETHEGRAYSCALE ETHEREUM TRUST | 42,480 | $1.0M | 1.15% |
Sector Breakdown
Financial Services0.0% ($6.216508131923167e+265T)
Unknown0.0% ($1.377621291488246e+86T)
Technology0.0% ($2.6622582200012193e+73T)
Healthcare0.0% ($9641413210877667328.0T)
Consumer Cyclical0.0% ($5172300734333010944.0T)
Industrials0.0% ($7543222221111.0T)
Consumer Defensive0.0% ($28941462524.1T)
Communication Services0.0% ($26209777.2T)
Utilities0.0% ($755.2T)
Energy0.0% ($437.5B)
Real Estate0.0% ($418.5B)
Basic Materials0.0% ($0)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 12, 2026 | $89.8M | 426 |
Fund Information
Benson Wealth Management INC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $89.8M across 352 holdings. The largest position is INVSC QQQ TRUST SRS 1 ETF (NDQ), representing 15.3% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.