Benson Wealth Management Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$73.1M
Q ending 2026-03-31
Prior quarter
$89.8M
Q ending 2025-12-31
Change
-18.6% QoQ
Positions
354
reported holdings
Largest positions
Top 100 of 354 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Invesco Qqq Tr | QQQ | Shares | $5.8M | 10K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $4.4M | 115K |
| Simon Ppty Group Inc Newreit | SPG | Shares | $4.1M | 22K |
| Ft Vest U.S. Equity Deepbuffer Etf | DNOV | Shares | $3.8M | 80K |
| Walmart Inc | WMT | Shares | $3.4M | 28K |
| First Trust Rising Dividend A | RDVY | Shares | $2.8M | 41K |
| Nvidia Corp | NVDA | Shares | $2.4M | 13K |
| First Trust Rba Americanindustrial | AIRR | Shares | $2.3M | 21K |
| Tesla Inc | TSLA | Shares | $2.2M | 6K |
| Ft Vest Nasdaq-100 Conservati | QCJA | Shares | $2.2M | 101K |
| Amazon.Com Inc | AMZN | Shares | $2.2M | 10K |
| Ft Vest Laddered Buffer Etf | BUFR | Shares | $2.0M | 58K |
| Innovator U.S. Equity Buffer Etf | BAPR | Shares | $1.9M | 39K |
| Ft Vest U.S. Equity Buffer Etf | FNOV | Shares | $1.6M | 31K |
| Spdr Gold Shares | GLD | Shares | $1.4M | 3K |
| Grayscale Bitcoin Trust Etf | GBTC | Shares | $1.4M | 27K |
| First Trust Nasdaq Cleanedge Smart | GRID | Shares | $1.4M | 9K |
| Global X Artificial Intelligen | AIQ | Shares | $1.3M | 28K |
| Ft Vest High Yield & Target Inc | HYTI | Shares | $1.3M | 66K |
| Global X Defense Tech Etf | SHLD | Shares | $1.2M | 18K |
| Apple Inc | AAPL | Shares | $1.2M | 5K |
| Ft Vest Buffered Allocation | BUFG | Shares | $1.2M | 43K |
| Ft Vest Laddered Nasdaq Buffer Etf | BUFQ | Shares | $1.1M | 31K |
| Microsoft Corp | MSFT | Shares | $1.1M | 3K |
| Vaneck Semiconductor Etf | SMH | Shares | $1.1M | 3K |
| Alphabet Inc Class | GOOG | Shares | $952K | 3K |
| Innovator Equity Managedfloor Etf | SFLR | Shares | $893K | 25K |
| Ft Vest U.S. Equity Enhance & | XJUN | Shares | $770K | 18K |
| Invesco Dorsey Wright Technology | PTF | Shares | $701K | 8K |
| Ft Vest U.S. Equity Enhance & | XSEP | Shares | $665K | 16K |
| Grayscale Bitcoin Mini Trust Etf | BTC | Shares | $643K | 21K |
| Global X Uranium Etf | URA | Shares | $597K | 12K |
| First Tr Indxx Innovative | LEGR | Shares | $589K | 10K |
| Ishares Silver Trust | SLV | Shares | $577K | 8K |
| State Street Spdr S&P Kensho Fin | ROKT | Shares | $522K | 5K |
| Ft Vest Laddered Deep Buffer Etf | BUFD | Shares | $489K | 17K |
| Ft Vest U.S. Equity Buffer Etf | FFEB | Shares | $461K | 8K |
| Ft Vest Nasdaq-100 Buffer Etf | QDEC | Shares | $426K | 14K |
| Ishares Msci Usa Momentum F | MTUM | Shares | $374K | 2K |
| State Street Spdr Portfolio | SPYG | Shares | $347K | 4K |
| First Trust Value Line Dividend I | FVD | Shares | $316K | 7K |
| Ft Vest U.S. Small Cap Moderate B | SMAY | Shares | $310K | 12K |
| Coinbase Global Inc Class | COIN | Shares | $296K | 2K |
| Ershares Private-Public Crossover | XOVR | Shares | $261K | 15K |
| Pacer Us Cash Cows 100 Etf | COWZ | Shares | $231K | 4K |
| Grayscale Ethereum Mini Staking Et | ETH | Shares | $223K | 11K |
| Vanguard Mid-Cap Index Fund Etf S | VO | Shares | $219K | 763 |
| Vaneck Uranium And Nuclear Et | NLR | Shares | $204K | 2K |
| Advanced Micro Devic | AMD | Shares | $193K | 949 |
| Ft Vest U.S. Equity Deepbuffer Etf | DAPR | Shares | $190K | 5K |
| Innovator Laddered Allocation | BUFF | Shares | $177K | 4K |
| Ft Vest Laddered Moderate B | BUFZ | Shares | $173K | 7K |
| Innovator Equity Definedprotection | JAJL | Shares | $167K | 6K |
| Ft Vest Laddered Autocallab | ACYN | Shares | $163K | 8K |
| Applied Digital Corp | APLD | Shares | $156K | 7K |
| Ft Vest U.S. Equity Moderate B | GJAN | Shares | $153K | 4K |
| Ft Vest U.S. Equity Deepbuffer Etf | DAUG | Shares | $148K | 3K |
| Ft Vest U.S. Equity Moderate B | GAUG | Shares | $146K | 4K |
| Ft Vest Technology Dividend T | TDVI | Shares | $143K | 5K |
| Ventas Inc Reit | VTR | Shares | $139K | 2K |
| Innovator Nasdaq-100 Managed Fl | QFLR | Shares | $137K | 4K |
| Grayscale Coindesk Crypto 5 E | Shares | $135K | 4K | |
| Ft Vest Nasdaq-100 Buffer Etf | QSPT | Shares | $132K | 4K |
| Ishares Semiconductor Etf | SOXX | Shares | $125K | 379 |
| Ft Vest U.S. Equity Max Buffer Etf | JUNM | Shares | $122K | 4K |
| Ft Vest Djia Dogs 10 Target Inc | DOGG | Shares | $122K | 6K |
| First Trust Nasdaq Cybersecur | CIBR | Shares | $107K | 2K |
| Ft Vest U.S. Equity Enhance & | XMAR | Shares | $101K | 3K |
| Ishares Core S&P 500 Etf | IVV | Shares | $95K | 146 |
| Ft Vest U.S. Equity Moderate B | GSEP | Shares | $95K | 2K |
| Ft Vest International Equity Mod | YSEP | Shares | $92K | 4K |
| Arrowhead Pharmaceutical | ARWR | Shares | $91K | 1K |
| Alphabet Inc Class | GOOGL | Shares | $90K | 312 |
| Ft Vest Laddered Enhance& Moderate | BUFX | Shares | $89K | 4K |
| Ft Vest U.S. Equity Deepbuffer Etf | DDEC | Shares | $89K | 2K |
| Ft Vest Nasdaq-100 Buffer Etf | QMAR | Shares | $88K | 3K |
| Ft Vest U.S. Equity Deepbuffer Etf | DSEP | Shares | $86K | 2K |
| Ft Vest U.S. Equity Moderate B | GJUN | Shares | $83K | 2K |
| Ft Vest U.S. Small Cap Moderate B | SAUG | Shares | $81K | 3K |
| Ft Vest U.S. Equity Moderate B | GNOV | Shares | $78K | 2K |
| Costco Whsl Corp New | COST | Shares | $77K | 77 |
| Public Svc Enterprise Gr | PEG | Shares | $76K | 936 |
| Cleanspark Inc | CLSK | Shares | $75K | 9K |
| Vanguard Small-Cap Indexfund Etf S | VB | Shares | $74K | 281 |
| Proshares Ultra Qqq | QLD | Shares | $73K | 1K |
| Dimensional Us Core Equity Mar | DFAU | Shares | $72K | 2K |
| Proshares S&P Technologydividend A | TDV | Shares | $72K | 848 |
| Ft Vest U.S. Equity Buffer Etf | FAUG | Shares | $70K | 1K |
| Meta Platforms Inc Class | META | Shares | $64K | 111 |
| Ft Vest Nasdaq-100 Conservati | QCJL | Shares | $63K | 3K |
| Exxon Mobil Corp | XOM | Shares | $62K | 363 |
| Palantir Technologies Inclass | PLTR | Shares | $58K | 396 |
| Ft Vest U.S. Equity Deepbuffer Etf | DFEB | Shares | $57K | 1K |
| Applovin Corp Class | APP | Shares | $51K | 129 |
| Ft Vest U.S. Equity Moderate B | GJUL | Shares | $49K | 1K |
| Ft Vest U.S. Equity Deepbuffer Etf | DJUN | Shares | $45K | 960 |
| Taiwan Semiconductor M Fsponsored | TSM | Shares | $45K | 132 |
| Ft Vest U.S. Equity Dualdirectiona | DLFE | Shares | $44K | 1K |
| Innovator Equity Definedprotection | AJAN | Shares | $44K | 2K |
| Innovator Laddered Allocation | BUFB | Shares | $42K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.