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Benson Wealth Management INC — 13F Holdings & Portfolio

CIK 2109863 · latest 13F-HR filed 2026-05-12

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$73.1M

Long-equity book

Holdings

354

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+46 / −44 / ↑74 / ↓130

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF$1.5M +180.2%
  • FT VEST BUFFERED ALLOCATION GROWTH ETF$1.1M +3804.5%
  • FT VEST LADDERED NASDAQ BUFFER ETF$1.1M +4243.3%
  • FT VEST LADDERED BUFFER ETF$863.5K +78.8%
  • INNOVATOR EQUITY MANAGEDFLOOR ETF$790.7K +773.6%
Show all 74 →

Top Trims

  • INVESCO QQQ TR-$7.9M -57.6%
  • AMAZON.COM INC-$3.0M -58.0%
  • GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF-$1.8M -58.2%
  • ISHARES BITCOIN TRUST ETF-$1.8M -28.9%
  • ALPHABET INC CLASS CLASS C-$1.7M -63.7%
Show all 130 →

New Positions

  • FIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN$1.4M
  • GLOBAL X DEFENSE TECH ETF$1.2M
  • VANECK SEMICONDUCTOR ETF$1.1M
  • GLOBAL X URANIUM ETF$597.0K
  • FIRST TR INDXX INNOVATIVE TRNS & PROC ETF$588.7K
Show all 46 →

Exited Positions

  • GRAYSCALE ETHEREUM TRUST$1.0M
  • BLUEROCK PRIVATE REAL ES$269.5K
  • SPROTT PHYSICAL GLD SLVR$113.0K
  • LEVERAGE SHARES 2X LONG TSLA DLY ETF$18.0K
  • FT VEST US EQUITY BUFFERETF$13.2K
Show all 44 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INVESCO QQQ TR QQQ 46090E103 $5.8M 7.99% 10,125 SH
2 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $4.4M 6.05% 115,114 SH
3 SIMON PPTY GROUP INC NEWREIT SPG 828806109 $4.1M 5.64% 22,093 SH
4 FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER DNOV 33740F839 $3.8M 5.24% 79,960 SH
5 WALMART INC WMT 931142103 $3.4M 4.69% 27,593 SH
6 FIRST TRUST RISING DIVIDEND ACHIEVERS ETF RDVY 33738R506 $2.8M 3.82% 40,918 SH
7 NVIDIA CORP NVDA 67066G104 $2.4M 3.22% 13,477 SH
8 FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF AIRR 33738R704 $2.3M 3.18% 20,962 SH
9 TESLA INC TSLA 88160R101 $2.2M 3.07% 6,029 SH
10 FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY QCJA 33740U448 $2.2M 2.98% 101,179 SH
11 AMAZON.COM INC AMZN 023135106 $2.2M 2.97% 10,423 SH
12 FT VEST LADDERED BUFFER ETF BUFR 33740F755 $2.0M 2.68% 58,004 SH
13 INNOVATOR U.S. EQUITY BUFFER ETF - APRIL BAPR 45782C888 $1.9M 2.61% 39,018 SH
14 FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER FNOV 33740F847 $1.6M 2.23% 30,579 SH
15 SPDR GOLD SHARES GLD 78463V107 $1.4M 1.98% 3,369 SH
16 GRAYSCALE BITCOIN TRUST ETF GBTC 389637109 $1.4M 1.93% 26,757 SH
17 FIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN GRID 33737A108 $1.4M 1.92% 8,560 SH
18 GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF AIQ 37954Y632 $1.3M 1.81% 28,415 SH
19 FT VEST HIGH YIELD & TARGET INCOME ETF HYTI 33738D739 $1.3M 1.75% 66,432 SH
20 GLOBAL X DEFENSE TECH ETF SHLD 37960A529 $1.2M 1.70% 17,561 SH
21 APPLE INC AAPL 037833100 $1.2M 1.60% 4,620 SH
22 FT VEST BUFFERED ALLOCATION GROWTH ETF BUFG 33740U778 $1.2M 1.59% 43,165 SH
23 FT VEST LADDERED NASDAQ BUFFER ETF BUFQ 33740U752 $1.1M 1.51% 31,291 SH
24 MICROSOFT CORP MSFT 594918104 $1.1M 1.49% 2,949 SH
25 VANECK SEMICONDUCTOR ETF SMH 92189F676 $1.1M 1.46% 2,788 SH
26 ALPHABET INC CLASS CLASS C GOOG 02079K107 $951.5K 1.30% 3,317 SH
27 INNOVATOR EQUITY MANAGEDFLOOR ETF SFLR 45783Y673 $892.9K 1.22% 25,216 SH
28 FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE XJUN 33740U844 $769.5K 1.05% 17,911 SH
29 INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF PTF 46137V811 $700.5K 0.96% 8,115 SH
30 FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - SEPTEMBER XSEP 33740U810 $664.5K 0.91% 15,866 SH
31 GRAYSCALE BITCOIN MINI TRUST ETF BTC 389930207 $643.0K 0.88% 21,440 SH
32 GLOBAL X URANIUM ETF URA 37954Y871 $597.0K 0.82% 12,328 SH
33 FIRST TR INDXX INNOVATIVE TRNS & PROC ETF LEGR 33741X201 $588.7K 0.81% 10,191 SH
34 ISHARES SILVER TRUST SLV 46428Q109 $577.1K 0.79% 8,470 SH
35 STATE STREET SPDR S&P KENSHO FINAL FRONTIERS ETF ROKT 78468R630 $522.5K 0.71% 5,253 SH
36 FT VEST LADDERED DEEP BUFFER ETF BUFD 33740U703 $488.8K 0.67% 17,456 SH
37 FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY FFEB 33740F763 $461.0K 0.63% 8,254 SH
38 FT VEST NASDAQ-100 BUFFER ETF DECEMBER QDEC 33740F649 $426.2K 0.58% 13,547 SH
39 ISHARES MSCI USA MOMENTUM FACTOR ETF MTUM 46432F396 $373.7K 0.51% 1,557 SH
40 STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF SPYG 78464A409 $346.7K 0.47% 3,541 SH
41 FIRST TRUST VALUE LINE DIVIDEND INDEX FUND FVD 33734H106 $315.7K 0.43% 6,713 SH
42 FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY SMAY 33740F466 $309.5K 0.42% 11,765 SH
43 COINBASE GLOBAL INC CLASS CLASS A COIN 19260Q107 $296.3K 0.41% 1,697 SH
44 ERSHARES PRIVATE-PUBLIC CROSSOVER ETF XOVR 293828877 $260.6K 0.36% 15,432 SH
45 PACER US CASH COWS 100 ETF COWZ 69374H881 $230.5K 0.32% 3,685 SH
46 GRAYSCALE ETHEREUM MINI STAKING ETF ETH 38964R203 $222.8K 0.30% 11,221 SH
47 VANGUARD MID-CAP INDEX FUND ETF SHARES VO 922908629 $219.1K 0.30% 763 SH
48 VANECK URANIUM AND NUCLEAR ETF NLR 92189F601 $203.9K 0.28% 1,531 SH
49 ADVANCED MICRO DEVIC AMD 007903107 $193.1K 0.26% 949 SH
50 FT VEST U.S. EQUITY DEEPBUFFER ETF - APRIL DAPR 33740U802 $190.0K 0.26% 4,779 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $73.1M 354 0002109863-26-000002
2025-12-31 2026-02-12 $89.8M 426 0002109863-26-000001