13F filer

Benson Wealth Management

As of Jun 30, 2026 Filed Aug 10, 2026 CIK 2109863 SEC filings ↗
13F Value
$99.4M
Positions
367
Top Position
QQQ13.1%
Top 5
32.5%

Latest filing changes

vs Mar 31, 2026
Holdings367
# Trend (4Q)
1 QQQ 13.1% $13.1M +75.1% 17.7K 8.0% ETF
2 AIRR 7.3% $7.3M +160.5% 54.6K 3.2% ETF
3 SPG 4.6% $4.6M -7.4% 20.4K 5.6% Common Stock
4 IBIT 3.8% $3.7M -2.4% 112.3K 6.1% ETF
5 BUFB 3.7% $3.6M >999% 92.3K 0.1% ETF
6 AMZN 3.4% $3.4M +35.5% 14.1K 3.0% Common Stock
7 RDVY 3.2% $3.2M -5.0% 38.9K 3.8% ETF
8 DNOV 3.0% $2.9M -28.4% 57.3K 5.2% ETF
9 WMT 2.7% $2.7M -13.8% 23.8K 4.7% Common Stock
10 TSLA 2.5% $2.5M -2.1% 5.9K 3.1% Common Stock
11 BUFD 2.5% $2.5M +374.3% 82.8K 0.7% ETF
12 SMH 2.2% $2.2M +20.4% 3.4K 1.5% ETF
13 NVDA 2.2% $2.2M -18.9% 10.9K 3.2% Common Stock
14 GOOG 2.2% $2.2M +85.1% 6.1K 1.3% Common Stock
15 BAPR 2.1% $2.1M -0.4% 38.8K 2.6% ETF
16 AAPL 1.9% $1.9M +41.4% 6.5K 1.6% Common Stock
17 AIQ 1.8% $1.8M -2.3% 27.8K 1.8% ETF
18 VOLT 1.7% $1.7M NEW 40.8K — ETF
19 GRID 1.7% $1.6M +0.2% 8.6K 1.9% ETF
20 DDFA 1.6% $1.6M NEW 79.6K — ETF
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing24
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.