Benson Wealth Management INC
- SEC CIK
- 0002109863
- Latest filing
- Aug 10, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 12, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 354
- +2 vs. Q4 2025
- Portfolio value
- $73.1M
- −$16.7M (−18.6%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 10,125 | $5.84M | 8.0% | −12,304−54.9% | Reduced | – |
| IBITiShares Bitcoin Trust ETF | ETF | 115,114 | $4.42M | 6.1% | −10,109−8.1% | Reduced | History |
| SPGSimon Property Group Inc. | REIT | 22,093 | $4.12M | 5.6% | −516−2.3% | Reduced | History |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 79,960 | $3.83M | 5.2% | −24,091−23.2% | Reduced | – |
| WMTWalmart Inc. | Stock | 27,593 | $3.43M | 4.7% | +1,596+6.1% | Added | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 40,918 | $2.79M | 3.8% | −1,189−2.8% | Reduced | – |
| NVDANVIDIA Corp | Stock | 13,477 | $2.35M | 3.2% | −378−2.7% | Reduced | History |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 20,962 | $2.32M | 3.2% | +12,533+148.7% | Added | – |
| TSLATesla, Inc. | Stock | 6,029 | $2.24M | 3.1% | −662−9.9% | Reduced | History |
| First Tr Exchng Traded FD VI33740U448 | FT VE NA 100 CO | 101,179 | $2.18M | 3.0% | +4,595+4.8% | Added | – |
| AMZNAmazon Com Inc | Stock | 10,423 | $2.17M | 3.0% | −11,994−53.5% | Reduced | History |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 58,004 | $1.96M | 2.7% | +26,034+81.4% | Added | – |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 39,018 | $1.91M | 2.6% | −27,546−41.4% | Reduced | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 30,579 | $1.63M | 2.2% | +2,946+10.7% | Added | – |
| GLDSPDR Gold Trust | ETF | 3,369 | $1.45M | 2.0% | −387−10.3% | Reduced | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 26,757 | $1.41M | 1.9% | −2,515−8.6% | Reduced | History |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 8,560 | $1.40M | 1.9% | +8,560 | New | – |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 28,415 | $1.33M | 1.8% | −33,890−54.4% | Reduced | – |
| First Tr Exchange-Traded FD33738D739 | VEST HIGH YIELD | 66,432 | $1.28M | 1.8% | +30,577+85.3% | Added | – |
| Global X FDS37960A529 | DEFENSE TECH ETF | 17,561 | $1.24M | 1.7% | +17,561 | New | – |
| AAPLApple Inc. | Stock | 4,620 | $1.17M | 1.6% | −5,177−52.8% | Reduced | History |
| First Tr Exchng Traded FD VI33740U778 | VEST BUFFERED | 43,165 | $1.16M | 1.6% | +42,086+3,900.5% | Added | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 31,291 | $1.11M | 1.5% | +30,581+4,307.2% | Added | – |
| MSFTMicrosoft Corp | Stock | 2,949 | $1.09M | 1.5% | +428+17.0% | Added | History |
| VanEck Semiconductor ETF92189F676 | ETF | 2,788 | $1.07M | 1.5% | +2,788 | New | – |
| GOOGAlphabet Inc. | Stock | 3,317 | $951.5K | 1.3% | −5,037−60.3% | Reduced | History |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 25,216 | $892.9K | 1.2% | +22,443+809.3% | Added | – |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 17,911 | $769.5K | 1.1% | +957+5.6% | Added | – |
| Invesco Exchange Traded FD T46137V811 | DORSEY WRGT TECH | 8,115 | $700.5K | 1.0% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 15,866 | $664.5K | 0.9% | +1,815+12.9% | Added | – |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 21,440 | $643.0K | 0.9% | −6,998−24.6% | Reduced | History |
| Global X Uranium ETF37954Y871 | ETF | 12,328 | $597.0K | 0.8% | +12,328 | New | – |
| First Trust Indxx Innovative Transaction & Process ETF33741X201 | ETF | 10,191 | $588.7K | 0.8% | +10,191 | New | – |
| SLViShares Silver Trust | ETF | 8,470 | $577.1K | 0.8% | −2,912−25.6% | Reduced | History |
| SPDR Ser Tr78468R630 | S&P KENSHO FINAL | 5,253 | $522.5K | 0.7% | +5,253 | New | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 17,456 | $488.8K | 0.7% | +4,621+36.0% | Added | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 8,254 | $461.0K | 0.6% | −14,774−64.2% | Reduced | – |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 13,547 | $426.2K | 0.6% | +2,191+19.3% | Added | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,557 | $373.7K | 0.5% | −5−0.3% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,541 | $346.7K | 0.5% | +109+3.2% | Added | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 6,713 | $315.7K | 0.4% | +10.0% | Added | – |
| First Tr Exchng Traded FD VI33740F466 | FT VEST U.S | 11,765 | $309.5K | 0.4% | −29,736−71.7% | Reduced | – |
| COINCoinbase Global, Inc. | COM CL A | 1,697 | $296.3K | 0.4% | −3,883−69.6% | Reduced | History |
| Entrepreneurshares Series Tr293828877 | ERSH PRI PUB ETF | 15,432 | $260.6K | 0.4% | +1,810+13.3% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 3,685 | $230.5K | 0.3% | −50−1.3% | Reduced | – |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 11,221 | $222.8K | 0.3% | −3,400−23.3% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 763 | $219.1K | 0.3% | 00.0% | Unchanged | – |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 1,531 | $203.9K | 0.3% | −8,019−84.0% | Reduced | – |
| AMDAdvanced Micro Devices Inc | Stock | 949 | $193.1K | 0.3% | −2,605−73.3% | Reduced | History |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 4,779 | $190.0K | 0.3% | −214−4.3% | Reduced | – |
| Innovator ETFs Trust45783Y814 | LADERD ALCTN PWR | 3,588 | $177.3K | 0.2% | +3,588 | New | – |
| First Tr Exchng Traded FD VI33740U729 | FT VEST LAD | 6,576 | $172.8K | 0.2% | 00.0% | Unchanged | – |
| Innovator Equity Defined Protection ETF - 6MO Jan/Jul45783Y244 | ETF | 5,742 | $166.9K | 0.2% | 00.0% | Unchanged | – |
| First Tr Exchange-Traded FD33733E690 | VEST LADDERED | 8,012 | $163.3K | 0.2% | +8,012 | New | – |
| APLDApplied Digital Corp. | COM NEW | 6,558 | $155.7K | 0.2% | 00.0% | Unchanged | History |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 3,643 | $152.7K | 0.2% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 3,397 | $147.9K | 0.2% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 3,773 | $146.0K | 0.2% | 00.0% | Unchanged | – |
| First Tr Exchange-Traded FD33738D812 | FT VEST TEC | 5,392 | $143.2K | 0.2% | −3,503−39.4% | Reduced | – |
| VTRVentas, Inc. | REIT | 1,700 | $139.0K | 0.2% | 00.0% | Unchanged | History |
| Innovator ETFs Trust45783Y681 | NASDAQ 100 MANA | 4,129 | $137.5K | 0.2% | 00.0% | Unchanged | – |
| GDLCGrayscale CoinDesk Crypto 5 ETF | USD SHS | 4,321 | $134.8K | 0.2% | −2,156−33.3% | Reduced | History |
| First Tr Exchng Traded FD VI33740U836 | FT VEST NAS | 4,327 | $132.5K | 0.2% | 00.0% | Unchanged | – |
| iShares Semiconductor ETF464287523 | ETF | 379 | $124.6K | 0.2% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740U588 | VEST US EQUITY M | 3,570 | $122.5K | 0.2% | 00.0% | Unchanged | – |
| First Tr Exchange-Traded FD33738D846 | FT VEST DJIA | 5,633 | $122.3K | 0.2% | +5,633 | New | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 1,714 | $107.4K | 0.1% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740F474 | FT VEST US EQT | 2,500 | $101.2K | 0.1% | 00.0% | Unchanged | – |
| iShares Core S&P 500 ETF464287200 | ETF | 146 | $95.4K | 0.1% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 2,491 | $94.9K | 0.1% | −157−5.9% | Reduced | – |
| First Tr Exchng Traded FD VI33740U828 | FT VEST INT EQ M | 3,533 | $92.5K | 0.1% | 00.0% | Unchanged | – |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 1,455 | $91.2K | 0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 312 | $89.7K | 0.1% | −3−1.0% | Reduced | History |
| First Tr Exchng Traded FD VI33744U204 | FT VEST LADDERED | 4,219 | $89.0K | 0.1% | +4,219 | New | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 2,000 | $88.6K | 0.1% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 2,625 | $88.3K | 0.1% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 1,962 | $86.3K | 0.1% | −48−2.4% | Reduced | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 2,100 | $82.8K | 0.1% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740F417 | FT VEST U.S | 3,164 | $81.5K | 0.1% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 2,000 | $77.9K | 0.1% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 77 | $76.7K | 0.1% | −94−55.0% | Reduced | History |
| PEGPublic Service Enterprise Group Inc | COM | 936 | $75.8K | 0.1% | 00.0% | Unchanged | History |
| CLSKCleanspark, Inc. | COM NEW | 8,839 | $75.2K | 0.1% | +3,541+66.8% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 281 | $73.6K | 0.1% | 00.0% | Unchanged | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 1,196 | $73.0K | 0.1% | −398−25.0% | Reduced | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,593 | $71.9K | 0.1% | 00.0% | Unchanged | – |
| ProShares Tr74347G606 | S&P TECH DIVIDEN | 848 | $71.8K | 0.1% | +848 | New | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 1,357 | $70.3K | 0.1% | −29−2.1% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 111 | $63.5K | 0.1% | −7−5.9% | Reduced | History |
| First Tr Exchng Traded FD VI33740F219 | FT VEST NASD 100 | 2,676 | $62.6K | 0.1% | 00.0% | Unchanged | – |
| XOMExxonMobil Holdings Corp | COM | 363 | $61.6K | 0.1% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 396 | $57.9K | 0.1% | −405−50.6% | Reduced | History |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 1,196 | $56.7K | 0.1% | 00.0% | Unchanged | – |
| APPAppLovin Corp | COM CL A | 129 | $51.3K | 0.1% | 00.0% | Unchanged | History |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 1,200 | $48.9K | 0.1% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 960 | $45.2K | 0.1% | 00.0% | Unchanged | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 132 | $44.6K | 0.1% | −67−33.7% | Reduced | History |
| First Tr Exchng Traded FD VI33740U273 | VEST US BUFR ETF | 1,497 | $44.1K | 0.1% | +1,497 | New | – |
| Innovator Equity Defined Protection ETF - 2 Yr to January 202845783Y418 | ETF | 1,579 | $43.6K | 0.1% | −47−2.9% | Reduced | – |
| Innovator ETFs Trust45783Y756 | LADDERED ALC BFR | 1,181 | $42.4K | 0.1% | +1,181 | New | – |
Sold out since Q4 2025 (43)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| ETHEGrayscale Ethereum Staking ETF | ETF | 42,480 | $1.04M | 1.2% | History |
| BPREBluerock Private Real Estate Fund | COM | 17,966 | $269.5K | 0.3% | History |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 2,468 | $113.0K | 0.1% | History |
| Themes ETF Tr882927684 | LEVERAGE SHARES | 1,931 | $18.0K | <0.1% | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 236 | $13.2K | <0.1% | – |
| UGLProShares Trust II | ULTRA GOLD | 205 | $11.4K | <0.1% | History |
| EXASExact Sciences Corp | COM | 103 | $10.5K | <0.1% | History |
| Tidal ETF Tr II88634T790 | YIELDMAX GOOGL | 664 | $9.69K | <0.1% | – |
| American SMALLCAP World Fd-A831681101 | COM | 127 | $9.34K | <0.1% | – |
| HCAHCA Healthcare, Inc. | COM | 16 | $7.47K | <0.1% | History |
| NFLXNetflix Inc | Stock | 70 | $6.56K | <0.1% | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 79 | $5.85K | <0.1% | – |
| First Tr Exchng Traded FD VI33740U695 | FT VEST U.S EQT | 138 | $5.42K | <0.1% | – |
| FISFidelity National Information Services, Inc. | Stock | 71 | $4.72K | <0.1% | History |
| iShares Core High Dividend ETF46429B663 | ETF | 38 | $4.62K | <0.1% | – |
| ORLYO Reilly Automotive Inc | Stock | 45 | $4.10K | <0.1% | History |
| Direxion Shs ETF Tr25461A858 | DAILY AMZN BL1.5 | 100 | $3.50K | <0.1% | – |
| GWREGuidewire Software, Inc. | COM | 13 | $2.61K | <0.1% | History |
| REXRRexford Industrial Realty, Inc. | COM | 47 | $1.82K | <0.1% | History |
| Air Liquide ADR009126202 | ADR | 48 | $1.80K | <0.1% | – |
| STAGSTAG Industrial, Inc. | COM | 47 | $1.73K | <0.1% | History |
| LWLamb Weston Holdings, Inc. | Stock | 37 | $1.55K | <0.1% | History |
| BXBlackstone Inc. | COM | 10 | $1.54K | <0.1% | History |
| GSOLGrayscale Solana Staking ETF | COM | 163 | $1.48K | <0.1% | History |
| DHRDanaher Corp | Stock | 6 | $1.37K | <0.1% | History |
| Capgemini13961R100 | ADR | 34 | $1.13K | <0.1% | – |
| ODFLOld Dominion Freight Line, Inc. | COM | 5 | $784 | <0.1% | History |
| CELHCelsius Holdings, Inc. | COM NEW | 16 | $732 | <0.1% | History |
| UNHUnitedHealth Group Inc | Stock | 2 | $660 | <0.1% | History |
| EFXEquifax Inc | COM | 3 | $651 | <0.1% | History |
| MDLZMondelez International, Inc. | Stock | 12 | $646 | <0.1% | History |
| AXONAxon Enterprise, Inc. | COM | 1 | $568 | <0.1% | History |
| AVYAvery Dennison Corp | COM | 3 | $546 | <0.1% | History |
| CRMSalesforce, Inc. | Stock | 2 | $530 | <0.1% | History |
| ZTSZoetis Inc. | Stock | 4 | $503 | <0.1% | History |
| DEDeere & Co | Stock | 1 | $466 | <0.1% | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 1 | $453 | <0.1% | History |
| REVGREV Group, Inc. | COM | 7 | $426 | <0.1% | History |
| SBUXStarbucks Corp | Stock | 4 | $337 | <0.1% | History |
| Mushrooms Inc56782M107 | COM | 13,000 | $317 | <0.1% | – |
| FGF&G Annuities & Life, Inc. | COMMON STOCK | 2 | $62 | <0.1% | History |
| Escrow Lehman Bros Hldgs Inc C524ESC100 | COM | 170 | $0 | 0.0% | – |
| Escrow Wolfspeed977ESC029 | COM | 160 | $0 | 0.0% | – |