Benson Wealth Management INC

13F filer · CIK 0002109863

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$99.4MU.S. long equity reported on 13F

Positions22325 new · 19 closed

Net flow last quarter+$9.4MBuys minus sells

Top 10 positions weight38.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026223 positions
QQQInvesco QQQ Trust, Series 1	$13.1M	13.13%	Not reported	+75.1%	Q4 2025
SPGSimon Property Group Inc.	$4.57M	4.60%	255.60%	-7.5%	Q4 2025
IBITiShares Bitcoin Trust ETF	$3.74M	3.76%	0.01%	-2.4%	Q4 2025
AMZNAmazon Com Inc	$3.37M	3.39%	0.00%	+35.5%	Q4 2025
WMTWalmart Inc.	$2.69M	2.71%	0.00%	-13.8%	Q4 2025
TSLATesla, Inc.	$2.48M	2.50%	0.00%	-2.1%	Q4 2025
SMHMarket Vectors ETF Trust	$2.2M	2.22%	Not reported	+20.4%	Q1 2026
NVDANvidia Corp	$2.19M	2.20%	0.00%	-18.9%	Q4 2025
GOOGAlphabet Inc.	$2.17M	2.18%	Not reported	+85.1%	Q4 2025
AAPLApple Inc.	$1.89M	1.90%	0.00%	+41.4%	Q4 2025
AIQAlliance HealthCare Services, Inc	$1.82M	1.83%	0.26%	-2.3%	Q4 2025
VOLTVolt Solar Systems, Inc.	$1.71M	1.72%	Not reported	New	Q2 2026
AMDAdvanced Micro Devices Inc	$1.59M	1.60%	0.00%	+187.9%	Q4 2025
MSFTMicrosoft Corp	$1.43M	1.44%	0.00%	+30.0%	Q4 2025
GLDSPDR Gold Trust	$1.37M	1.37%	0.00%	+10.0%	Q4 2025
GBTCGrayscale Bitcoin Trust ETF	$1.12M	1.13%	0.01%	-7.9%	Q4 2025
BTCGrayscale Bitcoin Mini Trust ETF	$496K	0.50%	0.02%	-10.9%	Q4 2025
SLViShares Silver Trust	$453K	0.46%	0.00%	Not reported	Q4 2025
ETHEGrayscale Ethereum Staking ETF	$391K	0.39%	0.03%	Not reported	Q4 2025
FVDFirst Trust Value Line Dividend Fund	$320K	0.32%	Not reported	-1.0%	Q4 2025
COINCoinbase Global, Inc.	$248K	0.25%	0.00%	-0.1%	Q4 2025
APLDApplied Digital Corp.	$237K	0.24%	0.00%	-3.1%	Q4 2025
GOOGLAlphabet Inc.	$167K	0.17%	0.00%	+50.0%	Q4 2025
VTRVentas, Inc.	$151K	0.15%	0.00%	Not reported	Q4 2025
ETHGrayscale Ethereum Staking Mini ETF	$151K	0.15%	0.01%	-10.5%	Q4 2025
BUFFBlue Buffalo Pet Products, Inc.	$123K	0.12%	0.00%	-34.8%	Q1 2026
ARWRArrowhead Pharmaceuticals, Inc.	$119K	0.12%	0.00%	Not reported	Q4 2025
GDLCGrayscale CoinDesk Crypto 5 ETF	$102K	0.10%	0.03%	-11.0%	Q4 2025
CEFSprott Physical Gold & Silver Trust	$99.3K	0.10%	0.00%	Not reported	Q4 2025
QMARQuintana Maritime LTD	$97.7K	0.10%	Not reported	Not reported	Q4 2025
INTCIntel Corp	$96.9K	0.10%	0.00%	Not reported	Q4 2025
PEGPublic Service Enterprise Group Inc	$76K	0.08%	0.00%	Not reported	Q4 2025
COSTCostco Wholesale Corp	$72K	0.07%	0.00%	Not reported	Q4 2025
APPAppLovin Corp	$66.5K	0.07%	0.00%	Not reported	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$65.4K	0.07%	0.00%	+3.8%	Q4 2025
METAMeta Platforms, Inc.	$62.5K	0.06%	Not reported	Not reported	Q4 2025
SHLDSears Holdings Corp	$58.1K	0.06%	0.00%	-94.5%	Q1 2026
COMPCompass, Inc.	$54.3K	0.05%	0.00%	Not reported	Q4 2025
XOMExxonMobil Holdings Corp	$49.6K	0.05%	0.00%	Not reported	Q4 2025
DLFETn-K Energy Group Inc.	$47.5K	0.05%	0.00%	Not reported	Q1 2026
LLYELI LILLY & Co	$46.8K	0.05%	0.00%	Not reported	Q4 2025
PLTRPalantir Technologies Inc.	$46.2K	0.05%	0.00%	Not reported	Q4 2025
SMCISuper Micro Computer, Inc.	$44.7K	0.04%	0.00%	+6.6%	Q4 2025
COKECoca-Cola Consolidated, Inc.	$43.9K	0.04%	0.00%	+44.7%	Q4 2025
AVGOBroadcom Inc.	$40.4K	0.04%	0.00%	+214.7%	Q4 2025
BROSDutch Bros Inc.	$39.6K	0.04%	0.00%	Not reported	Q4 2025
XEX-Energy, Inc.	$39.3K	0.04%	Not reported	New	Q2 2026
TEMTempus AI, Inc.	$38.3K	0.04%	Not reported	Not reported	Q4 2025
SPYSPDR S&P 500 ETF Trust	$35.8K	0.04%	Not reported	-14.3%	Q4 2025
VSTVistra Corp.	$35.2K	0.04%	0.00%	New	Q2 2026

Q1 2026Reported May 12, 2026217 positions
QQQInvesco QQQ Trust, Series 1	$5.84M	7.99%	Not reported	-54.9%	Q4 2025
IBITiShares Bitcoin Trust ETF	$4.42M	6.05%	0.01%	-8.1%	Q4 2025
SPGSimon Property Group Inc.	$4.12M	5.64%	276.16%	-2.3%	Q4 2025
WMTWalmart Inc.	$3.43M	4.69%	0.00%	+6.1%	Q4 2025
NVDANvidia Corp	$2.35M	3.22%	0.00%	-2.7%	Q4 2025
TSLATesla, Inc.	$2.24M	3.07%	0.00%	-9.9%	Q4 2025
AMZNAmazon Com Inc	$2.17M	2.97%	0.00%	-53.5%	Q4 2025
GLDSPDR Gold Trust	$1.45M	1.98%	0.00%	-10.3%	Q4 2025
GBTCGrayscale Bitcoin Trust ETF	$1.41M	1.93%	0.01%	-8.6%	Q4 2025
AIQAlliance HealthCare Services, Inc	$1.33M	1.81%	0.26%	-54.4%	Q4 2025
SHLDSears Holdings Corp	$1.24M	1.70%	0.02%	New	Q1 2026
AAPLApple Inc.	$1.17M	1.60%	0.00%	-52.8%	Q4 2025
MSFTMicrosoft Corp	$1.09M	1.49%	0.00%	+17.0%	Q4 2025
SMHMarket Vectors ETF Trust	$1.07M	1.46%	Not reported	New	Q1 2026
GOOGAlphabet Inc.	$952K	1.30%	Not reported	-60.3%	Q4 2025
BTCGrayscale Bitcoin Mini Trust ETF	$643K	0.88%	0.02%	-24.6%	Q4 2025
SLViShares Silver Trust	$577K	0.79%	0.00%	-25.6%	Q4 2025
FVDFirst Trust Value Line Dividend Fund	$316K	0.43%	Not reported	0.0%	Q4 2025
COINCoinbase Global, Inc.	$296K	0.41%	0.00%	-69.6%	Q4 2025
ETHGrayscale Ethereum Staking Mini ETF	$223K	0.30%	0.01%	-23.3%	Q4 2025
AMDAdvanced Micro Devices Inc	$193K	0.26%	0.00%	-73.3%	Q4 2025
BUFFBlue Buffalo Pet Products, Inc.	$177K	0.24%	0.00%	New	Q1 2026
APLDApplied Digital Corp.	$156K	0.21%	0.00%	Not reported	Q4 2025
VTRVentas, Inc.	$139K	0.19%	0.00%	Not reported	Q4 2025
GDLCGrayscale CoinDesk Crypto 5 ETF	$135K	0.18%	0.04%	-33.3%	Q4 2025
ARWRArrowhead Pharmaceuticals, Inc.	$91.2K	0.12%	0.00%	Not reported	Q4 2025
GOOGLAlphabet Inc.	$89.7K	0.12%	0.00%	-1.0%	Q4 2025
QMARQuintana Maritime LTD	$88.3K	0.12%	Not reported	Not reported	Q4 2025
COSTCostco Wholesale Corp	$76.7K	0.10%	0.00%	-55.0%	Q4 2025
PEGPublic Service Enterprise Group Inc	$75.8K	0.10%	0.00%	Not reported	Q4 2025
CLSKCleanspark, Inc.	$75.2K	0.10%	0.00%	+66.8%	Q4 2025
METAMeta Platforms, Inc.	$63.5K	0.09%	Not reported	-5.9%	Q4 2025
XOMExxonMobil Holdings Corp	$61.6K	0.08%	0.00%	Not reported	Q4 2025
PLTRPalantir Technologies Inc.	$57.9K	0.08%	0.00%	-50.6%	Q4 2025
APPAppLovin Corp	$51.3K	0.07%	0.00%	Not reported	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$44.6K	0.06%	0.00%	-33.7%	Q4 2025
DLFETn-K Energy Group Inc.	$44.1K	0.06%	0.00%	New	Q1 2026
CEGConstellation Energy Corp	$41.9K	0.06%	0.00%	Not reported	Q4 2025
SPYSPDR S&P 500 ETF Trust	$36.4K	0.05%	Not reported	+75.0%	Q4 2025
LLYELI LILLY & Co	$35.9K	0.05%	0.00%	Not reported	Q4 2025
SMCISuper Micro Computer, Inc.	$32.6K	0.04%	0.00%	Not reported	Q4 2025
HDHome Depot, Inc.	$32.6K	0.04%	0.00%	Not reported	Q4 2025
COMPCompass, Inc.	$32.2K	0.04%	0.00%	Not reported	Q4 2025
BALTBaltic Trading Ltd	$30.9K	0.04%	Not reported	Not reported	Q4 2025
INTCIntel Corp	$30.6K	0.04%	0.00%	-0.9%	Q4 2025
COKECoca-Cola Consolidated, Inc.	$30.5K	0.04%	0.00%	-4.8%	Q4 2025
TEMTempus AI, Inc.	$29.9K	0.04%	Not reported	-6.1%	Q4 2025
SCZNXG NextGen Infrastructure Income Fund	$28.3K	0.04%	Not reported	Not reported	Q4 2025
BROSDutch Bros Inc.	$28K	0.04%	0.00%	Not reported	Q4 2025
PEPPepsico Inc	$26.9K	0.04%	0.00%	Not reported	Q4 2025

Q4 2025Reported Feb 12, 2026213 positions
QQQInvesco QQQ Trust, Series 1	$13.8M	15.34%	Not reported	New	Q4 2025
IBITiShares Bitcoin Trust ETF	$6.22M	6.92%	0.01%	New	Q4 2025
AMZNAmazon Com Inc	$5.17M	5.76%	0.00%	New	Q4 2025
SPGSimon Property Group Inc.	$4.19M	4.66%	282.61%	New	Q4 2025
AIQAlliance HealthCare Services, Inc	$3.17M	3.53%	0.58%	New	Q4 2025
TSLATesla, Inc.	$3.01M	3.35%	0.00%	New	Q4 2025
WMTWalmart Inc.	$2.9M	3.23%	0.00%	New	Q4 2025
AAPLApple Inc.	$2.66M	2.97%	0.00%	New	Q4 2025
GOOGAlphabet Inc.	$2.62M	2.92%	Not reported	New	Q4 2025
NVDANvidia Corp	$2.58M	2.88%	0.00%	New	Q4 2025
GBTCGrayscale Bitcoin Trust ETF	$2M	2.23%	0.01%	New	Q4 2025
GLDSPDR Gold Trust	$1.49M	1.66%	0.00%	New	Q4 2025
COINCoinbase Global, Inc.	$1.26M	1.41%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$1.22M	1.36%	0.00%	New	Q4 2025
BTCGrayscale Bitcoin Mini Trust ETF	$1.1M	1.23%	0.03%	New	Q4 2025
ETHEGrayscale Ethereum Staking ETF	$1.04M	1.15%	0.04%	New	Q4 2025
AMDAdvanced Micro Devices Inc	$761K	0.85%	0.00%	New	Q4 2025
SLViShares Silver Trust	$733K	0.82%	0.00%	New	Q4 2025
ETHGrayscale Ethereum Staking Mini ETF	$410K	0.46%	0.02%	New	Q4 2025
FVDFirst Trust Value Line Dividend Fund	$309K	0.34%	Not reported	New	Q4 2025
BPREBluerock Private Real Estate Fund	$269K	0.30%	Not reported	New	Q4 2025
GDLCGrayscale CoinDesk Crypto 5 ETF	$268K	0.30%	0.05%	New	Q4 2025
APLDApplied Digital Corp.	$161K	0.18%	0.00%	New	Q4 2025
COSTCostco Wholesale Corp	$147K	0.16%	0.00%	New	Q4 2025
PLTRPalantir Technologies Inc.	$142K	0.16%	0.00%	New	Q4 2025
VTRVentas, Inc.	$132K	0.15%	0.00%	New	Q4 2025
CEFSprott Physical Gold & Silver Trust	$113K	0.13%	0.00%	New	Q4 2025
GOOGLAlphabet Inc.	$98.6K	0.11%	0.00%	New	Q4 2025
ARWRArrowhead Pharmaceuticals, Inc.	$96.6K	0.11%	0.00%	New	Q4 2025
APPAppLovin Corp	$86.9K	0.10%	0.00%	New	Q4 2025
QMARQuintana Maritime LTD	$86.6K	0.10%	Not reported	New	Q4 2025
METAMeta Platforms, Inc.	$77.9K	0.09%	Not reported	New	Q4 2025
PEGPublic Service Enterprise Group Inc	$75.2K	0.08%	0.00%	New	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$60.5K	0.07%	0.00%	New	Q4 2025
CLSKCleanspark, Inc.	$53.6K	0.06%	0.00%	New	Q4 2025
CEGConstellation Energy Corp	$53K	0.06%	0.00%	New	Q4 2025
COMPCompass, Inc.	$46.5K	0.05%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$43.7K	0.05%	0.00%	New	Q4 2025
LLYELI LILLY & Co	$41.9K	0.05%	0.00%	New	Q4 2025
SMCISuper Micro Computer, Inc.	$41.9K	0.05%	0.00%	New	Q4 2025
TEMTempus AI, Inc.	$41.6K	0.05%	Not reported	New	Q4 2025
HDHome Depot, Inc.	$34.1K	0.04%	0.00%	New	Q4 2025
BROSDutch Bros Inc.	$33.8K	0.04%	0.00%	New	Q4 2025
ISRGIntuitive Surgical Inc	$32.8K	0.04%	0.00%	New	Q4 2025
BALTBaltic Trading Ltd	$30.9K	0.03%	Not reported	New	Q4 2025
CAVACava Group, Inc.	$30.8K	0.03%	0.00%	New	Q4 2025
CIFRCipher Digital Inc.	$29.3K	0.03%	0.00%	New	Q4 2025
SCZNXG NextGen Infrastructure Income Fund	$28K	0.03%	Not reported	New	Q4 2025
INTCIntel Corp	$25.8K	0.03%	0.00%	New	Q4 2025
COKECoca-Cola Consolidated, Inc.	$25.6K	0.03%	0.00%	New	Q4 2025

Premium opens every quarter this fund has filed