# Benson Wealth Management INC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2109863. Source: https://holderbook.com/funds/2109863-benson-wealth-management-inc/

- Reported value: $99.4M
- Positions: 367
- Weight of the ten largest: 47.2%
- Filed: 2026-08-10

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $13.1M | 17,725 | 13.1% | 3 |
| FIRST TR EXCHANGE TRADED FD | [AIRR](https://holderbook.com/stocks/AIRR/) | $7.3M | 54,608 | 7.3% | 3 |
| SIMON PPTY GROUP INC NEW | [SPG](https://holderbook.com/stocks/SPG/) | $4.6M | 20,448 | 4.6% | 3 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $3.7M | 112,335 | 3.8% | 3 |
| INNOVATOR ETFS TRUST | [BUFB](https://holderbook.com/stocks/BUFB/) | $3.6M | 92,290 | 3.7% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $3.4M | 14,121 | 3.4% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [RDVY](https://holderbook.com/stocks/RDVY/) | $3.2M | 38,892 | 3.2% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [DNOV](https://holderbook.com/stocks/DNOV/) | $2.9M | 57,282 | 3.0% | 3 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $2.7M | 23,777 | 2.7% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $2.5M | 5,901 | 2.5% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [BUFD](https://holderbook.com/stocks/BUFD/) | $2.5M | 82,790 | 2.5% | 3 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $2.2M | 3,358 | 2.2% | 2 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $2.2M | 10,935 | 2.2% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $2.2M | 6,139 | 2.2% | 3 |
| INNOVATOR ETFS TRUST | [BAPR](https://holderbook.com/stocks/BAPR/) | $2.1M | 38,843 | 2.1% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.9M | 6,532 | 1.9% | 3 |
| GLOBAL X FDS | [AIQ](https://holderbook.com/stocks/AIQ/) | $1.8M | 27,752 | 1.8% | 3 |
| TEMA ETF TRUST | [VOLT](https://holderbook.com/stocks/VOLT/) | $1.7M | 40,797 | 1.7% | 1 |
| FIRST TR EXCHANGE TRADED FD | [GRID](https://holderbook.com/stocks/GRID/) | $1.6M | 8,574 | 1.7% | 2 |
| INNOVATOR ETFS TRUST | - | $1.6M | 79,641 | 1.6% | 1 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.6M | 2,732 | 1.6% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [BUFR](https://holderbook.com/stocks/BUFR/) | $1.5M | 40,019 | 1.5% | 3 |
| INNOVATOR ETFS TRUST | [SFLR](https://holderbook.com/stocks/SFLR/) | $1.5M | 37,651 | 1.5% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.4M | 3,834 | 1.4% | 3 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $1.4M | 3,706 | 1.4% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [ACYN](https://holderbook.com/stocks/ACYN/) | $1.3M | 62,486 | 1.3% | 2 |
| SPDR SERIES TRUST | [ROKT](https://holderbook.com/stocks/ROKT/) | $1.2M | 10,425 | 1.3% | 2 |
| SPDR SERIES TRUST | [XAR](https://holderbook.com/stocks/XAR/) | $1.2M | 4,271 | 1.2% | 2 |
| GRAYSCALE BITCOIN TRUST ETF | [GBTC](https://holderbook.com/stocks/GBTC/) | $1.1M | 24,643 | 1.1% | 3 |
| GLOBAL X FDS | [URA](https://holderbook.com/stocks/URA/) | $1.1M | 25,440 | 1.1% | 2 |
| INVESCO EXCHANGE TRADED FD T | [PTF](https://holderbook.com/stocks/PTF/) | $1.1M | 8,115 | 1.1% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [HYTI](https://holderbook.com/stocks/HYTI/) | $1.1M | 55,541 | 1.1% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [TDVI](https://holderbook.com/stocks/TDVI/) | $930.4K | 29,294 | 0.9% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [FNOV](https://holderbook.com/stocks/FNOV/) | $803.1K | 13,730 | 0.8% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [DOGG](https://holderbook.com/stocks/DOGG/) | $800.8K | 37,595 | 0.8% | 2 |
| FIRST TR EXCHNG TRADED FD VI | [XSEP](https://holderbook.com/stocks/XSEP/) | $703.8K | 15,849 | 0.7% | 3 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $533.8K | 1,557 | 0.5% | 3 |
| GRAYSCALE BITCOIN MINI TR ET | [BTC](https://holderbook.com/stocks/BTC/) | $496.0K | 19,114 | 0.5% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [QDEC](https://holderbook.com/stocks/QDEC/) | $484.7K | 13,611 | 0.5% | 3 |
| ENTREPRENEURSHARES SERIES TR | [XOVR](https://holderbook.com/stocks/XOVR/) | $479.7K | 22,788 | 0.5% | 3 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $452.9K | 8,470 | 0.5% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [DFII](https://holderbook.com/stocks/DFII/) | $440.7K | 39,635 | 0.4% | 3 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $415.8K | 3,494 | 0.4% | 3 |
| GRAYSCALE ETHEREUM STAKING E | [ETHE](https://holderbook.com/stocks/ETHE/) | $390.6K | 30,612 | 0.4% | 1 |
| FIRST TR EXCHNG TRADED FD VI | [SMAY](https://holderbook.com/stocks/SMAY/) | $322.1K | 11,349 | 0.3% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [FVD](https://holderbook.com/stocks/FVD/) | $320.3K | 6,648 | 0.3% | 3 |
| INNOVATOR ETFS TRUST | - | $289.3K | 14,922 | 0.3% | 1 |
| PACER FDS TR | [COWZ](https://holderbook.com/stocks/COWZ/) | $283.9K | 4,564 | 0.3% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [XJUN](https://holderbook.com/stocks/XJUN/) | $283.6K | 6,383 | 0.3% | 3 |
| COINBASE GLOBAL INC | [COIN](https://holderbook.com/stocks/COIN/) | $247.9K | 1,696 | 0.2% | 3 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $245.9K | 3,052 | 0.2% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [QCJA](https://holderbook.com/stocks/QCJA/) | $243.1K | 10,403 | 0.2% | 3 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $242.8K | 379 | 0.2% | 3 |
| APPLIED DIGITAL CORP | [APLD](https://holderbook.com/stocks/APLD/) | $237.2K | 6,358 | 0.2% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [DAPR](https://holderbook.com/stocks/DAPR/) | $195.4K | 4,779 | 0.2% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [BUFZ](https://holderbook.com/stocks/BUFZ/) | $183.7K | 6,576 | 0.2% | 3 |
| INNOVATOR ETFS TRUST | [JAJL](https://holderbook.com/stocks/JAJL/) | $171.7K | 5,742 | 0.2% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $167.2K | 468 | 0.2% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [GJAN](https://holderbook.com/stocks/GJAN/) | $164.0K | 3,642 | 0.2% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [DAUG](https://holderbook.com/stocks/DAUG/) | $159.1K | 3,397 | 0.2% | 3 |
| VANECK ETF TRUST | [NLR](https://holderbook.com/stocks/NLR/) | $156.6K | 1,350 | 0.2% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [GAUG](https://holderbook.com/stocks/GAUG/) | $156.3K | 3,773 | 0.2% | 3 |
| FIRST TR EXCHANGE TRADED FD | [CIBR](https://holderbook.com/stocks/CIBR/) | $154.0K | 1,714 | 0.2% | 3 |
| VENTAS INC | [VTR](https://holderbook.com/stocks/VTR/) | $151.0K | 1,700 | 0.2% | 3 |
| GRAYSCALE ETHEREUM STAKING | [ETH](https://holderbook.com/stocks/ETH/) | $150.9K | 10,040 | 0.2% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [QSPT](https://holderbook.com/stocks/QSPT/) | $150.8K | 4,327 | 0.2% | 3 |
| INNOVATOR ETFS TRUST | [QFLR](https://holderbook.com/stocks/QFLR/) | $150.6K | 4,129 | 0.2% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [JUNM](https://holderbook.com/stocks/JUNM/) | $125.3K | 3,570 | 0.1% | 3 |
| INNOVATOR ETFS TRUST | [BUFF](https://holderbook.com/stocks/BUFF/) | $123.2K | 2,339 | 0.1% | 2 |
| ARROWHEAD PHARMACEUTICALS IN | [ARWR](https://holderbook.com/stocks/ARWR/) | $118.6K | 1,455 | 0.1% | 3 |
| FIRST TR EXCHNG TRADED FD VI | - | $113.0K | 3,708 | 0.1% | 1 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $109.3K | 146 | 0.1% | 3 |
| PROSHARES TR | [QLD](https://holderbook.com/stocks/QLD/) | $109.2K | 1,129 | 0.1% | 3 |
| GLOBAL X FDS | [PAVE](https://holderbook.com/stocks/PAVE/) | $108.9K | 1,849 | 0.1% | 1 |
| FIRST TR EXCHNG TRADED FD VI | [XMAR](https://holderbook.com/stocks/XMAR/) | $106.8K | 2,500 | 0.1% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [GSEP](https://holderbook.com/stocks/GSEP/) | $102.0K | 2,491 | 0.1% | 3 |
| GRAYSCALE COINDESK CRYPTO | [GDLC](https://holderbook.com/stocks/GDLC/) | $101.5K | 3,847 | 0.1% | 3 |
| SPROTT ASSET MANAGEMENT LP | [CEF](https://holderbook.com/stocks/CEF/) | $99.3K | 2,468 | 0.1% | 1 |
| FIRST TR EXCHNG TRADED FD VI | [QMAR](https://holderbook.com/stocks/QMAR/) | $97.7K | 2,625 | 0.1% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [YSEP](https://holderbook.com/stocks/YSEP/) | $97.3K | 3,533 | 0.1% | 3 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $96.9K | 694 | 0.1% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [DDEC](https://holderbook.com/stocks/DDEC/) | $94.8K | 2,000 | 0.1% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [BUFX](https://holderbook.com/stocks/BUFX/) | $93.5K | 4,219 | 0.1% | 2 |
| FIRST TR EXCHNG TRADED FD VI | [DSEP](https://holderbook.com/stocks/DSEP/) | $93.1K | 1,962 | 0.1% | 3 |
| PROSHARES TR | [TDV](https://holderbook.com/stocks/TDV/) | $88.2K | 848 | 0.1% | 2 |
| FIRST TR EXCHNG TRADED FD VI | [SAUG](https://holderbook.com/stocks/SAUG/) | $87.9K | 3,164 | 0.1% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [GJUN](https://holderbook.com/stocks/GJUN/) | $86.5K | 2,100 | 0.1% | 3 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $85.2K | 281 | 0.1% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [GNOV](https://holderbook.com/stocks/GNOV/) | $83.6K | 2,000 | 0.1% | 3 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $82.3K | 1,593 | 0.1% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [FAUG](https://holderbook.com/stocks/FAUG/) | $76.7K | 1,357 | 0.1% | 3 |
| PUBLIC SVC ENTERPRISE GROUP | [PEG](https://holderbook.com/stocks/PEG/) | $76.0K | 936 | 0.1% | 3 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $72.0K | 77 | 0.1% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [QCJL](https://holderbook.com/stocks/QCJL/) | $67.0K | 2,676 | 0.1% | 3 |
| APPLOVIN CORP | [APP](https://holderbook.com/stocks/APP/) | $66.5K | 129 | 0.1% | 3 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $65.4K | 137 | 0.1% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $62.5K | 111 | 0.1% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [DFEB](https://holderbook.com/stocks/DFEB/) | $60.4K | 1,196 | 0.1% | 3 |
| GLOBAL X FDS | [SHLD](https://holderbook.com/stocks/SHLD/) | $58.1K | 973 | 0.1% | 2 |
| COMPASS INC | [COMP](https://holderbook.com/stocks/COMP/) | $54.3K | 4,400 | 0.1% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.1% | +14.8% | -3.7% | 100% |
| Q1 2026 | -6.3% | -4.6% | -1.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $99.4M | 367 |
| Q1 2026 | $73.1M | 351 |
| Q4 2025 | $89.8M | 347 |