Benson Wealth Management INC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Benson Wealth Management INC reported 367 stock positions worth $99.4 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 13.1% of the portfolio, followed by First Trust Rba American Ind (AIRR, 7.3%) and Simon Property (SPG, 4.6%). Compared with Q1 2026, it opened 37 new positions, sold out of 24, added to 36 and reduced 44. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +75%) and the biggest sale FT NDQ100 CNS Buff ETF - Jan (QCJA, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- OOLTEWAH, TN, TN
- CIK
- 0002109863
- Portfolio Value
- $99.4M (Q2 2026)
- SEC Filing
- 0002109863-26-000004 ↗ filed Aug 10, 2026
Holdings Value
Holdings 367 stocks · $99.4M
| QQQ Invesco QQQ Trust Series 1 | 13.13% | 17,725 | $13.1M | Add +75.1% |
| AIRR First Trust Rba American Ind | 7.32% | 54,608 | $7.3M | Add +160.5% |
| SPG Simon Property Group Inc. | 4.60% | 20,448 | $4.6M | Reduce -7.5% |
| IBIT iShares Bitcoin Trust ETF | 3.76% | 112,335 | $3.7M | Reduce -2.4% |
| BUFB Innovator Ladd Allo Buff ETF | 3.65% | 92,290 | $3.6M | Add +7714.6% |
| AMZN Amazon.com Inc. | 3.39% | 14,121 | $3.4M | Add +35.5% |
| RDVY First Trust Rising Dividend | 3.17% | 38,892 | $3.2M | Reduce -5.0% |
| DNOV FT Vest US Equity Deep Buffe | 2.96% | 57,282 | $2.9M | Reduce -28.4% |
| WMT Walmart Inc. | 2.71% | 23,777 | $2.7M | Reduce -13.8% |
| TSLA Tesla Inc. | 2.50% | 5,901 | $2.5M | Reduce -2.1% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 2.48% | 82,790 | $2.5M | Add +374.3% |
| SMH Vaneck Semiconductor ETF | 2.22% | 3,358 | $2.2M | Add +20.4% |
| NVDA Nvidia Corp. | 2.20% | 10,935 | $2.2M | Reduce -18.9% |
| GOOG Alphabet Inc. Class C | 2.18% | 6,139 | $2.2M | Add +85.1% |
| BAPR Innovator U.S. Equity Buffer | 2.08% | 38,843 | $2.1M | Reduce -0.5% |
| AAPL Apple Inc. | 1.90% | 6,532 | $1.9M | Add +41.4% |
| AIQ Global X Art Intel & Tech | 1.83% | 27,752 | $1.8M | Reduce -2.3% |
| VOLT Tema Electrification | 1.72% | 40,797 | $1.7M | New |
| GRID First TRST Nasd Class Edg Sgiif | 1.65% | 8,574 | $1.6M | Add +0.2% |
| DDFA Invtr Eqt DD 15 BFR ETF Aprl | 1.62% | 79,641 | $1.6M | New |
| AMD Advanced Micro Devices | 1.60% | 2,732 | $1.6M | Add +187.9% |
| BUFR FT Vest Lad Buffervetf-Usd I | 1.47% | 40,019 | $1.5M | Reduce -31.0% |
| SFLR Innovator Eqty MGD Floor ETF | 1.46% | 37,651 | $1.5M | Add +49.3% |
| MSFT Microsoft Corp. | 1.44% | 3,834 | $1.4M | Add +30.0% |
| GLD SPDR Gold Shares | 1.37% | 3,706 | $1.4M | Add +10.0% |
| ACYN FT Lad Autocall Bar Inc. ETF | 1.31% | 62,486 | $1.3M | Add +679.9% |
| ROKT SS SPDR S&P Kensho FF ETF | 1.25% | 10,425 | $1.2M | Add +98.5% |
| XAR SS SPDR S&P Aerospace Def | 1.22% | 4,271 | $1.2M | Add +2520.3% |
| GBTC Grayscale Bitcoin Trust ETF | 1.13% | 24,643 | $1.1M | Reduce -7.9% |
| URA Global X Uranium ETF | 1.12% | 25,440 | $1.1M | Add +106.4% |
| PTF Invesco Dorsey Wright Tech | 1.11% | 8,115 | $1.1M | No change |
| HYTI FT VST High YLD & Tar in ETF | 1.07% | 55,541 | $1.1M | Reduce -16.4% |
| TDVI FT Vest Technology Dividend | 0.94% | 29,294 | $930K | Add +443.3% |
| FNOV FT Vest US Equity Buffer ETF | 0.81% | 13,730 | $803K | Reduce -55.1% |
| DOGG FT Vest Djia Dogs 10 Target | 0.81% | 37,595 | $801K | Add +567.4% |
| XSEP FT Vest U.S. Equity Enhance | 0.71% | 15,849 | $704K | Reduce -0.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.54% | 1,557 | $534K | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.50% | 19,114 | $496K | Reduce -10.8% |
| QDEC FT Vest Nasdaq-100 Buffer Et | 0.49% | 13,611 | $485K | Add +0.5% |
| XOVR Ershares Private-Public Cros | 0.48% | 22,788 | $480K | Add +47.7% |
| SLV iShares Silver Trust | 0.46% | 8,470 | $453K | No change |
| DFII FT Vest BTC Stra & TR in ETF | 0.44% | 39,635 | $441K | Add +1324.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.42% | 3,494 | $416K | Reduce -1.3% |
| ETHE Grayscale Ethereum Staking E | 0.39% | 30,612 | $391K | New |
| SMAY FT Vest U.S. Small Cap Moder | 0.32% | 11,349 | $322K | Reduce -3.5% |
| FVD First Trust Value Line DVD | 0.32% | 6,648 | $320K | Reduce -1.0% |
| DDFZ Invtr Eqt DD 15 BFR ETF June | 0.29% | 14,922 | $289K | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.29% | 4,564 | $284K | Add +23.9% |
| XJUN FT Vest U.S. Equity Enhance | 0.29% | 6,383 | $284K | Reduce -64.4% |
| COIN Coinbase Global Inc. Class A | 0.25% | 1,696 | $248K | Reduce -0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 3,052 | $246K | No change |
| QCJA FT NDQ100 CNS Buff ETF - Jan | 0.24% | 10,403 | $243K | Reduce -89.7% |
| SOXX iShares Semiconductor ETF | 0.24% | 379 | $243K | No change |
| APLD Applied Digital Corp. | 0.24% | 6,358 | $237K | Reduce -3.0% |
| DAPR FT Vest U.S. Equity Deep Buf | 0.20% | 4,779 | $195K | No change |
| BUFZ FT Vest Laddered Moderate Bu | 0.18% | 6,576 | $184K | No change |
| JAJL Innovator Edp ETF - 6M Ja | 0.17% | 5,742 | $172K | No change |
| GOOGL Alphabet Inc. Class A | 0.17% | 468 | $167K | Add +50.0% |
| GJAN FT Vest US Equity Moderate B | 0.17% | 3,642 | $164K | Reduce -0.0% |
| DAUG FT Vest U.S. Equity Deep Buf | 0.16% | 3,397 | $159K | No change |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.16% | 1,350 | $157K | Reduce -11.8% |
| GAUG FT Vest US Equity Moderate B | 0.16% | 3,773 | $156K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.15% | 1,714 | $154K | No change |
| VTR Ventas Inc. | 0.15% | 1,700 | $151K | No change |
| ETH Grayscale Ethereum Staking M | 0.15% | 10,040 | $151K | Reduce -10.5% |
| QSPT FT Vest Nasdaq-100 Buffer Et | 0.15% | 4,327 | $151K | No change |
| QFLR Innovator Nasdaq-100 MF ETF | 0.15% | 4,129 | $151K | No change |
| JUNM FT Vest US Eq Max Buf June | 0.13% | 3,570 | $125K | No change |
| BUFF Innovator Laddered Allocatio | 0.12% | 2,339 | $123K | Reduce -34.8% |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.12% | 1,455 | $119K | No change |
| DGAP FT VT US Eq B&D RT ETF Apl | 0.11% | 3,708 | $113K | New |
| IVV iShares Core S&P 500 ETF | 0.11% | 146 | $109K | No change |
| QLD Proshares Ultra QQQ | 0.11% | 1,129 | $109K | Reduce -5.6% |
| PAVE Global X US Infrastructure | 0.11% | 1,849 | $109K | New |
| XMAR FT Vest US Equity Enhance & | 0.11% | 2,500 | $107K | No change |
| GSEP FT Vest US Equity Moderate B | 0.10% | 2,491 | $102K | No change |
| GDLC Grayscale Coindesk 5 ETF | 0.10% | 3,847 | $102K | Reduce -11.0% |
| CEF Sprott Physical Gold and Sil | 0.10% | 2,468 | $99K | New |
| QMAR FT Vest Nasdaq-100 Buffer Et | 0.10% | 2,625 | $98K | No change |
| YSEP FT VST Int Eq MB ETF-Usd Inc. | 0.10% | 3,533 | $97K | No change |
| INTC Intel Corp. | 0.10% | 694 | $97K | No change |
| DDEC FT Vest U.S. Equity Deep Buf | 0.10% | 2,000 | $95K | No change |
| BUFX FT Vest La En & Mode Buf ETF | 0.09% | 4,219 | $94K | No change |
| DSEP FT Vest U.S. Equity Deep Buf | 0.09% | 1,962 | $93K | No change |
| TDV Proshares S&P Tech DVD Arist | 0.09% | 848 | $88K | No change |
| SAUG FT Vest US Small Cap Moderat | 0.09% | 3,164 | $88K | No change |
| GJUN FT Vest US Equity Moderate B | 0.09% | 2,100 | $86K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 281 | $85K | No change |
| GNOV FT Vest US Equity Moderate B | 0.08% | 2,000 | $84K | No change |
| DFAU Dimensional US Core Equity M | 0.08% | 1,593 | $82K | No change |
| FAUG FT Vest U.S. Equity Buffer E | 0.08% | 1,357 | $77K | No change |
| PEG Public Service Enterprise GP | 0.08% | 936 | $76K | No change |
| COST Costco Wholesale Corp. | 0.07% | 77 | $72K | No change |
| QCJL FT NSDQ 100 CN Buff ETF-Jul | 0.07% | 2,676 | $67K | No change |
| APP AppLovin Corp. Class A | 0.07% | 129 | $66K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.07% | 137 | $65K | Add +3.8% |
| META Meta Platforms Inc. Class A | 0.06% | 111 | $63K | No change |
| DFEB FT Vest U.S. Equity Deep Buf | 0.06% | 1,196 | $60K | No change |
| SHLD Global X Defense Tech ETF | 0.06% | 973 | $58K | Reduce -94.5% |
| COMP Compass Inc. Class A | 0.05% | 4,400 | $54K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| QCJA FT NDQ100 CNS Buff ETF - Jan | Reduce -89.7% | 0.24% | −2.74 |
| IBIT iShares Bitcoin Trust ETF | Reduce -2.4% | 3.76% | −2.29 |
| DNOV FT Vest US Equity Deep Buffe | Reduce -28.4% | 2.96% | −2.28 |
| WMT Walmart Inc. | Reduce -13.8% | 2.71% | −1.98 |
| SHLD Global X Defense Tech ETF | Reduce -94.5% | 0.06% | −1.64 |
| BUFG FT Vest Buffered Allocation | Reduce -97.6% | 0.03% | −1.56 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Reduce -98.7% | 0.02% | −1.50 |
| FNOV FT Vest US Equity Buffer ETF | Reduce -55.1% | 0.81% | −1.43 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -31.0% | 1.47% | −1.21 |
| SPG Simon Property Group Inc. | Reduce -7.5% | 4.60% | −1.04 |
| NVDA Nvidia Corp. | Reduce -18.9% | 2.20% | −1.01 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -7.9% | 1.13% | −0.80 |
| LEGR First Trust Indxx Innovative | Reduce -96.0% | 0.03% | −0.78 |
| XJUN FT Vest U.S. Equity Enhance | Reduce -64.4% | 0.29% | −0.77 |
| HYTI FT VST High YLD & Tar in ETF | Reduce -16.4% | 1.07% | −0.68 |
| RDVY First Trust Rising Dividend | Reduce -5.0% | 3.17% | −0.65 |
| FFEB FT Vest US Equity Buffer ETF | Reduce -99.0% | 0.01% | −0.63 |
| TSLA Tesla Inc. | Reduce -2.1% | 2.50% | −0.57 |
| BAPR Innovator U.S. Equity Buffer | Reduce -0.5% | 2.08% | −0.53 |
| BTC Grayscale Bitcoin Mini ETF | Reduce -10.8% | 0.50% | −0.38 |
| XSEP FT Vest U.S. Equity Enhance | Reduce -0.1% | 0.71% | −0.20 |
| COIN Coinbase Global Inc. Class A | Reduce -0.1% | 0.25% | −0.16 |
| ETH Grayscale Ethereum Staking M | Reduce -10.5% | 0.15% | −0.15 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Reduce -11.8% | 0.16% | −0.12 |
| BUFF Innovator Laddered Allocatio | Reduce -34.8% | 0.12% | −0.12 |
| FVD First Trust Value Line DVD | Reduce -1.0% | 0.32% | −0.11 |
| SMAY FT Vest U.S. Small Cap Moder | Reduce -3.5% | 0.32% | −0.10 |
| GDLC Grayscale Coindesk 5 ETF | Reduce -11.0% | 0.10% | −0.08 |
| CLSK Cleanspark Inc. | Reduce -81.7% | 0.02% | −0.08 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -1.3% | 0.42% | −0.06 |
| DJUN FT Vest US Equity Deep Buffe | Reduce -76.7% | 0.01% | −0.05 |
| GJAN FT Vest US Equity Moderate B | Reduce -0.0% | 0.17% | −0.04 |
| CEG Constellation Energy | Reduce -50.0% | 0.02% | −0.04 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.03 |
| AGQ Proshares Ultra Silver | Sold out | 0.00% | −0.02 |
| BITO Proshares Bitcoin ETF-Usd | Reduce -96.1% | 0.00% | −0.02 |
| BITX 2X Bitcoin ETF | Sold out | 0.00% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -14.3% | 0.04% | −0.01 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.01 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.01 |
| GFEB FT Vest US Equity Moderate B | Reduce -4.3% | 0.03% | −0.01 |
| SFEB FT Vest US SC MB ETF-Usd Inc. | Reduce -4.5% | 0.04% | −0.01 |
| TNC Tennant Co. | Sold out | 0.00% | −0.01 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.01 |
| PM Philip Morris International | Reduce -28.1% | 0.01% | −0.01 |
| ACVA Acv Auctions Inc. Class A | Sold out | 0.00% | −0.01 |
| TSLR Granitesh 2X LNG Tsla ETF | Sold out | 0.00% | −0.00 |
| CIFR Cipher Digital Inc. | Reduce -37.3% | 0.03% | −0.00 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | Add +75.1% | 13.13% | +5.14 |
| AIRR First Trust Rba American Ind | Add +160.5% | 7.32% | +4.14 |
| BUFB Innovator Ladd Allo Buff ETF | Add +7714.6% | 3.65% | +3.59 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +374.3% | 2.48% | +1.81 |
| VOLT Tema Electrification | New | 1.72% | +1.72 |
| DDFA Invtr Eqt DD 15 BFR ETF Aprl | New | 1.62% | +1.62 |
| AMD Advanced Micro Devices | Add +187.9% | 1.60% | +1.33 |
| XAR SS SPDR S&P Aerospace Def | Add +2520.3% | 1.22% | +1.16 |
| ACYN FT Lad Autocall Bar Inc. ETF | Add +679.9% | 1.31% | +1.08 |
| GOOG Alphabet Inc. Class C | Add +85.1% | 2.18% | +0.88 |
| SMH Vaneck Semiconductor ETF | Add +20.4% | 2.22% | +0.75 |
| TDVI FT Vest Technology Dividend | Add +443.3% | 0.94% | +0.74 |
| DOGG FT Vest Djia Dogs 10 Target | Add +567.4% | 0.81% | +0.64 |
| ROKT SS SPDR S&P Kensho FF ETF | Add +98.5% | 1.25% | +0.54 |
| AMZN Amazon.com Inc. | Add +35.5% | 3.39% | +0.42 |
| ETHE Grayscale Ethereum Staking E | New | 0.39% | +0.39 |
| DFII FT Vest BTC Stra & TR in ETF | Add +1324.2% | 0.44% | +0.39 |
| URA Global X Uranium ETF | Add +106.4% | 1.12% | +0.30 |
| AAPL Apple Inc. | Add +41.4% | 1.90% | +0.30 |
| DDFZ Invtr Eqt DD 15 BFR ETF June | New | 0.29% | +0.29 |
| SFLR Innovator Eqty MGD Floor ETF | Add +49.3% | 1.46% | +0.24 |
| XOVR Ershares Private-Public Cros | Add +47.7% | 0.48% | +0.13 |
| DGAP FT VT US Eq B&D RT ETF Apl | New | 0.11% | +0.11 |
| PAVE Global X US Infrastructure | New | 0.11% | +0.11 |
| CEF Sprott Physical Gold and Sil | New | 0.10% | +0.10 |
| DDFY Invtr Eqty DD 15 BFR ETF May | New | 0.05% | +0.05 |
| ACII Innovator Index Ac in St ETF | New | 0.05% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +50.0% | 0.17% | +0.05 |
| XE X-Energy Inc. | New | 0.04% | +0.04 |
| VST Vistra Corp. | New | 0.04% | +0.04 |
| AVGO Broadcom Inc. | Add +214.7% | 0.04% | +0.03 |
| CRWV Coreweave Inc. Class A | New | 0.03% | +0.03 |
| ALK Alaska Air Group Inc. | New | 0.02% | +0.02 |
| MU Micron Technology Inc. | Add +5.0% | 0.02% | +0.02 |
| SPCX Space Exploration Techn Class A | New | 0.01% | +0.01 |
| LWLG Lightwave Logic Inc. | New | 0.01% | +0.01 |
| HOOD Robinhood Markets Inc. Class A | New | 0.01% | +0.01 |
| MRVL Marvell Technology Inc. | Add +136.4% | 0.01% | +0.01 |
| GENB Generate Biomedicines Inc. | New | 0.01% | +0.01 |
| ACYS FT Vest Lad A Bar & Ri ETF | New | 0.01% | +0.01 |
| LITE Lumentum Holdings Inc. | New | 0.01% | +0.01 |
| RGTI Rigetti Computing Inc. | New | 0.00% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.8% | 0.07% | +0.00 |
| NOW ServiceNow Inc. | Add +97.3% | 0.01% | +0.00 |
| CDNS Cadence Design SYS Inc. | Add +142.9% | 0.01% | +0.00 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.00% | +0.00 |
| AXTI Axt Inc. | New | 0.00% | +0.00 |
| COKE Coca-Cola Consolidated Inc. | Add +44.6% | 0.04% | +0.00 |
| AIQUY Air Liquide-Unsponsored ADR | New | 0.00% | +0.00 |
| PEGA Pegasystems Inc. | New | 0.00% | +0.00 |