Benson Wealth Management INC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Benson Wealth Management INC reported 352 stock positions worth $89.8 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 15.3% of the portfolio, followed by iShares Bitcoin Trust ETF (IBIT, 6.9%) and Amazon.com (AMZN, 5.8%).
- Most Recent 13F
- Q2 2026
- Location
- OOLTEWAH, TN, TN
- CIK
- 0002109863
- Portfolio Value
- $89.8M (Q4 2025)
- SEC Filing
- 0002109863-26-000001 ↗ filed Feb 12, 2026
Holdings Value
Holdings 352 stocks · $89.8M
| QQQ Invesco QQQ Trust Series 1 | 15.34% | 22,429 | $13.8M | — |
| IBIT iShares Bitcoin Trust ETF | 6.92% | 125,223 | $6.2M | — |
| AMZN Amazon.com Inc. | 5.76% | 22,417 | $5.2M | — |
| DNOV FT Vest US Equity Deep Buffe | 5.66% | 104,051 | $5.1M | — |
| SPG Simon Property Group Inc. | 4.66% | 22,609 | $4.2M | — |
| BAPR Innovator U.S. Equity Buffer | 3.56% | 66,564 | $3.2M | — |
| AIQ Global X Art Intel & Tech | 3.53% | 62,305 | $3.2M | — |
| TSLA Tesla Inc. | 3.35% | 6,691 | $3.0M | — |
| RDVY First Trust Rising Dividend | 3.26% | 42,107 | $2.9M | — |
| WMT Walmart Inc. | 3.23% | 25,997 | $2.9M | — |
| AAPL Apple Inc. | 2.97% | 9,797 | $2.7M | — |
| GOOG Alphabet Inc. Class C | 2.92% | 8,354 | $2.6M | — |
| NVDA Nvidia Corp. | 2.88% | 13,855 | $2.6M | — |
| QCJA FT NDQ100 CNS Buff ETF - Jan | 2.37% | 96,584 | $2.1M | — |
| GBTC Grayscale Bitcoin Trust ETF | 2.23% | 29,272 | $2.0M | — |
| FNOV FT Vest US Equity Buffer ETF | 1.69% | 27,633 | $1.5M | — |
| GLD SPDR Gold Shares | 1.66% | 3,756 | $1.5M | — |
| FFEB FT Vest US Equity Buffer ETF | 1.45% | 23,028 | $1.3M | — |
| COIN Coinbase Global Inc. Class A | 1.41% | 5,580 | $1.3M | — |
| MSFT Microsoft Corp. | 1.36% | 2,521 | $1.2M | — |
| NLR Vaneck Urani & Nuclr ETF-Usd | 1.32% | 9,550 | $1.2M | — |
| BTC Grayscale Bitcoin Mini ETF | 1.23% | 28,438 | $1.1M | — |
| BUFR FT Vest Lad Buffervetf-Usd I | 1.22% | 31,970 | $1.1M | — |
| SMAY FT Vest U.S. Small Cap Moder | 1.20% | 41,501 | $1.1M | — |
| ETHE Grayscale Ethereum Staking E | 1.15% | 42,480 | $1.0M | — |
| AIRR First Trust Rba American Ind | 0.92% | 8,429 | $829K | — |
| AMD Advanced Micro Devices | 0.85% | 3,554 | $761K | — |
| SLV iShares Silver Trust | 0.82% | 11,382 | $733K | — |
| XJUN FT Vest U.S. Equity Enhance | 0.81% | 16,954 | $728K | — |
| HYTI FT VST High YLD & Tar in ETF | 0.79% | 35,855 | $709K | — |
| PTF Invesco Dorsey Wright Tech | 0.69% | 8,115 | $621K | — |
| XSEP FT Vest U.S. Equity Enhance | 0.66% | 14,051 | $596K | — |
| ETH Grayscale Ethereum Staking M | 0.46% | 14,621 | $410K | — |
| MTUM iShares MSCI USA Momentum Fa | 0.44% | 1,562 | $391K | — |
| QDEC FT Vest Nasdaq-100 Buffer Et | 0.41% | 11,356 | $369K | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.41% | 3,432 | $366K | — |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.40% | 12,835 | $362K | — |
| FVD First Trust Value Line DVD | 0.34% | 6,712 | $309K | — |
| XOVR Ershares Private-Public Cros | 0.31% | 13,622 | $274K | — |
| BPRE Bluerock Private Real Estate | 0.30% | 17,966 | $269K | — |
| GDLC Grayscale Coindesk 5 ETF | 0.30% | 6,477 | $268K | — |
| TDVI FT Vest Technology Dividend | 0.27% | 8,895 | $247K | — |
| COWZ Pacer US Cash Cows 100 ETF | 0.25% | 3,735 | $225K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 763 | $221K | — |
| DFII FT Vest BTC Stra & TR in ETF | 0.25% | 12,356 | $221K | — |
| DAPR FT Vest U.S. Equity Deep Buf | 0.22% | 4,993 | $196K | — |
| BUFZ FT Vest Laddered Moderate Bu | 0.19% | 6,576 | $174K | — |
| JAJL Innovator Edp ETF - 6M Ja | 0.19% | 5,742 | $167K | — |
| APLD Applied Digital Corp. | 0.18% | 6,558 | $161K | — |
| GJAN FT Vest US Equity Moderate B | 0.17% | 3,643 | $156K | — |
| FTHI Fthi/First Trust Exchange-TR | 0.17% | 6,587 | $156K | — |
| DAUG FT Vest U.S. Equity Deep Buf | 0.17% | 3,397 | $151K | — |
| GAUG FT Vest US Equity Moderate B | 0.16% | 3,773 | $148K | — |
| COST Costco Wholesale Corp. | 0.16% | 171 | $147K | — |
| PLTR Palantir Technologies Inc. Class A | 0.16% | 801 | $142K | — |
| QFLR Innovator Nasdaq-100 MF ETF | 0.16% | 4,129 | $142K | — |
| QSPT FT Vest Nasdaq-100 Buffer Et | 0.15% | 4,327 | $137K | — |
| QMMY FT NDQ100 Mod Buff ETF - May | 0.15% | 5,363 | $134K | — |
| VTR Ventas Inc. | 0.15% | 1,700 | $132K | — |
| CIBR First Trust Nasdaq Cybersecu | 0.14% | 1,714 | $122K | — |
| JUNM FT Vest US Eq Max Buf June | 0.14% | 3,570 | $122K | — |
| GFEB FT Vest US Equity Moderate B | 0.13% | 2,788 | $116K | — |
| SOXX iShares Semiconductor ETF | 0.13% | 379 | $114K | — |
| CEF Sprott Physical Gold and Sil | 0.13% | 2,468 | $113K | — |
| QLD Proshares Ultra QQQ | 0.13% | 1,594 | $112K | — |
| GSEP FT Vest US Equity Moderate B | 0.11% | 2,648 | $103K | — |
| SFLR Innovator Eqty MGD Floor ETF | 0.11% | 2,773 | $102K | — |
| IVV iShares Core S&P 500 ETF | 0.11% | 146 | $100K | — |
| XMAR FT Vest US Equity Enhance & | 0.11% | 2,500 | $100K | — |
| GOOGL Alphabet Inc. Class A | 0.11% | 315 | $99K | — |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.11% | 1,455 | $97K | — |
| YSEP FT VST Int Eq MB ETF-Usd Inc. | 0.10% | 3,533 | $92K | — |
| DSEP FT Vest U.S. Equity Deep Buf | 0.10% | 2,010 | $90K | — |
| DDEC FT Vest U.S. Equity Deep Buf | 0.10% | 2,000 | $90K | — |
| APP AppLovin Corp. Class A | 0.10% | 129 | $87K | — |
| QMAR FT Vest Nasdaq-100 Buffer Et | 0.10% | 2,625 | $87K | — |
| GJUN FT Vest US Equity Moderate B | 0.09% | 2,100 | $83K | — |
| SAUG FT Vest US Small Cap Moderat | 0.09% | 3,164 | $81K | — |
| GNOV FT Vest US Equity Moderate B | 0.09% | 2,000 | $79K | — |
| META Meta Platforms Inc. Class A | 0.09% | 118 | $78K | — |
| PEG Public Service Enterprise GP | 0.08% | 936 | $75K | — |
| DFAU Dimensional US Core Equity M | 0.08% | 1,593 | $75K | — |
| FAUG FT Vest U.S. Equity Buffer E | 0.08% | 1,386 | $73K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 281 | $72K | — |
| QCJL FT NSDQ 100 CN Buff ETF-Jul | 0.07% | 2,676 | $63K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.07% | 199 | $60K | — |
| BITX 2X Bitcoin ETF | 0.07% | 2,167 | $60K | — |
| DFEB FT Vest U.S. Equity Deep Buf | 0.06% | 1,196 | $57K | — |
| CLSK Cleanspark Inc. | 0.06% | 5,298 | $54K | — |
| CEG Constellation Energy | 0.06% | 150 | $53K | — |
| GJUL FT Vest US Equity Moderate B | 0.06% | 1,200 | $50K | — |
| COMP Compass Inc. Class A | 0.05% | 4,400 | $47K | — |
| QMAG FT NDQ100 Mod Buff ETF - Aug | 0.05% | 1,957 | $46K | — |
| DJUN FT Vest US Equity Deep Buffe | 0.05% | 960 | $45K | — |
| AJAN In Eq DF PR ETF 2Y JAN28-Usd | 0.05% | 1,626 | $45K | — |
| XOM Exxon Mobil Corp. | 0.05% | 363 | $44K | — |
| LLY Eli Lilly & Co. | 0.05% | 39 | $42K | — |
| SMCI Super Micro Computer Inc. | 0.05% | 1,430 | $42K | — |
| TEM Tempus AI Inc. Class A | 0.05% | 704 | $42K | — |
| HD Home Depot Inc. | 0.04% | 99 | $34K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.