Benson Wealth Management INC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Benson Wealth Management INC reported 354 stock positions worth $73.1 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 8.0% of the portfolio, followed by iShares Bitcoin Trust ETF (IBIT, 6.1%) and Simon Property (SPG, 5.6%). Compared with Q4 2025, it opened 45 new positions, sold out of 43, added to 24 and reduced 57. The biggest buy was First Trust Rba American Ind (AIRR, shares +149%) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −55%).

Most Recent 13F
Q2 2026
Location
OOLTEWAH, TN, TN
CIK
0002109863
Portfolio Value
$73.1M (Q1 2026)
SEC Filing
0002109863-26-000002 ↗ filed May 12, 2026

Holdings Value

0$20.0M$40.0M$60.0M$80.0M$100.0M Q4 2025: $89.8M Q4 2025 Q1 2026: $73.1M $73.1M Q1 2026 Q2 2026: $99.4M Q2 2026

Holdings 354 stocks · $73.1M
QQQ Invesco QQQ Trust Series 1 7.99% 10,125 $5.8M Reduce -54.9%
IBIT iShares Bitcoin Trust ETF 6.05% 115,114 $4.4M Reduce -8.1%
SPG Simon Property Group Inc. 5.64% 22,093 $4.1M Reduce -2.3%
DNOV FT Vest US Equity Deep Buffe 5.24% 79,960 $3.8M Reduce -23.1%
WMT Walmart Inc. 4.69% 27,593 $3.4M Add +6.1%
RDVY First Trust Rising Dividend 3.82% 40,918 $2.8M Reduce -2.8%
NVDA Nvidia Corp. 3.22% 13,477 $2.4M Reduce -2.7%
AIRR First Trust Rba American Ind 3.18% 20,962 $2.3M Add +148.7%
TSLA Tesla Inc. 3.07% 6,029 $2.2M Reduce -9.9%
QCJA FT NDQ100 CNS Buff ETF - Jan 2.98% 101,179 $2.2M Add +4.8%
AMZN Amazon.com Inc. 2.97% 10,423 $2.2M Reduce -53.5%
BUFR FT Vest Lad Buffervetf-Usd I 2.68% 58,004 $2.0M Add +81.4%
BAPR Innovator U.S. Equity Buffer 2.61% 39,018 $1.9M Reduce -41.4%
FNOV FT Vest US Equity Buffer ETF 2.23% 30,579 $1.6M Add +10.7%
GLD SPDR Gold Shares 1.98% 3,369 $1.4M Reduce -10.3%
GBTC Grayscale Bitcoin Trust ETF 1.93% 26,757 $1.4M Reduce -8.6%
GRID First TRST Nasd Class Edg Sgiif 1.92% 8,560 $1.4M New
AIQ Global X Art Intel & Tech 1.81% 28,415 $1.3M Reduce -54.4%
HYTI FT VST High YLD & Tar in ETF 1.75% 66,432 $1.3M Add +85.3%
SHLD Global X Defense Tech ETF 1.70% 17,561 $1.2M New
AAPL Apple Inc. 1.60% 4,620 $1.2M Reduce -52.8%
BUFG FT Vest Buffered Allocation 1.59% 43,165 $1.2M Add +3900.5%
BUFQ FT VST Lad NSDQ Buf ETF-Usdi 1.51% 31,291 $1.1M Add +4307.2%
MSFT Microsoft Corp. 1.49% 2,949 $1.1M Add +17.0%
SMH Vaneck Semiconductor ETF 1.46% 2,788 $1.1M New
GOOG Alphabet Inc. Class C 1.30% 3,317 $952K Reduce -60.3%
SFLR Innovator Eqty MGD Floor ETF 1.22% 25,216 $893K Add +809.3%
XJUN FT Vest U.S. Equity Enhance 1.05% 17,911 $770K Add +5.6%
PTF Invesco Dorsey Wright Tech 0.96% 8,115 $701K No change
XSEP FT Vest U.S. Equity Enhance 0.91% 15,866 $665K Add +12.9%
BTC Grayscale Bitcoin Mini ETF 0.88% 21,440 $643K Reduce -24.6%
URA Global X Uranium ETF 0.82% 12,328 $597K New
LEGR First Trust Indxx Innovative 0.81% 10,191 $589K New
SLV iShares Silver Trust 0.79% 8,470 $577K Reduce -25.6%
ROKT SS SPDR S&P Kensho FF ETF 0.71% 5,253 $522K New
BUFD FT VST Lad Deep Buf ETF-Usdi 0.67% 17,456 $489K Add +36.0%
FFEB FT Vest US Equity Buffer ETF 0.63% 8,254 $461K Reduce -64.2%
QDEC FT Vest Nasdaq-100 Buffer Et 0.58% 13,547 $426K Add +19.3%
MTUM iShares MSCI USA Momentum Fa 0.51% 1,557 $374K Reduce -0.3%
SPYG SS SPDR P S&P 500 Growth ETF 0.47% 3,541 $347K Add +3.2%
FVD First Trust Value Line DVD 0.43% 6,713 $316K Add +0.0%
SMAY FT Vest U.S. Small Cap Moder 0.42% 11,765 $310K Reduce -71.7%
COIN Coinbase Global Inc. Class A 0.41% 1,697 $296K Reduce -69.6%
XOVR Ershares Private-Public Cros 0.36% 15,432 $261K Add +13.3%
COWZ Pacer US Cash Cows 100 ETF 0.32% 3,685 $231K Reduce -1.3%
ETH Grayscale Ethereum Staking M 0.30% 11,221 $223K Reduce -23.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.30% 763 $219K No change
NLR Vaneck Urani & Nuclr ETF-Usd 0.28% 1,531 $204K Reduce -84.0%
AMD Advanced Micro Devices 0.26% 949 $193K Reduce -73.3%
DAPR FT Vest U.S. Equity Deep Buf 0.26% 4,779 $190K Reduce -4.3%
BUFF Innovator Laddered Allocatio 0.24% 3,588 $177K New
BUFZ FT Vest Laddered Moderate Bu 0.24% 6,576 $173K No change
JAJL Innovator Edp ETF - 6M Ja 0.23% 5,742 $167K No change
ACYN FT Lad Autocall Bar Inc. ETF 0.22% 8,012 $163K New
APLD Applied Digital Corp. 0.21% 6,558 $156K No change
GJAN FT Vest US Equity Moderate B 0.21% 3,643 $153K No change
DAUG FT Vest U.S. Equity Deep Buf 0.20% 3,397 $148K No change
GAUG FT Vest US Equity Moderate B 0.20% 3,773 $146K No change
TDVI FT Vest Technology Dividend 0.20% 5,392 $143K Reduce -39.4%
VTR Ventas Inc. 0.19% 1,700 $139K No change
QFLR Innovator Nasdaq-100 MF ETF 0.19% 4,129 $137K No change
GDLC Grayscale Coindesk 5 ETF 0.18% 4,321 $135K Reduce -33.3%
QSPT FT Vest Nasdaq-100 Buffer Et 0.18% 4,327 $132K No change
SOXX iShares Semiconductor ETF 0.17% 379 $125K No change
JUNM FT Vest US Eq Max Buf June 0.17% 3,570 $122K No change
DOGG FT Vest Djia Dogs 10 Target 0.17% 5,633 $122K New
CIBR First Trust Nasdaq Cybersecu 0.15% 1,714 $107K No change
XMAR FT Vest US Equity Enhance & 0.14% 2,500 $101K No change
IVV iShares Core S&P 500 ETF 0.13% 146 $95K No change
GSEP FT Vest US Equity Moderate B 0.13% 2,491 $95K Reduce -5.9%
YSEP FT VST Int Eq MB ETF-Usd Inc. 0.13% 3,533 $92K No change
ARWR Arrowhead Pharmaceuticals Inc. 0.12% 1,455 $91K No change
GOOGL Alphabet Inc. Class A 0.12% 312 $90K Reduce -0.9%
BUFX FT Vest La En & Mode Buf ETF 0.12% 4,219 $89K New
DDEC FT Vest U.S. Equity Deep Buf 0.12% 2,000 $89K No change
QMAR FT Vest Nasdaq-100 Buffer Et 0.12% 2,625 $88K No change
DSEP FT Vest U.S. Equity Deep Buf 0.12% 1,962 $86K Reduce -2.4%
GJUN FT Vest US Equity Moderate B 0.11% 2,100 $83K No change
SAUG FT Vest US Small Cap Moderat 0.11% 3,164 $81K No change
GNOV FT Vest US Equity Moderate B 0.11% 2,000 $78K No change
COST Costco Wholesale Corp. 0.10% 77 $77K Reduce -55.0%
PEG Public Service Enterprise GP 0.10% 936 $76K No change
CLSK Cleanspark Inc. 0.10% 8,839 $75K Add +66.8%
VB Vanguard Most SM-Cap ETF-Usd 0.10% 281 $74K No change
QLD Proshares Ultra QQQ 0.10% 1,196 $73K Reduce -25.0%
DFAU Dimensional US Core Equity M 0.10% 1,593 $72K No change
TDV Proshares S&P Tech DVD Arist 0.10% 848 $72K New
FAUG FT Vest U.S. Equity Buffer E 0.10% 1,357 $70K Reduce -2.1%
META Meta Platforms Inc. Class A 0.09% 111 $64K Reduce -5.9%
QCJL FT NSDQ 100 CN Buff ETF-Jul 0.09% 2,676 $63K No change
XOM Exxon Mobil Corp. 0.08% 363 $62K No change
PLTR Palantir Technologies Inc. Class A 0.08% 396 $58K Reduce -50.6%
DFEB FT Vest U.S. Equity Deep Buf 0.08% 1,196 $57K No change
APP AppLovin Corp. Class A 0.07% 129 $51K No change
GJUL FT Vest US Equity Moderate B 0.07% 1,200 $49K No change
DJUN FT Vest US Equity Deep Buffe 0.06% 960 $45K No change
TSM Taiwan Semiconductor-SP ADR 0.06% 132 $45K Reduce -33.7%
DLFE FT Vest US Equity DB ETF-Feb 0.06% 1,497 $44K New
AJAN In Eq DF PR ETF 2Y JAN28-Usd 0.06% 1,579 $44K Reduce -2.9%
BUFB Innovator Ladd Allo Buff ETF 0.06% 1,181 $42K New

Show all 354 holdings

Portfolio Sells Q4 2025 → Q1 2026
QQQ Invesco QQQ Trust Series 1 Reduce -54.9% 7.99% −7.35
AMZN Amazon.com Inc. Reduce -53.5% 2.97% −2.79
AIQ Global X Art Intel & Tech Reduce -54.4% 1.81% −1.71
GOOG Alphabet Inc. Class C Reduce -60.3% 1.30% −1.62
AAPL Apple Inc. Reduce -52.8% 1.60% −1.36
ETHE Grayscale Ethereum Staking E Sold out 0.00% −1.15
NLR Vaneck Urani & Nuclr ETF-Usd Reduce -84.0% 0.28% −1.04
COIN Coinbase Global Inc. Class A Reduce -69.6% 0.41% −1.00
BAPR Innovator U.S. Equity Buffer Reduce -41.4% 2.61% −0.94
IBIT iShares Bitcoin Trust ETF Reduce -8.1% 6.05% −0.87
FFEB FT Vest US Equity Buffer ETF Reduce -64.2% 0.63% −0.82
SMAY FT Vest U.S. Small Cap Moder Reduce -71.7% 0.42% −0.78
AMD Advanced Micro Devices Reduce -73.3% 0.26% −0.58
DNOV FT Vest US Equity Deep Buffe Reduce -23.1% 5.24% −0.42
BTC Grayscale Bitcoin Mini ETF Reduce -24.6% 0.88% −0.35
BPRE Bluerock Private Real Estate Sold out 0.00% −0.30
GBTC Grayscale Bitcoin Trust ETF Reduce -8.6% 1.93% −0.30
TSLA Tesla Inc. Reduce -9.9% 3.07% −0.28
DFII FT Vest BTC Stra & TR in ETF Reduce -77.5% 0.05% −0.20
ETH Grayscale Ethereum Staking M Reduce -23.3% 0.30% −0.15
FTHI Fthi/First Trust Exchange-TR Reduce -86.6% 0.03% −0.15
QMMY FT NDQ100 Mod Buff ETF - May Reduce -96.7% 0.01% −0.14
CEF Sprott Physical Gold and Sil Sold out 0.00% −0.13
GDLC Grayscale Coindesk 5 ETF Reduce -33.3% 0.18% −0.11
GFEB FT Vest US Equity Moderate B Reduce -72.6% 0.04% −0.09
PLTR Palantir Technologies Inc. Class A Reduce -50.6% 0.08% −0.08
TDVI FT Vest Technology Dividend Reduce -39.4% 0.20% −0.08
COST Costco Wholesale Corp. Reduce -55.0% 0.10% −0.06
BITX 2X Bitcoin ETF Reduce -67.2% 0.01% −0.05
SLV iShares Silver Trust Reduce -25.6% 0.79% −0.03
CAVA Cava Group Inc. Reduce -84.9% 0.01% −0.03
QMAG FT NDQ100 Mod Buff ETF - Aug Reduce -57.9% 0.03% −0.03
QLD Proshares Ultra QQQ Reduce -25.0% 0.10% −0.03
TSLG Leverage Shares 2X Tsla Sold out 0.00% −0.02
TSLR Granitesh 2X LNG Tsla ETF Reduce -70.2% 0.00% −0.02
FJUL FT Vest US Equity Buffer ETF Sold out 0.00% −0.01
UGL Proshares Ultra Gold Sold out 0.00% −0.01
EXAS Exact Sciences Corp. Sold out 0.00% −0.01
GOOY Yieldmax Googl Option Income Sold out 0.00% −0.01
SMCWX Amer FND Smallcap WRLD-A Sold out 0.00% −0.01
TRFK Pacer Data and Digital Rev Reduce -54.1% 0.01% −0.01
HCA HCA Healthcare Inc. Sold out 0.00% −0.01
NFLX Netflix Inc. Sold out 0.00% −0.01
TMO Thermo Fisher Scientific Inc. Reduce -84.6% 0.00% −0.01
BND Vanguard Total Bond Market Sold out 0.00% −0.01
TSM Taiwan Semiconductor-SP ADR Reduce -33.7% 0.06% −0.01
GOCT FT Vest US Equity Moderate B Sold out 0.00% −0.01
TEM Tempus AI Inc. Class A Reduce -6.1% 0.04% −0.01
FIS Fidelity National Info Serv Sold out 0.00% −0.01
HDV iShares Core High Dividend E Sold out 0.00% −0.01

Portfolio Buys Q4 2025 → Q1 2026
AIRR First Trust Rba American Ind Add +148.7% 3.18% +2.25
GRID First TRST Nasd Class Edg Sgiif New 1.92% +1.92
SHLD Global X Defense Tech ETF New 1.70% +1.70
BUFG FT Vest Buffered Allocation Add +3900.5% 1.59% +1.55
BUFQ FT VST Lad NSDQ Buf ETF-Usdi Add +4307.2% 1.51% +1.48
WMT Walmart Inc. Add +6.1% 4.69% +1.47
SMH Vaneck Semiconductor ETF New 1.46% +1.46
BUFR FT Vest Lad Buffervetf-Usd I Add +81.4% 2.68% +1.46
SFLR Innovator Eqty MGD Floor ETF Add +809.3% 1.22% +1.11
HYTI FT VST High YLD & Tar in ETF Add +85.3% 1.75% +0.96
URA Global X Uranium ETF New 0.82% +0.82
LEGR First Trust Indxx Innovative New 0.81% +0.81
ROKT SS SPDR S&P Kensho FF ETF New 0.71% +0.71
QCJA FT NDQ100 CNS Buff ETF - Jan Add +4.8% 2.98% +0.61
FNOV FT Vest US Equity Buffer ETF Add +10.7% 2.23% +0.55
BUFD FT VST Lad Deep Buf ETF-Usdi Add +36.0% 0.67% +0.27
XSEP FT Vest U.S. Equity Enhance Add +12.9% 0.91% +0.25
BUFF Innovator Laddered Allocatio New 0.24% +0.24
XJUN FT Vest U.S. Equity Enhance Add +5.6% 1.05% +0.24
ACYN FT Lad Autocall Bar Inc. ETF New 0.22% +0.22
QDEC FT Vest Nasdaq-100 Buffer Et Add +19.3% 0.58% +0.17
DOGG FT Vest Djia Dogs 10 Target New 0.17% +0.17
MSFT Microsoft Corp. Add +17.0% 1.49% +0.14
BUFX FT Vest La En & Mode Buf ETF New 0.12% +0.12
TDV Proshares S&P Tech DVD Arist New 0.10% +0.10
FVD First Trust Value Line DVD Add +0.0% 0.43% +0.09
SPYG SS SPDR P S&P 500 Growth ETF Add +3.2% 0.47% +0.07
DLFE FT Vest US Equity DB ETF-Feb New 0.06% +0.06
BUFB Innovator Ladd Allo Buff ETF New 0.06% +0.06
XAR SS SPDR S&P Aerospace Def New 0.06% +0.06
XOVR Ershares Private-Public Cros Add +13.3% 0.36% +0.05
CLSK Cleanspark Inc. Add +66.8% 0.10% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +75.0% 0.05% +0.03
KKR KKR & Co. Inc. Add +525.0% 0.03% +0.02
PLG Platinum Group Metals Ltd. New 0.01% +0.01
MDT Medtronic PLC New 0.01% +0.01
SOFI Sofi Technologies Inc. New 0.01% +0.01
NOW ServiceNow Inc. New 0.01% +0.01
TNC Tennant Co. New 0.01% +0.01
LIN Linde PLC New 0.01% +0.01
TTE Totalenergies SE New 0.01% +0.01
UBS UBS Group AG-Reg New 0.01% +0.01
TT Trane Technologies PLC New 0.01% +0.01
SPOT Spotify Technology SA New 0.01% +0.01
TECK Teck Resources Ltd.-CLS B New 0.01% +0.01
ACVA Acv Auctions Inc. Class A New 0.01% +0.01
BCE Bce Inc. New 0.01% +0.01
ETN Eaton Corp. PLC New 0.00% +0.00
PCG P G & E Corp. New 0.00% +0.00
NBFR Inno N100 Man 10 Buf ETF New 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 367$99.4MQQQ, AIRR, SPG, IBIT, BUFB
Q1 2026 354$73.1MQQQ, IBIT, SPG, DNOV, WMT
Q4 2025 352$89.8MQQQ, IBIT, AMZN, DNOV, SPG