StockDriftsStockDriftsTop 50 Benson Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 13.13% | 17.7K | $13.1M | +75.06%(+7.60K) | $624.49(+15.43%) | 2026-06-30 | |
| AIRR | FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF | 7.32% | 54.6K | $7.3M | +160.51%(+33.65K) | $112.72(+9.66%) | 2026-06-30 | |
| SPG | SIMON PPTY GROUP INC NEWREIT | 4.6% | 20.4K | $4.6M | -7.45%(-1.65K) | $186.39(+18.03%) | 2026-06-30 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 3.76% | 112.3K | $3.7M | -2.41%(-2.78K) | $57.33(-36.64%) | 2026-06-30 | |
| BUFB | INNOVATOR LADDERED ALLOCATION BUFFER ETF | 3.65% | 92.3K | $3.6M | +7714.56%(+91.11K) | $37.26(+7.75%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 3.39% | 14.1K | $3.4M | +35.48%(+3.70K) | $223.74(+22.89%) | 2026-06-30 | |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 3.17% | 38.9K | $3.2M | -4.95%(-2.03K) | $68.37(+22.18%) | 2026-06-30 | |
| DNOV | FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER | 2.96% | 57.3K | $2.9M | -28.36%(-22.68K) | $47.83(+9.26%) | 2026-06-30 | |
| WMT | WALMART INC | 2.71% | 23.8K | $2.7M | -13.83%(-3.82K) | $107.85(+4.91%) | 2026-06-30 | |
| TSLA | TESLA INC | 2.5% | 5.9K | $2.5M | -2.12%(-128) | $447.22(-25.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +1.62% |
| Top 20 Holdings Unweighted | — | — | — | — | +0.43% |
Benson Wealth Management INC reports $99.39M in US-listed equity holdings across 367 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (13.1%), AIRR (7.3%) and SPG (4.6%). The top 20 holdings account for 67.05% of reported assets. Its disclosed equity book has returned +1.62% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Benson Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109863). View Benson Wealth Management INC’s 13F filings on SEC