Managers / Q4 2025 · view latest →

Benson Wealth Management INC

CIK 0002109863 · 9298 APISON PIKE SUITE 106, OOLTEWAH, TN, TN, 37363 · 5308910719

Reported Value

$90M

Q4 2025

Positions

426

Filings on Record

2026–present window

Filed

Feb 12, 2026

original filing

Summary

Benson Wealth Management Inc reported $90M in U.S.-listed holdings across 426 positions for Q4 2025.

Its largest position, QQQ, represents 15.3% of the portfolio.

Portfolio Metrics

Top-10 Concentration

+55.4%

share of reported value

Largest Position

+15.3%

Invsc Qqq Trust Srs 1 Etf

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value

Portfolio Composition

By security type

ETP · 67.3% · $60M
Common Stock · 27.0% · $24M
REIT · 4.8% · $4M
Closed-End Fund · 0.3% · $269,490
Other · 0.3% · $267,651
Other · 0.3% · $246,074

Quarter-over-Quarter Changes full breakdown →

Issuer	Move	Share Δ	Shares now	Value Δ	Value now
QQQ INVSC QQQ TRUST SRS 1 ETF	NEW	+22.4K	22.4K	+$14M	$14M
IBIT ISHARES BITCOIN ETF	NEW	+125.2K	125.2K	+$6M	$6M
AMZN AMAZON.COM INC	NEW	+22.4K	22.4K	+$5M	$5M
FT VEST US EQUITY DEEP BUFF ETF	NEW	+104.1K	104.1K	+$5M	$5M
SPG SIMON PPTY GROUP INC NEWREIT	NEW	+22.6K	22.6K	+$4M	$4M
BAPR INNOVATOR US EQUITY BUFFER ETF	NEW	+66.6K	66.6K	+$3M	$3M
AIQ GLOBAL X FUND GLB X ART INTL TGY ETF	NEW	+62.3K	62.3K	+$3M	$3M
TSLA TESLA INC	NEW	+6.7K	6.7K	+$3M	$3M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2025

340 positions (from 426 filing rows — )

Export to Excel

#	Issuer	Class	% Portfolio	Value ↓	Shares
1	QQQ INVSC QQQ TRUST SRS 1 ETF history →	UIE	15.34%	$14M	22.4K
2	IBIT ISHARES BITCOIN ETF history →	UIE	6.92%	$6M	125.2K
3	FT VEST US EQUITY DEEP BUFF ETF	UIE	5.83%	$5M	107.4K
4	AMZN AMAZON.COM INC history →	COM	5.76%	$5M	22.4K
5	SPG SIMON PPTY GROUP INC NEWREIT history →	RET	4.66%	$4M	22.6K
6	BAPR INNOVATOR US EQUITY BUFFER ETF history →	UIE	3.56%	$3M	66.6K
7	AIQ GLOBAL X FUND GLB X ART INTL TGY ETF history →	UIE	3.53%	$3M	62.3K
8	TSLA TESLA INC history →	COM	3.35%	$3M	6.7K
9	RDVY FT RISING DIVIDEND ACHIEVERS ETF history →	UIE	3.26%	$3M	42.1K
10	WMT WALMART INC history →	COM	3.23%	$3M	26.0K
11	GOOG ALPHABET INC CLASS CLASS C	COM	3.03%	$3M	8.7K
12	AAPL APPLE INC history →	COM	2.97%	$3M	9.8K
13	NVDA NVIDIA CORP history →	COM	2.88%	$3M	13.9K
14	FT VEST NASDAQ 100 CON BUF ETF	UIE	2.37%	$2M	96.6K
15	GBTC GRAYSCALE BITCOIN TRUST ETF history →	UIE	2.23%	$2M	29.3K
16	FT VEST US EQUITY BUFF ETF	UIE	1.69%	$2M	27.6K
17	GLD SPDR GOLD SHARES ETF history →	UIE	1.66%	$1M	3.8K
18	FT VEST US EQUITY BUFFERETF	UIE	1.47%	$1M	23.3K
19	COIN COINBASE GLOBAL INC CLASS CLASS A history →	COM	1.41%	$1M	5.6K
20	MSFT MICROSOFT CORP history →	COM	1.36%	$1M	2.5K
21	NLR VANECK URANIUM AND NUCLEAR ETF history →	UIE	1.32%	$1M	9.6K
22	BTC GRAYSCALE BITCOIN MINI TRUST ETF history →	UIE	1.23%	$1M	28.4K
23	FT VEST LADDERED BUFFER ETF	UIE	1.22%	$1M	32.0K
24	FT VEST US SML CP MDRT BFR ETF	UIE	1.20%	$1M	41.5K
25	ETHE GRAYSCALE ETHEREUM TRUST history →	CEM	1.15%	$1M	42.5K
26	AIRR FT RBA AMERICAN IND RENAISSANCE ETF	UIE	0.92%	$828,739	8.4K
27	AMD ADVANCED MICRO DEVIC	COM	0.85%	$761,125	3.6K
28	SLV ISHARES SILVER TRUST ETF	UIE	0.82%	$733,228	11.4K
29	FT VST US EQY EHNC MDRT BUF ETF	UIE	0.81%	$728,164	17.0K
30	FT VEST HIGH YD AND TGT INC ETF	UIE	0.79%	$709,391	35.9K
31	PTF INVESCO DORSEY WRIGHT TECHNOLGY ETF	UIE	0.69%	$620,688	8.1K
32	FT VEST NASDAQ 100 BUFFER ETF	UIE	0.68%	$609,354	18.8K
33	FT VEST US EQT ENC MD BF ETF	UIE	0.66%	$595,548	14.1K
34	ETH GRAYSCALE ETHEREUM MINI	CEM	0.46%	$410,265	14.6K
35	MTUM ISHARES MSCI USA MOMNTUMFCT ETF	UIE	0.44%	$390,984	1.6K
36	SPYG ST STRT SPDR PRTL S&P 500 GRW ETF IV	UIE	0.41%	$366,195	3.4K
37	FT VEST LADDERED DEEP BUFFER ETF	UIE	0.40%	$362,460	12.8K
38	FVD FIRST TRUST VALUE DIVIDEND INDEX ETF	UIE	0.34%	$309,289	6.7K
39	GAUG FT VEST US EQT MDRT BFR ETF	UIE	0.33%	$300,308	7.6K
40	GJAN FT VEST US EQTY MOD BUFRETF	UIE	0.31%	$277,091	6.6K
41	XOVR ERSHARES PVT PBLIC CROSSOVER ETF IV	UIE	0.31%	$274,347	13.6K
42	BPRE BLUEROCK PRIVATE REAL ES	CEM	0.30%	$269,490	18.0K
43	GRAYSCALE COINDESK CRYPTO 5 ETF	UIE	0.30%	$267,651	6.5K
44	FT VEST TECH DIV TRG INCETF	UIE	0.27%	$246,747	8.9K
45	COWZ PACER US CASH COWS 100 ETF	UIE	0.25%	$224,735	3.7K
46	VO VANGUARD MID CAP ETF	UIE	0.25%	$221,438	763
47	DFII FT VEST BITCOIN STR AND TA IN ETF	UIE	0.25%	$220,555	12.4K
48	FT VEST US EQY DEEP BUFF ETF	UIE	0.22%	$196,455	5.0K
49	FT VEST LADRED MDRT BFR ETF	UIE	0.19%	$174,461	6.6K
50	JAJL INNOVATOR EQUITY DFN PRTCN ETF	UIE	0.19%	$166,863	5.7K
51	APLD APPLIED DIGITAL CORP	COM	0.18%	$160,802	6.6K
52	FTHI FIRST TRUST BUYWRITE INCOME ETF	UIE	0.17%	$155,585	6.6K
53	COST COSTCO WHSL CORP NEW	COM	0.16%	$147,460	171
54	PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A	COM	0.16%	$142,378	801
55	QFLR INNOVATOR NASDAQ 100 MGD FLR ETF	UIE	0.16%	$141,542	4.1K
56	FT VEST NASDAQ 100 MODRTBUFR ETF	UIE	0.15%	$134,275	5.4K
57	VTR VENTAS INC REIT	RET	0.15%	$131,546	1.7K
58	CIBR FIRST TRUST NASDAQ CYBRSCRTY ETF	UIE	0.14%	$122,465	1.7K
59	JUNM FT VEST US EQUITY MAX BUFFER ETF	UIE	0.14%	$122,244	3.6K
60	SOXX ISHARES SEMICONDUCTOR ETF	UIE	0.13%	$114,136	379
61	SPROTT PHYSICAL GLD SLVR	CEM	0.13%	$113,034	2.5K
62	QLD PROSHARES ULTRA QQQ ETF	UIE	0.12%	$112,234	1.6K
63	SFLR INNOVATOR EQTY MANAGED FLOOR ETF	UIE	0.11%	$102,213	2.8K
64	FT VEST US EQUITY DEEP BUF ETF	UIE	0.11%	$101,598	2.3K
65	IVV ISHARES CORE S&P 500 ETF	UIE	0.11%	$100,001	146
66	XMAR FT VST US EQY MOD BUFFERETF	UIE	0.11%	$99,825	2.5K
67	FT VEST US EQTY DEEP BUFFER ETF	UIE	0.11%	$99,340	2.2K
68	ARWR ARROWHEAD PHARMACEUTICAL	COM	0.11%	$96,597	1.5K
69	FT VEST INTERNL EQT MDRTBFR ETF	UIE	0.10%	$91,911	3.5K
70	APP APPLOVIN CORP CLASS A	COM	0.10%	$86,923	129
71	GJUN FT VEST US EQT MODRT BFRETF	UIE	0.09%	$83,160	2.1K
72	FT VST US SML CP MDT BFRETF	UIE	0.09%	$80,714	3.2K
73	GNOV FT VST U S EQTY MDRTE BRETF	UIE	0.09%	$79,440	2.0K
74	META META PLATFORMS INC CLASS A	COM	0.09%	$77,891	118
75	PEG PUBLIC SVC ENTERPRISE GR	COM	0.08%	$75,161	936
76	DFAU DIMENSIONAL US CORE EQUITY MARKT ETF	UIE	0.08%	$74,552	1.6K
77	FT VEST US EQU BUF ETF	UIE	0.08%	$73,389	1.4K
78	VB VANGUARD SMALL CAP ETF	UIE	0.08%	$72,484	281
79	FT VEST NASDAQ 100 CNSR BFR ETF	UIE	0.07%	$63,498	2.7K
80	TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS	ADR	0.07%	$60,474	199
81	2X BITCOIN STRATEGY ETF	UIE	0.07%	$60,113	2.2K
82	FT VEST US EQUITY DEEP BFR ETF	UIE	0.06%	$57,075	1.2K
83	CLSK CLEANSPARK INC	COM	0.06%	$53,615	5.3K
84	CEG CONSTELLATION ENERGY COR	COM	0.06%	$52,991	150
85	COMP COMPASS INC CLASS CLASS A	COM	0.05%	$46,508	4.4K
86	FT VEST NASDAQ 100 MODRTBFR ETF	UIE	0.05%	$46,308	2.0K
87	FT VST US EQTY DEEP BUFRETF	UIE	0.05%	$45,448	960
88	AJAN INNOVATOR EQT DEFINED PROT ETF	UIE	0.05%	$45,284	1.6K
89	EXMOC EXXON MOBIL CORP	COM	0.05%	$43,683	363
90	LLY ELI LILLY AND CO	COM	0.05%	$41,913	39
91	SMCI SUPER MICRO COMPUTER INC	COM	0.05%	$41,856	1.4K
92	TEM TEMPUS AI INC CLASS A	COM	0.05%	$41,571	704
93	HD HOME DEPOT INC	COM	0.04%	$34,066	99
94	FT VEST US SMALL CAP MODBUFR ETF	UIE	0.04%	$33,890	1.4K
95	BROS DUTCH BROS INC CLASS A	COM	0.04%	$33,793	552
96	ISRG INTUITIVE SURGICAL INC	COM	0.04%	$32,849	58
97	INNOVATOR DEFINED WEALTHSHIELD ETF	UIE	0.03%	$30,930	923
98	CAVA CAVA GROUP INC	COM	0.03%	$30,754	524
99	FT VEST U S SML CP MDRTEETF	UIE	0.03%	$29,985	1.2K
100	DYNF ISHS US EQTY FACTR ROTATN ACT ETF	UIE	0.03%	$29,736	489

Filing History

Quarter	Reported Value	Positions	Filed	Type	Links
Q1 2026	$73M	354	May 12, 2026	13F-HR	changes · EDGAR ↗
Q4 2025	$90M	426	Feb 12, 2026	13F-HR	changes · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.