SEC 13F Intelligence

Benson Wealth Management Inc / IBIT

Benson Wealth Management Inc’s Ishares Bitcoin Trust Etf Position

Does Benson Wealth Management Inc own Ishares Bitcoin Trust Etf (IBIT)? Yes115.1K shares worth $4M (+6.05% of its 13F portfolio) as of Q1 2026, down from 125.2K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
115.1K
% of Portfolio
+6.05%
Quarters Held
2
currently held

Position History IBIT

Reported value by quarter
Q4 ’25: $6MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026115.1K$4M+6.05%
Q4 2025125.2K$6M+6.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Benson Wealth Management Inc’s full portfolio or all institutional holders of IBIT.