Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Benson Wealth Management INC (CIK 2109863) reported $99.4M across 367 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($13.1M, 13.13%), AIRR ($7.3M, 7.32%), SPG ($4.6M, 4.60%), IBIT ($3.7M, 3.76%), BUFB ($3.6M, 3.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $13.1M | 13.13% | 17,725 | Added |
| 2 | AIRR | FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF | $7.3M | 7.32% | 54,608 | Added |
| 3 | SPG | SIMON PPTY GROUP INC NEWREIT | $4.6M | 4.60% | 20,448 | Trimmed |
| 4 | IBIT | ISHARES BITCOIN TRUST ETF | $3.7M | 3.76% | 112,335 | Trimmed |
| 5 | BUFB | INNOVATOR LADDERED ALLOCATION BUFFER ETF | $3.6M | 3.65% | 92,290 | Added |
| 6 | AMZN | AMAZON.COM INC | $3.4M | 3.39% | 14,121 | Added |
| 7 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $3.2M | 3.17% | 38,892 | Trimmed |
| 8 | DNOV | FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER | $2.9M | 2.96% | 57,282 | Trimmed |
| 9 | WMT | WALMART INC | $2.7M | 2.71% | 23,777 | Trimmed |
| 10 | TSLA | TESLA INC | $2.5M | 2.50% | 5,901 | Trimmed |
| 11 | BUFD | FT VEST LADDERED DEEP BUFFER ETF | $2.5M | 2.48% | 82,790 | Added |
| 12 | SMH | VANECK SEMICONDUCTOR ETF | $2.2M | 2.22% | 3,358 | Added |
| 13 | NVDA | NVIDIA CORP | $2.2M | 2.20% | 10,935 | Trimmed |
| 14 | GOOG | ALPHABET INC CLASS C | $2.2M | 2.18% | 6,139 | Added |
| 15 | BAPR | INNOVATOR U.S. EQUITY BUFFER ETF - APRIL | $2.1M | 2.08% | 38,843 | Trimmed |
| 16 | AAPL | APPLE INC | $1.9M | 1.90% | 6,532 | Added |
| 17 | AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $1.8M | 1.83% | 27,752 | Trimmed |
| 18 | VOLT | TEMA ELECTRIFICATION ETF | $1.7M | 1.72% | 40,797 | New |
| 19 | GRID | FIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN | $1.6M | 1.65% | 8,574 | Added |
| 20 | DDFA | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - APRIL | $1.6M | 1.62% | 79,641 | New |
| 21 | AMD | ADVANCED MICRO DEVICES I | $1.6M | 1.60% | 2,732 | Added |
| 22 | BUFR | FT VEST LADDERED BUFFER ETF | $1.5M | 1.47% | 40,019 | Trimmed |
| 23 | SFLR | INNOVATOR EQUITY MANAGEDFLOOR ETF | $1.5M | 1.46% | 37,651 | Added |
| 24 | MSFT | MICROSOFT CORP | $1.4M | 1.44% | 3,834 | Added |
| 25 | GLD | SPDR GOLD SHARES | $1.4M | 1.37% | 3,706 | Added |
Source: SEC Form 13F filings · as of 2026-06-30