Funds › Benson Wealth Management Inc
Benson Wealth Management Inc
13F for Q3 2026, filed Nov 12, 2026. 369 positions worth $101.6M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 12, 2026
Reported value
$101.6M
+$2.2M (2.2%) vs Q2 2026
Positions
369
367 in Q2 2026
Top 10 share
48.4%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 19,620 | $14.5M | 14.3% | +10.7% | 13F ↗ |
| 2 | First Tr Exchange Traded Fd Rba Indl Etf | 65,205 | $6.7M | 6.6% | +19.4% | 13F ↗ |
| 3 | IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 108,095 | $5.1M | 5.0% | -3.8% | 13F ↗ |
| 4 | Invesco Exch Traded Fd Tr II S&P 500 Momntm | 30,997 | $4.7M | 4.6% | New | 13F ↗ |
| 5 | First Tr Exchange Traded Fd Risng Divd Achiv | 49,689 | $3.9M | 3.8% | +27.8% | 13F ↗ |
| 6 | SPG Simon Property Group, Inc. | 19,127 | $3.8M | 3.8% | -6.5% | 13F ↗ |
| 7 | AMZN Amazon.com, Inc. | 12,971 | $3.2M | 3.2% | -8.1% | 13F ↗ |
| 8 | First Tr Exchng Traded Fd Vi Ft Vest Us Eqt | 50,331 | $2.7M | 2.6% | -12.1% | 13F ↗ |
| 9 | First Tr Exchng Traded Fd Vi Ft Vest Deep Etf | 75,302 | $2.3M | 2.3% | -9.0% | 13F ↗ |
| 10 | Innovator Etfs Trust Laddered Alc Bfr | 54,541 | $2.2M | 2.2% | -40.9% | 13F ↗ |
| 11 | First Tr Exchange-Traded Fd Vest Laddered | 104,553 | $2.2M | 2.1% | +67.3% | 13F ↗ |
| 12 | Innovator Etfs Trust Equi Dua 15 Apri | 101,763 | $2.1M | 2.1% | +27.8% | 13F ↗ |
| 13 | Pacer Fds Tr Nasd In Pate Etf | 57,919 | $2.1M | 2.0% | New | 13F ↗ |
| 14 | MSFT Microsoft Corporation | 3,974 | $2.0M | 2.0% | +3.7% | 13F ↗ |
| 15 | Innovator Etfs Trust Us Eqt Bufr Apr | 35,396 | $1.9M | 1.9% | -8.9% | 13F ↗ |
| 16 | WMT Walmart Inc. | 18,409 | $1.9M | 1.9% | -22.6% | 13F ↗ |
| 17 | NVDA NVIDIA Corporation | 8,012 | $1.8M | 1.8% | -26.7% | 13F ↗ |
| 18 | Global X Fds Artificial Etf | 27,469 | $1.8M | 1.8% | -1.0% | 13F ↗ |
| 19 | AAPL Apple Inc. | 5,183 | $1.7M | 1.7% | -20.7% | 13F ↗ |
| 20 | GOOG Alphabet Inc. Class C | 5,009 | $1.7M | 1.7% | -18.4% | 13F ↗ |
| 21 | TSLA Tesla, Inc. | 4,760 | $1.7M | 1.7% | -19.3% | 13F ↗ |
| 22 | Vaneck ETF Trust Semiconductr Etf | 2,614 | $1.6M | 1.6% | -22.2% | 13F ↗ |
| 23 | GBTC Grayscale Bitcoin Trust · Shs Rep Com Ut | 23,843 | $1.5M | 1.5% | -3.2% | 13F ↗ |
| 24 | First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf | 37,946 | $1.4M | 1.4% | -5.2% | 13F ↗ |
| 25 | GLD SPDR Gold Shares · Gold Shs | 3,339 | $1.3M | 1.3% | -9.9% | 13F ↗ |
| 26 | First Tr Exchange-Traded Fd Ft Vest Tec | 39,101 | $1.2M | 1.2% | +33.5% | 13F ↗ |
| 27 | First Tr Exchange-Traded Fd Vest Lad Aut Etf | 58,414 | $1.2M | 1.2% | +19769% | 13F ↗ |
| 28 | First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf | 27,351 | $1.1M | 1.1% | +6789% | 13F ↗ |
| 29 | Tema ETF Trust Electrification | 27,125 | $961.1K | 0.9% | -33.5% | 13F ↗ |
| 30 | AMD Advanced Micro Devices, Inc. | 1,455 | $889.9K | 0.9% | -46.7% | 13F ↗ |
| 31 | Invesco Exchange Traded Fd T S&P500 Eql Hig | 8,115 | $883.6K | 0.9% | Unchanged | 13F ↗ |
| 32 | SPCX Space Exploration Technologies Corp. | 5,444 | $821.4K | 0.8% | +8148% | 13F ↗ |
| 33 | First Tr Exchng Traded Fd Vi Ft Vest Us Eqt | 12,717 | $765.1K | 0.8% | -7.4% | 13F ↗ |
| 34 | BTC Grayscale Bitcoin Mini Trust | 18,805 | $694.8K | 0.7% | -1.6% | 13F ↗ |
| 35 | Global X Fds Global X Uranium | 17,425 | $694.4K | 0.7% | -31.5% | 13F ↗ |
| 36 | Spdr Series Trust Sp Kensho Final | 6,622 | $688.9K | 0.7% | -36.5% | 13F ↗ |
| 37 | First Tr Exchange-Traded Fd Ft Vest Bitcoin | 47,141 | $674.4K | 0.7% | +18.9% | 13F ↗ |
| 38 | ETHE Grayscale Ethereum Staking ETF | 28,912 | $619.6K | 0.6% | -5.6% | 13F ↗ |
| 39 | iShares Tr Msci Usa Mmentm | 1,662 | $527.4K | 0.5% | +6.7% | 13F ↗ |
| 40 | First Tr Exchng Traded Fd Vi Ft Vest Nas | 13,589 | $501.4K | 0.5% | -0.2% | 13F ↗ |
| 41 | First Tr Exchng Traded Fd Vi Ft Vest U.S | 10,680 | $483.5K | 0.5% | -32.6% | 13F ↗ |
| 42 | SLV iShares Silver Trust · Ishares | 8,458 | $461.0K | 0.5% | -0.1% | 13F ↗ |
| 43 | Spdr Series Trust St Str P500GRW | 3,366 | $414.3K | 0.4% | -3.7% | 13F ↗ |
| 44 | First Tr Exchange-Traded Fd Vest High Yield | 18,513 | $340.5K | 0.3% | -66.7% | 13F ↗ |
| 45 | Invesco Exch Traded Fd Tr II Nasdaq 100 Etf | 1,108 | $337.5K | 0.3% | +10980% | 13F ↗ |
| 46 | COIN Coinbase Global, Inc. | 1,696 | $316.2K | 0.3% | Unchanged | 13F ↗ |
| 47 | First Tr Exchange-Traded Fd | 1,764 | $312.4K | 0.3% | -79.4% | 13F ↗ |
| 48 | First Tr Exchange-Traded Fd | 6,524 | $306.0K | 0.3% | -1.9% | 13F ↗ |
| 49 | Pacer Fds Tr Us Cash Cows 100 | 4,514 | $301.4K | 0.3% | -1.1% | 13F ↗ |
| 50 | Innovator Etfs Trust Eqty Dul DIRCT15 | 14,386 | $284.2K | 0.3% | -3.6% | 13F ↗ |
Showing the top 50 of 369 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
19 new, 27 added to, 76 trimmed, 17 exited, 247 unchanged. By estimated dollars.
New positions (19)
| Invesco Exch Traded Fd Tr II S&P 500 Momntm | 30,997 | New | $4.7M |
| Pacer Fds Tr Nasd In Pate Etf | 57,919 | New | $2.1M |
| ORCL Oracle Corporation | 1,657 | New | $227.5K |
| Innovator Etfs Trust Equity Dual 15 B | 11,019 | New | $214.5K |
| Innovator Etfs Trust Etf | 3,369 | New | $75.2K |
| Schwab Strategic Tr Intl Eqty Etf | 2,670 | New | $73.3K |
| Schwab Strategic Tr Us Dividend Eq | 1,998 | New | $65.0K |
| XOM ExxonMobil Holdings Corporation | 363 | New | $59.1K |
| Vanguard Wellington Fd Etf | 216 | New | $48.9K |
| First Tr Exchng Traded Fd Vi Vest Us Eqt Buf | 1,575 | New | $47.9K |
Added to (27)
| Invesco Qqq Tr | 19,620 | +10.7% | $1.4M |
| First Tr Exchange-Traded Fd Vest Lad Aut Etf | 58,414 | +19769% | $1.2M |
| First Tr Exchange Traded Fd Rba Indl Etf | 65,205 | +19.4% | $1.1M |
| First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf | 27,351 | +6789% | $1.1M |
| First Tr Exchange-Traded Fd Vest Laddered | 104,553 | +67.3% | $877.5K |
| First Tr Exchange Traded Fd Risng Divd Achiv | 49,689 | +27.8% | $845.3K |
| SPCX Space Exploration Technologies Corp. | 5,444 | +8148% | $811.4K |
| Innovator Etfs Trust Equi Dua 15 Apri | 101,763 | +27.8% | $455.6K |
| Invesco Exch Traded Fd Tr II Nasdaq 100 Etf | 1,108 | +10980% | $334.4K |
| First Tr Exchange-Traded Fd Ft Vest Tec | 39,101 | +33.5% | $301.9K |
Trimmed (76)
| Innovator Etfs Trust Laddered Alc Bfr | 54,541 | -40.9% | -$1.5M |
| Innovator Etfs Trust Quity Managd Flr | 4,192 | -88.9% | -$1.3M |
| First Tr Exchange-Traded Fd | 1,764 | -79.4% | -$1.2M |
| Spdr Series Trust St Str Sp Aero | 211 | -95.1% | -$936.9K |
| AMD Advanced Micro Devices, Inc. | 1,455 | -46.7% | -$781.0K |
| First Tr Exchange-Traded Fd Vest High Yield | 18,513 | -66.7% | -$681.0K |
| First Tr Exchange-Traded Fd Ft Vest Djia | 5,504 | -85.4% | -$673.3K |
| NVDA NVIDIA Corporation | 8,012 | -26.7% | -$667.6K |
| WMT Walmart Inc. | 18,409 | -22.6% | -$557.9K |
| Tema ETF Trust Electrification | 27,125 | -33.5% | -$484.4K |
Exited (17)
| Exxon Mobil Corp | 363 | Exited | -$49.6K |
| First Tr Exchange Traded Fd Buywrit Incm Etf | 884 | Exited | -$21.1K |
| GENB Generate Biomedicines, Inc. | 363 | Exited | -$6,124 |
| SNY Sanofi | 138 | Exited | -$5,887 |
| LITE Lumentum Holdings Inc. | 6 | Exited | -$5,148 |
| NGG National Grid plc | 60 | Exited | -$4,972 |
| HDB HDFC Bank Limited · ADR | 168 | Exited | -$4,339 |
| Lvmh Moet Hennessy-Unsp ADR American Depository | 34 | Exited | -$3,760 |
| Electronic Arts Inc | 17 | Exited | -$3,486 |
| Innovator Etfs Trust Nasdaq 100 Manag | 123 | Exited | -$3,351 |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer