Benson Wealth Management INC
CIK: 0002109863SEC EDGAR →
Portfolio Value
$90K
Holdings
352
As of
Q4 2025
New Positions
352
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES BITCOIN ETF | 125,223 | $6.2M | 6921.43% |
| 2 | AMAZON.COM INC | 22,417 | $5.2M | 5752.28% |
| 3 | FT VEST US EQUITY DEEP BUFF ETF | 104,051 | $5.1M | 5657.63% |
| 4 | SIMON PPTY GROUP INC NEWREIT | 22,609 | $4.2M | 4649.93% |
| 5 | INNOVATOR US EQUITY BUFFER ETF | 66,564 | $3.2M | 3550.91% |
| 6 | GLOBAL X FUND GLB X ART INTL TGY ETF | 62,305 | $3.2M | 3526.41% |
| 7 | TESLA INC | 6,691 | $3.0M | 3297.08% |
| 8 | FT RISING DIVIDEND ACHIEVERS ETF | 42,107 | $2.9M | 3254.72% |
| 9 | WALMART INC | 25,997 | $2.9M | 3202.41% |
| 10 | APPLE INC | 9,797 | $2.7M | 2955.20% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 136 | $38.3M | 51.3% |
| Technology | 45 | $12.9M | 17.2% |
| Consumer Cyclical | 18 | $8.2M | 11.0% |
| Unknown | 60 | $5.1M | 6.8% |
| Real Estate | 6 | $4.2M | 5.6% |
| Consumer Defensive | 12 | $2.9M | 3.9% |
| Communication Services | 11 | $2.8M | 3.7% |
| Healthcare | 23 | $161K | 0.2% |
| Utilities | 9 | $138K | 0.2% |
| Energy | 8 | $55K | 0.1% |
| Industrials | 23 | $34 | 0.0% |
| Basic Materials | 1 | $0 | 0.0% |