Benson Wealth Management INC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
347
Quarter
2025 Q4
Top Holding
QQQ (15.3%)
Top 10 Concentration
55.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 347
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
QQQ
INVSC QQQ TRUST...
ETF 15.34% #1
Prev: #—
8.1 22,429 no change
NEW
22,429 $13,778,360 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBIT
ISHARES BITCOIN...
ETF 6.92% #2
Prev: #—
4.8 125,223 no change
NEW
125,223 $6,217,322 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON.COM INC
Consumer Cyclical 5.76% #3
Prev: #—
4.3 22,417 no change
NEW
22,417 $5,174,292 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DNOV
FT VEST US EQUI...
ETF 5.66% #4
Prev: #—
4.3 104,051 no change
NEW
104,051 $5,081,633 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPG
SIMON PPTY GROU...
Real Estate 4.66% #5
Prev: #—
3.9 22,609 no change
NEW
22,609 $4,185,152 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BAPR
INNOVATOR US EQ...
ETF 3.56% #6
Prev: #—
3.4 66,564 no change
NEW
66,564 $3,193,740 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AIQ
GLOBAL X FUND G...
ETF 3.53% #7
Prev: #—
3.4 62,305 no change
NEW
62,305 $3,168,832 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 3.35% #8
Prev: #—
3.3 6,691 no change
NEW
6,691 $3,009,076 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RDVY
FT RISING DIVID...
ETF 3.26% #9
Prev: #—
3.3 42,107 no change
NEW
42,107 $2,925,173 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WMT
WALMART INC
Consumer Defensive 3.23% #10
Prev: #—
3.3 25,997 no change
NEW
25,997 $2,896,326 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 2.97% #11
Prev: #—
3.2 9,797 no change
NEW
9,797 $2,663,413 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC ...
Communication Services 2.92% #12
Prev: #—
3.2 8,354 no change
NEW
8,354 $2,621,485 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORP
Technology 2.88% #13
Prev: #—
3.2 13,855 no change
NEW
13,855 $2,583,958 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QCJA
FT VEST NASDAQ ...
ETF 2.37% #14
Prev: #—
2.9 96,584 no change
NEW
96,584 $2,130,112 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GBTC
GRAYSCALE BITCO...
ETF 2.23% #15
Prev: #—
2.9 29,272 no change
NEW
29,272 $2,001,034 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FNOV
FT VEST US EQUI...
ETF 1.69% #16
Prev: #—
2.7 27,633 no change
NEW
27,633 $1,515,117 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GLD
SPDR GOLD SHARE...
ETF 1.66% #17
Prev: #—
2.7 3,756 no change
NEW
3,756 $1,488,540 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FFEB
FT VEST US EQUI...
ETF 1.45% #18
Prev: #—
2.6 23,028 no change
NEW
23,028 $1,303,845 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COIN
COINBASE GLOBAL...
Financial Services 1.41% #19
Prev: #—
2.6 5,580 no change
NEW
5,580 $1,261,862 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.36% #20
Prev: #—
2.5 2,521 no change
NEW
2,521 $1,219,206 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NLR
VANECK URANIUM ...
ETF 1.32% #21
Prev: #—
2.5 9,550 no change
NEW
9,550 $1,186,110 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BTC
GRAYSCALE BITCO...
ETF 1.23% #22
Prev: #—
2.5 28,438 no change
NEW
28,438 $1,101,403 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BUFR
FT VEST LADDERE...
ETF 1.22% #23
Prev: #—
2.5 31,970 no change
NEW
31,970 $1,095,292 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SMAY
FT VEST US SML ...
ETF 1.20% #24
Prev: #—
2.5 41,501 no change
NEW
41,501 $1,077,640 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ETHE
GRAYSCALE ETHER...
Unknown 1.15% #25
Prev: #—
2.5 42,480 no change
NEW
42,480 $1,035,238 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 347 holdings

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