Institutional Manager · CIK 0002109863
Benson Wealth Management INC
OOLTEWAH, TN, TN · File #028-26273
Latest AUM
$89.8M
Positions
426
Top-10 Concentration
59.0%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | TESLA INC | TSLA | +6,585 | +$3.0M | $0 |
| NEW | APPLE INC | AAPL | +9,766 | +$2.7M | $0 |
| NEW | FT VEST US EQUITY BUFFERETF | 33740F763 | +22,936 | +$1.3M | $0 |
| NEW | COINBASE GLOBAL INC CLASS CLASS A | COIN | +5,470 | +$1.2M | $0 |
| NEW | MICROSOFT CORP | MSFT | +2,521 | +$1.2M | $0 |
| NEW | VANECK URANIUM AND NUCLEAR ETF | 92189F601 | +9,476 | +$1.2M | $0 |
| NEW | FT VEST LADDERED BUFFER ETF | 33740F755 | +31,970 | +$1.1M | $0 |
| NEW | ADVANCED MICRO DEVIC | AMD | +3,554 | +$761,125 | $0 |
| NEW | ISHARES SILVER TRUST ETF | SLV | +11,382 | +$733,228 | $0 |
| NEW | FT VEST HIGH YD AND TGT INC ETF | 33738D739 | +35,790 | +$708,105 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025426 pos · $89.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | INVSC QQQ TRUST SRS 1 ETF | IVZ | 21,728 | $13.3M | 16.25% |
| 2 | ISHARES BITCOIN ETF | IBIT | 119,425 | $5.9M | 7.22% |
| 3 | AMAZON.COM INC | AMZN | 21,963 | $5.1M | 6.17% |
| 4 | FT VEST US EQUITY DEEP BUFF ETF | 33740F839 | 103,291 | $5.0M | 6.14% |
| 5 | SIMON PPTY GROUP INC NEWREIT | 828806109 | 22,560 | $4.2M | 5.08% |
| 6 | INNOVATOR US EQUITY BUFFER ETF | INHD | 66,304 | $3.2M | 3.87% |
| 7 | GLOBAL X FUND GLB X ART INTL TGY ETF | 37954Y632 | 61,105 | $3.1M | 3.78% |
| 8 | TESLA INC | TSLA | 6,585 | $3.0M | 3.61% |
| 9 | FT RISING DIVIDEND ACHIEVERS ETF | 33738R506 | 41,367 | $2.9M | 3.50% |
| 10 | WALMART INC | WMT | 25,075 | $2.8M | 3.40% |
| 11 | APPLE INC | AAPL | 9,766 | $2.7M | 3.23% |
| 12 | ALPHABET INC CLASS CLASS C | GOOG | 8,351 | $2.6M | 3.19% |
| 13 | NVIDIA CORP | NVDA | 13,380 | $2.5M | 3.04% |
| 14 | FT VEST NASDAQ 100 CON BUF ETF | 33740U448 | 94,625 | $2.1M | 2.54% |
| 15 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 27,158 | $1.9M | 2.26% |
| 16 | FT VEST US EQUITY BUFF ETF | 33740F847 | 27,474 | $1.5M | 1.83% |
| 17 | SPDR GOLD SHARES ETF | GLD | 3,508 | $1.4M | 1.69% |
| 18 | FT VEST US EQUITY BUFFERETF | 33740F763 | 22,936 | $1.3M | 1.58% |
| 19 | COINBASE GLOBAL INC CLASS CLASS A | COIN | 5,470 | $1.2M | 1.51% |
| 20 | MICROSOFT CORP | MSFT | 2,521 | $1.2M | 1.48% |