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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

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

Sector Allocation

Financials
17.6%$15.9M
Technology
8.5%$7.7M
Materials
4.1%$3.7M
Healthcare
0.3%$261,178
Real Estate
0.2%$181,913
Utilities
0.1%$71,384
Industrials
0.1%$45,427
Energy
0.1%$46,275

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1INVSC QQQ TRUST SRS 1 ETFIVZ21,728$13.3M16.25%
2ISHARES BITCOIN ETFIBIT119,425$5.9M7.22%
3AMAZON.COM INCAMZN21,963$5.1M6.17%
4FT VEST US EQUITY DEEP BUFF ETF33740F839103,291$5.0M6.14%
5SIMON PPTY GROUP INC NEWREIT82880610922,560$4.2M5.08%
6INNOVATOR US EQUITY BUFFER ETFINHD66,304$3.2M3.87%
7GLOBAL X FUND GLB X ART INTL TGY ETF37954Y63261,105$3.1M3.78%
8TESLA INCTSLA6,585$3.0M3.61%
9FT RISING DIVIDEND ACHIEVERS ETF33738R50641,367$2.9M3.50%
10WALMART INCWMT25,075$2.8M3.40%
11APPLE INCAAPL9,766$2.7M3.23%
12ALPHABET INC CLASS CLASS CGOOG8,351$2.6M3.19%
13NVIDIA CORPNVDA13,380$2.5M3.04%
14FT VEST NASDAQ 100 CON BUF ETF33740U44894,625$2.1M2.54%
15GRAYSCALE BITCOIN TRUST ETFGBTC27,158$1.9M2.26%
16FT VEST US EQUITY BUFF ETF33740F84727,474$1.5M1.83%
17SPDR GOLD SHARES ETFGLD3,508$1.4M1.69%
18FT VEST US EQUITY BUFFERETF33740F76322,936$1.3M1.58%
19COINBASE GLOBAL INC CLASS CLASS ACOIN5,470$1.2M1.51%
20MICROSOFT CORPMSFT2,521$1.2M1.48%