Filed: 2/12/2026ACC: 0002109863-26-000001
📋 What this filing means
BENSON WEALTH MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 352 equity positions with a total reported market value of $89.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
352
Positions
$89.81M
Total AUM (reported)
1.28M
Total Shares
Allocation by class
UIE$59.29M66.0%
COM$24.11M26.8%
RET$4.33M4.8%
CEM$1.83M2.0%
ADR$236.7K0.3%
MPL$9.3K0.0%
RES$0.000.0%
Portfolio Concentration
Top 3$25.17M28.0%
4–10$24.46M27.2%
11–25$24.28M27.0%
Rest$15.89M17.7%
Top 3 weight
28.0%
Top 10 weight
55.3%
Voting Authority Distribution
Total shares with voting rights: 1.28M
Sole
Full voting authority
1.28M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole352
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings352
Rows:
INVSC QQQ TRUST SRS 1 ETF
SOLEShares22.43K
TypeSH
Market value$13.78M
15.34%
Sole
22.43K
Shared
0.00
None
0.00
ISHARES BITCOIN ETF
SOLEShares125.22K
TypeSH
Market value$6.22M
6.92%
Sole
125.22K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares22.42K
TypeSH
Market value$5.17M
5.76%
Sole
22.42K
Shared
0.00
None
0.00
FT VEST US EQUITY DEEP BUFF ETF
SOLEShares104.05K
TypeSH
Market value$5.08M
5.66%
Sole
104.05K
Shared
0.00
None
0.00
SIMON PPTY GROUP INC NEWREIT
SOLEShares22.61K
TypeSH
Market value$4.19M
4.66%
Sole
22.61K
Shared
0.00
None
0.00
INNOVATOR US EQUITY BUFFER ETF
SOLEShares66.56K
TypeSH
Market value$3.19M
3.56%
Sole
66.56K
Shared
0.00
None
0.00
GLOBAL X FUND GLB X ART INTL TGY ETF
SOLEShares62.30K
TypeSH
Market value$3.17M
3.53%
Sole
62.30K
Shared
0.00
None
0.00
TESLA INC
SOLEShares6.69K
TypeSH
Market value$3.01M
3.35%
Sole
6.69K
Shared
0.00
None
0.00
FT RISING DIVIDEND ACHIEVERS ETF
SOLEShares42.11K
TypeSH
Market value$2.93M
3.26%
Sole
42.11K
Shared
0.00
None
0.00
WALMART INC
SOLEShares26K
TypeSH
Market value$2.90M
3.23%
Sole
26K
Shared
0.00
None
0.00
APPLE INC
SOLEShares9.80K
TypeSH
Market value$2.66M
2.97%
Sole
9.80K
Shared
0.00
None
0.00
ALPHABET INC CLASS CLASS C
SOLEShares8.35K
TypeSH
Market value$2.62M
2.92%
Sole
8.35K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares13.86K
TypeSH
Market value$2.58M
2.88%
Sole
13.86K
Shared
0.00
None
0.00
FT VEST NASDAQ 100 CON BUF ETF
SOLEShares96.58K
TypeSH
Market value$2.13M
2.37%
Sole
96.58K
Shared
0.00
None
0.00
GRAYSCALE BITCOIN TRUST ETF
SOLEShares29.27K
TypeSH
Market value$2.00M
2.23%
Sole
29.27K
Shared
0.00
None
0.00
FT VEST US EQUITY BUFF ETF
SOLEShares27.63K
TypeSH
Market value$1.52M
1.69%
Sole
27.63K
Shared
0.00
None
0.00
SPDR GOLD SHARES ETF
SOLEShares3.76K
TypeSH
Market value$1.49M
1.66%
Sole
3.76K
Shared
0.00
None
0.00
FT VEST US EQUITY BUFFERETF
SOLEShares23.03K
TypeSH
Market value$1.30M
1.45%
Sole
23.03K
Shared
0.00
None
0.00
COINBASE GLOBAL INC CLASS CLASS A
SOLEShares5.58K
TypeSH
Market value$1.26M
1.41%
Sole
5.58K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.52K
TypeSH
Market value$1.22M
1.36%
Sole
2.52K
Shared
0.00
None
0.00
VANECK URANIUM AND NUCLEAR ETF
SOLEShares9.55K
TypeSH
Market value$1.19M
1.32%
Sole
9.55K
Shared
0.00
None
0.00
GRAYSCALE BITCOIN MINI TRUST ETF
SOLEShares28.44K
TypeSH
Market value$1.10M
1.23%
Sole
28.44K
Shared
0.00
None
0.00
FT VEST LADDERED BUFFER ETF
SOLEShares31.97K
TypeSH
Market value$1.10M
1.22%
Sole
31.97K
Shared
0.00
None
0.00
FT VEST US SML CP MDRT BFR ETF
SOLEShares41.50K
TypeSH
Market value$1.08M
1.20%
Sole
41.50K
Shared
0.00
None
0.00
GRAYSCALE ETHEREUM TRUST
SOLEShares42.48K
TypeSH
Market value$1.04M
1.15%
Sole
42.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVSC QQQ TRUST SRS 1 ETFSOLE | UIE | 22.43K | SH | $13.78M 15.34% | 22.43K | 0.00 | 0.00 |
ISHARES BITCOIN ETFSOLE | UIE | 125.22K | SH | $6.22M 6.92% | 125.22K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 22.42K | SH | $5.17M 5.76% | 22.42K | 0.00 | 0.00 |
FT VEST US EQUITY DEEP BUFF ETFSOLE | UIE | 104.05K | SH | $5.08M 5.66% | 104.05K | 0.00 | 0.00 |
SIMON PPTY GROUP INC NEWREITSOLE | RET | 22.61K | SH | $4.19M 4.66% | 22.61K | 0.00 | 0.00 |
INNOVATOR US EQUITY BUFFER ETFSOLE | UIE | 66.56K | SH | $3.19M 3.56% | 66.56K | 0.00 | 0.00 |
GLOBAL X FUND GLB X ART INTL TGY ETFSOLE | UIE | 62.30K | SH | $3.17M 3.53% | 62.30K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 6.69K | SH | $3.01M 3.35% | 6.69K | 0.00 | 0.00 |
FT RISING DIVIDEND ACHIEVERS ETFSOLE | UIE | 42.11K | SH | $2.93M 3.26% | 42.11K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 26K | SH | $2.90M 3.23% | 26K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 9.80K | SH | $2.66M 2.97% | 9.80K | 0.00 | 0.00 |
ALPHABET INC CLASS CLASS CSOLE | COM | 8.35K | SH | $2.62M 2.92% | 8.35K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 13.86K | SH | $2.58M 2.88% | 13.86K | 0.00 | 0.00 |
FT VEST NASDAQ 100 CON BUF ETFSOLE | UIE | 96.58K | SH | $2.13M 2.37% | 96.58K | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFSOLE | UIE | 29.27K | SH | $2.00M 2.23% | 29.27K | 0.00 | 0.00 |
FT VEST US EQUITY BUFF ETFSOLE | UIE | 27.63K | SH | $1.52M 1.69% | 27.63K | 0.00 | 0.00 |
SPDR GOLD SHARES ETFSOLE | UIE | 3.76K | SH | $1.49M 1.66% | 3.76K | 0.00 | 0.00 |
FT VEST US EQUITY BUFFERETFSOLE | UIE | 23.03K | SH | $1.30M 1.45% | 23.03K | 0.00 | 0.00 |
COINBASE GLOBAL INC CLASS CLASS ASOLE | COM | 5.58K | SH | $1.26M 1.41% | 5.58K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.52K | SH | $1.22M 1.36% | 2.52K | 0.00 | 0.00 |
VANECK URANIUM AND NUCLEAR ETFSOLE | UIE | 9.55K | SH | $1.19M 1.32% | 9.55K | 0.00 | 0.00 |
GRAYSCALE BITCOIN MINI TRUST ETFSOLE | UIE | 28.44K | SH | $1.10M 1.23% | 28.44K | 0.00 | 0.00 |
FT VEST LADDERED BUFFER ETFSOLE | UIE | 31.97K | SH | $1.10M 1.22% | 31.97K | 0.00 | 0.00 |
FT VEST US SML CP MDRT BFR ETFSOLE | UIE | 41.50K | SH | $1.08M 1.20% | 41.50K | 0.00 | 0.00 |
GRAYSCALE ETHEREUM TRUSTSOLE | CEM | 42.48K | SH | $1.04M 1.15% | 42.48K | 0.00 | 0.00 |
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