BENSON WEALTH MANAGEMENT INC

Filed: 5/12/2026ACC: 0002109863-26-000002

📋 What this filing means

BENSON WEALTH MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 354 equity positions with a total reported market value of $73.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

354

Positions

$73.10M

Total AUM (reported)

1.23M

Total Shares

Allocation by class

UIE$53.00M72.5%

COM$15.54M21.3%

RET$4.28M5.8%

ADR$212.1K0.3%

FGO$48.4K0.1%

FGC$23.2K0.0%

Portfolio Concentration

Top 3$14.39M19.7%

4–10$19.15M26.2%

11–25$21.38M29.3%

Rest$18.18M24.9%

Top 3 weight

19.7%

Top 10 weight

45.9%

Voting Authority Distribution

Total shares with voting rights: 1.23M

Sole

Full voting authority

1.23M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole354

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings354

Rows:

INVESCO QQQ TR

SOLE

UIE

Shares10.13K

TypeSH

Market value$5.84M

7.99%

Sole

10.13K

Shared

0.00

None

0.00

ISHARES BITCOIN TRUST ETF

SOLE

UIE

Shares115.11K

TypeSH

Market value$4.42M

6.05%

Sole

115.11K

Shared

0.00

None

0.00

SIMON PPTY GROUP INC NEWREIT

SOLE

RET

Shares22.09K

TypeSH

Market value$4.12M

5.64%

Sole

22.09K

Shared

0.00

None

0.00

FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER

SOLE

UIE

Shares79.96K

TypeSH

Market value$3.83M

5.24%

Sole

79.96K

Shared

0.00

None

0.00

WALMART INC

SOLE

COM

Shares27.59K

TypeSH

Market value$3.43M

4.69%

Sole

27.59K

Shared

0.00

None

0.00

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

SOLE

UIE

Shares40.92K

TypeSH

Market value$2.79M

3.82%

Sole

40.92K

Shared

0.00

None

0.00

NVIDIA CORP

SOLE

COM

Shares13.48K

TypeSH

Market value$2.35M

3.22%

Sole

13.48K

Shared

0.00

None

0.00

FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF

SOLE

UIE

Shares20.96K

TypeSH

Market value$2.32M

3.18%

Sole

20.96K

Shared

0.00

None

0.00

TESLA INC

SOLE

COM

Shares6.03K

TypeSH

Market value$2.24M

3.07%

Sole

6.03K

Shared

0.00

None

0.00

FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY

SOLE

UIE

Shares101.18K

TypeSH

Market value$2.18M

2.98%

Sole

101.18K

Shared

0.00

None

0.00

AMAZON.COM INC

SOLE

COM

Shares10.42K

TypeSH

Market value$2.17M

2.97%

Sole

10.42K

Shared

0.00

None

0.00

FT VEST LADDERED BUFFER ETF

SOLE

UIE

Shares58K

TypeSH

Market value$1.96M

2.68%

Sole

58K

Shared

0.00

None

0.00

INNOVATOR U.S. EQUITY BUFFER ETF - APRIL

SOLE

UIE

Shares39.02K

TypeSH

Market value$1.91M

2.61%

Sole

39.02K

Shared

0.00

None

0.00

FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER

SOLE

UIE

Shares30.58K

TypeSH

Market value$1.63M

2.23%

Sole

30.58K

Shared

0.00

None

0.00

SPDR GOLD SHARES

SOLE

UIE

Shares3.37K

TypeSH

Market value$1.45M

1.98%

Sole

3.37K

Shared

0.00

None

0.00

GRAYSCALE BITCOIN TRUST ETF

SOLE

UIE

Shares26.76K

TypeSH

Market value$1.41M

1.93%

Sole

26.76K

Shared

0.00

None

0.00

FIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN

SOLE

UIE

Shares8.56K

TypeSH

Market value$1.40M

1.92%

Sole

8.56K

Shared

0.00

None

0.00

GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF

SOLE

UIE

Shares28.41K

TypeSH

Market value$1.33M

1.81%

Sole

28.41K

Shared

0.00

None

0.00

FT VEST HIGH YIELD & TARGET INCOME ETF

SOLE

UIE

Shares66.43K

TypeSH

Market value$1.28M

1.75%

Sole

66.43K

Shared

0.00

None

0.00

GLOBAL X DEFENSE TECH ETF

SOLE

UIE

Shares17.56K

TypeSH

Market value$1.24M

1.70%

Sole

17.56K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares4.62K

TypeSH

Market value$1.17M

1.60%

Sole

4.62K

Shared

0.00

None

0.00

FT VEST BUFFERED ALLOCATION GROWTH ETF

SOLE

UIE

Shares43.16K

TypeSH

Market value$1.16M

1.59%

Sole

43.16K

Shared

0.00

None

0.00

FT VEST LADDERED NASDAQ BUFFER ETF

SOLE

UIE

Shares31.29K

TypeSH

Market value$1.11M

1.51%

Sole

31.29K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares2.95K

TypeSH

Market value$1.09M

1.49%

Sole

2.95K

Shared

0.00

None

0.00

VANECK SEMICONDUCTOR ETF

SOLE

UIE

Shares2.79K

TypeSH

Market value$1.07M

1.46%

Sole

2.79K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
INVESCO QQQ TRSOLE	UIE	10.13K	SH	$5.84M 7.99%	10.13K
ISHARES BITCOIN TRUST ETFSOLE	UIE	115.11K	SH	$4.42M 6.05%	115.11K
SIMON PPTY GROUP INC NEWREITSOLE	RET	22.09K	SH	$4.12M 5.64%	22.09K
FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBERSOLE	UIE	79.96K	SH	$3.83M 5.24%	79.96K
WALMART INCSOLE	COM	27.59K	SH	$3.43M 4.69%	27.59K
FIRST TRUST RISING DIVIDEND ACHIEVERS ETFSOLE	UIE	40.92K	SH	$2.79M 3.82%	40.92K
NVIDIA CORPSOLE	COM	13.48K	SH	$2.35M 3.22%	13.48K
FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETFSOLE	UIE	20.96K	SH	$2.32M 3.18%	20.96K
TESLA INCSOLE	COM	6.03K	SH	$2.24M 3.07%	6.03K
FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARYSOLE	UIE	101.18K	SH	$2.18M 2.98%	101.18K
AMAZON.COM INCSOLE	COM	10.42K	SH	$2.17M 2.97%	10.42K
FT VEST LADDERED BUFFER ETFSOLE	UIE	58K	SH	$1.96M 2.68%	58K
INNOVATOR U.S. EQUITY BUFFER ETF - APRILSOLE	UIE	39.02K	SH	$1.91M 2.61%	39.02K
FT VEST U.S. EQUITY BUFFER ETF - NOVEMBERSOLE	UIE	30.58K	SH	$1.63M 2.23%	30.58K
SPDR GOLD SHARESSOLE	UIE	3.37K	SH	$1.45M 1.98%	3.37K
GRAYSCALE BITCOIN TRUST ETFSOLE	UIE	26.76K	SH	$1.41M 1.93%	26.76K
FIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUNSOLE	UIE	8.56K	SH	$1.40M 1.92%	8.56K
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETFSOLE	UIE	28.41K	SH	$1.33M 1.81%	28.41K
FT VEST HIGH YIELD & TARGET INCOME ETFSOLE	UIE	66.43K	SH	$1.28M 1.75%	66.43K
GLOBAL X DEFENSE TECH ETFSOLE	UIE	17.56K	SH	$1.24M 1.70%	17.56K
APPLE INCSOLE	COM	4.62K	SH	$1.17M 1.60%	4.62K
FT VEST BUFFERED ALLOCATION GROWTH ETFSOLE	UIE	43.16K	SH	$1.16M 1.59%	43.16K
FT VEST LADDERED NASDAQ BUFFER ETFSOLE	UIE	31.29K	SH	$1.11M 1.51%	31.29K
MICROSOFT CORPSOLE	COM	2.95K	SH	$1.09M 1.49%	2.95K
VANECK SEMICONDUCTOR ETFSOLE	UIE	2.79K	SH	$1.07M 1.46%	2.79K

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