Benson Wealth Management INC: 13F holdings
CIK 21098632026Q2
| Positions | 367 |
|---|
| Reported value | $99.4m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 367 (+13 vs prior quarter) |
|---|
| Reported value | $99.4m (+36.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQ INVESCO QQQ TR | 17,725 | $13.1m | 13.1% |
| AIRR FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF | 54,608 | $7.3m | 7.3% |
| SPG SIMON PPTY GROUP INC NEWREIT | 20,448 | $4.6m | 4.6% |
| IBIT ISHARES BITCOIN TRUST ETF | 112,335 | $3.7m | 3.8% |
| INNOVATOR LADDERED ALLOCATION BUFFER ETF | 92,290 | $3.6m | 3.7% |
| AMZN AMAZON.COM INC | 14,121 | $3.4m | 3.4% |
| RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 38,892 | $3.2m | 3.2% |
| DNOV FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER | 57,282 | $2.9m | 3.0% |
| WMT WALMART INC | 23,777 | $2.7m | 2.7% |
| TSLA TESLA INC | 5,901 | $2.5m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109863")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples