Benson Wealth Management INC
Long book
$73.1M
Q1 2026
Positions
354
Top-10 weight
46%
concentration
Last quarter
+10.2%
SPY +14.8%
Turnover
23%
of book per quarter
Strategy in plain words
auto-generated from filingsBenson Wealth Management INC is a wealth-management firm allocating client money, running a $73.1M US long book across 354 positions.
The portfolio is moderately concentrated (top 10 ≈ 46% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: INVESCO QQQ TRUST SERIES 1, ISHARES BITCOIN TRUST ETF, SIMON PROPERTY GROUP INC, FT VEST US EQUITY DEEP BUFFE, WALMART INC.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-6.1%
Q1 2026
+10.2%
Sector allocation
Technology 41%
Consumer discretionary 37%
Industrials 15%
Financials 3%
Healthcare 1%
Utilities 1%
Consumer staples 0%
Energy 0%
Long book by quarter
What does Benson Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| WMT WALMART INC | Consumer discretionary | 27.6K | $3.4M | 4.7% | +6.1% |
| NVDA NVIDIA CORP | Technology | 13.5K | $2.4M | 3.2% | -2.7% |
| TSLA TESLA INC | Industrials | 6.0K | $2.2M | 3.1% | -9.9% |
| AMZN AMAZON.COM INC | Consumer discretionary | 10.4K | $2.2M | 3.0% | -53.5% |
| AAPL APPLE INC | Technology | 4.6K | $1.2M | 1.6% | -52.8% |
| MSFT MICROSOFT CORP | Technology | 2.9K | $1.1M | 1.5% | +17.0% |
| GOOG ALPHABET INC-CL C | Technology | 3.3K | $952K | 1.3% | -60.3% |
| COIN COINBASE GLOBAL INC -CLASS A | Financials | 1.7K | $296K | 0.4% | -69.6% |
| AMD ADVANCED MICRO DEVICES | Technology | 949 | $193K | 0.3% | -73.3% |
| APLD APPLIED DIGITAL CORP | Technology | 6.6K | $156K | 0.2% | Held |
| ARWR ARROWHEAD PHARMACEUTICALS IN | Healthcare | 1.5K | $91K | 0.1% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 312 | $90K | 0.1% | -1.0% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 77 | $77K | 0.1% | -55.0% |
| PEG PUBLIC SERVICE ENTERPRISE GP | Utilities | 936 | $76K | 0.1% | Held |
| CLSK CLEANSPARK INC | Financials | 8.8K | $75K | 0.1% | +66.8% |
| META META PLATFORMS INC-CLASS A | Technology | 111 | $64K | 0.1% | -5.9% |
| XOM EXXON MOBIL CORP | Energy | 363 | $62K | 0.1% | Held |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 396 | $58K | 0.1% | -50.6% |
| APP APPLOVIN CORP-CLASS A | Technology | 129 | $51K | 0.1% | Held |