Benson Wealth Management INC - Portfolio overview

Benson Wealth Management INC has 351 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 7.99%
2. IBIT - ISHARES BITCOIN TRUST ETF, 6.05%
3. SPG - SIMON PPTY GROUP INC NEWREIT, 5.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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