2026 Q1 Portfolio Activity
In 2026 Q1, Benson Wealth Management INC maintained a portfolio of 393 distinct positions. The most significant new addition was FIRST TRUST NASDAQ CLEANEDGE S, now representing 1.92% of the total fund value. They heavily accumulated shares in FIRST TRUST RBA AMERICANINDUST, increasing the position by 148.7%. The fund also reduced its exposure to INVSC QQQ TRUST SRS 1 ETF by 54.9%.
Position History
hover any row below to update
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Total Positions
393
Quarter
2026 Q1
Top Holding
QQQ (8.0%)
Top 10 Concentration
45.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 393
Benson Wealth Management INC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
QQQ
INVESCO QQQ TR
|
ETF | 7.99% | 15.34% |
#1
Prev: #1
|
5.2 |
—
|
-12,304 | -54.9% |
P
S
|
10,125 | $5,843,948 |
$613.54
+16.2%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
IBIT
ISHARES BITCOIN...
|
ETF | 6.05% | 6.92% |
#2
Prev: #2
|
4.4 |
—
|
-10,109 | -8.1% |
P
S
|
115,114 | $4,422,680 |
$49.65
-12.4%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
SPG
SIMON PPTY GROU...
|
Real Estate | 5.64% | 4.66% |
#3
2
Prev: #5
|
3.8 |
—
|
-516 | -2.3% |
P
S
|
22,093 | $4,121,007 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DNOV
FT VEST U.S. EQ...
|
ETF | 5.24% | 5.66% |
#4
Prev: #4
|
2.6 |
—
|
-24,091 | -23.2% |
P
S
|
79,960 | $3,830,516 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 4.69% | 3.23% |
#5
5
Prev: #10
|
4.4 |
—
|
1,596 | 6.1% |
P
S
|
27,593 | $3,429,258 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
RDVY
FIRST TRUST RIS...
|
ETF | 3.82% | 3.26% |
#6
3
Prev: #9
|
2.0 |
—
|
-1,189 | -2.8% |
P
S
|
40,918 | $2,793,881 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NVDA
NVIDIA CORP
|
Technology | 3.22% | 2.88% |
#7
6
Prev: #13
|
1.8 |
—
|
-378 | -2.7% |
P
S
|
13,477 | $2,350,389 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AIRR
FIRST TRUST RBA...
|
ETF | 3.18% | 0.92% |
#8
18
Prev: #26
|
4.3 |
—
|
12,533 | 148.7% |
P
S
|
20,962 | $2,322,170 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 3.07% | 3.35% |
#9
1
Prev: #8
|
1.7 |
—
|
-662 | -9.9% |
P
S
|
6,029 | $2,241,281 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
QCJA
FT VEST NASDAQ-...
|
ETF | 2.98% | 2.37% |
#10
4
Prev: #14
|
1.7 |
—
|
4,595 | 4.8% |
P
S
|
101,179 | $2,179,396 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 2.97% | 5.76% |
#11
8
Prev: #3
|
1.2 |
—
|
-11,994 | -53.5% |
P
S
|
10,423 | $2,170,798 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BUFR
FT VEST LADDERE...
|
ETF | 2.68% | 1.22% |
#12
11
Prev: #23
|
4.1 |
—
|
26,034 | 81.4% |
P
S
|
58,004 | $1,958,795 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BAPR
INNOVATOR U.S. ...
|
ETF | 2.61% | 3.56% |
#13
7
Prev: #6
|
1.0 |
—
|
-27,546 | -41.4% |
P
S
|
39,018 | $1,911,102 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FNOV
FT VEST U.S. EQ...
|
ETF | 2.23% | 1.69% |
#14
2
Prev: #16
|
2.9 |
—
|
2,946 | 10.7% |
P
S
|
30,579 | $1,632,787 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GLD
SPDR GOLD SHARE...
|
ETF | 1.98% | 1.66% |
#15
2
Prev: #17
|
1.3 |
—
|
-387 | -10.3% |
P
S
|
3,369 | $1,449,647 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GBTC
GRAYSCALE BITCO...
|
ETF | 1.93% | 2.23% |
#16
1
Prev: #15
|
1.3 |
—
|
-2,515 | -8.6% |
P
S
|
26,757 | $1,411,699 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GRID
FIRST TRUST NAS...
|
ETF | 1.92% | — |
#17
Prev: #—
|
4.3 |
—
|
8,560 | — |
NEW
|
8,560 | $1,400,245 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AIQ
GLOBAL X ARTIFI...
|
ETF | 1.81% | 3.53% |
#18
11
Prev: #7
|
0.7 |
—
|
-33,890 | -54.4% |
P
S
|
28,415 | $1,326,128 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
HYTI
FT VEST HIGH YI...
|
ETF | 1.75% | 0.79% |
#19
11
Prev: #30
|
3.7 |
—
|
30,577 | 85.3% |
P
S
|
66,432 | $1,279,480 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SHLD
GLOBAL X DEFENS...
|
ETF | 1.70% | — |
#20
Prev: #—
|
4.2 |
—
|
17,561 | — |
NEW
|
17,561 | $1,244,021 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AAPL
APPLE INC
|
Technology | 1.60% | 2.97% |
#21
10
Prev: #11
|
0.6 |
—
|
-5,177 | -52.8% |
P
S
|
4,620 | $1,172,510 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BUFG
FT VEST BUFFERE...
|
ETF | 1.59% | 0.03% |
#22
86
Prev: #108
|
3.6 |
—
|
42,086 | 3900.5% |
P
S
|
43,165 | $1,159,412 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BUFQ
FT VEST LADDERE...
|
ETF | 1.51% | 0.03% |
#23
94
Prev: #117
|
3.6 |
—
|
30,581 | 4307.2% |
P
S
|
31,291 | $1,105,198 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.49% | 1.36% |
#24
4
Prev: #20
|
2.6 |
—
|
428 | 17.0% |
P
S
|
2,949 | $1,091,631 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SMH
VANECK SEMICOND...
|
ETF | 1.46% | — |
#25
Prev: #—
|
4.1 |
—
|
2,788 | — |
NEW
|
2,788 | $1,068,919 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GOOG
ALPHABET INC ...
|
Communication Services | 1.30% | 2.92% |
#26
14
Prev: #12
|
0.5 |
—
|
-5,037 | -60.3% |
P
S
|
3,317 | $951,515 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SFLR
INNOVATOR EQUIT...
|
ETF | 1.22% | 0.11% |
#27
40
Prev: #67
|
3.5 |
—
|
22,443 | 809.3% |
P
S
|
25,216 | $892,899 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
XJUN
FT VEST U.S. EQ...
|
ETF | 1.05% | 0.81% |
#28
1
Prev: #29
|
2.4 |
—
|
957 | 5.6% |
P
S
|
17,911 | $769,500 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PTF
INVESCO DORSEY ...
|
ETF | 0.96% | 0.69% |
#29
2
Prev: #31
|
1.4 |
—
|
no change | no change |
P
S
|
8,115 | $700,527 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
XSEP
FT VEST U.S. EQ...
|
ETF | 0.91% | 0.66% |
#30
2
Prev: #32
|
2.4 |
—
|
1,815 | 12.9% |
P
S
|
15,866 | $664,535 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BTC
GRAYSCALE BITCO...
|
ETF | 0.88% | 1.23% |
#31
9
Prev: #22
|
0.4 |
—
|
-6,998 | -24.6% |
P
S
|
21,440 | $642,986 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
URA
GLOBAL X URANIU...
|
ETF | 0.82% | — |
#32
Prev: #—
|
3.8 |
—
|
12,328 | — |
NEW
|
12,328 | $597,045 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
LEGR
FIRST TR INDXX ...
|
ETF | 0.81% | — |
#33
Prev: #—
|
3.8 |
—
|
10,191 | — |
NEW
|
10,191 | $588,674 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SLV
ISHARES SILVER ...
|
ETF | 0.79% | 0.82% |
#34
6
Prev: #28
|
0.3 |
—
|
-2,912 | -25.6% |
P
S
|
8,470 | $577,146 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ROKT
STATE STREET SP...
|
ETF | 0.71% | — |
#35
Prev: #—
|
3.8 |
—
|
5,253 | — |
NEW
|
5,253 | $522,463 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BUFD
FT VEST LADDERE...
|
ETF | 0.67% | 0.40% |
#36
1
Prev: #37
|
2.8 |
—
|
4,621 | 36.0% |
P
S
|
17,456 | $488,768 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FFEB
FT VEST U.S. EQ...
|
ETF | 0.63% | 1.45% |
#37
19
Prev: #18
|
0.3 |
—
|
-14,774 | -64.2% |
P
S
|
8,254 | $460,987 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
QDEC
FT VEST NASDAQ-...
|
ETF | 0.58% | 0.41% |
#38
3
Prev: #35
|
2.2 |
—
|
2,191 | 19.3% |
P
S
|
13,547 | $426,189 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MTUM
ISHARES MSCI US...
|
ETF | 0.51% | 0.44% |
#39
5
Prev: #34
|
0.7 |
—
|
-5 | -0.3% |
P
S
|
1,557 | $373,664 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPYG
STATE STREET SP...
|
ETF | 0.47% | 0.41% |
#40
4
Prev: #36
|
0.7 |
—
|
109 | 3.2% |
P
S
|
3,541 | $346,699 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FVD
FIRST TRUST VAL...
|
ETF | 0.43% | 0.34% |
#41
3
Prev: #38
|
0.7 |
—
|
1 | 0.0% |
P
S
|
6,713 | $315,712 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SMAY
FT VEST U.S. SM...
|
ETF | 0.42% | 1.20% |
#42
18
Prev: #24
|
0.2 |
—
|
-29,736 | -71.7% |
P
S
|
11,765 | $309,524 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
COIN
COINBASE GLOBAL...
|
Financial Services | 0.41% | 1.41% |
#43
24
Prev: #19
|
0.2 |
—
|
-3,883 | -69.6% |
P
S
|
1,697 | $296,313 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
XOVR
ERSHARES PRIVAT...
|
ETF | 0.36% | 0.31% |
#44
5
Prev: #39
|
2.1 |
—
|
1,810 | 13.3% |
P
S
|
15,432 | $260,646 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
COWZ
PACER US CASH C...
|
ETF | 0.32% | 0.25% |
#45
2
Prev: #43
|
0.6 |
—
|
-50 | -1.3% |
P
S
|
3,685 | $230,534 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ETH
GRAYSCALE ETHER...
|
ETF | 0.30% | 0.46% |
#46
13
Prev: #33
|
0.1 |
—
|
-3,400 | -23.3% |
P
S
|
11,221 | $222,849 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VO
VANGUARD MID-CA...
|
ETF | 0.30% | 0.25% |
#47
3
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
763 | $219,118 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NLR
VANECK URANIUM ...
|
ETF | 0.28% | 1.32% |
#48
27
Prev: #21
|
0.1 |
—
|
-8,019 | -84.0% |
P
S
|
1,531 | $203,914 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.26% | 0.85% |
#49
22
Prev: #27
|
0.1 |
—
|
-2,605 | -73.3% |
P
S
|
949 | $193,055 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DAPR
FT VEST U.S. EQ...
|
ETF | 0.26% | 0.22% |
#50
4
Prev: #46
|
0.6 |
—
|
-214 | -4.3% |
P
S
|
4,779 | $190,034 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-50 of 393 holdings