2026 Q2 Portfolio Activity
In 2026 Q2, Benson Wealth Management INC maintained a portfolio of 388 distinct positions. The most significant new addition was TEMA ELECTRIFICATION ETF, now representing 1.72% of the total fund value. They heavily accumulated shares in INVESCO QQQ TR, increasing the position by 75.1%. The fund also reduced its exposure to FT VEST NASDAQ-100 CONSER by 89.7%.
Position History
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Total Positions
388
Quarter
2026 Q2
Top Holding
QQQ (13.1%)
Top 10 Concentration
47.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 388
Benson Wealth Management INC Full Holdings List — 2026 Q2
| 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 | 13.13% | 7.99% |
#1
Prev: #1
|
9.0 |
—
|
7,600 | 75.1% |
P
S
|
17,725 | $13,052,690 |
$644.13
+11.6%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
AIRR
FIRST TRUST RBA...
|
ETF | 7.32% | 3.18% |
#2
6
Prev: #8
|
7.4 |
—
|
33,646 | 160.5% |
P
S
|
54,608 | $7,276,516 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SPG
SIMON PPTY GROU...
|
Real Estate | 4.60% | 5.64% |
#3
Prev: #3
|
3.3 |
—
|
-1,645 | -7.4% |
P
S
|
20,448 | $4,573,195 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
IBIT
ISHARES BITCOIN...
|
ETF | 3.76% | 6.05% |
#4
2
Prev: #2
|
2.5 |
—
|
-2,779 | -2.4% |
P
S
|
112,335 | $3,739,632 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
BUFB
INNOVATOR LADDE...
|
ETF | 3.65% | 0.06% |
#5
95
Prev: #100
|
5.0 |
—
|
91,109 | 7714.6% |
P
S
|
92,290 | $3,627,920 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 3.39% | 2.97% |
#6
5
Prev: #11
|
3.9 |
—
|
3,698 | 35.5% |
P
S
|
14,121 | $3,365,599 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
RDVY
FIRST TRUST RIS...
|
ETF | 3.17% | 3.82% |
#7
1
Prev: #6
|
1.8 |
—
|
-2,026 | -5.0% |
P
S
|
38,892 | $3,152,586 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
DNOV
FT VEST U.S. EQ...
|
ETF | 2.96% | 5.24% |
#8
4
Prev: #4
|
1.2 |
—
|
-22,678 | -28.4% |
P
S
|
57,282 | $2,941,431 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 2.71% | 4.69% |
#9
4
Prev: #5
|
1.6 |
—
|
-3,816 | -13.8% |
P
S
|
23,777 | $2,692,983 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 2.50% | 3.07% |
#10
1
Prev: #9
|
1.5 |
—
|
-128 | -2.1% |
P
S
|
5,901 | $2,481,961 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
BUFD
FT VEST LADDERE...
|
ETF | 2.48% | 0.67% |
#11
25
Prev: #36
|
4.0 |
—
|
65,334 | 374.3% |
P
S
|
82,790 | $2,460,519 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SMH
VANECK SEMICOND...
|
ETF | 2.22% | 1.46% |
#12
13
Prev: #25
|
3.4 |
—
|
570 | 20.4% |
P
S
|
3,358 | $2,202,479 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
NVDA
NVIDIA CORP
|
Technology | 2.20% | 3.22% |
#13
6
Prev: #7
|
1.4 |
—
|
-2,542 | -18.9% |
P
S
|
10,935 | $2,187,984 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
GOOG
ALPHABET INC ...
|
Communication Services | 2.18% | 1.30% |
#14
12
Prev: #26
|
3.9 |
—
|
2,822 | 85.1% |
P
S
|
6,139 | $2,169,093 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
BAPR
INNOVATOR U.S. ...
|
ETF | 2.08% | 2.61% |
#15
2
Prev: #13
|
1.3 |
—
|
-175 | -0.4% |
P
S
|
38,843 | $2,068,778 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AAPL
APPLE INC
|
Technology | 1.90% | 1.60% |
#16
5
Prev: #21
|
3.3 |
—
|
1,912 | 41.4% |
P
S
|
6,532 | $1,890,100 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AIQ
GLOBAL X ARTIFI...
|
ETF | 1.83% | 1.81% |
#17
1
Prev: #18
|
1.2 |
—
|
-663 | -2.3% |
P
S
|
27,752 | $1,820,809 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VOLT
TEMA ELECTRIFIC...
|
ETF | 1.72% | — |
#18
Prev: #—
|
4.2 |
—
|
40,797 | — |
NEW
|
40,797 | $1,708,986 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
GRID
FIRST TRUST NAS...
|
ETF | 1.65% | 1.92% |
#19
2
Prev: #17
|
1.2 |
—
|
14 | 0.2% |
P
S
|
8,574 | $1,644,065 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
N/A
INNOVATOR EQUIT...
|
|
ETF | 1.62% | — |
#20
Prev: #—
|
4.1 |
—
|
79,641 | — |
NEW
|
79,641 | $1,608,748 | — | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.60% | 0.26% |
#21
28
Prev: #49
|
3.6 |
—
|
1,783 | 187.9% |
P
S
|
2,732 | $1,587,046 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
BUFR
FT VEST LADDERE...
|
ETF | 1.47% | 2.68% |
#22
10
Prev: #12
|
0.6 |
—
|
-17,985 | -31.0% |
P
S
|
40,019 | $1,461,894 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SFLR
INNOVATOR EQUIT...
|
ETF | 1.46% | 1.22% |
#23
4
Prev: #27
|
3.1 |
—
|
12,435 | 49.3% |
P
S
|
37,651 | $1,452,576 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.44% | 1.49% |
#24
Prev: #24
|
3.1 |
—
|
885 | 30.0% |
P
S
|
3,834 | $1,430,159 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
GLD
SPDR GOLD SHARE...
|
ETF | 1.37% | 1.98% |
#25
10
Prev: #15
|
2.5 |
—
|
337 | 10.0% |
P
S
|
3,706 | $1,365,216 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
N/A
FT VEST LADDERE...
|
|
ETF | 1.31% | 0.22% |
#26
28
Prev: #54
|
3.5 |
—
|
54,474 | 679.9% |
P
S
|
62,486 | $1,299,084 | — | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
ROKT
STATE STREET SP...
|
ETF | 1.25% | 0.71% |
#27
8
Prev: #35
|
3.5 |
—
|
5,172 | 98.5% |
P
S
|
10,425 | $1,245,579 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
XAR
STATE STREET SP...
|
ETF | 1.22% | 0.06% |
#28
74
Prev: #102
|
3.5 |
—
|
4,108 | 2520.2% |
P
S
|
4,271 | $1,212,067 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
GBTC
GRAYSCALE BITCO...
|
ETF | 1.13% | 1.93% |
#29
13
Prev: #16
|
1.0 |
—
|
-2,114 | -7.9% |
P
S
|
24,643 | $1,121,749 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
URA
GLOBAL X URANIU...
|
ETF | 1.12% | 0.82% |
#30
2
Prev: #32
|
3.4 |
—
|
13,112 | 106.4% |
P
S
|
25,440 | $1,111,728 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
PTF
INVESCO DORSEY ...
|
ETF | 1.11% | 0.96% |
#31
2
Prev: #29
|
1.4 |
—
|
no change | no change |
P
S
|
8,115 | $1,106,156 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
HYTI
FT VEST HIGH YI...
|
ETF | 1.07% | 1.75% |
#32
13
Prev: #19
|
0.9 |
—
|
-10,891 | -16.4% |
P
S
|
55,541 | $1,061,555 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
TDVI
FT VEST TECHNOL...
|
ETF | 0.94% | 0.20% |
#33
26
Prev: #59
|
3.4 |
—
|
23,902 | 443.3% |
P
S
|
29,294 | $930,377 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
FNOV
FT VEST U.S. EQ...
|
ETF | 0.81% | 2.23% |
#34
20
Prev: #14
|
0.3 |
—
|
-16,849 | -55.1% |
P
S
|
13,730 | $803,068 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
DOGG
FT VEST DJIA DO...
|
ETF | 0.81% | 0.17% |
#35
31
Prev: #66
|
3.3 |
—
|
31,962 | 567.4% |
P
S
|
37,595 | $800,774 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
XSEP
FT VEST U.S. EQ...
|
ETF | 0.71% | 0.91% |
#36
6
Prev: #30
|
0.8 |
—
|
-17 | -0.1% |
P
S
|
15,849 | $703,775 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
MTUM
ISHARES MSCI US...
|
ETF | 0.54% | 0.51% |
#37
2
Prev: #39
|
1.2 |
—
|
no change | no change |
P
S
|
1,557 | $533,786 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
BTC
GRAYSCALE BITCO...
|
ETF | 0.50% | 0.88% |
#38
7
Prev: #31
|
0.7 |
—
|
-2,326 | -10.8% |
P
S
|
19,114 | $496,008 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
QDEC
FT VEST NASDAQ-...
|
ETF | 0.49% | 0.58% |
#39
1
Prev: #38
|
0.7 |
—
|
64 | 0.5% |
P
S
|
13,611 | $484,688 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
XOVR
ERSHARES PRIVAT...
|
ETF | 0.48% | 0.36% |
#40
4
Prev: #44
|
2.7 |
—
|
7,356 | 47.7% |
P
S
|
22,788 | $479,687 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SLV
ISHARES SILVER ...
|
ETF | 0.46% | 0.79% |
#41
7
Prev: #34
|
1.2 |
—
|
no change | no change |
P
S
|
8,470 | $452,891 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
DFII
FT VEST BITCOIN...
|
ETF | 0.44% | 0.05% |
#42
61
Prev: #103
|
3.2 |
—
|
36,852 | 1324.2% |
P
S
|
39,635 | $440,741 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SPYG
STATE STREET SP...
|
ETF | 0.42% | 0.47% |
#43
3
Prev: #40
|
0.7 |
—
|
-47 | -1.3% |
P
S
|
3,494 | $415,751 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
ETHE
GRAYSCALE ETHER...
|
Unknown | 0.39% | — |
#44
Prev: #—
|
3.7 |
—
|
30,612 | — |
NEW
|
30,612 | $390,609 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SMAY
FT VEST U.S. SM...
|
ETF | 0.32% | 0.42% |
#45
3
Prev: #42
|
0.6 |
—
|
-416 | -3.5% |
P
S
|
11,349 | $322,085 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
FVD
FIRST TRUST VAL...
|
ETF | 0.32% | 0.43% |
#46
5
Prev: #41
|
0.6 |
—
|
-65 | -1.0% |
P
S
|
6,648 | $320,301 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
N/A
INNOVATOR EQUIT...
|
|
ETF | 0.29% | — |
#47
Prev: #—
|
3.6 |
—
|
14,922 | — |
NEW
|
14,922 | $289,338 | — | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
COWZ
PACER US CASH C...
|
ETF | 0.29% | 0.32% |
#48
3
Prev: #45
|
2.6 |
—
|
879 | 23.9% |
P
S
|
4,564 | $283,881 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
XJUN
FT VEST U.S. EQ...
|
ETF | 0.29% | 1.05% |
#49
21
Prev: #28
|
0.1 |
—
|
-11,528 | -64.4% |
P
S
|
6,383 | $283,597 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
COIN
COINBASE GLOBAL...
|
Financial Services | 0.25% | 0.41% |
#50
7
Prev: #43
|
0.6 |
—
|
-1 | -0.1% |
P
S
|
1,696 | $247,938 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 |
Showing 1-50 of 388 holdings