account_balance
Investment manager · 13F filer · SEC CIK 2109863
Benson Wealth Management INC
Reported value$102Mas of Sep 30, 2026
Positions369 18 new, 16 sold out
Top 10 weight48.4%QQQ alone is 14%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Tr
14.3%Added +11%
AIRRFirst Trust Rba Americanindustrial Renaissancetmetf
6.6%Added +19%
IBITiShares Bitcoin Trust ETF
5.0%Trimmed −4%
SPMOInvesco S&P 500 Momentumetf
4.6%New
RDVYFirst Trust Rising Dividend Achievers ETF
3.8%Added +28%
SPGSimon Property Group Inc.
3.8%Trimmed −6%
AMZNAmazon.com Inc
3.2%Trimmed −8%
DNOVFt Vest U.S. Equity Deepbuffer ETF - November
2.6%Trimmed −12%
BUFDFt Vest Laddered Deep Buffer ETF
2.3%Trimmed −9%
BUFBInnovator Laddered Allocation Buffer ETF
2.2%Trimmed −41%
ACYNFt Vest Laddered Autocallable Barrier & Income ETF
2.1%Added +67%
DDFAInnovator Equity Dual Directional 15 Buffer ETF - April
2.1%
QQQInvesco QQQ Tr
14.3%Added +11%
AIRRFirst Trust Rba Americanindustrial Renaissancetmetf
6.6%
IBITiShares Bitcoin Trust ETF
5.0%
SPMOInvesco S&P 500 Momentumetf
4.6%
RDVYFirst Trust Rising Dividend Achievers ETF
3.8%+28%
SPGSimon Property Group Inc.
3.8%−6%
AMZNAmazon.com Inc
3.2%
DNOV2.6%
BUFD2.3%
BUFB
ACYN2.1%
DDFA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQ Invesco QQQ Tr 14.3% Added +11%
AIRR First Trust Rba Americanindustrial Renaissancetmetf 6.6% Added +19%
IBIT iShares Bitcoin Trust ETF 5.0% Trimmed −4%SPMO Invesco S&P 500 Momentumetf 4.6% New
RDVY First Trust Rising Dividend Achievers ETF 3.8% Added +28%
SPG Simon Property Group Inc. 3.8% Trimmed −6%AMZN Amazon.com Inc 3.2% Trimmed −8%DNOV Ft Vest U.S. Equity Deepbuffer ETF - November 2.6% Trimmed −12%
BUFD Ft Vest Laddered Deep Buffer ETF 2.3% Trimmed −9%
BUFB Innovator Laddered Allocation Buffer ETF 2.2% Trimmed −41%
ACYN Ft Vest Laddered Autocallable Barrier & Income ETF 2.1% Added +67%
DDFA Innovator Equity Dual Directional 15 Buffer ETF - April 2.1% Added +28%
What changed
Biggest moves since Jun 30, 2026
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