Benson Wealth Management
Benson Wealth Management reported 367 stocks worth $99.4M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are QQQ (13.1%), AIRR (7.3%) and SPG (4.6%). Compared with Q1 2026, the fund opened new positions in VOLT, DDFA and ETHE, added to QQQ, AIRR and BUFB, trimmed SPG, IBIT and RDVY and sold out of KKR, AGQ and BITX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QQQ Invesco Qqq TR | $13.1M | 13.1% | 18K | +7,600 (+75%) | 3 of 3 | |
| 2 |  AIRR First TR Exchange Traded FD | $7.3M | 7.3% | 55K | +34K (+161%) | 3 of 3 | |
| 3 |  SPG Simon Ppty Group Inc New | $4.6M | 4.6% | 20K | −1,645 (−7%) | 3 of 3 | |
| 4 |  IBIT Ishares Bitcoin Trust ETF | $3.7M | 3.8% | 112K | −2,779 (−2%) | 3 of 3 | |
| 5 |  BUFB Innovator Etfs Trust | $3.6M | 3.6% | 92K | +91K (+7715%) | 2 of 3 | |
| 6 |  AMZN Amazon Com Inc | $3.4M | 3.4% | 14K | +3,698 (+35%) | 3 of 3 | |
| 7 |  RDVY First TR Exchange Traded FD | $3.2M | 3.2% | 39K | −2,026 (−5%) | 3 of 3 | |
| 8 |  DNOV First TR Exchng Traded FD VI | $2.9M | 3.0% | 57K | −23K (−28%) | 3 of 3 | |
| 9 |  WMT Walmart Inc | $2.7M | 2.7% | 24K | −3,816 (−14%) | 3 of 3 | |
| 10 |  TSLA Tesla Inc | $2.5M | 2.5% | 5,901 | −128 (−2%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 KKR KKR & Co Inc | $19K | 200 |
 AGQ Proshares TR II | $15K | 124 |
 BITX Volatility Shs TR | $10K | 710 |
 CMG Chipotle Mexican Grill I | $10K | 315 |
 MDT Medtronic PLC F | $10K | 110 |
🔒 Free account: see all 24.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Benson Wealth Management 13F FAQ
What does Benson Wealth Management own?
Benson Wealth Management reported 367 stocks worth $99.4M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are QQQ (13.1%), AIRR (7.3%) and SPG (4.6%). The table above lists every position in the filing (the top 10 without an account).
What did Benson Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 37 new positions, 40 added to, 42 trimmed and 24 sold out. New positions include VOLT, DDFA and ETHE. It sold all of KKR, AGQ and BITX.
When will Benson Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Benson Wealth Management's portfolio worth?
The Q2 2026 filing reports $99.4M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.