Benson Wealth Management INC

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Institutional

CIK 0002109863

Reported AUM

Positions

Q1 2026

Period

2026-05-12

Filed

The Brief · Benson Wealth Management INC · Q1 2026

AI · grounded in 13F

Benson Wealth Management INC closed its position in QQQ, reducing its holdings by $13.78M. The fund also exited positions in IBIT for $6.22M and AMZN for $5.17M. In total, the fund reduced 352 positions during the period.

Portfolio · Q1 2026

Top holdings

No holdings ingested yet.

Source: SEC EDGAR · accession 0002109863-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.