Benson Wealth Management INC

CIK

2109863

Location

OOLTEWAH, TN, TN

Portfolio Value

Micro $34,760,434

Diversification

Diversified

Reports for

Barrett Benson

Filing Date

Global Rank

#7,019 / 8,636 ▼ 511 · as of Mar 2026

Top Industry

REIT - Retail 20.6%

3Y Alpha vs SPY

-8.3%

Period ended 4 months ago

Filed May 12, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+10.0%

SPY

+13.5%

Annualised alpha

-8.3%

Max drawdown

−11.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

201 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.8%

−7.8 pts

Top 5

58.0%

+0.3 pts

Top 10

82.3%

+1.6 pts

HHI

881

Diversified−152

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	42.5%	$14,757,350	11
Technology	15.1%	$5,238,787	31
Consumer Cyclical	13.0%	$4,511,614	17
Real Estate	12.4%	$4,311,682	6
Consumer Defensive	10.4%	$3,600,532	11
Communication Services	3.5%	$1,228,991	16
Financial Services	1.5%	$516,203	35
Healthcare	0.7%	$235,348	19
Utilities	0.4%	$149,743	10
Energy	0.3%	$98,993	10
Industrials	0.2%	$81,664	26
Basic Materials	0.1%	$29,527	9

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
CLSK	Cleanspark, Inc.	+3,541	8,839	$75,219
WMT	Walmart Inc.	+1,596	27,593	$3,429,258
MSFT	Microsoft Corp	+428	2,949	$1,091,631
KKR	KKR & Co. Inc.	+168	200	$18,500
SPY	Spdr S&P 500 ETF Trust	+24	56	$36,419
FISV	Fiserv Inc	+4	7	$390
BIDU	Baidu, Inc.	+3	9	$1,002
MU	Micron Technology Inc	+2	20	$6,756
AMAT	Applied Materials Inc /De	+2	7	$2,392
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	−12,304	10,125	$5,843,947
AMZN	Amazon Com Inc	−11,994	10,423	$2,170,798
IBIT	iShares Bitcoin Trust ETF	−10,109	115,114	$4,422,679
BTC	Grayscale Bitcoin Mini Trust ETF	−6,998	21,440	$642,985
AAPL	Apple Inc.	−5,177	4,620	$1,172,509
GOOGL	Alphabet Inc.	−5,040	3,629	$1,041,232
COIN	Coinbase Global, Inc.	−3,883	1,697	$296,313
ETH	Grayscale Ethereum Staking Mini ETF	−3,400	11,221	$222,849
SLV	iShares Silver Trust	−2,912	8,470	$577,145
AMD	Advanced Micro Devices Inc	−2,605	949	$193,055
GBTC	Grayscale Bitcoin Trust ETF	−2,515	26,757	$1,411,699
GDLC	Grayscale CoinDesk Crypto 5 ETF	−2,156	4,321	$134,771
TSLA	Tesla, Inc.	−662	6,029	$2,241,280
SPG	Simon Property Group Inc.	−516	22,093	$4,121,007
CAVA	Cava Group, Inc.	−445	79	$6,391
PLTR	Palantir Technologies Inc.	−405	396	$57,926
GLD	Spdr Gold Trust	−387	3,369	$1,449,647
NVDA	Nvidia Corp	−378	13,477	$2,350,388
AGQ	ProShares Trust II	−205	124	$14,819
COST	Costco Wholesale Corp /New	−94	77	$76,725
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−67	132	$44,609
TEM	Tempus AI, Inc.	−43	661	$29,890
TMO	Thermo Fisher Scientific Inc.	−11	2	$983
PG	PROCTER & GAMBLE Co	−11	75	$10,833
COKE	Coca-Cola Consolidated, Inc.	−8	159	$30,486
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
PLG	Platinum Group Metals Ltd	5,500	$9,735
MDT	Medtronic plc	110	$9,531
SOFI	SoFi Technologies, Inc.	523	$8,305
NOW	ServiceNow, Inc.	75	$7,841
TNC	Tennant Co	111	$7,370
LIN	Linde PLC	14	$6,940
TTE	TotalEnergies SE	69	$6,277
UBS	UBS Group AG	137	$5,352
TT	Trane Technologies plc	12	$5,000
SPOT	Spotify Technology S.A.	9	$4,364
TECK	Teck Resources Ltd	83	$4,295
ACVA	ACV Auctions Inc.	920	$3,900
BCE	Bce Inc	149	$3,760
ETN	Eaton Corp plc	10	$3,576
PCG	PG&E Corp	200	$3,514
LYB	LyondellBasell Industries N.V.	29	$2,336
WTW	Willis Towers Watson PLC	7	$2,034
AZN	Astrazeneca PLC	8	$1,577
CCJ	Cameco Corp	14	$1,520
RCI	Rogers Communications Inc	35	$1,345
CB	Chubb Ltd	4	$1,303
SSRM	Ssr Mining Inc.	37	$1,087
GLW	Corning Inc /Ny	7	$951
FSM	Fortuna Mining Corp.	87	$863
CDE	Coeur Mining, Inc.	37	$694
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ETHE	Grayscale Ethereum Staking ETF	42,480	$1,035,237
BPRE	Bluerock Private Real Estate Fund	17,966	$269,490
CEF	Sprott Physical Gold & Silver Trust	2,468	$113,034
HCA	HCA Healthcare, Inc.	16	$7,469
NFLX	Netflix Inc	70	$6,562
FIS	Fidelity National Information Services, Inc.	71	$4,718
ORLY	O Reilly Automotive Inc	45	$4,104
GWRE	Guidewire Software, Inc.	13	$2,613
REXR	Rexford Industrial Realty, Inc.	47	$1,819
STAG	STAG Industrial, Inc.	47	$1,727
LW	Lamb Weston Holdings, Inc.	37	$1,549
BX	Blackstone Inc.	10	$1,541
GSOL	Grayscale Solana Staking ETF	163	$1,483
DHR	Danaher Corp /De/	6	$1,373
ODFL	Old Dominion Freight Line, Inc.	5	$784
CELH	Celsius Holdings, Inc.	16	$731
UNH	Unitedhealth Group Inc	2	$660
EFX	Equifax Inc	3	$650
MDLZ	Mondelez International, Inc.	12	$645
AXON	Axon Enterprise, Inc.	1	$567
AVY	Avery Dennison Corp	3	$545
CRM	Salesforce, Inc.	2	$529
ZTS	Zoetis Inc.	4	$503
DE	Deere & Co	1	$465
VRTX	Vertex Pharmaceuticals Inc / Ma	1	$453
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

201 tracked positions · $34,760,434 total · filing declares 354 positions · $73,099,429 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 201 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	10,125	-12,304	$5,843,947	−57.6%	16.81%
IBIT	iShares Bitcoin Trust ETF	Reduced	115,114	-10,109	$4,422,679	−28.9%	12.72%
SPG	Simon Property Group Inc. Real Estate	Reduced	22,093	-516	$4,121,007	−1.5%	11.86%
WMT	Walmart Inc. Consumer Defensive	Added	27,593	+1,596	$3,429,258	+18.4%	9.87%
NVDA	Nvidia Corp Technology	Reduced	13,477	-378	$2,350,388	−9.0%	6.76%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	6,029	-662	$2,241,280	−25.5%	6.45%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	10,423	-11,994	$2,170,798	−58.0%	6.25%
GLD	Spdr Gold Trust	Reduced	3,369	-387	$1,449,647	−2.6%	4.17%
GBTC	Grayscale Bitcoin Trust ETF	Reduced	26,757	-2,515	$1,411,699	−29.5%	4.06%
AAPL	Apple Inc. Technology	Reduced	4,620	-5,177	$1,172,509	−56.0%	3.37%
MSFT	Microsoft Corp Technology	Added	2,949	+428	$1,091,631	−10.5%	3.14%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,629	-5,040	$1,041,232	−61.7%	3.00%
BTC	Grayscale Bitcoin Mini Trust ETF	Reduced	21,440	-6,998	$642,985	−41.6%	1.85%
SLV	iShares Silver Trust	Reduced	8,470	-2,912	$577,145	−21.3%	1.66%
COIN	Coinbase Global, Inc. Financial Services	Reduced	1,697	-3,883	$296,313	−76.5%	0.85%
ETH	Grayscale Ethereum Staking Mini ETF	Reduced	11,221	-3,400	$222,849	−45.7%	0.64%
AMD	Advanced Micro Devices Inc Technology	Reduced	949	-2,605	$193,055	−74.6%	0.56%
APLD	Applied Digital Corp. Technology	Held	6,558	0	$155,686	−3.2%	0.45%
VTR	Ventas, Inc. Real Estate	Held	1,700	0	$139,026	+5.7%	0.40%
GDLC	Grayscale CoinDesk Crypto 5 ETF	Reduced	4,321	-2,156	$134,771	−49.6%	0.39%
ARWR	Arrowhead Pharmaceuticals, Inc. Healthcare	Held	1,455	0	$91,228	−5.6%	0.26%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	77	-94	$76,725	−48.0%	0.22%
PEG	Public Service Enterprise Group Inc Utilities	Held	936	0	$75,769	+0.8%	0.22%
CLSK	Cleanspark, Inc. Financial Services	Added	8,839	+3,541	$75,219	+40.3%	0.22%
META	Meta Platforms, Inc. Communication Services	Reduced	111	-7	$63,506	−18.5%	0.18%
XOM	ExxonMobil Holdings Corp Energy	Held	363	0	$61,586	+41.0%	0.18%
PLTR	Palantir Technologies Inc. Technology	Reduced	396	-405	$57,926	−59.3%	0.17%
APP	AppLovin Corp Communication Services	Held	129	0	$51,342	−40.9%	0.15%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	132	-67	$44,609	−26.2%	0.13%
CEG	Constellation Energy Corp Utilities	Held	150	0	$41,887	−21.0%	0.12%
SPY	Spdr S&P 500 ETF Trust	Added	56	+24	$36,419	+66.9%	0.10%
LLY	ELI LILLY & Co Healthcare	Held	39	0	$35,871	−14.4%	0.10%
SMCI	Super Micro Computer, Inc. Technology	Held	1,430	0	$32,561	−22.2%	0.09%
HD	Home Depot, Inc. Consumer Cyclical	Held	99	0	$32,560	−4.4%	0.09%
COMP	Compass, Inc. Real Estate	Held	4,400	0	$32,164	−30.8%	0.09%
INTC	Intel Corp Technology	Reduced	694	-6	$30,626	+18.6%	0.09%
COKE	Coca-Cola Consolidated, Inc. Consumer Defensive	Reduced	159	-8	$30,486	+19.1%	0.09%
TEM	Tempus AI, Inc. Healthcare	Reduced	661	-43	$29,890	−28.1%	0.09%
BROS	Dutch Bros Inc. Consumer Cyclical	Held	552	0	$27,964	−17.2%	0.08%
PEP	Pepsico Inc Consumer Defensive	Held	173	0	$26,865	+8.2%	0.08%
ISRG	Intuitive Surgical Inc Healthcare	Held	58	0	$26,737	−18.6%	0.08%
CIFR	Cipher Digital Inc. Technology	Held	1,986	0	$25,559	−12.8%	0.07%
VZ	Verizon Communications Inc Communication Services	Held	395	0	$19,829	+23.3%	0.06%
ROKU	Roku, Inc Communication Services	Held	200	0	$18,924	−12.8%	0.05%
KKR	KKR & Co. Inc. Financial Services	Added	200	+168	$18,500	+353.5%	0.05%
AGQ	ProShares Trust II	Reduced	124	-205	$14,819	−51.6%	0.04%
SO	Southern Co Utilities	Held	132	0	$12,740	+10.7%	0.04%
APH	Amphenol Corp /De/ Technology	Held	92	0	$11,624	−6.5%	0.03%
T	At&T Inc. Communication Services	Held	400	0	$11,596	+16.7%	0.03%
MA	Mastercard Inc Financial Services	Held	23	0	$11,492	−12.5%	0.03%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.