Benson Wealth Management INC

CIK

2109863

Location

OOLTEWAH, TN, TN

Portfolio Value

Micro $33,811,905

Diversification

Diversified

Filing Date

Global Rank

#6,940 / 8,232 ▼ 308

Top Industry

REIT - Retail 21.6%

3Y Alpha vs SPY

-2.5%

Period ended 2 months ago

Filed May 12, 2026 · 33d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+8.4%

SPY

+9.1%

Annualised alpha

-2.5%

Max drawdown

−10.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

17.3%

−8.5 pts

Top 5

59.6%

−0.9 pts

Top 10

84.6%

+2.3 pts

HHI

922

Diversified−189

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	43.6%	$14,757,350	11
Technology	15.5%	$5,238,787	31
Consumer Cyclical	13.4%	$4,514,599	17
Real Estate	12.8%	$4,311,682	6
Consumer Defensive	10.6%	$3,600,532	11
Financial Services	1.5%	$516,203	35
Communication Services	0.8%	$277,477	16
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
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
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
MRK	Merck & Co., Inc.	−8	13	$1,563
COKE	Coca-Cola Consolidated, Inc.	−8	159	$30,486
META	Meta Platforms, Inc.	−7	111	$63,506
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
EXAS	EXACT SCIENCES CORP	103	$10,460
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

201 positions · $33,811,905 total · 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%	17.28%
IBIT	iShares Bitcoin Trust ETF	Reduced	115,114	-10,109	$4,422,679	−28.9%	13.08%
SPG	Simon Property Group Inc. Real Estate	Reduced	22,093	-516	$4,121,007	−1.5%	12.19%
WMT	Walmart Inc. Consumer Defensive	Added	27,593	+1,596	$3,429,258	+18.4%	10.14%
NVDA	Nvidia Corp Technology	Reduced	13,477	-378	$2,350,388	−9.0%	6.95%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	6,029	-662	$2,241,280	−25.5%	6.63%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	10,423	-11,994	$2,170,798	−58.0%	6.42%
GLD	Spdr Gold Trust	Reduced	3,369	-387	$1,449,647	−2.6%	4.29%
GBTC	Grayscale Bitcoin Trust ETF	Reduced	26,757	-2,515	$1,411,699	−29.5%	4.18%
AAPL	Apple Inc. Technology	Reduced	4,620	-5,177	$1,172,509	−56.0%	3.47%
MSFT	Microsoft Corp Technology	Added	2,949	+428	$1,091,631	−10.5%	3.23%
BTC	Grayscale Bitcoin Mini Trust ETF	Reduced	21,440	-6,998	$642,985	−41.6%	1.90%
SLV	iShares Silver Trust	Reduced	8,470	-2,912	$577,145	−21.3%	1.71%
COIN	Coinbase Global, Inc. Financial Services	Reduced	1,697	-3,883	$296,313	−76.5%	0.88%
ETH	Grayscale Ethereum Staking Mini ETF	Reduced	11,221	-3,400	$222,849	−45.7%	0.66%
AMD	Advanced Micro Devices Inc Technology	Reduced	949	-2,605	$193,055	−74.6%	0.57%
APLD	Applied Digital Corp. Technology	Held	6,558	0	$155,686	−3.2%	0.46%
VTR	Ventas, Inc. Real Estate	Held	1,700	0	$139,026	+5.7%	0.41%
GDLC	Grayscale CoinDesk Crypto 5 ETF	Reduced	4,321	-2,156	$134,771	−49.6%	0.40%
ARWR	Arrowhead Pharmaceuticals, Inc. Healthcare	Held	1,455	0	$91,228	−5.6%	0.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	312	-3	$89,718	−9.0%	0.27%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	77	-94	$76,725	−48.0%	0.23%
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%	0.19%
XOM	Exxon Mobil 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%	0.11%
LLY	ELI LILLY & Co Healthcare	Held	39	0	$35,871	−14.4%	0.11%
SMCI	Super Micro Computer, Inc. Technology	Held	1,430	0	$32,561	−22.2%	0.10%
HD	Home Depot, Inc. Consumer Cyclical	Held	99	0	$32,560	−4.4%	0.10%
COMP	Compass, Inc. Real Estate	Held	4,400	0	$32,164	−30.8%	0.10%
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%	0.08%
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%	0.06%
KKR	KKR & Co. Inc. Financial Services	Added	200	+168	$18,500	+353.5%	0.05%
AGQ	ProShares Trust II	Held	124	0	$14,819	−23.0%	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%