Benson Wealth Management INC

CIK

2109863

Location

OOLTEWAH, TN, TN

Portfolio Value

Micro $5,238,787

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

31 positions · $5,238,787 total · Technology only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WOLF	Wolfspeed, Inc. Technology	Held	1	0	$16	−5.9%	0.00%
QCOM	Qualcomm Inc/De Technology	Reduced	7	-6	$901	−59.5%	0.02%
GLW	Corning Inc /Ny Technology	NEW	7	NEW	$951	NEW	0.02%
MRVL	Marvell Technology, Inc. Technology	Held	11	0	$1,089	+16.6%	0.02%
CTSH	Cognizant Technology Solutions Corp Technology	Held	25	0	$1,533	−26.1%	0.03%
ADI	Analog Devices Inc Technology	Held	5	0	$1,590	+17.3%	0.03%
CDNS	Cadence Design Systems Inc Technology	Held	7	0	$1,945	−11.1%	0.04%
LDOS	Leidos Holdings, Inc. Technology	Held	15	0	$2,332	−13.8%	0.04%
AMAT	Applied Materials Inc /De Technology	Added	7	+2	$2,392	+86.3%	0.05%
SONY	Sony Group Corp Technology	Held	129	0	$2,670	−19.1%	0.05%
KLAC	Kla Corp Technology	Held	2	0	$2,944	+21.2%	0.06%
SNOW	Snowflake Inc. Technology	Held	24	0	$3,619	−31.2%	0.07%
HPE	Hewlett Packard Enterprise Co Technology	Held	152	0	$3,619	−0.9%	0.07%
ANET	Arista Networks, Inc. Technology	Held	34	0	$4,174	−6.3%	0.08%
SSNC	SS&C Technologies Holdings Inc Technology	Held	76	0	$5,135	−22.7%	0.10%
WDC	Western Digital Corp Technology	Held	23	0	$6,221	+57.0%	0.12%
CSCO	Cisco Systems, Inc. Technology	Held	82	0	$6,362	+0.7%	0.12%
MU	Micron Technology Inc Technology	Added	20	+2	$6,756	+31.5%	0.13%
NOW	ServiceNow, Inc. Technology	NEW	75	NEW	$7,841	NEW	0.15%
AVGO	Broadcom Inc. Technology	Held	34	0	$10,523	−10.6%	0.20%
APH	Amphenol Corp /De/ Technology	Held	92	0	$11,624	−6.5%	0.22%
CIFR	Cipher Digital Inc. Technology	Held	1,986	0	$25,559	−12.8%	0.49%
INTC	Intel Corp Technology	Reduced	694	-6	$30,626	+18.6%	0.58%
SMCI	Super Micro Computer, Inc. Technology	Held	1,430	0	$32,561	−22.2%	0.62%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	132	-67	$44,609	−26.2%	0.85%
PLTR	Palantir Technologies Inc. Technology	Reduced	396	-405	$57,926	−59.3%	1.11%
APLD	Applied Digital Corp. Technology	Held	6,558	0	$155,686	−3.2%	2.97%
AMD	Advanced Micro Devices Inc Technology	Reduced	949	-2,605	$193,055	−74.6%	3.69%
MSFT	Microsoft Corp Technology	Added	2,949	+428	$1,091,631	−10.5%	20.84%
AAPL	Apple Inc. Technology	Reduced	4,620	-5,177	$1,172,509	−56.0%	22.38%
NVDA	Nvidia Corp Technology	Reduced	13,477	-378	$2,350,388	−9.0%	44.87%