Benson Wealth Management INC
Top Portfolio Positions
201 positions ·
$33,811,905 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
10,125 | $5,843,947 | 17.28% | |
| IBIT |
iShares Bitcoin Trust ETF
|
115,114 | $4,422,679 | 13.08% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
22,093 | $4,121,007 | 12.19% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
27,593 | $3,429,258 | 10.14% | |
| NVDA |
Nvidia Corp
Technology
|
13,477 | $2,350,388 | 6.95% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
6,029 | $2,241,280 | 6.63% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,423 | $2,170,798 | 6.42% | |
| GLD |
Spdr Gold Trust
|
3,369 | $1,449,647 | 4.29% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
26,757 | $1,411,699 | 4.18% | |
| AAPL |
Apple Inc.
Technology
|
4,620 | $1,172,509 | 3.47% |
Portfolio Trend
Holdings in GDLC
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $134,771 | 4,321 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $267,648 | 6,477 | Shares | Sole | 2026-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||