Benson Wealth Management INC

Q1 2026 13F-HR Holdings

Location
Ooltewah, Tn, TN
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
354
Total value ($000)
$73,099
Net value change ($000)
-16,709 (-18.6%)
New positions
46
Sold out positions
44
Turnover %
10.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AIRR 1,493 180.1%
GRID 1,400 NEW
SHLD 1,244 NEW
BUFG 1,129 3763.3%
BUFQ 1,080 4320.0%
SMH 1,069 NEW
BUFR 864 78.9%
SFLR 791 775.5%
URA 597 NEW
LEGR 589 NEW
Top Reduces (Value $000, Stocks/ETFs)
QQQ -7,934 -57.6%
AMZN -3,003 -58.0%
AIQ -1,843 -58.2%
IBIT -1,794 -28.9%
GOOGL -1,669 -63.7%
AAPL -1,490 -56.0%
BAPR -1,283 -40.2%
DNOV -1,251 -24.6%
ETHE -1,035 -100.0%
NLR -982 -82.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type