Benson Wealth Management INC

Q2 2026 13F-HR Holdings

Location
Ooltewah, Tn, TN
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
367
Total value ($000)
$99,389
Net value change ($000)
+26,290 (36.0%)
New positions
37
Sold out positions
24
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QQQ 7,209 123.4%
AIRR 4,955 213.4%
BUFB 3,586 8538.1%
BUFD 1,972 403.3%
VOLT 1,709 NEW
INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - APRIL 1,609 NEW
AMD 1,394 722.3%
GOOGL 1,217 127.8%
AMZN 1,195 55.0%
XAR 1,171 2856.1%
Top Reduces (Value $000, Stocks/ETFs)
QCJA -1,936 -88.8%
SHLD -1,186 -95.3%
BUFG -1,129 -97.4%
BUFQ -1,089 -98.6%
DNOV -890 -23.2%
FNOV -830 -50.8%
WMT -736 -21.5%
IBIT -683 -15.4%
LEGR -563 -95.6%
BUFR -497 -25.4%
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