Benson Wealth Management INC

Q3 2026 13F-HR Holdings

Location
Ooltewah, Tn, TN
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
369
Total value ($000)
$101,570
Net value change ($000)
+2,181 (2.2%)
New positions
19
Sold out positions
17
Turnover %
7.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPMO 4,699 NEW
PATN 2,066 NEW
QQQ 1,461 11.2%
IBIT 1,377 36.8%
FT VEST LADDERED AUTOCALLABLE BARRIER & RESILIENT INCOME ETF 1,196 19933.3%
BUFQ 1,092 6825.0%
FIRST TRUST EXCHANGE-TRADED FUND 882 67.9%
SPACE EX TECH SPACEX CLASS A 810 7363.6%
RDVY 737 23.4%
MSFT 608 42.5%
Top Reduces (Value $000, Stocks/ETFs)
BUFB -1,431 -39.4%
GRID -1,332 -81.0%
SFLR -1,290 -88.8%
XAR -1,163 -96.0%
TSLA -793 -32.0%
WMT -780 -29.0%
VOLT -748 -43.8%
SPG -733 -16.0%
HYTI -721 -67.9%
AMD -697 -43.9%
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