Benson Wealth Management INC
All 13F Filings
- Location
- Ooltewah, Tn, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 99,389
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 367 | 99,389 | 13F-HR | Benson Wealth Management INC |
| Q1 2026 | 5/12/2026 | 354 | 73,099 | 13F-HR | Benson Wealth Management INC |
| Q4 2025 | 2/12/2026 | 352 | 89,808 | 13F-HR | Benson Wealth Management INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 25.7 K | 25.9% | 5.593 K | 0 | 5.593 K |
| ETFs | 73.69 K | 74.1% | 20.69 K | 0 | 20.69 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
99,389
Holdings
367
QoQ value change ($000)
26,290
(36.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.