Benson Wealth Management INC
•CIK: 2109863•Filing: Q4 2025
**Benson Wealth Management INC** manages $90M across a diversified portfolio of 347 positions. The fund exhibits significant concentration in technology and digital assets, with top holdings including NDQ at $13.8M and IBIT at $6.2M. Further notable allocations include AMZN ($5.2M), DNOV ($5.1M), and SPG ($4.2M). This positioning suggests a tactical focus on growth sectors within the current market cycle.
Total AUM
$89.8M
QoQ Performance
N/A
Positions
336
Top 10 Concentration
55.5%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
IBIT
AMZN
DNOV
NDQ15.3%
IBIT6.9%
AMZN5.8%
DNOV5.7%
SPG4.7%
BAPR3.6%
AIQ3.5%
TSLA3.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other71.0%
Consumer12.6%
Technology11.3%
Real Estate4.7%
ETF0.1%
Utilities0.1%
Healthcare0.1%
Financial0.1%