Benson Wealth Management INC reported 199 positions worth $32.62M for the quarter ended Jun 30, 2026, up 13.0% on the prior quarter. It opened 22 new positions, added to 19, trimmed 16 and exited 15. Its largest holding is Simon Property Group Inc. at 14% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | +1,783 | +187.9% | $1.04M | 4.87% |
| GOOG Alphabet Inc. | +2,822 | +85.1% | $997.10K | 6.65% |
| AMZN Amazon Com Inc | +3,698 | +35.5% | $881.38K | 10.32% |
| AAPL Apple Inc. | +1,912 | +41.4% | $553.26K | 5.79% |
| MSFT Microsoft Corp | +885 | +30.0% | $330.12K | 4.38% |
| GLD Spdr Gold Trust | +337 | +10.0% | $124.14K | 4.19% |
| CEF Sprott Physical Gold & Silver Trust | +2,468 | – | $99.29K | 0.304% |
| GOOGL Alphabet Inc. | +156 | +50.0% | $55.75K | 0.513% |
| XE X-Energy, Inc. | +2,143 | – | $39.35K | 0.121% |
| VST Vistra Corp. | +222 | – | $35.22K | 0.108% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -2,542 | -18.9% | $508.63K | 6.71% |
| WMT Walmart Inc. | -3,816 | -13.8% | $432.20K | 8.26% |
| SPG Simon Property Group Inc. | -1,645 | -7.4% | $367.90K | 14.02% |
| CLSK Cleanspark, Inc. | -7,218 | -81.7% | $105.02K | 0.072% |
| GBTC Grayscale Bitcoin Trust ETF | -2,114 | -7.9% | $96.23K | 3.44% |
| IBIT iShares Bitcoin Trust ETF | -2,779 | -2.4% | $92.51K | 11.47% |
| BTC Grayscale Bitcoin Mini Trust ETF | -2,326 | -10.8% | $60.36K | 1.52% |
| TSLA Tesla, Inc. | -128 | -2.1% | $53.84K | 7.61% |
| CEG Constellation Energy Corp | -75 | -50.0% | $18.63K | 0.057% |
| KKR KKR & Co. Inc. | -200 | -100.0% | $18.50K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CEF Sprott Physical Gold & Silver Trust | +2,468 | $99.29K | 0.304% |
| XE X-Energy, Inc. | +2,143 | $39.35K | 0.121% |
| VST Vistra Corp. | +222 | $35.22K | 0.108% |
| CRWV CoreWeave, Inc. | +251 | $24.99K | 0.077% |
| ALK Alaska Air Group, Inc. | +422 | $22.03K | 0.068% |
| SPCX Space Exploration Technologies Corp | +66 | $11.28K | 0.035% |
| LWLG Lightwave Logic, Inc. | +1,097 | $10.38K | 0.032% |
| HOOD Robinhood Markets, Inc. | +87 | $8.72K | 0.027% |
| GENB Generate Biomedicines, Inc. | +363 | $6.12K | 0.019% |
| LITE Lumentum Holdings Inc. | +6 | $5.15K | 0.016% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| KKR KKR & Co. Inc. | -200 | $18.50K | 0.064% |
| AGQ ProShares Trust II | -124 | $14.82K | 0.051% |
| CMG Chipotle Mexican Grill Inc | -315 | $10.08K | 0.035% |
| MDT Medtronic plc | -110 | $9.53K | 0.033% |
| SOFI SoFi Technologies, Inc. | -523 | $8.31K | 0.029% |
| TNC Tennant Co | -111 | $7.37K | 0.026% |
| CTAS Cintas Corp | -33 | $5.58K | 0.019% |
| ACVA ACV Auctions Inc. | -920 | $3.90K | 0.014% |
| CMCSA Comcast Corp | -104 | $2.99K | 0.01% |
| KDP Keurig Dr Pepper Inc. | -67 | $1.76K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPG Simon Property Group Inc. | Real Estate | 20.4K | $4.57M | 14.02% | -1,645 | -7.4% | Reduced | 0.01% |
| 2 | IBIT iShares Bitcoin Trust ETF | Others | 112.3K | $3.74M | 11.47% | -2,779 | -2.4% | Reduced | 0.01% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 14.1K | $3.37M | 10.32% | +3,698 | +35.5% | Added | 0% |
| 4 | WMT Walmart Inc. | Consumer Staples | 23.8K | $2.69M | 8.26% | -3,816 | -13.8% | Reduced | 0% |
| 5 | TSLA Tesla, Inc. | Consumer Discretionary | 5,901 | $2.48M | 7.61% | -128 | -2.1% | Reduced | 0% |
| 6 | NVDA Nvidia Corp | Technology | 10.9K | $2.19M | 6.71% | -2,542 | -18.9% | Reduced | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 6,139 | $2.17M | 6.65% | +2,822 | +85.1% | Added | 0% |
| 8 | AAPL Apple Inc. | Technology | 6,532 | $1.89M | 5.79% | +1,912 | +41.4% | Added | 0% |
| 9 | AMD Advanced Micro Devices Inc | Technology | 2,732 | $1.59M | 4.87% | +1,783 | +187.9% | Added | 0% |
| 10 | MSFT Microsoft Corp | Technology | 3,834 | $1.43M | 4.38% | +885 | +30.0% | Added | 0% |
| 11 | GLD Spdr Gold Trust | Financial Services | 3,706 | $1.37M | 4.19% | +337 | +10.0% | Added | 0% |
| 12 | GBTC Grayscale Bitcoin Trust ETF | Financial Services | 24.6K | $1.12M | 3.44% | -2,114 | -7.9% | Reduced | 0.01% |
| 13 | BTC Grayscale Bitcoin Mini Trust ETF | Others | 19.1K | $496.01K | 1.52% | -2,326 | -10.8% | Reduced | 0.02% |
| 14 | SLV iShares Silver Trust | Others | 8,470 | $452.89K | 1.39% | 0 | 0.0% | Unchanged | 0% |
| 15 | COIN Coinbase Global, Inc. | Technology | 1,696 | $247.94K | 0.76% | -1 | -0.1% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Benson Wealth Management.
As of its Q2 2026 13F filing, Benson Wealth Management INC’s five largest positions were Simon Property Group Inc. (SPG) at 14.0%, iShares Bitcoin Trust ETF (IBIT) at 11.5%, Amazon Com Inc (AMZN) at 10.3%, Walmart Inc. (WMT) at 8.3%, Tesla, Inc. (TSLA) at 7.6% of the reported portfolio.
Benson Wealth Management INC reported a 13F portfolio worth $32.62M across 199 positions for Q2 2026. That is up 13.0% from the previous quarter.
Its largest purchases by value were Advanced Micro Devices Inc ($1.04M), Alphabet Inc. ($997.10K), Amazon Com Inc ($881.38K). It opened 22 new positions.
Its largest sales by value were Nvidia Corp ($508.63K), Walmart Inc. ($432.20K), Simon Property Group Inc. ($367.90K). It exited 15 positions entirely.
From the Form 13F-HR reports Benson Wealth Management INC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.