Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QQQInvesco Qqq Tr | $13.1M | 13.1% | +75.1% |
| AIRRFirst Trust Rba Americanindustrial Renaissancetmetf | $7.3M | 7.3% | +160.5% |
| SPGSimon Ppty Group Inc Newreit | $4.6M | 4.6% | −7.4% |
| IBITIshares Bitcoin Trust Etf | $3.7M | 3.8% | −2.4% |
| BUFBInnovator Laddered Allocation Buffer Etf | $3.6M | 3.7% | +7714.6% |
| AMZNAmazon.com Inc | $3.4M | 3.4% | +35.5% |
| RDVYFirst Trust Rising Dividend Achievers Etf | $3.2M | 3.2% | −5.0% |
| DNOVFt Vest U.s. Equity Deepbuffer Etf - November | $2.9M | 3.0% | −28.4% |
| WMTWalmart Inc | $2.7M | 2.7% | −13.8% |
| TSLATesla Inc | $2.5M | 2.5% | −2.1% |
| BUFDFt Vest Laddered Deep Buffer Etf | $2.5M | 2.5% | +374.3% |
| SMHVaneck Semiconductor Etf | $2.2M | 2.2% | +20.4% |
| NVDANvidia Corp | $2.2M | 2.2% | −18.9% |
| GOOGAlphabet Inc Class C | $2.2M | 2.2% | +85.1% |
| BAPRInnovator U.s. Equity Buffer Etf - April | $2.1M | 2.1% | |
| AAPLApple Inc | $1.9M | 1.9% | +41.4% |
| AIQGlobal X Artificial Intelligence & Technology Etf | $1.8M | 1.8% | −2.3% |
| VOLTTema Electrification Etf | $1.7M | 1.7% | New |
| GRIDFirst Trust Nasdaq Cleanedge Smart Grid Infrastructure Index Fun | $1.6M | 1.7% | |
| DDFAInnovator Equity Dual Directional 15 Buffer Etf - April | $1.6M | 1.6% | New |
| AMDAdvanced Micro Devices I | $1.6M | 1.6% | +187.9% |
| BUFRFt Vest Laddered Buffer Etf | $1.5M | 1.5% | −31.0% |
| SFLRInnovator Equity Managedfloor Etf | $1.5M | 1.5% | +49.3% |
| MSFTMicrosoft Corp | $1.4M | 1.4% | +30.0% |
| GLDSpdr Gold Shares | $1.4M | 1.4% | +10.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices I | December 31, 2025 | +171.3% | $1.6M |
| PTFInvesco Dorsey Wright Technology Momentum Etf | December 31, 2025 | +78.2% | $1.1M |
| SMHVaneck Semiconductor Etf | March 31, 2026 | +71.1% | $2.2M |
| MTUMIshares Msci Usa Momentum Factor Etf | December 31, 2025 | +37.0% | $534K |
| AIRRFirst Trust Rba Americanindustrial Renaissancetmetf | December 31, 2025 | +35.5% | $7.3M |
| AIQGlobal X Artificial Intelligence & Technology Etf | December 31, 2025 | +29.0% | $1.8M |
| SPGSimon Ppty Group Inc Newreit | December 31, 2025 | +20.8% | $4.6M |
| ROKTState Street Spdr S&p Kensho Final Frontiers Etf | March 31, 2026 | +20.1% | $1.2M |
| QQQInvesco Qqq Tr | December 31, 2025 | +19.9% | $13.1M |
| GRIDFirst Trust Nasdaq Cleanedge Smart Grid Infrastructure Index Fun | March 31, 2026 | +17.2% | $1.6M |
Sold off last quarter
- KKRKkr & Co Inc was $18K
- AGQProshares Ultra Silver was $15K
- BITX2x Bitcoin Strategy Etf was $10K
- CMGChipotle Mexican Grill I was $10K
- Medtronic PLC FCUSIP G5960L103 was $9,532
- SOFISofi Technologies Inc was $8,305
- TNCTennant Co was $7,370
- CTASCintas Corp was $5,582
- Acv Auctions Inc Class ACUSIP 00091G104 was $3,901
- TSLRGraniteshares 2x Long Tsla Daily Etf was $3,452
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.0% | +14.8% |
| March 31, 2026 | −6.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Benson Wealth Management INC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2109863&type=13F-HR&dateb=&owner=include&count=40CIK 2109863
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2109863/000210986326000004/Filed August 10, 2026 · accession 0002109863-26-000004