Benson Wealth Management INC ETF holdings
Ooltewah, Tn, TN
Reported $74.0M in 145 ETFs in its Form 13F for June 30, 2026.
ETF value
$74.0M
ETFs held
145
Change from prior quarter
+39.9%
With price moves
ETFs as a share of its 13F
74.4%
of $99.4M
Top 10 of 145 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| QQQ | Invesco QQQ Trust | $13.1M | 17,725 | +7,600 shares |
| AIRR | First Trust RBA American Industrial RenaissanceTM ETF | $7.3M | 54,608 | +33,646 shares |
| IBIT | iShares Bitcoin Trust ETF | $3.7M | 112,335 | −2,779 shares |
| BUFB | Innovator Laddered Allocation Buffer ETF | $3.6M | 92,290 | +91,109 shares |
| RDVY | First Trust Rising Dividend Achievers ETF | $3.2M | 38,892 | −2,026 shares |
| DNOV | FT Vest U.S. Equity Deep Buffer ETF - November | $2.9M | 57,282 | −22,678 shares |
| BUFD | FT Vest Laddered Deep Buffer ETF | $2.5M | 82,790 | +65,334 shares |
| SMH | VanEck Semiconductor ETF | $2.2M | 3,358 | +570 shares |
| BAPR | Innovator U.S. Equity Buffer ETF - Apr | $2.1M | 38,843 | −175 shares |
| AIQ | Global X Artificial Intelligence & Technology ETF | $1.8M | 27,752 | −663 shares |
135 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002109863. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Benson Wealth Management INC own?
Benson Wealth Management INC reported 145 ETF positions worth $74.0M in its Form 13F for June 30, 2026. The largest was QQQ, at $13.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.