Institutional Fund
Benson Wealth Management Inc
Ooltewah, Tn, TNCIK 21098632 filings on record
Portfolio Value
$73.10M
Q1 2026
Holdings
354
Reported positions
New Buys
46
Opened this quarter
QoQ Change
-18.6%
from $89.81M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Qqq Tr8.0%
- Ishares Bitcoin Trust ETF6.1%
- Simon Ppty Group Inc New5.6%
- First Tr Exchng Traded Fd Vi5.2%
- Walmart Inc4.7%
- First Tr Exchange Traded Fd3.8%
- Other66.6%
Portfolio Holdings
354 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 10.1K | $5.84M | 8.0% | −12.3K | Reduced |
| 2 | Ishares Bitcoin Trust ETF | 115.1K | $4.42M | 6.1% | −10.1K | Reduced |
| 3 | Simon Ppty Group Inc New | 22.1K | $4.12M | 5.6% | −516 | Reduced |
| 4 | First Tr Exchng Traded Fd Vi | 80.0K | $3.83M | 5.2% | −24.1K | Reduced |
| 5 | Walmart Inc | 27.6K | $3.43M | 4.7% | +1.6K | Added |
| 6 | First Tr Exchange Traded Fd | 40.9K | $2.79M | 3.8% | −1.2K | Reduced |
| 7 | Nvidia Corporation | 13.5K | $2.35M | 3.2% | −378 | Reduced |
| 8 | First Tr Exchange Traded Fd | 21.0K | $2.32M | 3.2% | +12.5K | Added |
| 9 | Tesla Inc | 6.0K | $2.24M | 3.1% | −662 | Reduced |
| 10 | First Tr Exchng Traded Fd Vi | 101.2K | $2.18M | 3.0% | +4.6K | Added |
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