Benson Wealth Management INC

CIK 0002109863 · Q1 2026

13F Equity AUM

$73.1M

-18.6% QoQ

Positions

350

+4 QoQ

AUM Rank

#10,439

Top 84%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 29.6%Top 10: 45.9%Top 20: 67.5%

NDQ8.0%

IBIT6.0%

SPG5.6%

DNOV5.2%

WMT4.7%

RDVY3.8%

NVDA3.2%

AIRR3.2%

TSLA3.1%

QCJA3.0%

Others (340)54.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services69.3%

Technology7.4%

Consumer Cyclical6.2%

Real Estate5.8%

Consumer Defensive4.9%

Fund3.6%

Other2.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 350Median: 0.01%Avg: 0.29%

0–0.5%

311(13.0%)

0.5–1%

11(8.3%)

1–3%

19(35.8%)

3–5%

5(18.0%)

5%+

4(24.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 256Unique: 94vs 20 funds

3.5%Low

350

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

4.7%

BANK OF AMERICA CORP /DE/

5.1%

4.8%

7.2%

5.3%

5.1%

GEODE CAPITAL MANAGEMENT, LLC

4.7%

VANGUARD CAPITAL MANAGEMENT LLC

4.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New46Increased25Decreased57Exited44

New Positions

GRID1.9%

+9K

SHLD1.7%

+18K

SMH1.5%

+3K

URA0.8%

+12K

LEGR0.8%

+10K

ROKT0.7%

+5K

BUFF0.2%

+4K

FT VEST LADDERED …0.2%

+8K

DOGG0.2%

+6K

BUFX0.1%

+4K

Increased

BUFG1.6%

+42K(+3900%)

BUFQ1.5%

+31K(+4307%)

HYTI1.8%

+31K(+85%)

BUFR2.7%

+26K(+81%)

SFLR1.2%

+22K(+809%)

AIRR3.2%

+13K(+149%)

BUFD0.7%

+5K(+36%)

QCJA3.0%

+5K(+5%)

CLSK0.1%

+4K(+67%)

FNOV2.2%

+3K(+11%)

Decreased

AIQ1.8%

-33,890(-54%)

SMAY0.4%

-29,736(-72%)

BAPR2.6%

-27,546(-41%)

DNOV5.2%

-24,091(-23%)

FFEB0.6%

-14,774(-64%)

NDQ8.0%

-12,304(-55%)

AMZN3.0%

-11,994(-54%)

IBIT6.0%

-10,109(-8%)

DFII0.1%

-9,573(-77%)

NLR0.3%

-8,019(-84%)

Exited

-42,480

-17,966

-2,468

-1,931

-38

-138

-103

-664

-236

-16

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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