Benson Wealth Management INC

Benson Wealth Management INC reported 367 holdings worth US$99.4M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 10, 2026

Benson Wealth Management INC reported 367 holdings worth US$99.4M as of Jun 30, 2026. Largest: Simon Property Group, Inc., Amazon.com, Inc. and Walmart Inc. Filed Aug 10, 2026 (Form 13F).

Holdings
367
Value as reported
US$99.4M

The filing in full

CompanySharesValue as reported% of portfolio
Simon Property Group, Inc.20,448US$4.57M4.6%
Amazon.com, Inc.14,121US$3.37M3.4%
Walmart Inc.23,777US$2.69M2.7%
Tesla, Inc.5,901US$2.48M2.5%
Alphabet Inc (google) Class C6,538US$2.34M2.4%
Nvidia Corporation10,935US$2.19M2.2%
Apple Inc6,532US$1.89M1.9%
Advanced Micro Devices Inc2,732US$1.59M1.6%
Microsoft Corp.3,834US$1.43M1.4%
Coinbase Global, Inc.1,696US$248K0.25%
Applied Digital Corporation6,358US$237K0.24%
Ventas, Inc.1,700US$151K0.15%
Arrowhead Pharmaceuticals, Inc.1,455US$119K0.12%
Intel Corporation694US$96,9030.10%
Public Service Enterprise Group Incorporated936US$75,9660.08%
Costco Wholesale Corporation77US$72,0310.07%
Applovin Corporation129US$66,4650.07%
Taiwan Semiconductor Manufacturing Co., Ltd.137US$65,4270.07%
Meta Platforms, Inc.111US$62,5250.06%
Compass, Inc.4,400US$54,2520.05%
Exxon Mobil Corporation363US$49,6290.05%
Eli Lilly And Company39US$46,7780.05%
Palantir Technologies Inc.396US$46,2010.05%
Super Micro Computer, Inc.1,524US$44,6990.04%
Coca-cola Consolidated, Inc.230US$43,9120.04%
Broadcom Inc.107US$40,4190.04%
Dutch Bros Inc.552US$39,6390.04%
X-energy, Inc.2,143US$39,3450.04%
Tempus Ai, Inc.661US$38,2920.04%
Vistra Corp.222US$35,2160.04%
Home Depot, Inc. (the)99US$34,9150.04%
Cipher Digital Inc.1,246US$30,5270.03%
Roku, Inc.200US$27,6280.03%
Golden Valley Bancshares, Inc.1,000US$25,7300.03%
Coreweave, Inc.251US$24,9850.03%
Micron Technology, Inc.21US$24,2400.02%
Cleanspark, Inc.1,621US$23,5860.02%
Pepsico, Inc.173US$23,4240.02%
Intuitive Surgical, Inc.58US$23,0650.02%
Alaska Air Group, Inc.422US$22,0280.02%
Constellation Energy Corporation75US$18,6280.02%
Verizon Communications Inc.395US$16,7240.02%
Amphenol Corporation92US$16,2210.02%
Servicenow, Inc.148US$14,6930.01%
Western Digital Corporation23US$14,6910.01%
Iron Mountain Incorporated (delaware)102US$12,8840.01%
Southern Company (the)132US$12,6340.01%
Citigroup, Inc.90US$12,5960.01%
Mastercard Incorporated23US$11,8130.01%
Ge Vernova Inc.10US$11,7490.01%
Space Exploration Technologies Corp66US$11,2770.01%
Procter & Gamble Company (the)75US$10,9980.01%
Jp Morgan Chase & Co.33US$10,8020.01%
Owens Corning Inc66US$10,4910.01%
Lightwave Logic, Inc.1,097US$10,3780.01%
Cisco Systems, Inc.82US$9,632<0.01%
Barclays Plc334US$8,971<0.01%
Robinhood Markets, Inc.87US$8,724<0.01%
Caterpillar, Inc.8US$8,519<0.01%
Philip Morris International Inc46US$8,322<0.01%
Natwest Group Plc470US$8,286<0.01%
At&t Inc.400US$8,280<0.01%
Wells Fargo & Company99US$8,181<0.01%
Cardinal Health, Inc.34US$8,077<0.01%
Cvs Health Corporation78US$8,069<0.01%
Novo Nordisk A/s Class B163US$7,814<0.01%
Marvell Technology, Inc.26US$7,745<0.01%
Schneider Electric Se118US$7,691<0.01%
Bp Plc206US$7,612<0.01%
British American Tobacco P.l.c.123US$7,596<0.01%
Roche Holding Ltd147US$7,548<0.01%
Platinum Group Metals Ltd.5,500US$7,425<0.01%
Mitsubishi Ufj Financial Group, Inc.371US$7,379<0.01%
Hewlett Packard Enterprise Company152US$6,857<0.01%
Ge Aerospace18US$6,727<0.01%
Arista Networks, Inc.39US$6,625<0.01%
Cadence Design Systems, Inc.17US$6,380<0.01%
First Citizens Bancshares, Inc.3US$6,242<0.01%
Shell Plc80US$6,203<0.01%
Cava Group, Inc.79US$6,200<0.01%
Annaly Capital Management Inc.275US$6,149<0.01%
Generate Biomedicines, Inc.363US$6,124<0.01%
Snowflake Inc.24US$6,108<0.01%
Hitachi, Ltd.220US$6,083<0.01%
Kla Corporation20US$6,034<0.01%
Intercontinental Exchange Inc.48US$5,909<0.01%
Sanofi Sa138US$5,887<0.01%
Bnp Paribas S.a. Class A100US$5,827<0.01%
Eni S.p.a.124US$5,811<0.01%
Nestle S.a.54US$5,545<0.01%
Lumentum Holdings Inc.6US$5,148<0.01%
Applied Materials, Inc.7US$5,061<0.01%
National Grid Plc60US$4,972<0.01%
Teck Resources Limited Class A83US$4,935<0.01%
Rigetti Computing, Inc.252US$4,869<0.01%
Ss&c Technologies Holdings, Inc.76US$4,716<0.01%
Hdfc Bank Limited168US$4,339<0.01%
Kddi Corporation249US$4,193<0.01%
Mitsubishi Electric Corp.57US$4,170<0.01%
Fujitsu Limited209US$4,153<0.01%

Every holding of Benson Wealth Management INC

Source

View original at SEC

Related