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Benson Wealth Management Inc

Q1 2026 Holdings

Filed 2026-05-12 | 354 holdings | $73.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard S&P 500 ETF(VOO)UIE922908363$5.4K90.0%
Cintas Corp(CTAS)COM172908105$5.6K330.0%
CVS Health Corp(CVS)COM126650100$5.6K780.0%
First Ctzns Bancshares Iclass Class A(FCNCA)COM31946M103$5.7K30.0%
Caterpillar Inc(CAT)COM149123101$5.7K80.0%
Annaly Cap Mgmt Inc REIT(NLY)RET035710839$5.8K2750.0%
Novo-Nordisk A S Fsponsored ADR 1 ADR Reps 1 ORD SHS(NVO)ADR670100205$6.0K1630.0%
Western Digital Corp(WDC)COM958102105$6.2K230.0%
Totalenergies F(TTE)FGOF92124100$6.3K690.0%
Mitsubishi UFJ Finl GR Fsponsored ADR 1 ADR Reps 1 ORD SHS(MUFG)ADR606822104$6.3K3710.0%
Cisco SYS Inc(CSCO)COM17275R102$6.4K820.0%
Cava Group Inc(CAVA)COM148929102$6.4K790.0%
Hitachi LTD Fsponsored ADR 1 ADR Reps 1 ORD SHS(HTHIY)ADR433578507$6.4K2200.0%
Schneider Elec SA Fsponsored ADR 1 ADR Reps 0.2 ORD SHS(SBGSY)ADR80687P106$6.4K1180.0%
Sanofi Fsponsored ADR 1 ADR Reps 0.5 ORD SHS(SNY)ADR80105N105$6.6K1380.0%
Micron Technology Inc(MU)COM595112103$6.8K200.0%
Linde PLC F(LIN)FGOG54950103$6.9K140.0%
Natwest Group PLC Funsponsored ADR 1 ADR Reps 2 ORD SHS(NWG)ADR639057207$7.0K4700.0%
ENI S P A F(E)ADR26874R108$7.0K1240.0%
Barclays PLC Fsponsored ADR 1 ADR Reps 4 ORD SHS(BCS)ADR06738E204$7.1K3340.0%
First Trust Financials Alphadex Fund(FXO)UIE33734X135$7.1K1270.0%
Owens Corning New(OC)COM690742101$7.1K660.0%
Cardinal Health Inc(CAH)COM14149Y108$7.2K340.0%
British Amern TOB PLC Funsponsored ADR 1 ADR Reps 1 ORD SHS(BMTA)ADR110448107$7.2K1230.0%
Roche Hldg LTD Fsponsored ADR 1 ADR RE 0.125 ORD SHS(RHHBY)ADR771195104$7.3K1470.0%
Tennant Co(TNC)COM880345103$7.4K1110.0%
Shell PLC Ftender Offer Exp:(SHEL)ADR780259305$7.4K800.0%
First Trust S&P REIT Index Fund(FRI)UIE33734G108$7.5K2650.0%
Intercontinental Exchang(ICE)COM45866F104$7.5K480.0%
Pacer Data and Digital Revolution ETF(TRFK)UIE69374H386$7.7K1240.0%
Servicenow Inc(NOW)COM81762P102$7.8K750.0%
Wells Fargo & Co(WFC)COM949746101$7.9K990.0%
Pacer Lunt Large Cap Alternator ETF(ALTL)UIE69374H717$8.1K1840.0%
Sofi Technologies Inc(SOFI)COM83406F102$8.3K5230.0%
Vanguard Russell 2000 Index Fund ETF Shares(VTWO)UIE92206C664$8.5K850.0%
Vanguard Real Estate Index Fund ETF Shares(VNQ)UIE922908553$8.5K960.0%
First Trust Nasdaq Semiconductor ETF(FTXL)UIE33738R811$8.7K590.0%
GE Vernova Inc(GEV)COM36828A101$8.7K100.0%
First Trust Bloomberg Artificial Intelligence ETF(FAI)UIE33734X739$8.7K2350.0%
Invesco Building and Constrctn ETF(PKB)UIE46137V779$8.9K910.0%
FT Vest U.S. Equity Deepbuffer ETF - October(DOCT)UIE33740F672$8.9K2050.0%
Medtronic PLC F(MDT)FGOG5960L103$9.5K1100.0%
BP P L C Fsponsored ADR 1 ADR Reps 6 ORD SHS(BP)ADR055622104$9.7K2060.0%
JPMorgan Chase & Co(JPM)COM46625H100$9.7K330.0%
Platinum Group Metals F(PLG)FGC72765Q882$9.7K5,5000.0%
Chipotle Mexican Grill I(CMG)COM169656105$10.1K3150.0%
Citigroup Inc(C)COM172967424$10.2K900.0%
Invesco Variable Rate Investment Grade ETF(VRIG)UIE46090A879$10.3K4110.0%
Iron MTN Inc New REIT(IRM)RET46284V101$10.4K1020.0%
2X Bitcoin Strategy ETF(BITX)UIE92864M301$10.5K7100.0%
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