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Benson Wealth Management Inc

Q2 2026 Holdings

Filed 2026-08-10 | 367 holdings | $99.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Intercontinental Exchang(ICE)COM45866F104$5.9K480.0%
KLA Corp(KLAC)COM482480100$6.0K200.0%
FT Vest Laddered Autocallable Barrier & Resilient Income ETF(ACYS)UIE33733E641$6.0K2940.0%
Hitachi LTD Fsponsored ADR 1 ADR Reps 1 ORD SHS(HTHIY)ADR433578507$6.1K2200.0%
Snowflake Inc Class A(SNOW)COM833445109$6.1K240.0%
Generate Biomedicines in(GENB)COM370920100$6.1K3630.0%
Annaly Cap Mgmt Inc REIT(NLY)RET035710839$6.1K2750.0%
Vanguard S&P 500 ETF(VOO)UIE922908363$6.2K90.0%
Cava Group Inc(CAVA)COM148929102$6.2K790.0%
Shell PLC Ftender Offer Exp:(SHEL)ADR780259305$6.2K800.0%
First Ctzns Bancshares Iclass A(FCNCA)COM31946M103$6.2K30.0%
Cadence Design SYS Inc(CDNS)COM127387108$6.4K170.0%
Arista Networks Inc(ANET)COM040413205$6.6K390.0%
GE Aerospace(GE)COM369604301$6.7K180.0%
UBS Group AG F(UBS)FGOH42097107$6.8K1370.0%
Hewlett Packard Enterpri(HPE)COM42824C109$6.9K1520.0%
Linde PLC F(LIN)FGOG54950103$7.3K140.0%
Mitsubishi UFJ Finl GR Fsponsored ADR 1 ADR Reps 1 ORD SHS(MUFG)ADR606822104$7.4K3710.0%
Platinum Group Metals F(PLG)FGC72765Q882$7.4K5,5000.0%
Roche Hldg LTD Fsponsored ADR 1 ADR RE 0.125 ORD SHS(RHHBY)ADR771195104$7.5K1470.0%
British Amern TOB PLC Funsponsored ADR 1 ADR Reps 1 ORD SHS(BMTA)ADR110448107$7.6K1230.0%
BP P L C Fsponsored ADR 1 ADR Reps 6 ORD SHS(BP)ADR055622104$7.6K2060.0%
Schneider Elec SA Fsponsored ADR 1 ADR Reps 0.2 ORD SHS(SBGSY)ADR80687P106$7.7K1180.0%
Marvell Technology Inc(MRVL)COM573874104$7.7K260.0%
Novo-Nordisk A S Fsponsored ADR 1 ADR Reps 1 ORD SHS(NVO)ADR670100205$7.8K1630.0%
First Trust Financials Alphadex Fund(FXO)UIE33734X135$7.9K1270.0%
CVS Health Corp(CVS)COM126650100$8.1K780.0%
Cardinal Health Inc(CAH)COM14149Y108$8.1K340.0%
Wells Fargo & Co(WFC)COM949746101$8.2K990.0%
AT&T Inc(T)COM00206R102$8.3K4000.0%
Natwest Group PLC Funsponsored ADR 1 ADR Reps 2 ORD SHS(NWG)ADR639057207$8.3K4700.0%
Philip Morris Intl Inc(PM)COM718172109$8.3K460.0%
First Trust S&P REIT Index Fund(FRI)UIE33734G108$8.4K2650.0%
Caterpillar Inc(CAT)COM149123101$8.5K80.0%
Robinhood Mkts Inc Class A(HOOD)COM770700102$8.7K870.0%
Barclays PLC Fsponsored ADR 1 ADR Reps 4 ORD SHS(BCS)ADR06738E204$9.0K3340.0%
Vanguard Real Estate Index Fund ETF Shares(VNQ)UIE922908553$9.3K960.0%
Pacer Lunt Large Cap Alternator ETF(ALTL)UIE69374H717$9.4K1840.0%
FT Vest U.S. Equity Deepbuffer ETF - October(DOCT)UIE33740F672$9.6K2050.0%
Cisco SYS Inc(CSCO)COM17275R102$9.6K820.0%
Invesco Building and Constrctn ETF(PKB)UIE46137V779$10.2K910.0%
Invesco Variable Rate Investment Grade ETF(VRIG)UIE46090A879$10.3K4110.0%
Vanguard Russell 2000 Index Fund ETF Shares(VTWO)UIE92206C664$10.3K850.0%
Lightwave Logic Inc(LWLG)COM532275104$10.4K1,0970.0%
Owens Corning New(OC)COM690742101$10.5K660.0%
JPMorgan Chase & Co(JPM)COM46625H100$10.8K330.0%
Procter & Gamble Co(PG)COM742718109$11.0K750.0%
FT Vest U.S. Equity Deepbuffer ETF - June(DJUN)UIE33740F714$11.0K2240.0%
FT Vest Buffered Allocation Defensive ETF(BUFT)UIE33740U760$11.1K4290.0%
Space EX Tech Spacex Class A(SPCX)COM84615Q103$11.3K660.0%
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