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Home > Institutional Investor > Benson Wealth Management Inc > Profile

Instuitional Investor - Benson Wealth Management Inc

Fund Profile
Filing Period:
Fund Name: Benson Wealth Management Inc
Portfolio Value $89,808,398
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invsc Qqq Trust Srs 1 Etf
 22,429 $13,778,360 15.34%
2.
Ishares Bitcoin Etf
 125,223 $6,217,322 6.92%
3.
Amazon Com Inc
 AMZN 22,417 $5,174,292 5.76%
4.
Ft Vest Us Equity Deep Buff Etf
 104,051 $5,081,633 5.66%
5.
Simon Property Group Inc.
 SPG 22,609 $4,185,152 4.66%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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