Sign In
test

Giovanni Reed

Benson Wealth Management Inc

Assets Managed
$73.099M
Holdings
354
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-18.6%(2Q avg: -9.3%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Benson Wealth Management Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 354 positions.

Assets under management

The assets under management (AUM) of Benson Wealth Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 73.099M in assets, with a quarterly growth rate of -18.6% and a 2-quarter average growth rate of -9.3%. The portfolio is managed by Giovanni Reed, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -54.85%
8%
$5.844M
10,125 shares@ $577.19 avg price
IBIT
Ishares Bitcoin Trust Etf
Recent Activity
Decreased -8.07%
6.06%
$4.423M
115,114 shares@ $38.43 avg price
SPG
Simon Property Group Inc
Recent Activity
Decreased -2.28%
5.64%
$4.121M
22,093 shares@ $186.53 avg price
DNOV
Ft Vest Us Equity Deep Buffe
Recent Activity
Decreased -23.15%
5.25%
$3.831M
79,960 shares@ $47.91 avg price
WMT
Walmart Inc
Recent Activity
Increased 6.14%
4.7%
$3.429M
27,593 shares@ $124.28 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Decreased -2.82%
3.83%
$2.794M
40,918 shares@ $68.28 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.72%
3.22%
$2.35M
13,477 shares@ $174.41 avg price
AIRR
First Trust Rba American Ind
Recent Activity
Increased 148.69%
3.18%
$2.322M
20,962 shares@ $110.78 avg price
TSLA
Tesla Inc
Recent Activity
Decreased -9.89%
3.07%
$2.241M
6,029 shares@ $371.76 avg price
QCJA
Ft Ndq100 Cns Buff Etf - Jan
Recent Activity
Increased 4.76%
2.99%
$2.179M
101,179 shares@ $21.55 avg price

1-10 of 354