Titelia

Holdings of Benson Wealth Management INC

287 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 54.6 % of the equity sleeve

Sector breakdown

  • Funds 17.8 %
  • Technology 8.4 %
  • Consumer discretionary 7.4 %
  • Real estate 7.0 %
  • Consumer staples 5.9 %
  • Communication 1.9 %
  • Financials 0.7 %
  • Utilities 0.2 %
  • Health care 0.2 %
  • Energy 0.2 %
  • Industrials 0.1 %
  • Unattributed 50.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • GB 0.1 %
  • TW 0.1 %
  • JP 0.0 %
  • FR 0.0 %
  • CH 0.0 %
  • IT 0.0 %
  • HK 0.0 %
  • DK 0.0 %
  • IN 0.0 %
  • ES 0.0 %
  • BR 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US24760.5M $99.67 %
2GB950.8K $0.08 %
3TW144.6K $0.07 %
4JP1029.4K $0.05 %
5FR523.3K $0.04 %
6CH420K $0.03 %
7IT17K $0.01 %
8HK36.7K $0.01 %
9DK16K $0.01 %
10IN14.2K $0.01 %
11ES14K $0.01 %
12BR12.1K $0.00 %

Positions

RankCompanySharesValueWeight
1Invesco QQQ Trust Series 1 10,1255.8M $
2iShares Bitcoin Trust ETF 115,1144.4M $
3Simon Property Group Inc 22,0934.1M $
4First Trust Exchange-Traded Fund VIII 79,9603.8M $
5Walmart Inc 27,5933.4M $
6First Trust Rising Dividend Achievers ETF 40,9182.8M $
7NVIDIA Corp 13,4772.4M $
8Tesla Inc 6,0292.2M $
9Amazon.com Inc 10,4232.2M $
10FT Vest Laddered Buffer ETF 58,0042M $
11Innovator U.S. Equity Buffer E 39,0181.9M $
12First Trust Exchange-Traded Fund VIII 30,5791.6M $
13SPDR Gold Shares 3,3691.4M $
14Grayscale Bitcoin Trust ETF 26,7571.4M $
15First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 8,5601.4M $
16Global X Artificial Intelligence & Technology ETF 28,4151.3M $
17Global X Funds 17,5611.2M $
18Apple Inc 4,6201.2M $
19Microsoft Corp 2,9491.1M $
20VanEck Semiconductor ETF 2,7881.1M $
21Alphabet Inc 3,317951.5K $
22Innovator Equity Man 25,216892.9K $
23First Trust Exchange-Traded Fund VIII 17,911769.5K $
24First Trust Exchange-Traded Fund VIII 15,866664.5K $
25Grayscale Bitcoin Mini Trust E 21,440643K $
26Global X Uranium ETF 12,328597K $
27iShares Silver Trust 8,470577.1K $
28First Trust Exchange-Traded Fund VIII 8,254461K $
29First Trust Exchange-Traded Fund VIII 13,547426.2K $
30iShares MSCI USA Momentum Factor ETF 1,557373.7K $
31SPDR Series Trust 3,541346.7K $
32First Trust Value Line Dividen 6,713315.7K $
33First Trust Exchange-Traded Fund VIII 11,765309.5K $
34Coinbase Global Inc 1,697296.3K $
35Pacer Funds Trust 3,685230.5K $
36Grayscale Ethereum Staking Min 11,221222.8K $
37Vanguard Mid-Cap ETF 763219.1K $
38VanEck Uranium and Nuclear ETF 1,531203.9K $
39Advanced Micro Devices Inc 949193.1K $
40First Trust Exchange-Traded Fund VIII 4,779190K $
41Applied Digital Corp 6,558155.7K $
42First Trust Exchange-Traded Fund VIII 3,643152.7K $
43FIRST TRUST EXCHANGE-TRADED FUND VIII 3,397147.9K $
44First Trust Exchange-Traded Fund VIII 3,773146K $
45First Trust Exchange-Traded Fund IV 5,392143.2K $
46Ventas Inc 1,700139K $
47First Trust Exchange-Traded Fund VIII 4,327132.5K $
48iShares Trust 379124.6K $
49First Trust Exchange-Traded Fund VIII 3,570122.5K $
50First Trust NASDAQ Cybersecuri 1,714107.4K $
51First Trust Exchange-Traded Fund VIII 2,500101.2K $
52iShares Core S&P 500 ETF 14695.4K $
53First Trust Exchange-Traded Fund VIII 2,49194.9K $
54First Trust Exchange-Traded Fund VIII 3,53392.5K $
55Arrowhead Pharmaceuticals Inc 1,45591.2K $
56Alphabet Inc 31289.7K $
57First Trust Exchange-Traded Fund VIII 2,00088.6K $
58First Trust Exchange-Traded Fund VIII 2,62588.3K $
59First Trust Exchange-Traded Fund VIII 1,96286.3K $
60First Trust Exchange-Traded Fund VIII 2,10082.8K $
61First Trust Exchange-Traded Fund VIII 3,16481.5K $
62First Trust Exchange-Traded Fund VIII 2,00077.9K $
63Costco Wholesale Corp 7776.7K $
64Public Service Enterprise Group Inc 93675.8K $
65Cleanspark Inc 8,83975.2K $
66Vanguard Small-Cap ETF 28173.6K $
67ProShares Ultra QQQ 1,19673K $
68First Trust Exchange-Traded Fund VIII 1,35770.3K $
69Meta Platforms Inc 11163.5K $
70Exxon Mobil Corp 36361.6K $
71Palantir Technologies Inc 39657.9K $
72First Trust Exchange-Traded Fund VIII 1,19656.7K $
73AppLovin Corp 12951.3K $
74First Trust Exchange-Traded Fund VIII 1,20048.9K $
75First Trust Exchange-Traded Fund VIII 96045.2K $
76Taiwan Semiconductor Manufacturing Co Ltd 13244.6K $
77Innovator Laddered Allocation Buffer ETF 1,18142.4K $
78Constellation Energy Corp. 15041.9K $
79SPDR Series Trust 16341.4K $
80State Street SPDR S&P 500 ETF Trust 5636.4K $
81Eli Lilly & Co 3935.9K $
82First Trust Exchange-Traded Fund VIII 1,44234.2K $
83Super Micro Computer Inc 1,43032.6K $
84Home Depot Inc/The 9932.6K $
85Compass Inc 4,40032.2K $
86First Trust Exchange-Traded Fund VIII 76531.4K $
87Intel Corp 69430.6K $
88Coca-Cola Consolidated Inc 15930.5K $
89First Trust Exchange-Traded Fund VIII 1,21330.1K $
90Tempus AI Inc 66129.9K $
91BlackRock ETF Trust 48928.5K $
92Dimensional ETF Trust 73028.4K $
93iShares MSCI EAFE Small-Cap ETF 36128.3K $
94Dutch Bros Inc 55228K $
95SPDR Series Trust 30427.8K $
96First Trust Exchange-Traded Fund VIII 48827.6K $
97PepsiCo Inc 17326.9K $
98Intuitive Surgical Inc 5826.7K $
99Cipher Digital Inc 1,98625.6K $
100iShares Trust 18420.8K $