Bennett Associates Wealth Management Portfolio Holdings

Bennett Associates Wealth Management

  • $144 Billion
  • Q4 2025

Bennett Associates Wealth Management has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Trust Capital Strength E with a value of $23.9B, Ishares Tr with a value of $14.8B, Vanguard Mega Cap Growth ETF with a value of $12.3B, Goldman Sachs ETF Tr Activebet with a value of $10.8B, and First Tr Morningstar Dividend with a value of $8.13B.

Examining the 13F form we can see an increase of $6.52B in the current position value, from $138B to 144B.

Bennett Associates Wealth Management is based out at Butler, PA

Below you can find more details about Bennett Associates Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $144 Billion
ETFs: $124 Billion
Technology: $6.14 Billion
Financial Services: $2.02 Billion
Communication Services: $1.91 Billion
Healthcare: $1.85 Billion
Consumer Cyclical: $1.68 Billion
Energy: $798 Million
Industrials: $785 Million
Other: $1.23 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $144 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 15 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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