Bennett Associates Wealth Management Portfolio Holdings
Bennett Associates Wealth Management
- $138 Billion
- Q3 2025
Bennett Associates Wealth Management has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $138 Billion distributed in 47 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 $25.5B, Ishares Tr with a value of $14.6B, Goldman Sachs ETF Tr Activebet with a value of $10.8B, Vanguard Mega Cap Growth ETF with a value of $10.2B, and First Tr Morningstar Dividend with a value of $7.71B.
Examining the 13F form we can see an increase of $7.7B in the current position value, from $130B to 138B.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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