Bennett Associates Wealth Management - Q12026 Holdings

Bennett Associates Wealth Management holds 56 stocks with a total portfolio value of $ 148.37M as of Q12026. In Q12026, Bennett Associates Wealth Management added 9 new positions, increased stakes in 28 stocks, reduced 19 holdings, and fully exited 10 positions. The largest holding is First Tr Exchange-Traded Fd (FTCS), representing 12.57% of the total portfolio.