Bennett Associates Wealth Management - Q42025 Holdings

Bennett Associates Wealth Management holds 57 stocks with a total portfolio value of $ 144.27M as of Q42025. In Q42025, Bennett Associates Wealth Management added 15 new positions, increased stakes in 26 stocks, reduced 16 holdings, and fully exited 5 positions. The largest holding is First Tr Exchange-Traded Fd (FTCS), representing 16.55% of the total portfolio.