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Benchmark Financial

Latest statistics and disclosures from Benchmark Financial's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002107260

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Portfolio Holdings for Benchmark Financial

Benchmark Financial holds 48 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYG)	15.0	$15M	141k	106.70	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	13.0	$13M	156k	83.75	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	7.0	$7.1M	68k	104.07	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	6.5	$6.5M	54k	119.35	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	5.8	$5.9M	61k	96.16	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	5.7	$5.7M	128k	44.41	View chart
Spdr Series Trust State Street Spd (SJNK)	4.3	$4.3M	169k	25.32	View chart
Spdr Series Trust State Street Spd (SPYV)	4.2	$4.2M	75k	56.81	View chart
Spdr Series Trust State Street Spd (SPMD)	3.6	$3.7M	63k	57.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.6	$3.6M	63k	57.24	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	3.3	$3.3M	12k	276.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.5	$2.5M	40k	62.47	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.0	$2.0M	43k	46.29	View chart
Microsoft Corporation (MSFT)	1.6	$1.6M	3.4k	483.57	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.5	$1.5M	16k	98.32	View chart
Ishares Tr Msci India Etf (INDA)	1.4	$1.4M	26k	54.05	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	1.3	$1.3M	45k	29.91	View chart
Cleanspark Com New (CLSK)	1.3	$1.3M	124k	10.12	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	1.2	$1.2M	26k	48.04	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$1.2M	1.9k	627.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$1.1M	2.2k	502.65	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.1	$1.1M	21k	50.59	View chart
Pimco Dynamic Income SHS (PDI)	1.1	$1.1M	60k	17.71	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.9	$884k	50k	17.67	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$814k	1.2k	681.92	View chart
Tesla Motors (TSLA)	0.7	$747k	1.7k	449.72	View chart
Incyte Corporation (INCY)	0.7	$735k	7.4k	98.77	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$662k	13k	50.29	View chart
Costco Wholesale Corporation (COST)	0.6	$641k	743.00	862.79	View chart
Ishares Esg Awr Msci Em (ESGE)	0.6	$641k	15k	44.17	View chart
Johnson & Johnson (JNJ)	0.6	$554k	2.7k	206.95	View chart
Apple (AAPL)	0.5	$546k	2.0k	271.82	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$415k	7.1k	58.12	View chart
Bentley Sys Com Cl B (BSY)	0.4	$404k	11k	38.16	View chart
Amazon (AMZN)	0.4	$398k	1.7k	230.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$361k	6.7k	53.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$355k	1.1k	313.07	View chart
ConocoPhillips (COP)	0.3	$343k	3.7k	93.61	View chart
Eli Lilly & Co. (LLY)	0.3	$318k	296.00	1074.68	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$267k	2.8k	96.88	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$263k	680.00	386.60	View chart
Phillips 66 (PSX)	0.3	$253k	2.0k	129.04	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$248k	1.1k	219.73	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$246k	1.5k	167.94	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.2	$208k	5.7k	36.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$202k	602.00	335.45	View chart
PIMCO Corporate Income Fund (PCN)	0.1	$128k	10k	12.76	View chart
Tidal Trust Ii Yieldmax Mara Op (MARO)	0.1	$76k	10k	7.61	View chart

Past Filings by Benchmark Financial

SEC 13F filings are viewable for Benchmark Financial going back to 2025

Benchmark Financial 2025 Q4 filed Jan. 27, 2026

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