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Benchmark Financial

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

Top 5 stock holdings are SPYG, VCIT, NOBL, IEI, IEF, and represent 47.47% of Benchmark Financial's stock portfolio.
Added to shares of these 10 stocks: SPYG, VCIT, IEI, IEF, JPST, SPDW, SPYV, NOBL, SJNK, TAXX.
Started 5 new stock positions in AGG, CVX, TAXX, TBUX, VB.
Reduced shares in these 4 stocks: VTI, JNJ, AMZN, JEPQ.
Sold out of its position in VTI.
Benchmark Financial was a net buyer of stock by $13M.
Benchmark Financial has $111M in assets under management (AUM), dropping by 11.08%.
Central Index Key (CIK): 0002107260

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Portfolio Holdings for Benchmark Financial

Benchmark Financial holds 52 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYG)	14.2	$16M	+14%	161k	97.91	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	13.1	$15M	+13%	176k	82.75	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	7.1	$7.9M	+9%	74k	106.01	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	6.9	$7.7M	+19%	65k	118.60	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	6.2	$6.9M	+19%	73k	95.44	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	6.1	$6.8M	+15%	149k	45.65	View chart
Spdr Series Trust State Street Spd (SPYV)	4.5	$5.0M	+17%	88k	56.58	View chart
Spdr Series Trust State Street Spd (SJNK)	4.3	$4.8M	+14%	194k	24.98	View chart
Spdr Series Trust State Street Spd (SPMD)	3.7	$4.1M	+9%	69k	59.22	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.5	$3.9M	+8%	69k	56.68	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.7	$3.0M		12k	248.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.5	$2.8M	+8%	44k	64.08	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.0	$2.2M	+12%	48k	46.07	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.9	$2.1M	+20%	19k	110.78	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.8	$2.0M	+88%	39k	50.61	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	1.5	$1.7M	+8%	49k	34.57	View chart
Ishares Tr Msci India Etf (INDA)	1.2	$1.4M	+11%	29k	46.84	View chart
Microsoft Corporation (MSFT)	1.1	$1.3M	+3%	3.5k	370.13	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	1.1	$1.2M		26k	47.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$1.1M	+2%	1.9k	597.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$1.1M		2.2k	479.20	View chart
Cleanspark Com New (CLSK)	0.9	$1.1M		124k	8.51	View chart
Pimco Dynamic Income SHS (PDI)	0.9	$1.0M		60k	17.11	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.8	$900k	+5%	53k	17.15	View chart
Costco Wholesale Corporation (COST)	0.7	$795k	+7%	797.00	996.91	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$777k		1.2k	650.34	View chart
Ishares Esg Awr Msci Em (ESGE)	0.6	$705k	+6%	16k	45.47	View chart
Incyte Corporation (INCY)	0.6	$701k		7.4k	94.12	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$657k		13k	49.89	View chart
Tesla Motors (TSLA)	0.6	$617k		1.7k	371.75	View chart
Johnson & Johnson (JNJ)	0.5	$606k	-7%	2.5k	244.44	View chart
Apple (AAPL)	0.5	$510k		2.0k	253.79	View chart
ConocoPhillips (COP)	0.4	$484k		3.7k	132.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$434k	+19%	8.0k	54.05	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.4	$392k	NEW	7.8k	50.55	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$387k	-2%	7.0k	55.52	View chart
Bentley Sys Com Cl B (BSY)	0.3	$372k		11k	35.12	View chart
Phillips 66 (PSX)	0.3	$357k		2.0k	182.18	View chart
Amazon (AMZN)	0.3	$328k	-8%	1.6k	208.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$326k		1.1k	287.62	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$292k	+5%	2.9k	100.62	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.3	$286k	NEW	5.7k	49.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$283k	NEW	1.1k	261.92	View chart
Eli Lilly & Co. (LLY)	0.2	$272k		296.00	919.77	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$252k		680.00	370.44	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$243k		1.1k	215.08	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$227k		1.5k	155.11	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$215k	NEW	2.2k	99.25	View chart
Chevron Corporation (CVX)	0.2	$207k	NEW	1.0k	206.90	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.2	$206k		5.7k	35.96	View chart
PIMCO Corporate Income Fund (PCN)	0.1	$119k		10k	11.90	View chart
Tidal Trust Ii Yieldmax Mara Op (MARO)	0.0	$53k		10k	5.34	View chart

Past Filings by Benchmark Financial

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

Benchmark Financial 2026 Q1 filed April 22, 2026
Benchmark Financial 2025 Q4 filed Jan. 27, 2026

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