Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Benchmark Financial

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

Top 5 stock holdings are SPYG, VCIT, NOBL, IEI, SPDW, and represent 47.09% of Benchmark Financial's stock portfolio.
Added to shares of these 10 stocks: NOBL, ROCY, IQQQ, TBUX, BSY, IREN, AVGO, VCIT, JPIE, VTI.
Started 5 new stock positions in ROCY, IQQQ, AVGO, IREN, VTI.
Reduced shares in these 10 stocks: JEPI, , CLSK, CVX, SPYV, SPMD, MSFT, COST, JPST, JEPQ.
Sold out of its positions in CVX, CLSK, INDA.
Benchmark Financial was a net buyer of stock by $7.7M.
Benchmark Financial has $123M in assets under management (AUM), dropping by 10.11%.
Central Index Key (CIK): 0002107260

Tip: Access up to 7 years of quarterly data

Positions held by Benchmark Financial consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Benchmark Financial

Benchmark Financial holds 54 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust ST STR P500GRW (SPYG)	15.7	$19M		162k	118.99	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	12.1	$15M		179k	82.65	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	6.8	$8.4M	+100%	149k	56.16	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	6.4	$7.8M	+2%	66k	117.45	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	6.1	$7.5M		148k	50.39	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	5.7	$7.0M		74k	94.57	View chart
Spdr Series Trust St Str P500val (SPYV)	4.3	$5.2M		86k	60.79	View chart
Spdr Series Trust St Term High Etf (SJNK)	4.0	$5.0M	+2%	198k	25.03	View chart
Spdr Series Trust St Str P400mid (SPMD)	3.7	$4.6M		68k	67.56	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.9	$3.6M		12k	290.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.7	$3.3M	+5%	46k	71.25	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	2.1	$2.6M	+3%	20k	133.25	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.0	$2.5M	+10%	53k	46.05	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.9	$2.3M	-39%	41k	56.48	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.6	$2.0M		39k	50.57	View chart
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX)	1.5	$1.9M	+561%	38k	49.77	View chart
J P Morgan Exchange Traded F Equity Prem Yeld (ROCY)	1.5	$1.8M	NEW	33k	54.17	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	1.4	$1.7M		49k	34.49	View chart
Proshares Tr Nasdaq 100 High (IQQQ)	1.4	$1.7M	NEW	33k	50.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$1.3M		1.9k	686.81	View chart
Microsoft Corporation (MSFT)	1.0	$1.3M	-2%	3.4k	372.98	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	1.0	$1.2M	-2%	25k	47.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$1.1M		2.2k	500.39	View chart
Pimco Dynamic Income SHS (PDI)	0.8	$994k		60k	16.70	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.8	$969k		53k	18.43	View chart
Ishares Esg Awr Msci Em (ESGE)	0.8	$943k	+11%	17k	54.69	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$893k		1.2k	746.77	View chart
Incyte Corporation (INCY)	0.7	$844k		7.4k	113.36	View chart
Bentley Sys Com Cl B (BSY)	0.7	$812k	+156%	27k	29.89	View chart
Tesla Motors (TSLA)	0.6	$728k	+4%	1.7k	420.60	View chart
Costco Wholesale Corporation (COST)	0.6	$710k	-4%	759.00	935.94	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$670k		13k	50.58	View chart
Johnson & Johnson (JNJ)	0.5	$629k		2.5k	253.97	View chart
Apple (AAPL)	0.5	$610k	+4%	2.1k	289.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$564k	+17%	9.4k	59.69	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.3	$423k	+7%	8.3k	50.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$411k	+25%	1.4k	303.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$403k		1.1k	357.45	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$396k	-7%	6.5k	61.46	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$391k	+14%	3.3k	117.50	View chart
Amazon (AMZN)	0.3	$389k	+3%	1.6k	238.31	View chart
ConocoPhillips (COP)	0.3	$380k		3.7k	103.96	View chart
Phillips 66 (PSX)	0.3	$332k		2.0k	169.05	View chart
Eli Lilly & Co. (LLY)	0.3	$331k	-6%	276.00	1199.43	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$290k		680.00	426.13	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$276k		1.5k	188.09	View chart
Iren Ordinary Shares (IREN)	0.2	$274k	NEW	6.0k	45.73	View chart
Broadcom (AVGO)	0.2	$271k	NEW	718.00	377.60	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$267k		1.1k	236.52	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	0.2	$232k		5.7k	40.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$224k	NEW	604.00	369.99	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$203k	-5%	2.1k	98.96	View chart
PIMCO Corporate Income Fund (PCN)	0.1	$120k		10k	11.95	View chart
Tidal Trust Ii Yield Mara Etf (MARO)	0.0	$61k		10k	6.12	View chart

Past Filings by Benchmark Financial

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

Benchmark Financial 2026 Q2 filed July 22, 2026
Benchmark Financial 2026 Q1 filed April 22, 2026
Benchmark Financial 2025 Q4 filed Jan. 27, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z