Benchmark Financial Wealth Advisors
Latest statistics and disclosures from Benchmark Financial Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VTI, SCHF, DBND, ITOT, and represent 36.74% of Benchmark Financial Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: DBND, MUNI, NVDA, GRNY, IVV, DIVO, DBEF, XLK, NFLX, TSLA.
- Started 10 new stock positions in HYG, LRCX, KRE, MP, LIN, DHR, GE, GRNY, STX, DIVO.
- Reduced shares in these 10 stocks: RSP, SPY, COWZ, VTI, NOBL, XLF, AMZN, IWM, ITOT, BAC.
- Sold out of its positions in COIN, Investment Managers Ser Tr I, IYG, ETHA, PSX, PG, REW, UBER.
- Benchmark Financial Wealth Advisors was a net buyer of stock by $11M.
- Benchmark Financial Wealth Advisors has $348M in assets under management (AUM), dropping by 4.85%.
- Central Index Key (CIK): 0001757706
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Portfolio Holdings for Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors holds 126 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 9.1 | $32M | -4% | 46k | 681.93 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 8.2 | $29M | -2% | 85k | 335.27 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 7.7 | $27M | 1.1M | 24.04 |
|
|
| Doubleline Etf Trust Opportunistic Co (DBND) | 6.6 | $23M | +18% | 492k | 46.36 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 5.2 | $18M | 122k | 148.69 |
|
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| NVIDIA Corporation (NVDA) | 3.8 | $13M | +21% | 71k | 186.50 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 3.7 | $13M | -9% | 211k | 60.17 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 3.3 | $12M | -2% | 42k | 276.94 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.6 | $9.0M | +22% | 13k | 684.93 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.6 | $9.0M | 75k | 120.18 |
|
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| Select Sector Spdr Tr State Street Fin (XLF) | 2.4 | $8.3M | -4% | 152k | 54.77 |
|
| Apple (AAPL) | 2.4 | $8.3M | +2% | 31k | 271.86 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 2.3 | $8.0M | +11% | 166k | 48.11 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.1 | $7.4M | -2% | 270k | 27.43 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $7.4M | 12k | 627.16 |
|
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 2.1 | $7.3M | +92% | 139k | 52.41 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 1.7 | $5.9M | +5% | 78k | 74.94 |
|
| Microsoft Corporation (MSFT) | 1.6 | $5.5M | +5% | 11k | 483.62 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 1.4 | $5.0M | +5% | 137k | 36.82 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.4 | $5.0M | 17k | 290.22 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.4 | $4.8M | -7% | 20k | 246.17 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.2 | $4.0M | -3% | 6.7k | 603.30 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $4.0M | 13k | 312.99 |
|
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| Amazon (AMZN) | 1.1 | $4.0M | -9% | 17k | 230.82 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.1 | $3.9M | -29% | 21k | 191.56 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.1 | $3.9M | 53k | 73.56 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $3.8M | 58k | 66.00 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $3.2M | 5.2k | 614.32 |
|
|
| Spdr Series Trust State Street Spd (KBE) | 0.9 | $3.0M | -2% | 50k | 60.69 |
|
| Meta Platforms Cl A (META) | 0.7 | $2.4M | 3.7k | 660.03 |
|
|
| Broadcom (AVGO) | 0.6 | $2.1M | -5% | 6.0k | 346.11 |
|
| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.6 | $1.9M | +3% | 46k | 42.48 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.8M | +9% | 5.6k | 322.23 |
|
| Tidal Trust I Fundstrat Granny (GRNY) | 0.5 | $1.8M | NEW | 71k | 24.76 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $1.6M | -7% | 3.4k | 473.37 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $1.5M | NEW | 34k | 44.50 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.4M | 23k | 62.47 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.4 | $1.4M | -3% | 8.3k | 167.94 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.4 | $1.3M | +4% | 17k | 76.23 |
|
| Ishares Msci Equal Weite (EUSA) | 0.4 | $1.3M | 13k | 103.37 |
|
|
| Bristol Myers Squibb (BMY) | 0.4 | $1.3M | 24k | 53.94 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.2M | 4.0k | 313.80 |
|
|
| Visa Com Cl A (V) | 0.3 | $1.2M | +6% | 3.5k | 350.68 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $1.2M | 7.7k | 154.13 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.2M | 2.4k | 502.71 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $1.2M | -6% | 3.1k | 373.45 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $1.1M | +104% | 7.9k | 143.97 |
|
| Altria (MO) | 0.3 | $996k | +10% | 17k | 57.66 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $963k | +20% | 1.1k | 862.44 |
|
| UnitedHealth (UNH) | 0.3 | $959k | +8% | 2.9k | 330.15 |
|
| Wal-Mart Stores (WMT) | 0.3 | $959k | 8.6k | 111.41 |
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| Eli Lilly & Co. (LLY) | 0.3 | $945k | 879.00 | 1074.97 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $924k | -17% | 16k | 57.24 |
|
| Bank of America Corporation (BAC) | 0.2 | $865k | -27% | 16k | 55.00 |
|
| Cisco Systems (CSCO) | 0.2 | $845k | +4% | 11k | 77.03 |
|
| Wells Fargo & Company (WFC) | 0.2 | $817k | 8.8k | 93.20 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $788k | -2% | 3.7k | 210.34 |
|
| Tesla Motors (TSLA) | 0.2 | $766k | +69% | 1.7k | 449.77 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.2 | $757k | +10% | 9.7k | 77.74 |
|
| Abbvie (ABBV) | 0.2 | $755k | +5% | 3.3k | 228.46 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $725k | +13% | 16k | 46.04 |
|
| Corning Incorporated (GLW) | 0.2 | $721k | 8.2k | 87.56 |
|
|
| Merck & Co (MRK) | 0.2 | $680k | +51% | 6.5k | 105.25 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $605k | +23% | 1.5k | 396.36 |
|
| Goldman Sachs (GS) | 0.2 | $584k | +9% | 665.00 | 878.61 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $555k | +2% | 2.2k | 257.99 |
|
| American Intl Group Com New (AIG) | 0.2 | $554k | 6.5k | 85.55 |
|
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| Rbc Cad (RY) | 0.2 | $552k | 3.2k | 170.47 |
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| Home Depot (HD) | 0.2 | $542k | -4% | 1.6k | 344.17 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $540k | 1.7k | 310.32 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $522k | +22% | 11k | 49.65 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $520k | 2.9k | 177.74 |
|
|
| Coca-Cola Company (KO) | 0.1 | $518k | +3% | 7.4k | 69.91 |
|
| Netflix (NFLX) | 0.1 | $487k | +882% | 5.2k | 93.77 |
|
| Packaging Corporation of America (PKG) | 0.1 | $484k | +2% | 2.3k | 206.20 |
|
| Waste Management (WM) | 0.1 | $483k | 2.2k | 219.76 |
|
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| Verizon Communications (VZ) | 0.1 | $481k | +10% | 12k | 40.73 |
|
| Williams-Sonoma (WSM) | 0.1 | $478k | 2.7k | 178.58 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $465k | 5.5k | 84.64 |
|
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $464k | +59% | 434.00 | 1068.83 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $459k | -51% | 4.4k | 104.06 |
|
| Amgen (AMGN) | 0.1 | $436k | +55% | 1.3k | 327.39 |
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| Pfizer (PFE) | 0.1 | $417k | -11% | 17k | 24.90 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $397k | -2% | 695.00 | 571.17 |
|
| Philip Morris International (PM) | 0.1 | $395k | -3% | 2.5k | 160.37 |
|
| Garmin SHS (GRMN) | 0.1 | $377k | 1.9k | 202.84 |
|
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $372k | +100% | 8.7k | 42.69 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $365k | 778.00 | 468.96 |
|
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $354k | +8% | 7.0k | 50.59 |
|
| Chevron Corporation (CVX) | 0.1 | $346k | +12% | 2.3k | 152.38 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $343k | +6% | 708.00 | 483.71 |
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| Nortonlifelock (GEN) | 0.1 | $335k | 12k | 27.19 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $332k | +7% | 922.00 | 360.31 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $320k | +16% | 1.7k | 191.05 |
|
| Union Pacific Corporation (UNP) | 0.1 | $316k | -7% | 1.4k | 231.39 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $303k | +5% | 998.00 | 303.99 |
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| Oracle Corporation (ORCL) | 0.1 | $277k | -33% | 1.4k | 194.89 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $265k | -8% | 1.5k | 173.46 |
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| Caterpillar (CAT) | 0.1 | $260k | 454.00 | 572.76 |
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| Danaher Corporation (DHR) | 0.1 | $259k | NEW | 1.1k | 228.94 |
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| salesforce (CRM) | 0.1 | $259k | -3% | 978.00 | 264.80 |
|
| Ford Motor Company (F) | 0.1 | $259k | +4% | 20k | 13.12 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $252k | NEW | 1.5k | 171.17 |
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| Boeing Company (BA) | 0.1 | $249k | 1.1k | 217.08 |
|
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| Ge Aerospace Com New (GE) | 0.1 | $244k | NEW | 792.00 | 308.14 |
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| Blackrock (BLK) | 0.1 | $241k | -2% | 225.00 | 1070.72 |
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| Adams Express Company (ADX) | 0.1 | $239k | +2% | 10k | 23.32 |
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| McDonald's Corporation (MCD) | 0.1 | $237k | 776.00 | 305.55 |
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| Ferrari Nv Ord (RACE) | 0.1 | $235k | -13% | 636.00 | 369.46 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $234k | 1.3k | 183.39 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $232k | +2% | 1.9k | 120.37 |
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| Ishares Tr Future Exponenti (XT) | 0.1 | $232k | +7% | 3.3k | 69.74 |
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| Johnson & Johnson (JNJ) | 0.1 | $231k | 1.1k | 206.91 |
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| Qualcomm (QCOM) | 0.1 | $229k | 1.3k | 171.08 |
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| Citigroup Com New (C) | 0.1 | $226k | -5% | 1.9k | 116.71 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $226k | 1.6k | 137.83 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $223k | NEW | 2.8k | 80.62 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $222k | 2.3k | 96.27 |
|
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| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $220k | 3.9k | 56.80 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $219k | NEW | 794.00 | 275.52 |
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| Marsh & McLennan Companies | 0.1 | $218k | 1.2k | 185.55 |
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| Linde SHS (LIN) | 0.1 | $206k | NEW | 482.00 | 426.31 |
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| Spdr Series Trust State Street Spd (KRE) | 0.1 | $205k | NEW | 3.2k | 64.81 |
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| Mp Materials Corp Com Cl A (MP) | 0.1 | $202k | NEW | 4.0k | 50.52 |
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| International Business Machines (IBM) | 0.1 | $202k | -20% | 681.00 | 296.15 |
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| Verifyme Com New (VRME) | 0.0 | $22k | 37k | 0.60 |
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Past Filings by Benchmark Financial Wealth Advisors
SEC 13F filings are viewable for Benchmark Financial Wealth Advisors going back to 2018
- Benchmark Financial Wealth Advisors 2025 Q4 filed Jan. 27, 2026
- Benchmark Financial Wealth Advisors 2025 Q3 filed Oct. 22, 2025
- Benchmark Financial Wealth Advisors 2025 Q2 filed Aug. 5, 2025
- Benchmark Financial Wealth Advisors 2025 Q1 filed April 25, 2025
- Benchmark Financial Wealth Advisors 2024 Q4 filed Jan. 27, 2025
- Benchmark Financial Wealth Advisors 2024 Q3 filed Oct. 30, 2024
- Benchmark Financial Wealth Advisors 2024 Q2 filed July 23, 2024
- Benchmark Financial Wealth Advisors 2024 Q1 filed April 22, 2024
- Benchmark Financial Wealth Advisors 2023 Q4 filed Jan. 23, 2024
- Benchmark Financial Wealth Advisors 2023 Q3 filed Oct. 13, 2023
- Benchmark Financial Wealth Advisors 2023 Q2 filed July 25, 2023
- Benchmark Financial Wealth Advisors 2023 Q1 filed April 28, 2023
- Benchmark Financial Wealth Advisors 2022 Q4 filed Jan. 23, 2023
- Benchmark Financial Wealth Advisors 2022 Q3 filed Nov. 1, 2022
- Benchmark Financial Wealth Advisors 2022 Q2 filed July 22, 2022
- Benchmark Financial Wealth Advisors 2022 Q1 filed April 22, 2022