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 37.52% of Benchmark Financial Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: DBEF (+$6.4M), IVV, DBND, LVHI, NVDA, UNH, AAPL, SCHD, FBTC, QDPL.
- Started 11 new stock positions in PSX, NVS, C, CAT, UBER, QCOM, ETHA, REW, RTX, TSLQ. JNJ.
- Reduced shares in these 10 stocks: SPY, SCHF, VOO, VTI, ITOT, MUNI, PANW, , CMG, RSP.
- Sold out of its positions in CMG, PLTD, PANW, ACN.
- Benchmark Financial Wealth Advisors was a net buyer of stock by $8.2M.
- Benchmark Financial Wealth Advisors has $332M in assets under management (AUM), dropping by 9.86%.
- Central Index Key (CIK): 0001757706
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Portfolio Holdings for Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors holds 124 positions in its portfolio as reported in the September 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) | 9.7 | $32M | -8% | 49k | 666.18 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 8.7 | $29M | -3% | 88k | 328.17 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 7.8 | $26M | -10% | 1.1M | 23.28 |
|
| Doubleline Etf Trust Opportunistic Co (DBND) | 5.8 | $19M | +12% | 415k | 46.53 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 5.5 | $18M | -3% | 125k | 145.65 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 4.0 | $13M | 233k | 57.47 |
|
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 3.5 | $12M | +2% | 43k | 273.65 |
|
| NVIDIA Corporation (NVDA) | 3.3 | $11M | +6% | 59k | 186.58 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.7 | $8.9M | 75k | 118.83 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 2.6 | $8.6M | +2% | 160k | 53.87 |
|
| Apple (AAPL) | 2.3 | $7.6M | +6% | 30k | 254.63 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.3 | $7.5M | +6% | 276k | 27.30 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.2 | $7.2M | +51% | 11k | 669.30 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $7.1M | -14% | 12k | 612.35 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 2.1 | $6.9M | +1342% | 149k | 46.42 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.7 | $5.6M | -3% | 29k | 189.70 |
|
| Microsoft Corporation (MSFT) | 1.7 | $5.5M | +2% | 11k | 517.94 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 1.7 | $5.5M | +4% | 74k | 73.73 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.5 | $5.1M | 18k | 293.75 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.5 | $5.1M | 21k | 241.95 |
|
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 1.4 | $4.5M | +35% | 130k | 34.75 |
|
| Amazon (AMZN) | 1.3 | $4.2M | 19k | 219.57 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.2 | $4.1M | 6.9k | 595.99 |
|
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 1.1 | $3.8M | -12% | 72k | 52.28 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $3.7M | 57k | 65.26 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.1 | $3.7M | 52k | 71.37 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $3.2M | +3% | 13k | 243.09 |
|
| Spdr Series Trust S&p Bk Etf (KBE) | 0.9 | $3.0M | 51k | 59.42 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $3.0M | +2% | 5.1k | 600.34 |
|
| Meta Platforms Cl A (META) | 0.8 | $2.7M | 3.6k | 734.37 |
|
|
| Broadcom (AVGO) | 0.6 | $2.1M | 6.4k | 329.92 |
|
|
| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.6 | $1.9M | +18% | 44k | 41.90 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $1.7M | 3.7k | 468.45 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.5 | $1.6M | +23% | 17k | 99.81 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.6M | 5.1k | 315.42 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.4 | $1.4M | 8.6k | 164.53 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.4M | 23k | 59.92 |
|
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $1.3M | 7.7k | 170.85 |
|
|
| Ishares Msci Equal Weite (EUSA) | 0.4 | $1.3M | 13k | 102.97 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.2M | +13% | 2.4k | 502.79 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $1.2M | 3.3k | 365.53 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $1.1M | -10% | 20k | 57.10 |
|
| Bank of America Corporation (BAC) | 0.3 | $1.1M | 22k | 51.59 |
|
|
| Visa Com Cl A (V) | 0.3 | $1.1M | 3.2k | 341.35 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $1.1M | -5% | 3.9k | 281.89 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $1.1M | -3% | 24k | 45.10 |
|
| Altria (MO) | 0.3 | $1.0M | 16k | 66.06 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $966k | +24% | 4.0k | 243.52 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $946k | -3% | 9.2k | 103.07 |
|
| UnitedHealth (UNH) | 0.3 | $924k | +155% | 2.7k | 345.30 |
|
| Wal-Mart Stores (WMT) | 0.3 | $884k | +13% | 8.6k | 103.06 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $859k | 928.00 | 925.82 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $780k | 3.8k | 203.61 |
|
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| Wells Fargo & Company (WFC) | 0.2 | $740k | 8.8k | 83.82 |
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| Abbvie (ABBV) | 0.2 | $726k | -2% | 3.1k | 231.57 |
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| Cisco Systems (CSCO) | 0.2 | $715k | 10k | 68.42 |
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| Corning Incorporated (GLW) | 0.2 | $671k | 8.2k | 82.03 |
|
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.2 | $670k | 8.8k | 76.34 |
|
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| Home Depot (HD) | 0.2 | $669k | 1.7k | 405.27 |
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| Eli Lilly & Co. (LLY) | 0.2 | $667k | -4% | 874.00 | 762.93 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $639k | +6% | 14k | 46.24 |
|
| Netflix (NFLX) | 0.2 | $635k | +6% | 529.00 | 1199.45 |
|
| Oracle Corporation (ORCL) | 0.2 | $596k | +64% | 2.1k | 281.30 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $558k | +13% | 8.6k | 65.00 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $531k | +2% | 2.1k | 254.31 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $526k | -21% | 2.9k | 182.45 |
|
| Williams-Sonoma (WSM) | 0.2 | $522k | -4% | 2.7k | 195.42 |
|
| American Intl Group Com New (AIG) | 0.2 | $505k | 6.4k | 78.54 |
|
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| Packaging Corporation of America (PKG) | 0.2 | $501k | 2.3k | 217.97 |
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| Goldman Sachs (GS) | 0.1 | $485k | -3% | 609.00 | 796.89 |
|
| Waste Management (WM) | 0.1 | $484k | 2.2k | 220.82 |
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| Pfizer (PFE) | 0.1 | $482k | +2% | 19k | 25.48 |
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| Rbc Cad (RY) | 0.1 | $477k | 3.2k | 147.31 |
|
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| Coca-Cola Company (KO) | 0.1 | $475k | 7.2k | 66.32 |
|
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| Verizon Communications (VZ) | 0.1 | $469k | -5% | 11k | 43.95 |
|
| Garmin SHS (GRMN) | 0.1 | $457k | -5% | 1.9k | 246.19 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $453k | 1.7k | 260.49 |
|
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $449k | 5.4k | 82.59 |
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| Tesla Motors (TSLA) | 0.1 | $448k | +4% | 1.0k | 444.72 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $439k | 1.2k | 355.47 |
|
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| Philip Morris International (PM) | 0.1 | $416k | 2.6k | 162.18 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $404k | +30% | 710.00 | 568.42 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $382k | +3% | 778.00 | 490.59 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $379k | +39% | 4.3k | 87.21 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $358k | 738.00 | 485.14 |
|
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| Merck & Co (MRK) | 0.1 | $358k | +20% | 4.3k | 83.92 |
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| Nortonlifelock (GEN) | 0.1 | $349k | 12k | 28.39 |
|
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| Union Pacific Corporation (UNP) | 0.1 | $348k | -4% | 1.5k | 236.42 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $332k | -7% | 665.00 | 499.05 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $326k | +4% | 6.4k | 50.73 |
|
| Chevron Corporation (CVX) | 0.1 | $314k | +16% | 2.0k | 155.26 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $307k | -2% | 1.7k | 183.73 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $280k | 856.00 | 326.53 |
|
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.1 | $276k | +13% | 3.1k | 89.65 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $269k | +8% | 1.4k | 186.52 |
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| Blackrock (BLK) | 0.1 | $269k | 231.00 | 1164.78 |
|
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $264k | +2% | 272.00 | 969.35 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $264k | 944.00 | 279.30 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $257k | NEW | 8.2k | 31.51 |
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| Boeing Company (BA) | 0.1 | $248k | 1.1k | 215.79 |
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| Amgen (AMGN) | 0.1 | $241k | -5% | 855.00 | 282.20 |
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| International Business Machines (IBM) | 0.1 | $241k | 853.00 | 282.26 |
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| salesforce (CRM) | 0.1 | $239k | +2% | 1.0k | 236.98 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $236k | -3% | 1.2k | 201.59 |
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| McDonald's Corporation (MCD) | 0.1 | $231k | 761.00 | 304.01 |
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| Ford Motor Company (F) | 0.1 | $226k | 19k | 11.96 |
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| Adams Express Company (ADX) | 0.1 | $224k | +2% | 10k | 22.30 |
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| Procter & Gamble Company (PG) | 0.1 | $224k | -9% | 1.5k | 153.65 |
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| Ishares Tr Future Exponenti (XT) | 0.1 | $222k | 3.1k | 71.95 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $222k | 2.3k | 96.53 |
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| Phillips 66 (PSX) | 0.1 | $221k | NEW | 1.6k | 136.03 |
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| Qualcomm (QCOM) | 0.1 | $219k | NEW | 1.3k | 166.42 |
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| Caterpillar (CAT) | 0.1 | $214k | NEW | 449.00 | 476.64 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.1 | $213k | 3.9k | 55.34 |
|
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| Exxon Mobil Corporation (XOM) | 0.1 | $213k | 1.9k | 112.72 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $210k | NEW | 1.3k | 167.30 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $210k | NEW | 1.6k | 128.21 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $209k | +3% | 619.00 | 337.49 |
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| Citigroup Com New (C) | 0.1 | $207k | NEW | 2.0k | 101.48 |
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| Uber Technologies (UBER) | 0.1 | $206k | NEW | 2.1k | 97.97 |
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| Johnson & Johnson (JNJ) | 0.1 | $204k | NEW | 1.1k | 185.35 |
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| Proshares Tr Ultrashort Techn (REW) | 0.0 | $105k | NEW | 18k | 5.91 |
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| Investment Managers Ser Tr I Tradr 2x Short (TSLQ) | 0.0 | $98k | NEW | 12k | 8.05 |
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| Verifyme Com New (VRME) | 0.0 | $33k | 37k | 0.89 |
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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 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
- Benchmark Financial Wealth Advisors 2021 Q4 filed Jan. 26, 2022