Benchmark Financial Wealth Advisors
Latest statistics and disclosures from Benchmark Financial Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHF, SPY, VTI, DBND, ITOT, and represent 33.05% of Benchmark Financial Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: XCEM (+$6.8M), MUNI, IVV, LVHI, GRNY, GLD, DBND, SCHD, DBEF, DIVO.
- Started 16 new stock positions in HDV, DASH, SLV, PEP, WDC, XCEM, COP, GAB.R, VLO, GILD. GAB, GEV, SPOT, UBER, IAU, FCX.
- Reduced shares in these 10 stocks: SPY, , VTI, COWZ, SCHF, NVDA, VEU, ITOT, IWM, IWY.
- Sold out of its positions in C, IWR, HYG, LRCX, MP, QCOM, KRE, KBE, CRM.
- Benchmark Financial Wealth Advisors was a net buyer of stock by $21M.
- Benchmark Financial Wealth Advisors has $361M in assets under management (AUM), dropping by 3.64%.
- Central Index Key (CIK): 0001757706
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Portfolio Holdings for Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors holds 133 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 | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 7.3 | $27M | -3% | 1.1M | 24.75 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 7.3 | $26M | -13% | 40k | 650.34 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 7.1 | $26M | -6% | 80k | 320.81 |
|
| Doubleline Etf Trust Opportunistic Co (DBND) | 6.6 | $24M | +6% | 522k | 45.81 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 4.7 | $17M | -2% | 120k | 142.43 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.5 | $13M | +48% | 19k | 653.19 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 3.3 | $12M | -8% | 193k | 62.56 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 3.3 | $12M | +62% | 227k | 52.19 |
|
| NVIDIA Corporation (NVDA) | 3.2 | $12M | -7% | 66k | 174.40 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 2.8 | $10M | -3% | 41k | 248.84 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.6 | $9.5M | +14% | 309k | 30.68 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 2.6 | $9.3M | +13% | 189k | 49.40 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.6 | $9.2M | 74k | 124.31 |
|
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 2.3 | $8.3M | +50% | 206k | 40.54 |
|
| Apple (AAPL) | 2.2 | $7.9M | 31k | 253.79 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 2.1 | $7.5M | 152k | 49.37 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.9 | $6.8M | -2% | 11k | 597.57 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 1.9 | $6.8M | NEW | 167k | 40.81 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 1.9 | $6.7M | +12% | 88k | 76.35 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $4.9M | -2% | 17k | 287.18 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.2 | $4.5M | -7% | 18k | 248.00 |
|
| Microsoft Corporation (MSFT) | 1.2 | $4.4M | +5% | 12k | 370.17 |
|
| Tidal Trust I Fundstrat Granny (GRNY) | 1.2 | $4.3M | +153% | 180k | 23.87 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 1.1 | $4.0M | -2% | 6.6k | 616.79 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.1 | $4.0M | 21k | 191.92 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $3.9M | +5% | 14k | 287.57 |
|
| Amazon (AMZN) | 1.1 | $3.8M | +5% | 18k | 208.27 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $3.8M | -3% | 56k | 67.53 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.0 | $3.6M | -10% | 48k | 75.10 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $2.7M | -7% | 4.8k | 577.15 |
|
| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.7 | $2.7M | +45% | 67k | 40.14 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.7 | $2.5M | +62% | 55k | 44.85 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $2.2M | +236% | 5.1k | 430.32 |
|
| Meta Platforms Cl A (META) | 0.6 | $2.1M | 3.7k | 572.06 |
|
|
| Broadcom (AVGO) | 0.6 | $2.0M | +6% | 6.4k | 309.49 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.8M | +7% | 6.0k | 294.15 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $1.6M | +8% | 26k | 60.65 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.5M | 23k | 64.08 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $1.4M | -2% | 3.3k | 426.38 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $1.3M | +49% | 12k | 114.99 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.4 | $1.3M | 8.2k | 155.11 |
|
|
| Altria (MO) | 0.3 | $1.2M | +7% | 19k | 65.99 |
|
| Ishares Msci Equal Weite (EUSA) | 0.3 | $1.2M | -5% | 12k | 101.77 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.2M | +6% | 4.2k | 286.83 |
|
| Visa Com Cl A (V) | 0.3 | $1.2M | +13% | 3.9k | 302.23 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.3 | $1.2M | +13% | 20k | 59.03 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.2M | +4% | 1.2k | 996.75 |
|
| Corning Incorporated (GLW) | 0.3 | $1.1M | 8.3k | 135.96 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $1.1M | 3.1k | 356.62 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.1M | -3% | 2.3k | 479.25 |
|
| Wal-Mart Stores (WMT) | 0.3 | $1.1M | 8.5k | 124.28 |
|
|
| Cisco Systems (CSCO) | 0.3 | $1.0M | +22% | 13k | 77.59 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $1.0M | 7.7k | 132.90 |
|
|
| Merck & Co (MRK) | 0.3 | $1.0M | +29% | 8.4k | 120.29 |
|
| Bank of America Corporation (BAC) | 0.3 | $999k | +30% | 21k | 48.75 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $898k | +24% | 20k | 45.62 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $888k | +9% | 966.00 | 919.52 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $842k | NEW | 9.5k | 88.16 |
|
| Abbvie (ABBV) | 0.2 | $821k | +14% | 3.8k | 217.49 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $774k | -3% | 3.6k | 213.66 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $766k | -16% | 14k | 56.68 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $747k | +30% | 565.00 | 1321.40 |
|
| Coca-Cola Company (KO) | 0.2 | $682k | +20% | 9.0k | 76.05 |
|
| Verizon Communications (VZ) | 0.2 | $680k | +14% | 14k | 50.20 |
|
| Chevron Corporation (CVX) | 0.2 | $662k | +40% | 3.2k | 206.91 |
|
| Wells Fargo & Company (WFC) | 0.2 | $659k | -5% | 8.3k | 79.61 |
|
| Amgen (AMGN) | 0.2 | $643k | +37% | 1.8k | 351.91 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.2 | $635k | -7% | 9.0k | 70.20 |
|
| UnitedHealth (UNH) | 0.2 | $626k | -20% | 2.3k | 270.55 |
|
| Goldman Sachs (GS) | 0.2 | $574k | 678.00 | 846.09 |
|
|
| Home Depot (HD) | 0.2 | $573k | +10% | 1.7k | 328.80 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $573k | 1.8k | 326.99 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $563k | 2.1k | 261.94 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $533k | +24% | 882.00 | 604.16 |
|
| Tesla Motors (TSLA) | 0.1 | $527k | -16% | 1.4k | 371.80 |
|
| Rbc Cad (RY) | 0.1 | $523k | 3.2k | 161.77 |
|
|
| Packaging Corporation of America (PKG) | 0.1 | $519k | +4% | 2.4k | 212.23 |
|
| Netflix (NFLX) | 0.1 | $518k | +3% | 5.4k | 96.15 |
|
| Waste Management (WM) | 0.1 | $506k | 2.2k | 229.77 |
|
|
| Williams-Sonoma (WSM) | 0.1 | $490k | 2.7k | 182.30 |
|
|
| American Intl Group Com New (AIG) | 0.1 | $488k | 6.5k | 75.25 |
|
|
| Pfizer (PFE) | 0.1 | $482k | +2% | 17k | 28.08 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $476k | 5.5k | 86.64 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $472k | +16% | 12k | 38.42 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $470k | 4.4k | 106.00 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $434k | +32% | 2.6k | 169.68 |
|
| Garmin SHS (GRMN) | 0.1 | $433k | 1.9k | 232.02 |
|
|
| Philip Morris International (PM) | 0.1 | $422k | +3% | 2.6k | 165.36 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $400k | 8.7k | 45.89 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $373k | +26% | 1.9k | 194.09 |
|
| Caterpillar (CAT) | 0.1 | $372k | +15% | 525.00 | 708.80 |
|
| Linde SHS (LIN) | 0.1 | $362k | +51% | 731.00 | 495.72 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $361k | -15% | 2.5k | 146.27 |
|
| Union Pacific Corporation (UNP) | 0.1 | $353k | +6% | 1.5k | 242.58 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $351k | 916.00 | 383.59 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $341k | -3% | 6.7k | 50.61 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $338k | +11% | 866.00 | 390.44 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $333k | 985.00 | 337.91 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $332k | +6% | 848.00 | 391.84 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $329k | 1.7k | 196.19 |
|
|
| Danaher Corporation (DHR) | 0.1 | $312k | +45% | 1.6k | 189.61 |
|
| Pepsi (PEP) | 0.1 | $309k | NEW | 2.0k | 155.33 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $300k | NEW | 4.4k | 68.15 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $273k | +10% | 1.4k | 192.87 |
|
| Western Digital (WDC) | 0.1 | $272k | NEW | 1.0k | 270.57 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $266k | -23% | 531.00 | 499.98 |
|
| McDonald's Corporation (MCD) | 0.1 | $266k | +10% | 854.00 | 310.87 |
|
| Ge Vernova (GEV) | 0.1 | $265k | NEW | 303.00 | 872.88 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $263k | NEW | 542.00 | 485.34 |
|
| Valero Energy Corporation (VLO) | 0.1 | $262k | NEW | 1.1k | 247.03 |
|
| Uber Technologies (UBER) | 0.1 | $258k | NEW | 3.6k | 71.93 |
|
| Johnson & Johnson (JNJ) | 0.1 | $257k | -5% | 1.1k | 244.44 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $255k | 1.7k | 152.73 |
|
|
| Boeing Company (BA) | 0.1 | $248k | +8% | 1.2k | 198.99 |
|
| Ge Aerospace Com New (GE) | 0.1 | $243k | +8% | 856.00 | 283.65 |
|
| Ford Motor Company (F) | 0.1 | $242k | +6% | 21k | 11.54 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $236k | NEW | 4.0k | 58.79 |
|
| Doordash Cl A (DASH) | 0.1 | $234k | NEW | 1.6k | 150.14 |
|
| Blackrock (BLK) | 0.1 | $230k | +6% | 239.00 | 961.92 |
|
| Adams Express Company (ADX) | 0.1 | $229k | +2% | 10k | 21.89 |
|
| ConocoPhillips (COP) | 0.1 | $229k | NEW | 1.7k | 131.98 |
|
| Ishares Tr Future Exponenti (XT) | 0.1 | $227k | 3.3k | 68.15 |
|
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| Nortonlifelock (GEN) | 0.1 | $220k | -5% | 12k | 18.83 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $220k | 3.9k | 56.58 |
|
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $216k | NEW | 1.6k | 135.71 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $211k | -2% | 623.00 | 338.21 |
|
| Gilead Sciences (GILD) | 0.1 | $211k | NEW | 1.5k | 139.41 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $204k | 1.2k | 173.51 |
|
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| Oracle Corporation (ORCL) | 0.1 | $203k | -2% | 1.4k | 147.07 |
|
| International Business Machines (IBM) | 0.1 | $202k | +22% | 832.00 | 242.33 |
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| Gabelli Equity Trust (GAB) | 0.0 | $87k | NEW | 16k | 5.60 |
|
| Verifyme Com New (VRME) | 0.0 | $30k | 37k | 0.81 |
|
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| Gabelli Equity Tr Right 04/14/2026 (GAB.R) | 0.0 | $107.247000 | NEW | 15k | 0.01 |
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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 2026 Q1 filed April 27, 2026
- 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