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, VTI, SPY, DBND, ITOT, and represent 31.87% of Benchmark Financial Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: DYNF (+$8.6M), VO, LVHI, IVV, QDPL, IWF, DIVO, AMD, XCEM, GRNY.
- Started 25 new stock positions in DRI, ETN, KLAC, TT, INTC, MS, DAMD, FTNT, TROW, IYG.
- Reduced shares in these 10 stocks: , SPY, MUNI, VTI, JEPI, COWZ, IWM, FNCL, IWY, SCHF.
- Sold out of its positions in BLK, DASH, FNCL, GAB.R, GILD, SLV, JEPI, PEP, XLF, UBER. VTV, SPOT, RACE.
- Benchmark Financial Wealth Advisors was a net buyer of stock by $8.6M.
- Benchmark Financial Wealth Advisors has $406M in assets under management (AUM), dropping by 12.29%.
- Central Index Key (CIK): 0001757706
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Portfolio Holdings for Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors holds 145 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 | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 7.2 | $29M | 1.1M | 27.70 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 7.1 | $29M | -2% | 78k | 370.04 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 6.9 | $28M | -7% | 37k | 746.77 |
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| Doubleline Etf Trust Oppo Core Bd Etf (DBND) | 5.9 | $24M | 522k | 45.59 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 4.8 | $20M | 119k | 164.27 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.9 | $16M | +9% | 21k | 748.88 |
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| NVIDIA Corporation (NVDA) | 3.2 | $13M | 66k | 200.09 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 2.8 | $11M | -3% | 39k | 290.62 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 2.8 | $11M | -6% | 181k | 62.20 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.7 | $11M | 75k | 148.31 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 2.7 | $11M | -7% | 209k | 52.60 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 2.6 | $10M | 190k | 54.63 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.5 | $10M | +4% | 323k | 31.71 |
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| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 2.4 | $9.9M | +18% | 244k | 40.59 |
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| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 2.3 | $9.5M | +7% | 179k | 52.88 |
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| Apple (AAPL) | 2.3 | $9.3M | +3% | 32k | 289.36 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 2.1 | $8.6M | NEW | 126k | 68.01 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 2.1 | $8.4M | +4% | 92k | 91.63 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.9 | $7.6M | -2% | 11k | 686.79 |
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| Tidal Trust I Fund Gran Us Etf (GRNY) | 1.4 | $5.5M | +10% | 199k | 27.65 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $5.5M | +299% | 68k | 80.57 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $4.8M | 13k | 357.37 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.2 | $4.7M | -13% | 16k | 300.45 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.1 | $4.6M | +3% | 21k | 212.77 |
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| Microsoft Corporation (MSFT) | 1.1 | $4.5M | 12k | 373.02 |
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| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 1.1 | $4.3M | +43% | 96k | 45.07 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 1.1 | $4.3M | -6% | 6.1k | 703.31 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $4.3M | 55k | 77.11 |
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| Amazon (AMZN) | 1.0 | $4.1M | -4% | 17k | 238.34 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.0 | $4.0M | 48k | 83.75 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.9 | $3.6M | +41% | 79k | 45.70 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $3.3M | -5% | 4.5k | 736.39 |
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| Broadcom (AVGO) | 0.6 | $2.4M | -2% | 6.3k | 377.77 |
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| Meta Platforms Cl A (META) | 0.5 | $2.0M | 3.6k | 563.22 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $2.0M | +5% | 5.4k | 368.39 |
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| Corning Incorporated (GLW) | 0.5 | $1.9M | -10% | 7.4k | 255.44 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.7M | -15% | 5.1k | 327.30 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $1.6M | +290% | 13k | 124.17 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.6M | -2% | 22k | 71.25 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.4 | $1.5M | 8.2k | 188.09 |
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| Bristol Myers Squibb (BMY) | 0.4 | $1.5M | 26k | 57.62 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.4 | $1.4M | -2% | 7.5k | 190.52 |
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| Cisco Systems (CSCO) | 0.3 | $1.4M | -11% | 12k | 117.46 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $1.4M | 12k | 117.67 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.3 | $1.4M | +53% | 30k | 45.49 |
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| Altria (MO) | 0.3 | $1.3M | 19k | 71.95 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.3M | -11% | 3.8k | 353.30 |
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| Visa Com Cl A (V) | 0.3 | $1.3M | -3% | 3.8k | 343.11 |
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| Bank of America Corporation (BAC) | 0.3 | $1.3M | +9% | 23k | 56.98 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $1.3M | 3.1k | 409.48 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.2M | +6% | 2.4k | 500.44 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.2M | 976.00 | 1199.21 |
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| Merck & Co (MRK) | 0.2 | $1.0M | -5% | 7.9k | 128.51 |
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| Ishares Msci Equal Weite (EUSA) | 0.2 | $1.0M | -26% | 8.8k | 114.19 |
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| Abbvie (ABBV) | 0.2 | $977k | +2% | 3.9k | 251.61 |
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| Goldman Sachs (GS) | 0.2 | $973k | +41% | 962.00 | 1011.03 |
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| Costco Wholesale Corporation (COST) | 0.2 | $925k | -15% | 989.00 | 935.51 |
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| UnitedHealth (UNH) | 0.2 | $897k | -6% | 2.2k | 415.60 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $889k | -11% | 17k | 51.05 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $860k | -23% | 432.00 | 1991.22 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $797k | -9% | 3.3k | 242.45 |
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| Wal-Mart Stores (WMT) | 0.2 | $778k | -18% | 6.9k | 113.25 |
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| Coca-Cola Company (KO) | 0.2 | $773k | +6% | 9.5k | 81.27 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $735k | +12% | 2.4k | 303.18 |
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| Advanced Micro Devices (AMD) | 0.2 | $710k | NEW | 1.2k | 580.72 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $704k | -2% | 9.3k | 75.51 |
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| Tesla Motors (TSLA) | 0.2 | $689k | +15% | 1.6k | 420.48 |
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| Rbc Cad (RY) | 0.2 | $670k | 3.2k | 206.95 |
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| Wells Fargo & Company (WFC) | 0.2 | $665k | -2% | 8.0k | 82.64 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $662k | +15% | 2.2k | 298.13 |
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| Amgen (AMGN) | 0.2 | $652k | 1.8k | 362.12 |
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| Verizon Communications (VZ) | 0.2 | $644k | +12% | 15k | 42.34 |
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| Marriott Intl Cl A (MAR) | 0.2 | $635k | -2% | 1.7k | 370.51 |
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| Packaging Corporation of America (PKG) | 0.2 | $629k | +7% | 2.6k | 238.28 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $591k | 900.00 | 656.22 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $587k | -28% | 608.00 | 965.30 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $582k | +11% | 6.1k | 95.43 |
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| Williams-Sonoma (WSM) | 0.1 | $579k | -7% | 2.5k | 233.08 |
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| Chevron Corporation (CVX) | 0.1 | $575k | +8% | 3.5k | 165.77 |
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| Caterpillar (CAT) | 0.1 | $517k | -7% | 486.00 | 1063.90 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $502k | NEW | 2.9k | 170.85 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $500k | +100% | 8.9k | 56.16 |
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| Philip Morris International (PM) | 0.1 | $494k | +7% | 2.7k | 180.89 |
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| American Intl Group Com New (AIG) | 0.1 | $491k | 6.6k | 74.53 |
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| Netflix (NFLX) | 0.1 | $490k | +27% | 6.9k | 71.39 |
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| Waste Management (WM) | 0.1 | $484k | 2.2k | 222.90 |
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| Home Depot (HD) | 0.1 | $482k | -21% | 1.4k | 352.69 |
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| Garmin SHS (GRMN) | 0.1 | $445k | 1.9k | 237.56 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $444k | 871.00 | 509.52 |
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| Ge Vernova (GEV) | 0.1 | $436k | +22% | 371.00 | 1175.04 |
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| Union Pacific Corporation (UNP) | 0.1 | $432k | +9% | 1.6k | 272.07 |
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| Ge Aerospace Com New (GE) | 0.1 | $420k | +31% | 1.1k | 373.58 |
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| Marvell Technology (MRVL) | 0.1 | $403k | NEW | 1.4k | 297.79 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.1 | $398k | 8.8k | 45.34 |
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| Micron Technology (MU) | 0.1 | $396k | NEW | 343.00 | 1153.89 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $393k | -40% | 515.00 | 762.96 |
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| Linde SHS (LIN) | 0.1 | $377k | 726.00 | 519.25 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $375k | -20% | 785.00 | 477.76 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $367k | +4% | 2.7k | 136.71 |
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| Pfizer (PFE) | 0.1 | $358k | -13% | 15k | 24.08 |
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| Ford Motor Company (F) | 0.1 | $358k | +22% | 26k | 13.90 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $355k | -13% | 11k | 33.29 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.1 | $345k | NEW | 3.8k | 90.47 |
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| Western Digital (WDC) | 0.1 | $344k | -46% | 538.00 | 639.31 |
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| Intel Corporation (INTC) | 0.1 | $341k | NEW | 2.4k | 139.64 |
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| Valero Energy Corporation (VLO) | 0.1 | $325k | +17% | 1.2k | 260.45 |
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| Dell Technologies CL C (DELL) | 0.1 | $313k | NEW | 726.00 | 431.70 |
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| Johnson & Johnson (JNJ) | 0.1 | $308k | +15% | 1.2k | 253.97 |
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| Palo Alto Networks (PANW) | 0.1 | $299k | NEW | 878.00 | 341.02 |
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| Nortonlifelock (GEN) | 0.1 | $295k | 12k | 24.89 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $295k | NEW | 5.3k | 55.57 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $287k | 2.5k | 116.66 |
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| Boeing Company (BA) | 0.1 | $278k | +3% | 1.3k | 216.43 |
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| Ishares Tr Futu Expo Te Etf (XT) | 0.1 | $276k | 3.3k | 82.62 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $274k | 1.4k | 189.77 |
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| Adams Express Company (ADX) | 0.1 | $267k | 10k | 25.55 |
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| Kla Corp Com New (KLAC) | 0.1 | $264k | NEW | 874.00 | 301.82 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $261k | 1.7k | 156.71 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $261k | +3% | 4.1k | 62.89 |
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| ConocoPhillips (COP) | 0.1 | $250k | +38% | 2.4k | 103.95 |
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| EOG Resources (EOG) | 0.1 | $245k | NEW | 1.9k | 129.72 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $240k | -29% | 4.7k | 50.57 |
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| Eaton Corp SHS (ETN) | 0.1 | $240k | NEW | 562.00 | 426.24 |
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| Oracle Corporation (ORCL) | 0.1 | $239k | +17% | 1.6k | 146.51 |
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| Spdr Series Trust St Str P500val (SPYV) | 0.1 | $237k | 3.9k | 60.79 |
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| International Business Machines (IBM) | 0.1 | $235k | 836.00 | 281.30 |
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| Danaher Corporation (DHR) | 0.1 | $234k | -25% | 1.2k | 190.51 |
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| Trane Technologies SHS (TT) | 0.1 | $231k | NEW | 471.00 | 490.72 |
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| Citigroup Com New (C) | 0.1 | $230k | NEW | 1.6k | 139.94 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $228k | NEW | 2.6k | 87.04 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $225k | -17% | 438.00 | 513.90 |
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| Fortinet (FTNT) | 0.1 | $224k | NEW | 1.5k | 153.62 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $223k | NEW | 2.1k | 107.51 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $217k | +395% | 7.9k | 27.41 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $216k | +10% | 1.3k | 166.68 |
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| T. Rowe Price (TROW) | 0.1 | $214k | NEW | 1.9k | 113.66 |
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| McDonald's Corporation (MCD) | 0.1 | $213k | -7% | 787.00 | 270.36 |
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| Darden Restaurants (DRI) | 0.1 | $212k | NEW | 1.0k | 206.02 |
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| Morgan Stanley Com New (MS) | 0.1 | $210k | NEW | 1.0k | 209.09 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $208k | NEW | 479.00 | 433.40 |
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| Chubb (CB) | 0.1 | $203k | NEW | 596.00 | 340.84 |
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| American Express Company (AXP) | 0.0 | $201k | NEW | 593.00 | 338.19 |
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| Gabelli Equity Trust (GAB) | 0.0 | $90k | +2% | 16k | 5.66 |
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| Tidal Trust Ii Defia 2x Amd Etf (DAMD) | 0.0 | $85k | NEW | 60k | 1.41 |
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| Verifyme Com New (VRME) | 0.0 | $23k | 37k | 0.61 |
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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 Q2 filed July 17, 2026
- 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