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Benchmark Wealth Management

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

Top 5 stock holdings are VUG, BND, VOO, VYM, VTV, and represent 52.56% of Benchmark Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VOO, AGG, VEA, BNDX, JMSI, BSV, DFAC, VWO, JMST, EVIM.
Started 6 new stock positions in EVIM, VWO, JMSI, JMST, IJK, MUB.
Reduced shares in these 10 stocks: VUG, MINT, VYM, VTV, VTEB, VB, , SHYG, PG, SCHD.
Sold out of its positions in ABBV, SHYG, PG.
Benchmark Wealth Management was a net buyer of stock by $5.5M.
Benchmark Wealth Management has $225M in assets under management (AUM), dropping by 8.87%.
Central Index Key (CIK): 0001788241

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Portfolio Holdings for Benchmark Wealth Management

Benchmark Wealth Management holds 70 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	14.8	$33M	-5%	76k	438.40	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	11.4	$26M		349k	73.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	11.4	$26M	+12%	45k	568.03	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	7.6	$17M	-2%	128k	133.31	View chart
Vanguard Index Fds Value Etf (VTV)	7.3	$16M	-2%	93k	176.74	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	4.0	$9.1M		135k	67.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.6	$8.0M	-3%	34k	236.98	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.9	$6.6M		32k	204.67	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	2.9	$6.6M		9.00	728800.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.6	$5.9M		21k	279.83	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.6	$5.9M	-2%	221k	26.50	View chart
Ishares Tr Morningstr Us Eq (ILCB)	2.5	$5.5M		65k	85.78	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.1	$4.7M		197k	23.83	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.0	$4.5M	-6%	91k	49.03	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	2.0	$4.4M		55k	79.66	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.7	$3.8M	+72%	38k	99.20	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.3	$2.9M	-28%	29k	100.54	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$2.6M	+80%	46k	57.01	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.1	$2.4M		31k	79.50	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$2.3M	+54%	46k	49.51	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.9	$2.0M	+22%	26k	78.70	View chart
Deere & Company (DE)	0.7	$1.6M		3.1k	508.49	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$1.5M	+31%	41k	35.84	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$1.5M		52k	28.05	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$1.5M		25k	58.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.4M	-2%	4.5k	303.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.2M	-5%	2.6k	485.77	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.5	$1.1M	-5%	8.2k	128.52	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$1.0M	+21%	4.4k	240.35	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$973k	+30%	27k	35.56	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$953k	+32%	23k	42.28	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$919k	+47%	30k	31.09	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.3	$765k		5.6k	135.73	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$761k	-4%	29k	26.68	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$720k		6.6k	109.64	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$696k		6.4k	109.20	View chart
Caterpillar (CAT)	0.3	$694k		1.8k	388.10	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.3	$665k		7.8k	85.21	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$663k	+48%	15k	45.69	View chart
Exxon Mobil Corporation (XOM)	0.3	$625k		5.8k	107.80	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$609k	+45%	21k	29.49	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$588k	+44%	14k	42.83	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$556k		12k	47.54	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$505k	+63%	15k	34.51	View chart
Microsoft Corporation (MSFT)	0.2	$474k		953.00	497.43	View chart
NVIDIA Corporation (NVDA)	0.2	$403k	-15%	2.6k	157.99	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$397k	+37%	7.7k	51.57	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.2	$376k	NEW	7.6k	49.42	View chart
Pfizer (PFE)	0.2	$351k		15k	24.24	View chart
Spdr Series Trust Portfli Tips Etf (SPIP)	0.2	$350k		13k	26.06	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$350k	NEW	7.1k	49.46	View chart
Boeing Company (BA)	0.2	$349k		1.7k	209.53	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$346k	NEW	6.8k	50.92	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$342k		4.9k	69.09	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$334k	-6%	1.7k	195.03	View chart
Johnson & Johnson (JNJ)	0.1	$333k		2.2k	152.75	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$332k		4.0k	82.92	View chart
Morgan Stanley Etf Trust Eaton Vance Inte (EVIM)	0.1	$324k	NEW	6.3k	51.34	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$319k	+21%	4.7k	68.54	View chart
Kimberly-Clark Corporation (KMB)	0.1	$317k		2.5k	128.92	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$298k	+3%	2.8k	104.98	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$296k		1.8k	164.46	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$287k	-29%	5.2k	55.10	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$268k		4.1k	65.50	View chart
3M Company (MMM)	0.1	$266k		1.8k	152.24	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$262k		6.2k	42.15	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$249k	NEW	2.4k	104.48	View chart
Pepsi (PEP)	0.1	$247k		1.9k	132.04	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$218k	NEW	2.4k	90.98	View chart
Royce Value Trust (RVT)	0.1	$190k		13k	15.05	View chart

Past Filings by Benchmark Wealth Management

SEC 13F filings are viewable for Benchmark Wealth Management going back to 2019

Benchmark Wealth Management 2025 Q2 filed July 18, 2025
Benchmark Wealth Management 2025 Q1 filed April 7, 2025
Benchmark Wealth Management 2024 Q4 filed Jan. 7, 2025
Benchmark Wealth Management 2024 Q3 filed Oct. 18, 2024
Benchmark Wealth Management 2024 Q2 filed July 8, 2024
Benchmark Wealth Management 2024 Q1 filed April 8, 2024
Benchmark Wealth Management 2023 Q4 filed Jan. 19, 2024
Benchmark Wealth Management 2023 Q3 filed Oct. 16, 2023
Benchmark Wealth Management 2023 Q2 filed July 19, 2023
Benchmark Wealth Management 2023 Q1 filed April 17, 2023
Benchmark Wealth Management 2022 Q4 filed Feb. 7, 2023
Benchmark Wealth Management 2022 Q3 filed Oct. 13, 2022
Benchmark Wealth Management 2022 Q2 filed July 11, 2022
Benchmark Wealth Management 2022 Q1 filed April 14, 2022
Benchmark Wealth Management 2021 Q4 filed Jan. 21, 2022
Benchmark Wealth Management 2021 Q3 filed Oct. 12, 2021

View all past filings

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