Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors as of June 30, 2025

Portfolio Holdings for Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors holds 117 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
Spdr S&p 500 Etf Tr Tr Unit (SPY) 10.9 $33M 53k 617.85
Vanguard Index Fds Total Stk Mkt (VTI) 9.2 $28M 91k 303.93
Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.2 $28M 1.3M 22.10
Ishares Tr Core S&p Ttl Stk (ITOT) 5.7 $17M 129k 135.04
Doubleline Etf Trust Opportunistic Co (DBND) 5.6 $17M 368k 46.24
Pacer Fds Tr Us Cash Cows 100 (COWZ) 4.2 $13M 231k 55.10
Ishares Tr Rus Tp200 Gr Etf (IWY) 3.4 $10M 42k 246.51
NVIDIA Corporation (NVDA) 2.9 $8.7M 55k 157.99
Select Sector Spdr Tr Financial (XLF) 2.7 $8.2M 156k 52.37
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $8.1M 74k 109.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.6 $7.8M 14k 568.01
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.3 $6.9M 259k 26.50
Apple (AAPL) 1.9 $5.8M 28k 205.17
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.8 $5.5M 30k 181.74
Microsoft Corporation (MSFT) 1.7 $5.2M 11k 497.41
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $4.9M 18k 279.83
Ishares Tr Rusel 2500 Etf (SMMD) 1.6 $4.8M 71k 67.78
Ishares Tr Russell 2000 Etf (IWM) 1.5 $4.6M 22k 215.79
Ishares Tr Core S&p500 Etf (IVV) 1.4 $4.4M 7.0k 620.88
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.4 $4.3M 83k 51.36
Amazon (AMZN) 1.4 $4.1M 19k 219.39
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.3 $3.9M 6.8k 566.49
Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $3.6M 57k 62.02
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.2 $3.5M 52k 67.22
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 1.0 $3.1M 95k 32.55
Spdr Series Trust S&p Bk Etf (KBE) 0.9 $2.9M 52k 55.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $2.7M 4.9k 551.62
Meta Platforms Cl A (META) 0.9 $2.7M 3.7k 738.14
Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.2M 13k 176.22
Broadcom (AVGO) 0.6 $1.8M 6.4k 275.64
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.6M 3.7k 424.60
JPMorgan Chase & Co. (JPM) 0.5 $1.5M 5.1k 289.92
Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.5 $1.5M 38k 39.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.3M 23k 57.01
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $1.3M 8.5k 150.40
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.4 $1.3M 13k 93.99
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $1.2M 22k 56.85
Ishares Msci Equal Weite (EUSA) 0.4 $1.2M 13k 99.12
Blackstone Group Inc Com Cl A (BX) 0.4 $1.1M 7.6k 149.59
Visa Com Cl A (V) 0.4 $1.1M 3.2k 355.03
Bristol Myers Squibb (BMY) 0.4 $1.1M 25k 46.29
Ishares Tr Rus 1000 Etf (IWB) 0.4 $1.1M 3.3k 339.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.0M 2.1k 485.83
Select Sector Spdr Tr Technology (XLK) 0.3 $1.0M 4.1k 253.21
Bank of America Corporation (BAC) 0.3 $1.0M 21k 47.32
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $953k 9.5k 100.70
Costco Wholesale Corporation (COST) 0.3 $930k 939.00 990.22
Altria (MO) 0.3 $907k 16k 58.63
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $742k 3.8k 194.25
Wal-Mart Stores (WMT) 0.2 $736k 7.5k 97.78
Cisco Systems (CSCO) 0.2 $715k 10k 69.38
Eli Lilly & Co. (LLY) 0.2 $711k 912.00 779.57
Wells Fargo & Company (WFC) 0.2 $708k 8.8k 80.12
Netflix (NFLX) 0.2 $663k 495.00 1339.16
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.2 $648k 8.8k 74.04
Abbvie (ABBV) 0.2 $599k 3.2k 185.61
Home Depot (HD) 0.2 $596k 1.6k 366.71
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $592k 13k 45.75
Alphabet Cap Stk Cl C (GOOG) 0.2 $567k 3.2k 177.40
American Intl Group Com New (AIG) 0.2 $544k 6.4k 85.60
Coca-Cola Company (KO) 0.2 $508k 7.2k 70.75
Palantir Technologies Cl A (PLTR) 0.2 $499k 3.7k 136.32
Waste Management (WM) 0.2 $498k 2.2k 228.84
Verizon Communications (VZ) 0.2 $487k 11k 43.27
Vanguard Index Fds Small Cp Etf (VB) 0.2 $482k 2.0k 236.93
Marriott Intl Cl A (MAR) 0.2 $470k 1.7k 273.17
Philip Morris International (PM) 0.2 $467k 2.6k 182.15
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $464k 7.6k 61.21
Williams-Sonoma (WSM) 0.2 $458k 2.8k 163.35
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $452k 10k 43.75
Pfizer (PFE) 0.1 $449k 19k 24.24
Goldman Sachs (GS) 0.1 $448k 633.00 707.61
Packaging Corporation of America (PKG) 0.1 $435k 2.3k 188.42
Corning Incorporated (GLW) 0.1 $428k 8.1k 52.59
Rbc Cad (RY) 0.1 $424k 3.2k 131.54
Ishares Tr Core Msci Total (IXUS) 0.1 $417k 5.4k 77.32
Garmin SHS (GRMN) 0.1 $412k 2.0k 208.69
Crowdstrike Hldgs Cl A (CRWD) 0.1 $384k 753.00 509.44
Spdr Gold Tr Gold Shs (GLD) 0.1 $370k 1.2k 304.83
Ferrari Nv Ord (RACE) 0.1 $362k 738.00 491.06
Nortonlifelock (GEN) 0.1 $359k 12k 29.40
Texas Instruments Incorporated (TXN) 0.1 $356k 1.7k 207.66
Union Pacific Corporation (UNP) 0.1 $353k 1.5k 230.05
Palo Alto Networks (PANW) 0.1 $342k 1.7k 204.64
Lockheed Martin Corporation (LMT) 0.1 $333k 719.00 463.27
UnitedHealth (UNH) 0.1 $326k 1.0k 312.05
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $310k 6.1k 50.68
Tesla Motors (TSLA) 0.1 $307k 967.00 317.66
Mastercard Incorporated Cl A (MA) 0.1 $306k 545.00 561.51
Oracle Corporation (ORCL) 0.1 $281k 1.3k 218.55
Merck & Co (MRK) 0.1 $280k 3.5k 79.15
salesforce (CRM) 0.1 $270k 989.00 272.64
Marsh & McLennan Companies (MMC) 0.1 $267k 1.2k 218.65
Procter & Gamble Company (PG) 0.1 $255k 1.6k 159.35
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $254k 3.1k 81.66
Amgen (AMGN) 0.1 $253k 905.00 279.15
Chevron Corporation (CVX) 0.1 $247k 1.7k 143.21
International Business Machines (IBM) 0.1 $247k 838.00 294.72
Blackrock (BLK) 0.1 $240k 229.00 1048.69
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $239k 856.00 279.02
Boeing Company (BA) 0.1 $238k 1.1k 209.49
Vanguard Index Fds Value Etf (VTV) 0.1 $235k 1.3k 176.74
Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $233k 2.7k 85.59
McDonald's Corporation (MCD) 0.1 $219k 750.00 292.13
Accenture Plc Ireland Shs Class A (ACN) 0.1 $215k 721.00 298.75
Chipotle Mexican Grill (CMG) 0.1 $215k 3.8k 56.15
Adams Express Company (ADX) 0.1 $213k 9.8k 21.71
Asml Holding N V N Y Registry Shs (ASML) 0.1 $213k 266.00 801.21
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $212k 938.00 226.38
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $210k 2.3k 91.97
Coinbase Global Com Cl A (COIN) 0.1 $210k 600.00 350.49
Exxon Mobil Corporation (XOM) 0.1 $205k 1.9k 107.81
Ford Motor Company (F) 0.1 $203k 19k 10.85
Ishares Tr Exponential Tech (XT) 0.1 $201k 3.1k 65.26
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.1 $201k 3.8k 52.33
Direxion Shs Etf Tr Daily Pltr Bear (PLTD) 0.0 $104k 11k 9.35
Verifyme Com New (VRME) 0.0 $28k 37k 0.75