Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors as of Sept. 30, 2025

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 49k 666.18
Vanguard Index Fds Total Stk Mkt (VTI) 8.7 $29M 88k 328.17
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.8 $26M 1.1M 23.28
Doubleline Etf Trust Opportunistic Co (DBND) 5.8 $19M 415k 46.53
Ishares Tr Core S&p Ttl Stk (ITOT) 5.5 $18M 125k 145.65
Pacer Fds Tr Us Cash Cows 100 (COWZ) 4.0 $13M 233k 57.47
Ishares Tr Rus Tp200 Gr Etf (IWY) 3.5 $12M 43k 273.65
NVIDIA Corporation (NVDA) 3.3 $11M 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 160k 53.87
Apple (AAPL) 2.3 $7.6M 30k 254.63
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.3 $7.5M 276k 27.30
Ishares Tr Core S&p500 Etf (IVV) 2.2 $7.2M 11k 669.30
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $7.1M 12k 612.35
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 2.1 $6.9M 149k 46.42
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.7 $5.6M 29k 189.70
Microsoft Corporation (MSFT) 1.7 $5.5M 11k 517.94
Ishares Tr Rusel 2500 Etf (SMMD) 1.7 $5.5M 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 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 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 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 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 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 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
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 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 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 3.9k 281.89
Bristol Myers Squibb (BMY) 0.3 $1.1M 24k 45.10
Altria (MO) 0.3 $1.0M 16k 66.06
Alphabet Cap Stk Cl C (GOOG) 0.3 $966k 4.0k 243.52
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $946k 9.2k 103.07
UnitedHealth (UNH) 0.3 $924k 2.7k 345.30
Wal-Mart Stores (WMT) 0.3 $884k 8.6k 103.06
Costco Wholesale Corporation (COST) 0.3 $859k 928.00 925.82
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $780k 3.8k 203.61
Wells Fargo & Company (WFC) 0.2 $740k 8.8k 83.82
Abbvie (ABBV) 0.2 $726k 3.1k 231.57
Cisco Systems (CSCO) 0.2 $715k 10k 68.42
Corning Incorporated (GLW) 0.2 $671k 8.2k 82.03
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.2 $670k 8.8k 76.34
Home Depot (HD) 0.2 $669k 1.7k 405.27
Eli Lilly & Co. (LLY) 0.2 $667k 874.00 762.93
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $639k 14k 46.24
Netflix (NFLX) 0.2 $635k 529.00 1199.45
Oracle Corporation (ORCL) 0.2 $596k 2.1k 281.30
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $558k 8.6k 65.00
Vanguard Index Fds Small Cp Etf (VB) 0.2 $531k 2.1k 254.31
Palantir Technologies Cl A (PLTR) 0.2 $526k 2.9k 182.45
Williams-Sonoma (WSM) 0.2 $522k 2.7k 195.42
American Intl Group Com New (AIG) 0.2 $505k 6.4k 78.54
Packaging Corporation of America (PKG) 0.2 $501k 2.3k 217.97
Goldman Sachs (GS) 0.1 $485k 609.00 796.89
Waste Management (WM) 0.1 $484k 2.2k 220.82
Pfizer (PFE) 0.1 $482k 19k 25.48
Rbc Cad (RY) 0.1 $477k 3.2k 147.31
Coca-Cola Company (KO) 0.1 $475k 7.2k 66.32
Verizon Communications (VZ) 0.1 $469k 11k 43.95
Garmin SHS (GRMN) 0.1 $457k 1.9k 246.19
Marriott Intl Cl A (MAR) 0.1 $453k 1.7k 260.49
Ishares Tr Core Msci Total (IXUS) 0.1 $449k 5.4k 82.59
Tesla Motors (TSLA) 0.1 $448k 1.0k 444.72
Spdr Gold Tr Gold Shs (GLD) 0.1 $439k 1.2k 355.47
Philip Morris International (PM) 0.1 $416k 2.6k 162.18
Mastercard Incorporated Cl A (MA) 0.1 $404k 710.00 568.42
Crowdstrike Hldgs Cl A (CRWD) 0.1 $382k 778.00 490.59
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $379k 4.3k 87.21
Ferrari Nv Ord (RACE) 0.1 $358k 738.00 485.14
Merck & Co (MRK) 0.1 $358k 4.3k 83.92
Nortonlifelock (GEN) 0.1 $349k 12k 28.39
Union Pacific Corporation (UNP) 0.1 $348k 1.5k 236.42
Lockheed Martin Corporation (LMT) 0.1 $332k 665.00 499.05
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $326k 6.4k 50.73
Chevron Corporation (CVX) 0.1 $314k 2.0k 155.26
Texas Instruments Incorporated (TXN) 0.1 $307k 1.7k 183.73
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $280k 856.00 326.53
Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $276k 3.1k 89.65
Vanguard Index Fds Value Etf (VTV) 0.1 $269k 1.4k 186.52
Blackrock (BLK) 0.1 $269k 231.00 1164.78
Asml Holding N V N Y Registry Shs (ASML) 0.1 $264k 272.00 969.35
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $264k 944.00 279.30
Ishares Ethereum Tr SHS (ETHA) 0.1 $257k 8.2k 31.51
Boeing Company (BA) 0.1 $248k 1.1k 215.79
Amgen (AMGN) 0.1 $241k 855.00 282.20
International Business Machines (IBM) 0.1 $241k 853.00 282.26
salesforce (CRM) 0.1 $239k 1.0k 236.98
Marsh & McLennan Companies 0.1 $236k 1.2k 201.59
McDonald's Corporation (MCD) 0.1 $231k 761.00 304.01
Ford Motor Company (F) 0.1 $226k 19k 11.96
Adams Express Company (ADX) 0.1 $224k 10k 22.30
Procter & Gamble Company (PG) 0.1 $224k 1.5k 153.65
Ishares Tr Future Exponenti (XT) 0.1 $222k 3.1k 71.95
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $222k 2.3k 96.53
Phillips 66 (PSX) 0.1 $221k 1.6k 136.03
Qualcomm (QCOM) 0.1 $219k 1.3k 166.42
Caterpillar (CAT) 0.1 $214k 449.00 476.64
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.1 $213k 3.9k 55.34
Exxon Mobil Corporation (XOM) 0.1 $213k 1.9k 112.72
Raytheon Technologies Corp (RTX) 0.1 $210k 1.3k 167.30
Novartis Sponsored Adr (NVS) 0.1 $210k 1.6k 128.21
Coinbase Global Com Cl A (COIN) 0.1 $209k 619.00 337.49
Citigroup Com New (C) 0.1 $207k 2.0k 101.48
Uber Technologies (UBER) 0.1 $206k 2.1k 97.97
Johnson & Johnson (JNJ) 0.1 $204k 1.1k 185.35
Proshares Tr Ultrashort Techn (REW) 0.0 $105k 18k 5.91
Investment Managers Ser Tr I Tradr 2x Short 0.0 $98k 12k 8.05
Verifyme Com New (VRME) 0.0 $33k 37k 0.89