Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors holds 126 positions in its portfolio as reported in the December 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) 9.1 $32M 46k 681.93
Vanguard Index Fds Total Stk Mkt (VTI) 8.2 $29M 85k 335.27
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.7 $27M 1.1M 24.04
Doubleline Etf Trust Opportunistic Co (DBND) 6.6 $23M 492k 46.36
Ishares Tr Core S&p Ttl Stk (ITOT) 5.2 $18M 122k 148.69
NVIDIA Corporation (NVDA) 3.8 $13M 71k 186.50
Pacer Fds Tr Us Cash Cows 100 (COWZ) 3.7 $13M 211k 60.17
Ishares Tr Rus Tp200 Gr Etf (IWY) 3.3 $12M 42k 276.94
Ishares Tr Core S&p500 Etf (IVV) 2.6 $9.0M 13k 684.93
Ishares Tr Core S&p Scp Etf (IJR) 2.6 $9.0M 75k 120.18
Select Sector Spdr Tr State Street Fin (XLF) 2.4 $8.3M 152k 54.77
Apple (AAPL) 2.4 $8.3M 31k 271.86
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 2.3 $8.0M 166k 48.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.1 $7.4M 270k 27.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $7.4M 12k 627.16
Pimco Etf Tr Inter Mun Bd Act (MUNI) 2.1 $7.3M 139k 52.41
Ishares Tr Rusel 2500 Etf (SMMD) 1.7 $5.9M 78k 74.94
Microsoft Corporation (MSFT) 1.6 $5.5M 11k 483.62
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 1.4 $5.0M 137k 36.82
Vanguard Index Fds Mid Cap Etf (VO) 1.4 $5.0M 17k 290.22
Ishares Tr Russell 2000 Etf (IWM) 1.4 $4.8M 20k 246.17
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.2 $4.0M 6.7k 603.30
Alphabet Cap Stk Cl A (GOOGL) 1.1 $4.0M 13k 312.99
Amazon (AMZN) 1.1 $4.0M 17k 230.82
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $3.9M 21k 191.56
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.1 $3.9M 53k 73.56
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $3.8M 58k 66.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $3.2M 5.2k 614.32
Spdr Series Trust State Street Spd (KBE) 0.9 $3.0M 50k 60.69
Meta Platforms Cl A (META) 0.7 $2.4M 3.7k 660.03
Broadcom (AVGO) 0.6 $2.1M 6.0k 346.11
Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.6 $1.9M 46k 42.48
JPMorgan Chase & Co. (JPM) 0.5 $1.8M 5.6k 322.23
Tidal Trust I Fundstrat Granny (GRNY) 0.5 $1.8M 71k 24.76
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.6M 3.4k 473.37
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.4 $1.5M 34k 44.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.4M 23k 62.47
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $1.4M 8.3k 167.94
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.4 $1.3M 17k 76.23
Ishares Msci Equal Weite (EUSA) 0.4 $1.3M 13k 103.37
Bristol Myers Squibb (BMY) 0.4 $1.3M 24k 53.94
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.2M 4.0k 313.80
Visa Com Cl A (V) 0.3 $1.2M 3.5k 350.68
Blackstone Group Inc Com Cl A (BX) 0.3 $1.2M 7.7k 154.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.2M 2.4k 502.71
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.2M 3.1k 373.45
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $1.1M 7.9k 143.97
Altria (MO) 0.3 $996k 17k 57.66
Costco Wholesale Corporation (COST) 0.3 $963k 1.1k 862.44
UnitedHealth (UNH) 0.3 $959k 2.9k 330.15
Wal-Mart Stores (WMT) 0.3 $959k 8.6k 111.41
Eli Lilly & Co. (LLY) 0.3 $945k 879.00 1074.97
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $924k 16k 57.24
Bank of America Corporation (BAC) 0.2 $865k 16k 55.00
Cisco Systems (CSCO) 0.2 $845k 11k 77.03
Wells Fargo & Company (WFC) 0.2 $817k 8.8k 93.20
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $788k 3.7k 210.34
Tesla Motors (TSLA) 0.2 $766k 1.7k 449.77
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.2 $757k 9.7k 77.74
Abbvie (ABBV) 0.2 $755k 3.3k 228.46
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $725k 16k 46.04
Corning Incorporated (GLW) 0.2 $721k 8.2k 87.56
Merck & Co (MRK) 0.2 $680k 6.5k 105.25
Spdr Gold Tr Gold Shs (GLD) 0.2 $605k 1.5k 396.36
Goldman Sachs (GS) 0.2 $584k 665.00 878.61
Vanguard Index Fds Small Cp Etf (VB) 0.2 $555k 2.2k 257.99
American Intl Group Com New (AIG) 0.2 $554k 6.5k 85.55
Rbc Cad (RY) 0.2 $552k 3.2k 170.47
Home Depot (HD) 0.2 $542k 1.6k 344.17
Marriott Intl Cl A (MAR) 0.2 $540k 1.7k 310.32
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $522k 11k 49.65
Palantir Technologies Cl A (PLTR) 0.1 $520k 2.9k 177.74
Coca-Cola Company (KO) 0.1 $518k 7.4k 69.91
Netflix (NFLX) 0.1 $487k 5.2k 93.77
Packaging Corporation of America (PKG) 0.1 $484k 2.3k 206.20
Waste Management (WM) 0.1 $483k 2.2k 219.76
Verizon Communications (VZ) 0.1 $481k 12k 40.73
Williams-Sonoma (WSM) 0.1 $478k 2.7k 178.58
Ishares Tr Core Msci Total (IXUS) 0.1 $465k 5.5k 84.64
Asml Holding N V N Y Registry Shs (ASML) 0.1 $464k 434.00 1068.83
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $459k 4.4k 104.06
Amgen (AMGN) 0.1 $436k 1.3k 327.39
Pfizer (PFE) 0.1 $417k 17k 24.90
Mastercard Incorporated Cl A (MA) 0.1 $397k 695.00 571.17
Philip Morris International (PM) 0.1 $395k 2.5k 160.37
Garmin SHS (GRMN) 0.1 $377k 1.9k 202.84
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $372k 8.7k 42.69
Crowdstrike Hldgs Cl A (CRWD) 0.1 $365k 778.00 468.96
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $354k 7.0k 50.59
Chevron Corporation (CVX) 0.1 $346k 2.3k 152.38
Lockheed Martin Corporation (LMT) 0.1 $343k 708.00 483.71
Nortonlifelock (GEN) 0.1 $335k 12k 27.19
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $332k 922.00 360.31
Vanguard Index Fds Value Etf (VTV) 0.1 $320k 1.7k 191.05
Union Pacific Corporation (UNP) 0.1 $316k 1.4k 231.39
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $303k 998.00 303.99
Oracle Corporation (ORCL) 0.1 $277k 1.4k 194.89
Texas Instruments Incorporated (TXN) 0.1 $265k 1.5k 173.46
Caterpillar (CAT) 0.1 $260k 454.00 572.76
Danaher Corporation (DHR) 0.1 $259k 1.1k 228.94
salesforce (CRM) 0.1 $259k 978.00 264.80
Ford Motor Company (F) 0.1 $259k 20k 13.12
Lam Research Corp Com New (LRCX) 0.1 $252k 1.5k 171.17
Boeing Company (BA) 0.1 $249k 1.1k 217.08
Ge Aerospace Com New (GE) 0.1 $244k 792.00 308.14
Blackrock (BLK) 0.1 $241k 225.00 1070.72
Adams Express Company (ADX) 0.1 $239k 10k 23.32
McDonald's Corporation (MCD) 0.1 $237k 776.00 305.55
Ferrari Nv Ord (RACE) 0.1 $235k 636.00 369.46
Raytheon Technologies Corp (RTX) 0.1 $234k 1.3k 183.39
Exxon Mobil Corporation (XOM) 0.1 $232k 1.9k 120.37
Ishares Tr Future Exponenti (XT) 0.1 $232k 3.3k 69.74
Johnson & Johnson (JNJ) 0.1 $231k 1.1k 206.91
Qualcomm (QCOM) 0.1 $229k 1.3k 171.08
Citigroup Com New (C) 0.1 $226k 1.9k 116.71
Novartis Sponsored Adr (NVS) 0.1 $226k 1.6k 137.83
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $223k 2.8k 80.62
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $222k 2.3k 96.27
Spdr Series Trust State Street Spd (SPYV) 0.1 $220k 3.9k 56.80
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $219k 794.00 275.52
Marsh & McLennan Companies 0.1 $218k 1.2k 185.55
Linde SHS (LIN) 0.1 $206k 482.00 426.31
Spdr Series Trust State Street Spd (KRE) 0.1 $205k 3.2k 64.81
Mp Materials Corp Com Cl A (MP) 0.1 $202k 4.0k 50.52
International Business Machines (IBM) 0.1 $202k 681.00 296.15
Verifyme Com New (VRME) 0.0 $22k 37k 0.60