Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors as of March 31, 2026

Portfolio Holdings for Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors holds 133 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.3 $27M 1.1M 24.75
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 7.3 $26M 40k 650.34
Vanguard Index Fds Total Stk Mkt (VTI) 7.1 $26M 80k 320.81
Doubleline Etf Trust Opportunistic Co (DBND) 6.6 $24M 522k 45.81
Ishares Tr Core S&p Ttl Stk (ITOT) 4.7 $17M 120k 142.43
Ishares Tr Core S&p500 Etf (IVV) 3.5 $13M 19k 653.19
Pacer Fds Tr Us Cash Cows 100 (COWZ) 3.3 $12M 193k 62.56
Pimco Etf Tr Inter Mun Bd Act (MUNI) 3.3 $12M 227k 52.19
NVIDIA Corporation (NVDA) 3.2 $12M 66k 174.40
Ishares Tr Rus Tp200 Gr Etf (IWY) 2.8 $10M 41k 248.84
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.6 $9.5M 309k 30.68
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 2.6 $9.3M 189k 49.40
Ishares Tr Core S&p Scp Etf (IJR) 2.6 $9.2M 74k 124.31
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 2.3 $8.3M 206k 40.54
Apple (AAPL) 2.2 $7.9M 31k 253.79
Select Sector Spdr Tr State Street Fin (XLF) 2.1 $7.5M 152k 49.37
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.9 $6.8M 11k 597.57
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 1.9 $6.8M 167k 40.81
Ishares Tr Rusel 2500 Etf (SMMD) 1.9 $6.7M 88k 76.35
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $4.9M 17k 287.18
Ishares Tr Russell 2000 Etf (IWM) 1.2 $4.5M 18k 248.00
Microsoft Corporation (MSFT) 1.2 $4.4M 12k 370.17
Tidal Trust I Fundstrat Granny (GRNY) 1.2 $4.3M 180k 23.87
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 1.1 $4.0M 6.6k 616.79
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $4.0M 21k 191.92
Alphabet Cap Stk Cl A (GOOGL) 1.1 $3.9M 14k 287.57
Amazon (AMZN) 1.1 $3.8M 18k 208.27
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $3.8M 56k 67.53
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.0 $3.6M 48k 75.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $2.7M 4.8k 577.15
Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.7 $2.7M 67k 40.14
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.7 $2.5M 55k 44.85
Spdr Gold Tr Gold Shs (GLD) 0.6 $2.2M 5.1k 430.32
Meta Platforms Cl A (META) 0.6 $2.1M 3.7k 572.06
Broadcom (AVGO) 0.6 $2.0M 6.4k 309.49
JPMorgan Chase & Co. (JPM) 0.5 $1.8M 6.0k 294.15
Bristol Myers Squibb (BMY) 0.4 $1.6M 26k 60.65
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.5M 23k 64.08
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.4M 3.3k 426.38
Blackstone Group Inc Com Cl A (BX) 0.4 $1.3M 12k 114.99
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $1.3M 8.2k 155.11
Altria (MO) 0.3 $1.2M 19k 65.99
Ishares Msci Equal Weite (EUSA) 0.3 $1.2M 12k 101.77
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.2M 4.2k 286.83
Visa Com Cl A (V) 0.3 $1.2M 3.9k 302.23
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.3 $1.2M 20k 59.03
Costco Wholesale Corporation (COST) 0.3 $1.2M 1.2k 996.75
Corning Incorporated (GLW) 0.3 $1.1M 8.3k 135.96
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.1M 3.1k 356.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.1M 2.3k 479.25
Wal-Mart Stores (WMT) 0.3 $1.1M 8.5k 124.28
Cisco Systems (CSCO) 0.3 $1.0M 13k 77.59
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $1.0M 7.7k 132.90
Merck & Co (MRK) 0.3 $1.0M 8.4k 120.29
Bank of America Corporation (BAC) 0.3 $999k 21k 48.75
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $898k 20k 45.62
Eli Lilly & Co. (LLY) 0.2 $888k 966.00 919.52
Ishares Gold Tr Ishares New (IAU) 0.2 $842k 9.5k 88.16
Abbvie (ABBV) 0.2 $821k 3.8k 217.49
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $774k 3.6k 213.66
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $766k 14k 56.68
Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $747k 565.00 1321.40
Coca-Cola Company (KO) 0.2 $682k 9.0k 76.05
Verizon Communications (VZ) 0.2 $680k 14k 50.20
Chevron Corporation (CVX) 0.2 $662k 3.2k 206.91
Wells Fargo & Company (WFC) 0.2 $659k 8.3k 79.61
Amgen (AMGN) 0.2 $643k 1.8k 351.91
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.2 $635k 9.0k 70.20
UnitedHealth (UNH) 0.2 $626k 2.3k 270.55
Goldman Sachs (GS) 0.2 $574k 678.00 846.09
Home Depot (HD) 0.2 $573k 1.7k 328.80
Marriott Intl Cl A (MAR) 0.2 $573k 1.8k 326.99
Vanguard Index Fds Small Cp Etf (VB) 0.2 $563k 2.1k 261.94
Lockheed Martin Corporation (LMT) 0.1 $533k 882.00 604.16
Tesla Motors (TSLA) 0.1 $527k 1.4k 371.80
Rbc Cad (RY) 0.1 $523k 3.2k 161.77
Packaging Corporation of America (PKG) 0.1 $519k 2.4k 212.23
Netflix (NFLX) 0.1 $518k 5.4k 96.15
Waste Management (WM) 0.1 $506k 2.2k 229.77
Williams-Sonoma (WSM) 0.1 $490k 2.7k 182.30
American Intl Group Com New (AIG) 0.1 $488k 6.5k 75.25
Pfizer (PFE) 0.1 $482k 17k 28.08
Ishares Tr Core Msci Total (IXUS) 0.1 $476k 5.5k 86.64
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $472k 12k 38.42
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $470k 4.4k 106.00
Exxon Mobil Corporation (XOM) 0.1 $434k 2.6k 169.68
Garmin SHS (GRMN) 0.1 $433k 1.9k 232.02
Philip Morris International (PM) 0.1 $422k 2.6k 165.36
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $400k 8.7k 45.89
Texas Instruments Incorporated (TXN) 0.1 $373k 1.9k 194.09
Caterpillar (CAT) 0.1 $372k 525.00 708.80
Linde SHS (LIN) 0.1 $362k 731.00 495.72
Palantir Technologies Cl A (PLTR) 0.1 $361k 2.5k 146.27
Union Pacific Corporation (UNP) 0.1 $353k 1.5k 242.58
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $351k 916.00 383.59
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $341k 6.7k 50.61
Crowdstrike Hldgs Cl A (CRWD) 0.1 $338k 866.00 390.44
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $333k 985.00 337.91
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $332k 848.00 391.84
Vanguard Index Fds Value Etf (VTV) 0.1 $329k 1.7k 196.19
Danaher Corporation (DHR) 0.1 $312k 1.6k 189.61
Pepsi (PEP) 0.1 $309k 2.0k 155.33
Ishares Silver Tr Ishares (SLV) 0.1 $300k 4.4k 68.15
Raytheon Technologies Corp (RTX) 0.1 $273k 1.4k 192.87
Western Digital (WDC) 0.1 $272k 1.0k 270.57
Mastercard Incorporated Cl A (MA) 0.1 $266k 531.00 499.98
McDonald's Corporation (MCD) 0.1 $266k 854.00 310.87
Ge Vernova (GEV) 0.1 $265k 303.00 872.88
Spotify Technology S A SHS (SPOT) 0.1 $263k 542.00 485.34
Valero Energy Corporation (VLO) 0.1 $262k 1.1k 247.03
Uber Technologies (UBER) 0.1 $258k 3.6k 71.93
Johnson & Johnson (JNJ) 0.1 $257k 1.1k 244.44
Novartis Sponsored Adr (NVS) 0.1 $255k 1.7k 152.73
Boeing Company (BA) 0.1 $248k 1.2k 198.99
Ge Aerospace Com New (GE) 0.1 $243k 856.00 283.65
Ford Motor Company (F) 0.1 $242k 21k 11.54
Freeport Mcmoran CL B (FCX) 0.1 $236k 4.0k 58.79
Doordash Cl A (DASH) 0.1 $234k 1.6k 150.14
Blackrock (BLK) 0.1 $230k 239.00 961.92
Adams Express Company (ADX) 0.1 $229k 10k 21.89
ConocoPhillips (COP) 0.1 $229k 1.7k 131.98
Ishares Tr Future Exponenti (XT) 0.1 $227k 3.3k 68.15
Nortonlifelock (GEN) 0.1 $220k 12k 18.83
Spdr Series Trust State Street Spd (SPYV) 0.1 $220k 3.9k 56.58
Ishares Tr Core High Dv Etf (HDV) 0.1 $216k 1.6k 135.71
Ferrari Nv Ord (RACE) 0.1 $211k 623.00 338.21
Gilead Sciences (GILD) 0.1 $211k 1.5k 139.41
Marsh & McLennan Companies (MRSH) 0.1 $204k 1.2k 173.51
Oracle Corporation (ORCL) 0.1 $203k 1.4k 147.07
International Business Machines (IBM) 0.1 $202k 832.00 242.33
Gabelli Equity Trust (GAB) 0.0 $87k 16k 5.60
Verifyme Com New (VRME) 0.0 $30k 37k 0.81
Gabelli Equity Tr Right 04/14/2026 (GAB.R) 0.0 $107.247000 15k 0.01