Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors as of June 30, 2026

Portfolio Holdings for Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors holds 145 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.2 $29M 1.1M 27.70
Vanguard Index Fds Total Stk Mkt (VTI) 7.1 $29M 78k 370.04
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 6.9 $28M 37k 746.77
Doubleline Etf Trust Oppo Core Bd Etf (DBND) 5.9 $24M 522k 45.59
Ishares Tr Core S&p Ttl Stk (ITOT) 4.8 $20M 119k 164.27
Ishares Tr Core S&p500 Etf (IVV) 3.9 $16M 21k 748.88
NVIDIA Corporation (NVDA) 3.2 $13M 66k 200.09
Ishares Tr Rus Tp200 Gr Etf (IWY) 2.8 $11M 39k 290.62
Pacer Fds Tr Us Cash Cows 100 (COWZ) 2.8 $11M 181k 62.20
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $11M 75k 148.31
Pimco Etf Tr Inter Mun Bd Act (MUNI) 2.7 $11M 209k 52.60
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 2.6 $10M 190k 54.63
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.5 $10M 323k 31.71
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 2.4 $9.9M 244k 40.59
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 2.3 $9.5M 179k 52.88
Apple (AAPL) 2.3 $9.3M 32k 289.36
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.1 $8.6M 126k 68.01
Ishares Tr Rusel 2500 Etf (SMMD) 2.1 $8.4M 92k 91.63
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.9 $7.6M 11k 686.79
Tidal Trust I Fund Gran Us Etf (GRNY) 1.4 $5.5M 199k 27.65
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $5.5M 68k 80.57
Alphabet Cap Stk Cl A (GOOGL) 1.2 $4.8M 13k 357.37
Ishares Tr Russell 2000 Etf (IWM) 1.2 $4.7M 16k 300.45
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $4.6M 21k 212.77
Microsoft Corporation (MSFT) 1.1 $4.5M 12k 373.02
Pacer Fds Tr Metaurus Cap 400 (QDPL) 1.1 $4.3M 96k 45.07
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 1.1 $4.3M 6.1k 703.31
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $4.3M 55k 77.11
Amazon (AMZN) 1.0 $4.1M 17k 238.34
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.0 $4.0M 48k 83.75
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.9 $3.6M 79k 45.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $3.3M 4.5k 736.39
Broadcom (AVGO) 0.6 $2.4M 6.3k 377.77
Meta Platforms Cl A (META) 0.5 $2.0M 3.6k 563.22
Spdr Gold Tr Gold Shs (GLD) 0.5 $2.0M 5.4k 368.39
Corning Incorporated (GLW) 0.5 $1.9M 7.4k 255.44
JPMorgan Chase & Co. (JPM) 0.4 $1.7M 5.1k 327.30
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.6M 13k 124.17
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.6M 22k 71.25
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $1.5M 8.2k 188.09
Bristol Myers Squibb (BMY) 0.4 $1.5M 26k 57.62
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.4 $1.4M 7.5k 190.52
Cisco Systems (CSCO) 0.3 $1.4M 12k 117.46
Blackstone Group Inc Com Cl A (BX) 0.3 $1.4M 12k 117.67
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.3 $1.4M 30k 45.49
Altria (MO) 0.3 $1.3M 19k 71.95
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.3M 3.8k 353.30
Visa Com Cl A (V) 0.3 $1.3M 3.8k 343.11
Bank of America Corporation (BAC) 0.3 $1.3M 23k 56.98
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.3M 3.1k 409.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.2M 2.4k 500.44
Eli Lilly & Co. (LLY) 0.3 $1.2M 976.00 1199.21
Merck & Co (MRK) 0.2 $1.0M 7.9k 128.51
Ishares Msci Equal Weite (EUSA) 0.2 $1.0M 8.8k 114.19
Abbvie (ABBV) 0.2 $977k 3.9k 251.61
Goldman Sachs (GS) 0.2 $973k 962.00 1011.03
Costco Wholesale Corporation (COST) 0.2 $925k 989.00 935.51
UnitedHealth (UNH) 0.2 $897k 2.2k 415.60
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $889k 17k 51.05
Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $860k 432.00 1991.22
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $797k 3.3k 242.45
Wal-Mart Stores (WMT) 0.2 $778k 6.9k 113.25
Coca-Cola Company (KO) 0.2 $773k 9.5k 81.27
Vanguard Index Fds Small Cp Etf (VB) 0.2 $735k 2.4k 303.18
Advanced Micro Devices (AMD) 0.2 $710k 1.2k 580.72
Ishares Gold Tr Ishares New (IAU) 0.2 $704k 9.3k 75.51
Tesla Motors (TSLA) 0.2 $689k 1.6k 420.48
Rbc Cad (RY) 0.2 $670k 3.2k 206.95
Wells Fargo & Company (WFC) 0.2 $665k 8.0k 82.64
Texas Instruments Incorporated (TXN) 0.2 $662k 2.2k 298.13
Amgen (AMGN) 0.2 $652k 1.8k 362.12
Verizon Communications (VZ) 0.2 $644k 15k 42.34
Marriott Intl Cl A (MAR) 0.2 $635k 1.7k 370.51
Packaging Corporation of America (PKG) 0.2 $629k 2.6k 238.28
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $591k 900.00 656.22
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $587k 608.00 965.30
Ishares Tr Core Msci Total (IXUS) 0.1 $582k 6.1k 95.43
Williams-Sonoma (WSM) 0.1 $579k 2.5k 233.08
Chevron Corporation (CVX) 0.1 $575k 3.5k 165.77
Caterpillar (CAT) 0.1 $517k 486.00 1063.90
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.1 $502k 2.9k 170.85
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $500k 8.9k 56.16
Philip Morris International (PM) 0.1 $494k 2.7k 180.89
American Intl Group Com New (AIG) 0.1 $491k 6.6k 74.53
Netflix (NFLX) 0.1 $490k 6.9k 71.39
Waste Management (WM) 0.1 $484k 2.2k 222.90
Home Depot (HD) 0.1 $482k 1.4k 352.69
Garmin SHS (GRMN) 0.1 $445k 1.9k 237.56
Lockheed Martin Corporation (LMT) 0.1 $444k 871.00 509.52
Ge Vernova (GEV) 0.1 $436k 371.00 1175.04
Union Pacific Corporation (UNP) 0.1 $432k 1.6k 272.07
Ge Aerospace Com New (GE) 0.1 $420k 1.1k 373.58
Marvell Technology (MRVL) 0.1 $403k 1.4k 297.79
Select Sector Spdr Tr St Str Util Etf (XLU) 0.1 $398k 8.8k 45.34
Micron Technology (MU) 0.1 $396k 343.00 1153.89
Crowdstrike Hldgs Cl A (CRWD) 0.1 $393k 515.00 762.96
Linde SHS (LIN) 0.1 $377k 726.00 519.25
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $375k 785.00 477.76
Exxon Mobil Corporation (XOM) 0.1 $367k 2.7k 136.71
Pfizer (PFE) 0.1 $358k 15k 24.08
Ford Motor Company (F) 0.1 $358k 26k 13.90
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $355k 11k 33.29
Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $345k 3.8k 90.47
Western Digital (WDC) 0.1 $344k 538.00 639.31
Intel Corporation (INTC) 0.1 $341k 2.4k 139.64
Valero Energy Corporation (VLO) 0.1 $325k 1.2k 260.45
Dell Technologies CL C (DELL) 0.1 $313k 726.00 431.70
Johnson & Johnson (JNJ) 0.1 $308k 1.2k 253.97
Palo Alto Networks (PANW) 0.1 $299k 878.00 341.02
Nortonlifelock (GEN) 0.1 $295k 12k 24.89
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.1 $295k 5.3k 55.57
Palantir Technologies Cl A (PLTR) 0.1 $287k 2.5k 116.66
Boeing Company (BA) 0.1 $278k 1.3k 216.43
Ishares Tr Futu Expo Te Etf (XT) 0.1 $276k 3.3k 82.62
Raytheon Technologies Corp (RTX) 0.1 $274k 1.4k 189.77
Adams Express Company (ADX) 0.1 $267k 10k 25.55
Kla Corp Com New (KLAC) 0.1 $264k 874.00 301.82
Novartis Sponsored Adr (NVS) 0.1 $261k 1.7k 156.71
Freeport Mcmoran CL B (FCX) 0.1 $261k 4.1k 62.89
ConocoPhillips (COP) 0.1 $250k 2.4k 103.95
EOG Resources (EOG) 0.1 $245k 1.9k 129.72
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $240k 4.7k 50.57
Eaton Corp SHS (ETN) 0.1 $240k 562.00 426.24
Oracle Corporation (ORCL) 0.1 $239k 1.6k 146.51
Spdr Series Trust St Str P500val (SPYV) 0.1 $237k 3.9k 60.79
International Business Machines (IBM) 0.1 $235k 836.00 281.30
Danaher Corporation (DHR) 0.1 $234k 1.2k 190.51
Trane Technologies SHS (TT) 0.1 $231k 471.00 490.72
Citigroup Com New (C) 0.1 $230k 1.6k 139.94
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $228k 2.6k 87.04
Mastercard Incorporated Cl A (MA) 0.1 $225k 438.00 513.90
Fortinet (FTNT) 0.1 $224k 1.5k 153.62
United Parcel Svcs CL B (UPS) 0.1 $223k 2.1k 107.51
Ishares Tr Core High Dv Etf (HDV) 0.1 $217k 7.9k 27.41
Marsh & McLennan Companies (MRSH) 0.1 $216k 1.3k 166.68
T. Rowe Price (TROW) 0.1 $214k 1.9k 113.66
McDonald's Corporation (MCD) 0.1 $213k 787.00 270.36
Darden Restaurants (DRI) 0.1 $212k 1.0k 206.02
Morgan Stanley Com New (MS) 0.1 $210k 1.0k 209.09
Lam Research Corp Com New (LRCX) 0.1 $208k 479.00 433.40
Chubb (CB) 0.1 $203k 596.00 340.84
American Express Company (AXP) 0.0 $201k 593.00 338.19
Gabelli Equity Trust (GAB) 0.0 $90k 16k 5.66
Tidal Trust Ii Defia 2x Amd Etf (DAMD) 0.0 $85k 60k 1.41
Verifyme Com New (VRME) 0.0 $23k 37k 0.61