Benchmark Financial Wealth Advisors, LLC
CIK: 0001757706Latest portfolio: $348.4M · Q4 2025
Holdings
126
Total Value
$348.4M
New Positions
125
Closed Positions
0
Top Holdings
View All 126 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 46,398 | $31.6M | 9.08% | NEW | |
| 2 | VTIVANGUARD INDEX FDS | 85,361 | $28.6M | 8.21% | NEW | |
| 3 | SCHFSCHWAB STRATEGIC TR | 1,112,901 | $26.8M | 7.68% | NEW | |
| 4 | DBNDDOUBLELINE ETF TRUST | 492,384 | $22.8M | 6.55% | NEW | |
| 5 | ITOTISHARES TR | 122,276 | $18.2M | 5.22% | NEW | |
| 6 | NVDANVIDIA CORPORATION | 71,436 | $13.3M | 3.82% | NEW | |
| 7 | COWZPACER FDS TR | 211,359 | $12.7M | 3.65% | NEW | |
| 8 | IWYISHARES TR | 42,143 | $11.7M | 3.35% | NEW | |
| 9 | IVVISHARES TR | 13,124 | $9.0M | 2.58% | NEW | |
| 10 | IJRISHARES TR | 74,487 | $9.0M | 2.57% | NEW | |
| 11 | XLFSELECT SECTOR SPDR TR | 152,401 | $8.3M | 2.40% | NEW | |
| 12 | AAPLAPPLE INC | 30,676 | $8.3M | 2.39% | NEW | |
| 13 | DBEFDBX ETF TR | 166,196 | $8.0M | 2.29% | NEW | |
| 14 | SCHDSCHWAB STRATEGIC TR | 269,617 | $7.4M | 2.12% | NEW | |
| 15 | VOOVANGUARD INDEX FDS | 11,738 | $7.4M | 2.11% | NEW | |
| 16 | MUNIPIMCO ETF TR | 139,075 | $7.3M | 2.09% | NEW | |
| 17 | SMMDISHARES TR | 78,091 | $5.9M | 1.68% | NEW | |
| 18 | MSFTMICROSOFT CORP | 11,282 | $5.5M | 1.57% | NEW | |
| 19 | LVHILEGG MASON ETF INVT | 136,935 | $5.0M | 1.45% | NEW | |
| 20 | VOVANGUARD INDEX FDS | 17,268 | $5.0M | 1.44% | NEW | |
| 21 | IWMISHARES TR | 19,462 | $4.8M | 1.37% | NEW | |
| 22 | MDYSPDR S&P MIDCAP 400 ETF TR | 6,703 | $4.0M | 1.16% | NEW | |
| 23 | GOOGLALPHABET INC | 12,795 | $4.0M | 1.15% | NEW | |
| 24 | AMZNAMAZON COM INC | 17,206 | $4.0M | 1.14% | NEW | |
| 25 | RSPINVESCO EXCHANGE TRADED FD T | 20,593 | $3.9M | 1.13% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($3.1639286192675417e+216T)
Technology0.0% ($1.332283395456209e+55T)
Consumer Cyclical0.0% ($3971765541539483648.0T)
Healthcare0.0% ($1292958944754680320.0T)
Industrials0.0% ($48234231526024.8T)
Unknown0.0% ($31691189605395.2T)
Communication Services0.0% ($400424.2T)
Consumer Defensive0.0% ($996.0T)
Energy0.0% ($345.2M)
Basic Materials0.0% ($205.2M)
Filing History
Fund Information
Benchmark Financial Wealth Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $348.4M across 126 holdings. The largest position is SPDR S&P 500 ETF TR (SPY), representing 9.1% of the portfolio. Compared to the previous quarter, the fund opened 126 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.