Benchmark Financial Wealth Advisors, LLC Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$302.5B
Holdings
117
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (117 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 53,228 | $32.9B | 10.87% | |
| 2 | VTIVANGUARD INDEX FDS | 91,117 | $27.7B | 9.16% | |
| 3 | SCHFSCHWAB STRATEGIC TR | 1,252,546 | $27.7B | 9.15% | |
| 4 | ITOTISHARES TR | 128,620 | $17.4B | 5.74% | |
| 5 | DBNDDOUBLELINE ETF TRUST | 367,708 | $17.0B | 5.62% | |
| 6 | COWZPACER FDS TR | 231,085 | $12.7B | 4.21% | |
| 7 | IWYISHARES TR | 42,179 | $10.4B | 3.44% | |
| 8 | NVDANVIDIA CORPORATION | 55,113 | $8.7B | 2.88% | |
| 9 | XLFSELECT SECTOR SPDR TR | 155,755 | $8.2B | 2.70% | |
| 10 | IJRISHARES TR | 74,405 | $8.1B | 2.69% | |
| 11 | VOOVANGUARD INDEX FDS | 13,672 | $7.8B | 2.57% | |
| 12 | SCHDSCHWAB STRATEGIC TR | 259,351 | $6.9B | 2.27% | |
| 13 | AAPLAPPLE INC | 28,060 | $5.8B | 1.90% | |
| 14 | RSPINVESCO EXCHANGE TRADED FD T | 30,363 | $5.5B | 1.82% | |
| 15 | MSFTMICROSOFT CORP | 10,450 | $5.2B | 1.72% | |
| 16 | VOVANGUARD INDEX FDS | 17,651 | $4.9B | 1.63% | |
| 17 | SMMDISHARES TR | 71,026 | $4.8B | 1.59% | |
| 18 | IWMISHARES TR | 21,547 | $4.6B | 1.54% | |
| 19 | IVVISHARES TR | 7,048 | $4.4B | 1.45% | |
| 20 | MUNIPIMCO ETF TR | 82,965 | $4.3B | 1.41% | |
| 21 | AMZNAMAZON COM INC | 18,699 | $4.1B | 1.36% | |
| 22 | MDYSPDR S&P MIDCAP 400 ETF TR | 6,829 | $3.9B | 1.28% | |
| 23 | IJHISHARES TR | 57,321 | $3.6B | 1.18% | |
| 24 | VEUVANGUARD INTL EQUITY INDEX F | 52,065 | $3.5B | 1.16% | |
| 25 | LVHILEGG MASON ETF INVT | 95,360 | $3.1B | 1.03% | |
| 26 | KBESPDR SERIES TRUST | 51,472 | $2.9B | 0.95% | |
| 27 | NDQINVESCO QQQ TR | 4,926 | $2.7B | 0.90% | |
| 28 | METAMETA PLATFORMS INC | 3,663 | $2.7B | 0.89% | |
| 29 | GOOGLALPHABET INC | 12,593 | $2.2B | 0.73% | |
| 30 | AVGOBROADCOM INC | 6,359 | $1.8B | 0.58% | |
| 31 | IWFISHARES TR | 3,688 | $1.6B | 0.52% | |
| 32 | JPMJPMORGAN CHASE & CO. | 5,115 | $1.5B | 0.49% | |
| 33 | QDPLPACER FDS TR | 37,523 | $1.5B | 0.49% | |
| 34 | VEAVANGUARD TAX-MANAGED FDS | 22,683 | $1.3B | 0.43% | |
| 35 | IUSGISHARES TR | 8,503 | $1.3B | 0.42% | |
| 36 | FBTCFIDELITY WISE ORIGIN BITCOIN | 13,317 | $1.3B | 0.41% | |
| 37 | JEPIJ P MORGAN EXCHANGE TRADED F | 21,910 | $1.2B | 0.41% | |
| 38 | EUSAISHARES INC | 12,518 | $1.2B | 0.41% | |
| 39 | BXBLACKSTONE INC | 7,607 | $1.1B | 0.38% | |
| 40 | VVISA INC | 3,199 | $1.1B | 0.38% | |
| 41 | BMYBRISTOL-MYERS SQUIBB CO | 24,500 | $1.1B | 0.37% | |
| 42 | IWBISHARES TR | 3,296 | $1.1B | 0.37% | |
| 43 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,131 | $1.0B | 0.34% | |
| 44 | XLKSELECT SECTOR SPDR TR | 4,071 | $1.0B | 0.34% | |
| 45 | BACBANK AMERICA CORP | 21,440 | $1.0B | 0.34% | |
| 46 | NOBLPROSHARES TR | 9,467 | $953.3M | 0.32% | |
| 47 | COSTCOSTCO WHSL CORP NEW | 939 | $929.8M | 0.31% | |
| 48 | MOALTRIA GROUP INC | 15,473 | $907.2M | 0.30% | |
| 49 | IWDISHARES TR | 3,822 | $742.4M | 0.25% | |
| 50 | WMTWALMART INC | 7,524 | $735.7M | 0.24% | |
| 51 | CSCOCISCO SYS INC | 10,307 | $715.1M | 0.24% | |
| 52 | LLYELI LILLY & CO | 912 | $711.0M | 0.24% | |
| 53 | WFCWELLS FARGO CO NEW | 8,831 | $707.6M | 0.23% | |
| 54 | NFLXNETFLIX INC | 495 | $662.9M | 0.22% | |
| 55 | FNCLFIDELITY COVINGTON TRUST | 8,756 | $648.3M | 0.21% | |
| 56 | ABBVABBVIE INC | 3,225 | $598.6M | 0.20% | |
| 57 | HDHOME DEPOT INC | 1,626 | $596.3M | 0.20% | |
| 58 | FBNDFIDELITY MERRIMACK STR TR | 12,939 | $591.9M | 0.20% | |
| 59 | GOOGALPHABET INC | 3,193 | $566.5M | 0.19% | |
| 60 | AIGAMERICAN INTL GROUP INC | 6,359 | $544.3M | 0.18% | |
| 61 | KOCOCA COLA CO | 7,181 | $508.0M | 0.17% | |
| 62 | PLTRPALANTIR TECHNOLOGIES INC | 3,659 | $498.8M | 0.16% | |
| 63 | WMWASTE MGMT INC DEL | 2,178 | $498.4M | 0.16% | |
| 64 | BACVERIZON COMMUNICATIONS INC | 11,255 | $487.0M | 0.16% | |
| 65 | VBVANGUARD INDEX FDS | 2,033 | $481.7M | 0.16% | |
| 66 | MARMARRIOTT INTL INC NEW | 1,721 | $470.1M | 0.16% | |
| 67 | 4I1PHILIP MORRIS INTL INC | 2,566 | $467.4M | 0.15% | |
| 68 | IBITISHARES BITCOIN TRUST ETF | 7,580 | $464.0M | 0.15% | |
| 69 | WSMWILLIAMS SONOMA INC | 2,801 | $457.6M | 0.15% | |
| 70 | DBEFDBX ETF TR | 10,332 | $452.0M | 0.15% | |
| 71 | PFEPFIZER INC | 18,529 | $449.1M | 0.15% | |
| 72 | GSGOLDMAN SACHS GROUP INC | 633 | $447.9M | 0.15% | |
| 73 | PKGPACKAGING CORP AMER | 2,306 | $434.5M | 0.14% | |
| 74 | GLWCORNING INC | 8,133 | $427.7M | 0.14% | |
| 75 | RYROYAL BK CDA | 3,223 | $423.9M | 0.14% | |
| 76 | IXUSISHARES TR | 5,397 | $417.3M | 0.14% | |
| 77 | GRMNGARMIN LTD | 1,973 | $411.7M | 0.14% | |
| 78 | CRWDCROWDSTRIKE HLDGS INC | 753 | $383.6M | 0.13% | |
| 79 | GQ9SPDR GOLD TR | 1,214 | $370.1M | 0.12% | |
| 80 | RACEFERRARI N V | 738 | $362.4M | 0.12% | |
| 81 | GENGEN DIGITAL INC | 12,200 | $358.7M | 0.12% | |
| 82 | TXNTEXAS INSTRS INC | 1,713 | $355.7M | 0.12% | |
| 83 | UNPUNION PAC CORP | 1,535 | $353.1M | 0.12% | |
| 84 | PANWPALO ALTO NETWORKS INC | 1,669 | $341.5M | 0.11% | |
| 85 | LMTLOCKHEED MARTIN CORP | 719 | $333.1M | 0.11% | |
| 86 | UNHUNITEDHEALTH GROUP INC | 1,046 | $326.4M | 0.11% | |
| 87 | JPSTJ P MORGAN EXCHANGE TRADED F | 6,118 | $310.1M | 0.10% | |
| 88 | TSLATESLA INC | 967 | $307.2M | 0.10% | |
| 89 | MAMASTERCARD INCORPORATED | 545 | $306.0M | 0.10% | |
| 90 | ORCLORACLE CORP | 1,286 | $281.1M | 0.09% | |
| 91 | MRKMERCK & CO INC | 3,534 | $279.7M | 0.09% | |
| 92 | CRMSALESFORCE INC | 989 | $269.6M | 0.09% | |
| 93 | MRSHMARSH & MCLENNAN COS INC | 1,219 | $266.5M | 0.09% | |
| 94 | PGPROCTER AND GAMBLE CO | 1,603 | $255.4M | 0.08% | |
| 95 | XLUSELECT SECTOR SPDR TR | 3,115 | $254.4M | 0.08% | |
| 96 | AMGNAMGEN INC | 905 | $252.6M | 0.08% | |
| 97 | CVXCHEVRON CORP NEW | 1,726 | $247.2M | 0.08% | |
| 98 | IBMINTERNATIONAL BUSINESS MACHS | 838 | $247.0M | 0.08% | |
| 99 | BLKBLACKROCK INC | 229 | $240.2M | 0.08% | |
| 100 | SMHVANECK ETF TRUST | 856 | $238.8M | 0.08% |
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