Benchmark Financial Wealth Advisors, LLC Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$348.4M
Holdings
126
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (126 positions)
| Stock | Value |
|---|---|
SPYSPDR S&P 500 ETF TR | $31.6M |
VTIVANGUARD INDEX FDS | $28.6M |
SCHFSCHWAB STRATEGIC TR | $26.8M |
DBNDDOUBLELINE ETF TRUST | $22.8M |
ITOTISHARES TR | $18.2M |
NVDANVIDIA CORPORATION | $13.3M |
COWZPACER FDS TR | $12.7M |
IWYISHARES TR | $11.7M |
IVVISHARES TR | $9.0M |
IJRISHARES TR | $9.0M |
XLFSELECT SECTOR SPDR TR | $8.3M |
AAPLAPPLE INC | $8.3M |
DBEFDBX ETF TR | $8.0M |
SCHDSCHWAB STRATEGIC TR | $7.4M |
VOOVANGUARD INDEX FDS | $7.4M |
MUNIPIMCO ETF TR | $7.3M |
SMMDISHARES TR | $5.9M |
MSFTMICROSOFT CORP | $5.5M |
LVHILEGG MASON ETF INVT | $5.0M |
VOVANGUARD INDEX FDS | $5.0M |
IWMISHARES TR | $4.8M |
MDYSPDR S&P MIDCAP 400 ETF TR | $4.0M |
GOOGLALPHABET INC | $4.0M |
AMZNAMAZON COM INC | $4.0M |
RSPINVESCO EXCHANGE TRADED FD T | $3.9M |
VEUVANGUARD INTL EQUITY INDEX F | $3.9M |
IJHISHARES TR | $3.8M |
NDQINVESCO QQQ TR | $3.2M |
KBESPDR SERIES TRUST | $3.0M |
METAMETA PLATFORMS INC | $2.4M |
AVGOBROADCOM INC | $2.1M |
QDPLPACER FDS TR | $1.9M |
JPMJPMORGAN CHASE & CO. | $1.8M |
GRNYTIDAL TRUST I | $1.8M |
IWFISHARES TR | $1.6M |
DIVOAMPLIFY ETF TR | $1.5M |
VEAVANGUARD TAX-MANAGED FDS | $1.4M |
IUSGISHARES TR | $1.4M |
FBTCFIDELITY WISE ORIGIN BITCOIN | $1.3M |
EUSAISHARES INC | $1.3M |
BMYBRISTOL-MYERS SQUIBB CO | $1.3M |
GOOGALPHABET INC | $1.2M |
VVISA INC | $1.2M |
BXBLACKSTONE INC | $1.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.2M |
IWBISHARES TR | $1.2M |
XLKSELECT SECTOR SPDR TR | $1.1M |
MOALTRIA GROUP INC | $995K |
COSTCOSTCO WHSL CORP NEW | $962K |
UNHUNITEDHEALTH GROUP INC | $958K |
WMTWALMART INC | $958K |
LLYELI LILLY & CO | $944K |
JEPIJ P MORGAN EXCHANGE TRADED F | $923K |
BACBANK AMERICA CORP | $864K |
CSCOCISCO SYS INC | $845K |
WFCWELLS FARGO CO NEW | $817K |
IWDISHARES TR | $787K |
TSLATESLA INC | $765K |
FNCLFIDELITY COVINGTON TRUST | $756K |
ABBVABBVIE INC | $754K |
FBNDFIDELITY MERRIMACK STR TR | $725K |
GLWCORNING INC | $721K |
MRKMERCK & CO INC | $680K |
GQ9SPDR GOLD TR | $605K |
GSGOLDMAN SACHS GROUP INC | $584K |
VBVANGUARD INDEX FDS | $554K |
AIGAMERICAN INTL GROUP INC | $553K |
RYROYAL BK CDA | $551K |
HDHOME DEPOT INC | $541K |
MARMARRIOTT INTL INC NEW | $539K |
IBITISHARES BITCOIN TRUST ETF | $521K |
PLTRPALANTIR TECHNOLOGIES INC | $519K |
KOCOCA COLA CO | $518K |
NFLXNETFLIX INC | $487K |
PKGPACKAGING CORP AMER | $483K |
WMWASTE MGMT INC DEL | $482K |
BACVERIZON COMMUNICATIONS INC | $480K |
WSMWILLIAMS SONOMA INC | $478K |
IXUSISHARES TR | $464K |
ASMLASML HOLDING N V | $463K |
NOBLPROSHARES TR | $459K |
AMGNAMGEN INC | $435K |
PFEPFIZER INC | $416K |
MAMASTERCARD INCORPORATED | $396K |
4I1PHILIP MORRIS INTL INC | $395K |
GRMNGARMIN LTD | $377K |
XLUSELECT SECTOR SPDR TR | $371K |
CRWDCROWDSTRIKE HLDGS INC | $364K |
JPSTJ P MORGAN EXCHANGE TRADED F | $354K |
CVXCHEVRON CORP NEW | $345K |
LMTLOCKHEED MARTIN CORP | $342K |
GENGEN DIGITAL INC | $334K |
SMHVANECK ETF TRUST | $332K |
VTVVANGUARD INDEX FDS | $320K |
UNPUNION PAC CORP | $315K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $303K |
ORCLORACLE CORP | $276K |
TXNTEXAS INSTRS INC | $264K |
CATCATERPILLAR INC | $260K |
DHRDANAHER CORPORATION | $259K |
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