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CIK: 0002107260
Total reported value
$122.7M
$122.7M
52 檔
43.1%
As reported in its official Q1 2026 Form 13F filing, Benchmark Financial, LLC's tracked investment portfolio stood at $122.7M with 52 total positions.
In Q1 2026, Benchmark Financial, LLC displayed an active expansion posture, initiating 5 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 14.16% | +1.57% | +14.14% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 13.09% | -1.00% | +13.15% | |
| 3 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 7.07% | -0.24% | +9.62% | |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 6.92% | -0.56% | +19.47% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 6.23% | -0.54% | +19.27% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.08% | — | +15.85% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.45% | -0.18% | +17.58% | |
| 8 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 4.34% | -0.30% | +14.85% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.69% | +0.05% | +9.83% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.48% | -1.57% | +8.35% | |
| 11 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.72% | +0.21% | +1.29% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.51% | +0.17% | +8.76% | |
| 13 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.00% | — | +12.36% | |
| 14 | AIRR | First Trust Rba American Ind | ETF-Other | 1.88% | +0.23% | +20.88% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.79% | -0.19% | +88.11% | |
| 16 | AMJB | Alerian Mlp Etn2044 | ETF-Other | 1.51% | -0.14% | +8.25% | |
| 17 | INDA | Ishares Msci India ETF | ETF-Other | 1.21% | -1.21% | EXIT | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.15% | -0.13% | +3.01% | |
| 19 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 1.11% | -0.13% | +0.75% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.03% | +2.69% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.05% | — | |
| 22 | CLSK | Cleanspark Inc | Stock-Financials | 0.95% | -0.95% | EXIT | |
| 23 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.91% | -0.10% | — | |
| 24 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.81% | -0.02% | +5.00% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.13% | +7.27% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.70% | +0.03% | +0.08% | |
| 27 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.63% | +0.14% | +6.89% | |
| 28 | INCY | Incyte CORP | Stock-Healthcare | 0.63% | +0.06% | — | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.59% | -0.04% | — | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | +0.04% | — | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.03% | -7.47% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.46% | +0.04% | — | |
| 33 | COP | Conocophillips | Stock-Energy | 0.43% | -0.12% | — | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | +0.07% | +19.60% | |
| 35 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-Other | 0.35% | -0.01% | — | |
| 36 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.35% | -0.03% | -2.38% | |
| 37 | BSY | Bentley Systems Inc-class B | Stock-Tech | 0.33% | +0.33% | — | |
| 38 | PSX | Phillips 66 | Stock-Energy | 0.32% | -0.05% | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | +0.03% | -8.71% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | +0.04% | — | |
| 41 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.26% | +0.06% | +5.45% | |
| 42 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 0.26% | +1.28% | — | |
| 43 | VB | Vanguard Small-cap ETF | ETF-Other | 0.25% | +0.08% | — | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | +0.03% | — | |
| 45 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.23% | +0.01% | — | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | — | — | |
| 47 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.20% | +0.02% | — | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.19% | -0.02% | — | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.19% | -0.19% | EXIT | |
| 50 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.18% | +0.01% | — |
According to official SEC Form 13F filings, Benchmark Financial, LLC reported a total U.S. public equity portfolio value of $122.7M across 52 disclosed positions in Q1 2026.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, VCIT, NOBL) accounted for 43.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
TAXX
市值: $392.2K
Top Position Liquidated / Trimmed
VTI
前期市值: $201.9K
During Q1 2026, Benchmark Financial, LLC's top holdings by market value included SPYG (14.2%)、VCIT (13.1%)、NOBL (7.1%). The largest single position, SPYG, represented 14.2% of total portfolio value.
In Q1 2026, Benchmark Financial, LLC made 35 total portfolio adjustments, initiating 5 new buys, adding to 26 positions, trimming 3 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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