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CIK: 0001757706
Total reported value
$405.5M
$405.5M
98 檔
28.0%
The Q1 2025 SEC filing reveals that Benchmark Financial Wealth Advisors, LLC held a total portfolio value of $405.5M, covering 98 public equity positions.
In Q1 2025, Benchmark Financial Wealth Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.37% | -0.40% | -24.67% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.65% | — | -18.51% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 8.92% | -0.14% | -22.86% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 6.03% | +0.12% | -28.20% | |
| 5 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 5.93% | -0.76% | — | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.61% | -0.56% | -17.40% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.67% | — | -23.71% | |
| 8 | XLF | Ss Financial Select Sector | ETF-Other | 2.91% | -2.08% | EXIT | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.89% | +0.18% | -22.76% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.87% | -0.10% | -15.65% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.39% | +0.12% | -25.31% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.25% | +0.03% | -14.76% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.99% | +0.03% | +0.25% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.76% | -0.01% | -32.86% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.72% | +0.41% | +58.04% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.59% | -0.08% | -18.13% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | -0.12% | -7.18% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.51% | -0.06% | -10.94% | |
| 19 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.45% | -0.57% | +1.94% | |
| 20 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 1.41% | +0.22% | -16.06% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | -0.03% | -5.74% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.26% | +0.01% | -16.54% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.19% | — | -9.08% | |
| 24 | LVHI | Franklin International Low V | ETF-Other | 1.07% | +0.13% | -2.99% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.08% | +3.48% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.10% | +1.82% | |
| 27 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.61% | — | — | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.52% | +0.01% | -9.48% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.52% | -0.21% | EXIT | |
| 30 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.52% | -0.06% | +8.79% | |
| 31 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.44% | -0.09% | -13.63% | |
| 32 | IAT | Ishares US Regional Banks Et | ETF-Other | 0.44% | — | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | -0.01% | +27.17% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.03% | +6.21% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | -0.01% | +3.16% | |
| 36 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.41% | +0.03% | -20.12% | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.40% | -0.03% | +1.00% | |
| 38 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.40% | +0.32% | +140.63% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.39% | -0.01% | -30.94% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | — | +8.20% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.08% | +7.59% | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.34% | -0.01% | +8.60% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | -0.09% | -0.54% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.32% | +0.07% | -28.67% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.30% | +0.04% | -8.93% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.05% | -24.09% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.28% | +0.05% | +15.37% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.28% | +0.04% | +3.15% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.28% | -0.01% | +0.23% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.27% | -0.04% | -2.23% |
According to official SEC Form 13F filings, Benchmark Financial Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $405.5M across 98 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 SPY, VTI, SCHF) accounted for 28.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $32.8M
During Q1 2025, Benchmark Financial Wealth Advisors, LLC's top holdings by market value included SPY (12.4%)、VTI (9.7%)、SCHF (8.9%). The largest single position, SPY, represented 12.4% of total portfolio value.
In Q1 2025, Benchmark Financial Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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