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CIK: 0001757706
Total reported value
$419.2M
$419.2M
117 檔
29.3%
According to the latest 13F quarterly dataset, Benchmark Financial Wealth Advisors, LLC managed an equity portfolio of $419.2M at the end of Q2 2025, spanning 117 distinct U.S. exchange-listed positions.
In Q2 2025, Benchmark Financial Wealth Advisors, LLC displayed an active expansion posture, initiating 22 new positions and adding to 61 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 | 10.87% | — | -9.11% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.16% | -0.31% | -2.07% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 9.15% | -0.20% | +4.90% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 5.74% | -0.21% | -1.82% | |
| 5 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 5.62% | -2.86% | +8.04% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.21% | +0.16% | +3.54% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.44% | -0.03% | -8.40% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.88% | +0.48% | +0.01% | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 2.70% | — | +0.52% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.69% | -0.33% | +1.82% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.57% | -0.07% | +511.18% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.27% | +0.11% | -4.51% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.90% | +0.39% | -1.56% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.82% | -0.01% | -0.01% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.72% | +0.44% | -4.38% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.63% | -0.09% | -2.22% | |
| 17 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 1.59% | — | +18.90% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.54% | -0.12% | +1.93% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.45% | +0.36% | -13.12% | |
| 20 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.41% | -2.70% | EXIT | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.36% | +0.11% | -0.81% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.28% | -0.35% | -9.12% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.18% | -0.09% | +0.58% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.16% | -0.06% | +0.29% | |
| 25 | LVHI | Franklin International Low V | ETF-Other | 1.03% | +0.33% | +8.67% | |
| 26 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 0.95% | — | — | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.90% | -0.04% | +200.55% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | +0.11% | +1.10% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | -0.02% | +0.25% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | -0.04% | -6.32% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.52% | -0.01% | -3.73% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | -0.01% | +23.61% | |
| 33 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.49% | +0.30% | +30.83% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.43% | -0.01% | +10.59% | |
| 35 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.42% | — | +0.08% | |
| 36 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.41% | +0.07% | +39.08% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.41% | — | -9.04% | |
| 38 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.41% | -0.01% | -0.46% | |
| 39 | BX | Blackstone Inc | Stock-Financials | 0.38% | -0.02% | +0.61% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | +0.03% | +2.99% | |
| 41 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.37% | +0.04% | +8.57% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.37% | — | +111.55% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.02% | +10.64% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.34% | +0.01% | +0.32% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.34% | -0.02% | +11.23% | |
| 46 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.32% | — | — | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.01% | +2.40% | |
| 48 | MO | Altria Group Inc | Stock-Consumer Staples | 0.30% | -0.05% | +4.20% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.25% | — | -1.27% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | -0.02% | +3.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +2.1% | +511.18% | Add |
| 2 | KBE | Ss Spdr S&p Bank ETF | +1% | NEW | New buy |
| 3 | NVDA | Nvidia CORP | +0.6% | +0.01% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +200.55% | Add |
| 5 | NOBL | Proshares S&p 500 Dividend A | +0.3% | NEW | New buy |
| 6 | SCHF | Schwab Intl Equity ETF | +0.2% | +4.90% | Add |
| 7 | FNCL | Fidelity Msci Financial Indx | +0.2% | NEW | New buy |
| 8 | IWB | Ishares Russell 1000 ETF | +0.2% | +111.55% | Add |
| 9 | SMMD | Ishares Russell 2500 ETF | +0.2% | +18.90% | Add |
| 10 | MSFT | Microsoft CORP | +0.2% | -4.38% | Trim |
| 11 | AVGO | Broadcom Inc | +0.2% | -6.32% | Trim |
| 12 | FBTC | Fidelity Wise Origin Bitcoin | +0.2% | +39.08% | Add |
| 13 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | NEW | New buy |
| 14 | DBEF | Xtrackers Msci Eafe Hedged E | +0.2% | NEW | New buy |
| 15 | GS | Goldman Sachs Group Inc | +0.2% | NEW | New buy |
| 16 | RY | Royal Bank Of Canada | +0.1% | NEW | New buy |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +23.61% | Add |
| 18 | NFLX | Netflix Inc | +0.1% | +61.24% | Add |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +1.10% | Add |
| 21 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 22 | QDPL | Pacer Met US Lrg Cap Dvd 400 | +0.1% | +30.83% | Add |
| 23 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 24 | SMH | Vaneck Semiconductor ETF | +0.1% | NEW | New buy |
| 25 | BA | Boeing Co/the | +0.1% | NEW | New buy |
| 26 | IYG | Ishares U.s. Financial Servi | +0.1% | NEW | New buy |
| 27 | ADX | Adams Diversified Equity | +0.1% | NEW | New buy |
| 28 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 29 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 30 | IWR | Ishares Russell Mid-cap ETF | +0.1% | NEW | New buy |
| 31 | COIN | Coinbase Global Inc -class A | +0.1% | NEW | New buy |
| 32 | XT | Ishar Fture Exp Tech Etf-usd | +0.1% | NEW | New buy |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | NEW | New buy |
| 34 | VEA | Vanguard Ftse Developed ETF | 0% | +10.59% | Add |
| 35 | BAC | Bank Of America CORP | 0% | +11.23% | Add |
| 36 | PLTR | Palantir Technologies Inc-a | 0% | -0.35% | Trim |
| 37 | WFC | Wells Fargo & Co | 0% | +17.56% | Add |
| 38 | PLTD | Dire Dly Pltr Bea 1x Etf-usd | 0% | NEW | New buy |
| 39 | XLK | Ss Technology Select Sector | 0% | +0.32% | Add |
| 40 | AMZN | Amazon.com Inc | 0% | -0.81% | Trim |
| 41 | IUSG | Ishares Core S&p U.s. Growth | 0% | +0.08% | Add |
| 42 | GOOG | Alphabet Inc-cl C | 0% | +6.40% | Add |
| 43 | MAR | Marriott International -cl A | 0% | +1.29% | Add |
| 44 | F | Ford Motor Co | 0% | +11.16% | Add |
| 45 | VRME | Verifyme Inc | 0% | NEW | New buy |
| 46 | GOOGL | Alphabet Inc-cl A | — | +0.25% | Add |
| 47 | IWF | Ishares Russell 1000 Growth | — | -3.73% | Trim |
| 48 | WMT | Walmart Inc | — | +3.78% | Add |
| 49 | PM | Philip Morris International | — | +2.15% | Add |
| 50 | GLW | Corning Inc | — | +0.99% | Add |
According to official SEC Form 13F filings, Benchmark Financial Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $419.2M across 117 disclosed positions in Q2 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 29.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
KBE
市值: $2.9M
Top Position Liquidated / Trimmed
KRE
前期市值: $1.6M
During Q2 2025, Benchmark Financial Wealth Advisors, LLC's top holdings by market value included SPY (10.9%)、VTI (9.2%)、SCHF (9.2%). The largest single position, SPY, represented 10.9% of total portfolio value.
In Q2 2025, Benchmark Financial Wealth Advisors, LLC made 118 total portfolio adjustments, initiating 22 new buys, adding to 61 positions, trimming 32 holdings, and fully liquidating 3 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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