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CIK: 0001757706
Total reported value
$419.2M
$419.2M
124 檔
29.7%
During the Q3 2025 filing period, Benchmark Financial Wealth Advisors, LLC (CIK: 0001757706) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $419.2M across 124 reported positions.
In Q3 2025, Benchmark Financial Wealth Advisors, LLC displayed an active expansion posture, initiating 31 new positions and adding to 62 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 | 9.73% | — | -8.83% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.68% | -0.31% | -3.56% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.84% | -0.20% | -10.68% | |
| 4 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 5.81% | -2.86% | +12.81% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 5.46% | -0.21% | -3.11% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.02% | +0.16% | +0.71% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.55% | -0.03% | +2.09% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.29% | +0.48% | +6.34% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.67% | -0.33% | +0.45% | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 2.60% | — | +2.78% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.30% | +0.39% | +6.83% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.27% | +0.11% | +6.49% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.16% | +0.36% | +51.87% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.14% | -0.07% | -14.87% | |
| 15 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 2.08% | +0.11% | +1342.90% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.67% | -0.01% | -3.59% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.66% | +0.44% | +2.17% | |
| 18 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 1.65% | — | +4.71% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.54% | -0.09% | -1.09% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.54% | -0.12% | -1.95% | |
| 21 | LVHI | Franklin International Low V | ETF-Other | 1.36% | +0.33% | +35.97% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | +0.11% | +1.51% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.24% | -0.35% | +1.24% | |
| 24 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.14% | -2.70% | EXIT | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.12% | -0.09% | -0.12% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.12% | -0.06% | +0.17% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | -0.02% | +3.21% | |
| 28 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 0.92% | — | -0.52% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.91% | -0.04% | +2.80% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | +0.11% | -0.90% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | -0.04% | +0.58% | |
| 32 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.56% | +0.30% | +18.20% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.52% | -0.01% | -0.16% | |
| 34 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.50% | +0.07% | +23.98% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | -0.01% | -0.08% | |
| 36 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.43% | — | +1.22% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | -0.01% | +0.19% | |
| 38 | BX | Blackstone Inc | Stock-Financials | 0.39% | -0.02% | +0.95% | |
| 39 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.39% | -0.01% | +0.43% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.02% | +13.05% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.36% | — | +0.24% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.34% | — | -10.34% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.34% | -0.02% | +0.75% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | +0.03% | +1.41% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.33% | +0.01% | -5.26% | |
| 46 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.32% | +0.04% | -3.09% | |
| 47 | MO | Altria Group Inc | Stock-Consumer Staples | 0.31% | -0.05% | +0.81% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | +0.01% | +24.21% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.28% | — | -3.08% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.28% | -0.04% | +155.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.7% | -14.87% | Add |
| 2 | NVDA | Nvidia CORP | +1% | +6.34% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +2.80% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.4% | +51.87% | Add |
| 5 | LVHI | Franklin International Low V | +0.3% | +35.97% | Add |
| 6 | SMMD | Ishares Russell 2500 ETF | +0.2% | +4.71% | Add |
| 7 | FBTC | Fidelity Wise Origin Bitcoin | +0.2% | +23.98% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.21% | Add |
| 9 | AVGO | Broadcom Inc | +0.2% | +0.58% | Trim |
| 10 | IWB | Ishares Russell 1000 ETF | +0.2% | +0.24% | Add |
| 11 | QDPL | Pacer Met US Lrg Cap Dvd 400 | +0.2% | +18.20% | Add |
| 12 | MSFT | Microsoft CORP | +0.1% | +2.17% | Trim |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -0.08% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +24.21% | Add |
| 15 | UNH | Unitedhealth Group Inc | +0.1% | +155.74% | Add |
| 16 | NFLX | Netflix Inc | +0.1% | +6.87% | Add |
| 17 | GLW | Corning Inc | +0.1% | +0.53% | Add |
| 18 | BAC | Bank Of America CORP | 0% | +0.75% | Add |
| 19 | PLTR | Palantir Technologies Inc-a | 0% | -21.21% | Trim |
| 20 | WMT | Walmart Inc | 0% | +14.00% | Add |
| 21 | IUSG | Ishares Core S&p U.s. Growth | 0% | +1.22% | Add |
| 22 | VEA | Vanguard Ftse Developed ETF | 0% | +0.19% | Add |
| 23 | WFC | Wells Fargo & Co | 0% | -0.09% | Add |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +39.42% | Add |
| 25 | MA | Mastercard Inc - A | 0% | +30.28% | Add |
| 26 | META | Meta Platforms Inc-class A | 0% | -0.90% | Add |
| 27 | XLK | Ss Technology Select Sector | 0% | -5.26% | Trim |
| 28 | F | Ford Motor Co | 0% | +0.97% | Add |
| 29 | IWF | Ishares Russell 1000 Growth | — | -0.16% | Trim |
| 30 | GLD | Spdr Gold Shares | — | +1.81% | Add |
| 31 | IXUS | Ishares Core Intl Stock ETF | — | +0.70% | Add |
| 32 | BX | Blackstone Inc | 0% | +0.95% | Add |
| 33 | WSM | Williams-sonoma Inc | 0% | -4.68% | Trim |
| 34 | MAR | Marriott International -cl A | 0% | +1.10% | Add |
| 35 | RACE | Ferrari N.V. | 0% | — | Add |
| 36 | MRK | Merck & Co. Inc. | 0% | +20.68% | Add |
| 37 | VTV | Vanguard Value ETF | 0% | +8.58% | Add |
| 38 | LMT | Lockheed Martin CORP | 0% | -7.51% | Add |
| 39 | IBM | Intl Business Machines CORP | 0% | +1.79% | Add |
| 40 | BLK | Blackrock Inc | 0% | +0.87% | Trim |
| 41 | ABBV | Abbvie Inc | 0% | -2.76% | Add |
| 42 | PKG | Packaging CORP Of America | 0% | -0.39% | Add |
| 43 | VB | Vanguard Small-cap ETF | 0% | +2.71% | Trim |
| 44 | CRWD | Crowdstrike Holdings Inc - A | 0% | +3.32% | Trim |
| 45 | GRMN | Garmin Ltd. | 0% | -5.93% | Trim |
| 46 | GEN | Gen Digital Inc | 0% | +0.70% | Add |
| 47 | JPST | Jpmorgan Ultra-short Income | 0% | +4.99% | Add |
| 48 | CVX | Chevron CORP | 0% | +16.98% | Add |
| 49 | MCD | Mcdonald's CORP | 0% | +1.47% | Add |
| 50 | XOM | Exxon Mobil CORP | 0% | -0.53% | 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 124 disclosed positions in Q3 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 29.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
DBEF
市值: $6.9M
Top Position Liquidated / Trimmed
KRE
前期市值: $1.6M
During Q3 2025, Benchmark Financial Wealth Advisors, LLC's top holdings by market value included SPY (9.7%)、VTI (8.7%)、SCHF (7.8%). The largest single position, SPY, represented 9.7% of total portfolio value.
In Q3 2025, Benchmark Financial Wealth Advisors, LLC made 129 total portfolio adjustments, initiating 31 new buys, adding to 62 positions, trimming 31 holdings, and fully liquidating 5 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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