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CIK: 0001757706
Total reported value
$419.2M
$419.2M
126 檔
30.5%
According to the latest 13F quarterly dataset, Benchmark Financial Wealth Advisors, LLC managed an equity portfolio of $419.2M at the end of Q4 2025, spanning 126 distinct U.S. exchange-listed positions.
In Q4 2025, Benchmark Financial Wealth Advisors, LLC displayed an active expansion posture, initiating 10 new positions and adding to 71 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 | 9.08% | — | -4.39% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.21% | -0.31% | -2.86% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.68% | -0.20% | -0.53% | |
| 4 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 6.55% | -2.86% | +18.70% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 5.22% | -0.21% | -1.88% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.82% | +0.48% | +21.89% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.65% | +0.16% | -9.18% | |
| 8 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.35% | -0.03% | -2.13% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.58% | +0.36% | +22.61% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.57% | -0.33% | -0.34% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 2.40% | — | -4.80% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.39% | +0.39% | +2.33% | |
| 13 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 2.29% | +0.11% | +11.48% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.12% | +0.11% | -2.38% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.11% | -0.07% | +0.85% | |
| 16 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.09% | -2.70% | EXIT | |
| 17 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 1.68% | — | +5.00% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | +0.44% | +5.67% | |
| 19 | LVHI | Franklin International Low V | ETF-Other | 1.45% | +0.33% | +5.61% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.44% | -0.09% | -1.09% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.38% | -0.12% | -7.88% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.16% | -0.35% | -3.05% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.15% | -0.02% | -1.55% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | +0.11% | -9.35% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.13% | -0.01% | -29.65% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.12% | -0.06% | +1.79% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.09% | -0.09% | +0.85% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.91% | -0.04% | +1.88% | |
| 29 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 0.87% | — | -2.90% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | +0.11% | +1.10% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | -0.04% | -5.47% | |
| 32 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.56% | +0.30% | +3.26% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | -0.01% | +9.63% | |
| 34 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.50% | +0.19% | — | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.46% | -0.01% | -7.58% | |
| 36 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.43% | +0.23% | — | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | -0.01% | -0.15% | |
| 38 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.40% | — | -3.88% | |
| 39 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.38% | +0.07% | +4.95% | |
| 40 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.37% | -0.01% | +0.54% | |
| 41 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.37% | +0.04% | +0.94% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.01% | +0.33% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | +0.03% | +6.35% | |
| 44 | BX | Blackstone Inc | Stock-Financials | 0.34% | -0.02% | +0.90% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.02% | -1.78% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.33% | — | -6.57% | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.33% | +0.01% | +104.38% | |
| 48 | MO | Altria Group Inc | Stock-Consumer Staples | 0.29% | -0.05% | +10.71% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | -0.01% | +20.26% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.28% | -0.04% | +8.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MUNI | Pimco Intermediate Municipal | +1% | +92.53% | Add |
| 2 | DBND | Doubleline Oppor Cor Bnd-usd | +0.7% | +18.70% | Add |
| 3 | NVDA | Nvidia CORP | +0.5% | +21.89% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.4% | +22.61% | Add |
| 5 | DBEF | Xtrackers Msci Eafe Hedged E | +0.2% | +11.48% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.55% | Trim |
| 7 | AAPL | Apple Inc | +0.1% | +2.33% | Add |
| 8 | LVHI | Franklin International Low V | +0.1% | +5.61% | Add |
| 9 | MRK | Merck & Co. Inc. | +0.1% | +51.56% | Add |
| 10 | TSLA | Tesla Inc | +0.1% | +69.12% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +0.33% | Add |
| 12 | LLY | Eli Lilly & Co | +0.1% | +0.57% | Add |
| 13 | AMGN | Amgen Inc | +0.1% | +55.67% | Add |
| 14 | BMY | Bristol-myers Squibb Co | +0.1% | +0.94% | Add |
| 15 | ASML | ASML Holding N.V. | +0.1% | +59.56% | Add |
| 16 | GLD | Spdr Gold Shares | 0% | +23.54% | Add |
| 17 | SMMD | Ishares Russell 2500 ETF | 0% | +5.00% | Add |
| 18 | JPM | Jpmorgan Chase & Co | 0% | +9.63% | Add |
| 19 | CSCO | Cisco Systems Inc | 0% | +5.00% | Add |
| 20 | COST | Costco Wholesale CORP | 0% | +20.26% | Add |
| 21 | V | Visa Inc-class A Shares | 0% | +6.35% | Add |
| 22 | GS | Goldman Sachs Group Inc | 0% | +9.20% | Add |
| 23 | FNCL | Fidelity Msci Financial Indx | 0% | +10.83% | Add |
| 24 | FBND | Fidelity Total Bond ETF | 0% | +13.95% | Add |
| 25 | RY | Royal Bank Of Canada | 0% | — | Unchanged |
| 26 | SMH | Vaneck Semiconductor ETF | 0% | +7.71% | Add |
| 27 | MAR | Marriott International -cl A | 0% | -0.06% | Trim |
| 28 | WFC | Wells Fargo & Co | 0% | -0.60% | Trim |
| 29 | WMT | Walmart Inc | 0% | +0.33% | Add |
| 30 | VTV | Vanguard Value ETF | 0% | +16.08% | Add |
| 31 | GLW | Corning Inc | 0% | +0.72% | Add |
| 32 | AIG | American International Group | 0% | +0.78% | Add |
| 33 | CAT | Caterpillar Inc | 0% | +1.11% | Add |
| 34 | KO | Coca-cola Co/the | 0% | +3.48% | Add |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 0% | +5.72% | Add |
| 36 | CVX | Chevron CORP | 0% | +12.43% | Add |
| 37 | JNJ | Johnson & Johnson | 0% | +1.64% | Add |
| 38 | RTX | Rtx CORP | 0% | +1.67% | Add |
| 39 | XOM | Exxon Mobil CORP | 0% | +2.17% | Add |
| 40 | VEU | Vanguard Ftse All-world Ex-u | — | +1.79% | Add |
| 41 | QQQ | Invesco Qqq Trust Series 1 | — | +1.88% | Add |
| 42 | QDPL | Pacer Met US Lrg Cap Dvd 400 | — | +3.26% | Add |
| 43 | VEA | Vanguard Ftse Developed ETF | — | -0.15% | Trim |
| 44 | XLK | Ss Technology Select Sector | — | +104.38% | Add |
| 45 | UNH | Unitedhealth Group Inc | — | +8.56% | Add |
| 46 | F | Ford Motor Co | — | +4.31% | Add |
| 47 | ABBV | Abbvie Inc | — | +5.36% | Add |
| 48 | JPST | Jpmorgan Ultra-short Income | — | +8.97% | Add |
| 49 | VB | Vanguard Small-cap ETF | — | +2.97% | Add |
| 50 | CRM | Salesforce Inc | — | -3.07% | Trim |
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 126 disclosed positions in Q4 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 30.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
GRNY
市值: $1.8M
Top Position Liquidated / Trimmed
IYG
前期市值: $275.9K
During Q4 2025, Benchmark Financial Wealth Advisors, LLC's top holdings by market value included SPY (9.1%)、VTI (8.2%)、SCHF (7.7%). The largest single position, SPY, represented 9.1% of total portfolio value.
In Q4 2025, Benchmark Financial Wealth Advisors, LLC made 130 total portfolio adjustments, initiating 10 new buys, adding to 71 positions, trimming 41 holdings, and fully liquidating 8 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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