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CIK: 0001757706
Total reported value
$419.2M
$419.2M
145 檔
30.8%
In Q2 2026, Benchmark Financial Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $419.2M, distributed across 145 disclosed stock positions.
In Q2 2026, Benchmark Financial Wealth Advisors, LLC displayed an active expansion posture, initiating 25 new positions and adding to 61 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.20% | -0.20% | -1.54% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.11% | -0.31% | -2.63% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.86% | — | -7.61% | |
| 4 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 5.86% | -2.86% | -0.12% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.84% | -0.21% | -0.13% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.93% | +0.36% | +9.44% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.23% | +0.48% | -1.03% | |
| 8 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.82% | -0.03% | -3.90% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.78% | +0.16% | -6.21% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.73% | -0.33% | +0.74% | |
| 11 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.70% | -2.70% | EXIT | |
| 12 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 2.56% | +0.11% | +0.61% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.53% | +0.11% | +4.54% | |
| 14 | LVHI | Franklin International Low V | ETF-Other | 2.44% | +0.33% | +18.33% | |
| 15 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 2.34% | +0.11% | +7.19% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.30% | +0.39% | +3.93% | |
| 17 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.11% | +0.18% | — | |
| 18 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 2.08% | — | +4.82% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | -0.07% | -2.58% | |
| 20 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 1.35% | +0.19% | +10.28% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.34% | -0.09% | +299.99% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | -0.02% | -1.18% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.15% | -0.12% | -13.39% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.13% | -0.01% | +3.18% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.11% | +0.44% | +0.54% | |
| 26 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 1.06% | +0.30% | +43.97% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.06% | -0.35% | -6.95% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.05% | -0.09% | -0.97% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | +0.11% | -4.92% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.99% | -0.06% | +0.71% | |
| 31 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.89% | +0.23% | +41.68% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.81% | -0.04% | -5.89% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | -0.04% | -2.95% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | +0.11% | -1.45% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.49% | -0.36% | +5.98% | |
| 36 | GLW | Corning Inc | Stock-Tech | 0.47% | -0.23% | -10.37% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | -0.01% | -15.84% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.40% | -0.01% | +290.39% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.39% | -0.01% | -2.05% | |
| 40 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.38% | — | +0.10% | |
| 41 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.38% | +0.04% | +1.24% | |
| 42 | XLK | Ss Technology Select Sector | ETF-Tech | 0.35% | +0.01% | -2.43% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.34% | -0.03% | -11.59% | |
| 44 | BX | Blackstone Inc | Stock-Financials | 0.34% | -0.02% | +1.16% | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.34% | +0.40% | +53.17% | |
| 46 | MO | Altria Group Inc | Stock-Consumer Staples | 0.33% | -0.05% | +0.32% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.01% | -11.61% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | +0.03% | -3.49% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.32% | -0.02% | +9.68% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.31% | — | +0.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DYNF | Ishrs US E F R A Etf-usd Inc | +2.1% | NEW | New buy |
| 2 | XCEM | Columbia Em Core Ex-china | +0.5% | +7.19% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.4% | +9.44% | Add |
| 4 | QDPL | Pacer Met US Lrg Cap Dvd 400 | +0.3% | +43.97% | Add |
| 5 | SMMD | Ishares Russell 2500 ETF | +0.2% | +4.82% | Add |
| 6 | DIVO | Amplify Cwp Enhan Divid ETF | +0.2% | +41.68% | Add |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.2% | +0.74% | Add |
| 8 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 9 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.2% | +10.28% | Add |
| 10 | GLW | Corning Inc | +0.2% | -10.37% | Trim |
| 11 | LVHI | Franklin International Low V | +0.1% | +18.33% | Add |
| 12 | ITOT | Ishares Core S&p Total U.s. | +0.1% | -0.13% | Trim |
| 13 | AAPL | Apple Inc | +0.1% | +3.93% | Add |
| 14 | ✓ | +0.1% | NEW | New buy | |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.18% | Trim |
| 16 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 17 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 18 | FBND | Fidelity Total Bond ETF | +0.1% | +53.17% | Add |
| 19 | IYG | Ishares U.s. Financial Servi | +0.1% | NEW | New buy |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +41.89% | Add |
| 21 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 22 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 23 | XLK | Ss Technology Select Sector | +0.1% | -2.43% | Trim |
| 24 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 25 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.1% | NEW | New buy |
| 26 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 27 | TXN | Texas Instruments Inc | +0.1% | +15.38% | Add |
| 28 | EOG | Eog Resources Inc | +0.1% | NEW | New buy |
| 29 | ETN | Eaton Corporation plc | +0.1% | NEW | New buy |
| 30 | TT | Trane Technologies plc | +0.1% | NEW | New buy |
| 31 | C | Citigroup Inc | +0.1% | NEW | New buy |
| 32 | IBKR | Interactive Brokers Gro-cl A | +0.1% | NEW | New buy |
| 33 | FTNT | Fortinet Inc | +0.1% | NEW | New buy |
| 34 | UPS | United Parcel Service-cl B | +0.1% | NEW | New buy |
| 35 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -5.89% | Trim |
| 36 | CSCO | Cisco Systems Inc | +0.1% | -11.59% | Trim |
| 37 | UNH | Unitedhealth Group Inc | +0.1% | -6.70% | Trim |
| 38 | STX | Seagate Technology Holdings plc | +0.1% | -28.30% | Trim |
| 39 | SMH | Vaneck Semiconductor ETF | +0.1% | -1.75% | Trim |
| 40 | TROW | T Rowe Price Group Inc | +0.1% | NEW | New buy |
| 41 | DRI | Darden Restaurants Inc | +0.1% | NEW | New buy |
| 42 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 43 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 44 | CB | Chubb Limited | +0.1% | NEW | New buy |
| 45 | AXP | American Express Co | +0.1% | NEW | New buy |
| 46 | LLY | Eli Lilly & Co | 0% | +1.04% | Add |
| 47 | BAC | Bank Of America CORP | 0% | +9.68% | Add |
| 48 | GEV | GE Vernova Inc | 0% | +22.44% | Add |
| 49 | NVDA | Nvidia CORP | 0% | -1.03% | Trim |
| 50 | RSP | Invesco S&p 500 Equal Weight | 0% | +3.18% | 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 145 disclosed positions in Q2 2026.
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 SCHF, VTI, SPY) accounted for 30.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
DYNF
市值: $8.6M
Top Position Liquidated / Trimmed
XLF
前期市值: $7.5M
During Q2 2026, Benchmark Financial Wealth Advisors, LLC's top holdings by market value included SCHF (7.2%)、VTI (7.1%)、SPY (6.9%). The largest single position, SCHF, represented 7.2% of total portfolio value.
In Q2 2026, Benchmark Financial Wealth Advisors, LLC made 155 total portfolio adjustments, initiating 25 new buys, adding to 61 positions, trimming 56 holdings, and fully liquidating 13 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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