13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001788241
Total reported value
$225.0M
$225.0M
52 檔
54.4%
During the Q4 2024 filing period, Benchmark Wealth Management, LLC (CIK: 0001788241) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $225.0M across 52 reported positions.
During Q4 2024, Benchmark Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 19.27% | — | -2.06% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 12.48% | — | +2.06% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.04% | — | +0.12% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 9.97% | — | -0.88% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 8.52% | — | -0.87% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 4.34% | — | -0.88% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.68% | — | +4.94% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.20% | — | +200.25% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.20% | — | +0.05% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.79% | — | +0.23% | |
| 11 | ILCB | Ishares Morningstar U.s. Equ | ETF-Other | 2.66% | — | +0.02% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.42% | — | -0.98% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.23% | — | +226.55% | |
| 14 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 2.08% | — | -0.21% | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.45% | — | +46.76% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.18% | — | +0.63% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.71% | — | +232.67% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.65% | — | +3.84% | |
| 19 | DE | Deere & Co | Stock-Industrials | 0.65% | — | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | — | -4.50% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.56% | — | -0.62% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.51% | — | -0.70% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.44% | — | +22.64% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.40% | — | +97.94% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.39% | — | +3.31% | |
| 26 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.37% | — | — | |
| 27 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.37% | — | +2.07% | |
| 28 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.36% | — | -9.66% | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.34% | — | -4.91% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.32% | — | +0.06% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | — | — | |
| 32 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.27% | — | +4.01% | |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.26% | — | -0.50% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.25% | — | +0.05% | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 0.22% | — | -2.00% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | — | -2.44% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | — | — | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.18% | — | +0.27% | |
| 39 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.17% | — | +2.94% | |
| 40 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.16% | — | — | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.16% | — | — | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | — | — | |
| 43 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.15% | — | +1.44% | |
| 44 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.15% | — | — | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.15% | — | — | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.14% | — | — | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.14% | — | — | |
| 48 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.11% | — | +8.40% | |
| 49 | MMM | 3m Co | Stock-Industrials | 0.11% | — | — | |
| 50 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.11% | — | — |
According to official SEC Form 13F filings, Benchmark Wealth Management, LLC reported a total U.S. public equity portfolio value of $225.0M across 52 disclosed positions in Q4 2024.
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 VUG, BND, VOO) accounted for 54.4% of total reported equity market value during Q4 2024.
During Q4 2024, Benchmark Wealth Management, LLC's top holdings by market value included VUG (19.3%)、BND (12.5%)、VOO (10.0%). The largest single position, VUG, represented 19.3% of total portfolio value.
In Q4 2024, Benchmark Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.