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CIK: 0001788241
Total reported value
$225.0M
$225.0M
67 檔
48.6%
At the close of Q1 2025, Benchmark Wealth Management, LLC disclosed equity holdings valued at approximately $225.0M, spread across 67 reported holdings.
In Q1 2025, Benchmark Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 14.40% | — | -15.86% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 12.35% | — | -1.45% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.98% | — | +6.00% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 8.24% | — | -2.65% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 7.99% | — | -20.07% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.98% | — | +4.03% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 3.73% | — | -5.30% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.48% | — | — | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.07% | — | -4.63% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.00% | — | -3.64% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.58% | — | -3.82% | |
| 12 | ILCB | Ishares Morningstar U.s. Equ | ETF-Other | 2.41% | — | -3.31% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.34% | — | -0.78% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.05% | — | -1.24% | |
| 15 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 1.98% | — | -0.18% | |
| 16 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.98% | — | +38.34% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.17% | — | -0.68% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.05% | — | +140.26% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.79% | — | — | |
| 20 | DE | Deere & Co | Stock-Industrials | 0.70% | — | — | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.70% | — | +83.55% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | — | -1.46% | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.69% | — | +36.11% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.66% | — | — | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.62% | — | +133.58% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | — | +0.24% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.50% | — | — | |
| 28 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.49% | — | -10.27% | |
| 29 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.39% | — | -4.08% | |
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.37% | — | — | |
| 31 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.35% | — | — | |
| 32 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.34% | — | — | |
| 33 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.34% | — | — | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | — | — | |
| 35 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.31% | — | -14.22% | |
| 36 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.31% | — | — | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.29% | — | +0.06% | |
| 38 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.28% | — | -10.60% | |
| 39 | DFIC | Dimensional International Co | ETF-Other | 0.27% | — | — | |
| 40 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.27% | — | +0.49% | |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.20% | — | -20.62% | |
| 42 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.19% | — | — | |
| 43 | DIHP | Dimensional International Hi | ETF-Other | 0.19% | — | — | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.18% | — | -12.47% | |
| 45 | DFIV | Dimensional International Va | ETF-Other | 0.18% | — | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | — | — | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | — | -4.60% | |
| 48 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.17% | — | — | |
| 49 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.17% | — | — | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.17% | — | +0.27% |
According to official SEC Form 13F filings, Benchmark Wealth Management, LLC reported a total U.S. public equity portfolio value of $225.0M across 67 disclosed positions in Q1 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 VUG, BND, VOO) accounted for 48.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
VUG
市值: $29.8M
During Q1 2025, Benchmark Wealth Management, LLC's top holdings by market value included VUG (14.4%)、BND (12.3%)、VOO (10.0%). The largest single position, VUG, represented 14.4% of total portfolio value.
In Q1 2025, Benchmark Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 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.
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