BF

Benchmark Financial Wealth Advisors, LLC

Diversified strategyMomentum followerSector-focused

Total reported value

$361.1M

Reporting period: 2026-03-31 · Number of holdings: 133

Benchmark Financial Wealth Advisors, LLC disclosed 133 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $361.1M and a quarterly turnover rate of 18.3%.

Personality snowflake

Concentration
13.6
Portfolio Stability
18.33
Momentum/Contrarian
100
Sector conviction
77.22
Diversification
100
Sizing Uniformity
81.16

Recent moves

  • Trim SPY

    -13.1%　-$5.4M

  • Add MUNI

    +62.9%　$4.5M

  • Trim VTI

    -6.2%　-$2.9M

  • Add IVV

    +48.1%　$3.7M

  • Add LVHI

    +50.3%　$3.3M

  • Add GRNY

    +153.4%　$2.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SCHFSchwab Intl Equity ETFETF-Other7.34%-0.34%-3.77%
2SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth7.26%-1.82%-13.13%
3VTIVanguard Total Stock Mkt ETFETF-Other7.11%-1.10%-6.24%
4DBNDDoubleline Oppor Cor Bnd-usdETF-Other6.62%+0.07%+6.03%
5ITOTIshares Core S&p Total U.s.ETF-Other4.72%-0.50%-2.23%
6IVVIshares Core S&p 500 ETFETF-Large Cap & Growth3.52%+0.94%+48.10%
7COWZPacer US Cash Cows 100 ETFETF-Other3.34%-0.31%-8.65%
8MUNIPimco Intermediate MunicipalETF-Other3.27%+1.18%+62.88%
9NVDANvidia CORPStock-Tech3.20%-0.62%-7.36%
10IWYIshares Russell Top 200 GrowETF-Other2.82%-0.53%-3.02%
11SCHDSchwab US Dvd Equity ETFETF-Other2.63%+0.51%+14.65%
12DBEFXtrackers Msci Eafe Hedged EETF-Other2.58%+0.29%+13.67%
13IJRIshares Core S&p Small-cap EETF-Small Cap2.55%-0.02%-0.47%
14LVHIFranklin International Low VETF-Other2.31%+0.86%+50.31%
15AAPLApple INCStock-Tech2.18%-0.21%+1.28%
16XLFSs Financial Select SectorETF-Other2.08%-0.32%-0.27%
17VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.89%-0.22%-2.77%
18XCEMColumbia Em Core Ex-chinaETF-Emerging Markets1.89%+1.89%NEW
19SMMDIshares Russell 2500 ETFETF-Other1.86%+0.18%+12.66%
20VOVanguard Mid-cap ETFETF-Other1.35%—-2.02%
21IWMIshares Russell 2000 ETFETF-Small Cap1.23%-0.15%-7.70%
22MSFTMicrosoft CORPStock-Tech1.23%-0.34%+5.92%
23GRNYFundstr Gran Sh US Lrg CapETF-Other1.19%+0.69%+153.41%
24MDYState Street Spdr S&p MidcapETF-Other1.12%—-2.10%
25RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth1.10%—+0.91%
26GOOGLAlphabet Inc-cl AStock-Comm Services1.07%—+5.20%
27AMZNAmazon.com INCStock-Consumer Disc1.05%—+5.97%
28IJHIshares Core S&p Midcap ETFETF-Other1.04%—-3.47%
29VEUVanguard Ftse All-world Ex-uETF-Other0.99%-0.13%-10.61%
30QQQInvesco Qqq Trust Series 1ETF-Tech0.76%-0.15%-7.83%
31QDPLPacer Met US Lrg Cap Dvd 400ETF-Other0.74%+0.18%+45.20%
32DIVOAmplify Cwp Enhan Divid ETFETF-Other0.69%+0.26%+63.00%
33GLDSpdr Gold SharesETF-Commodities0.61%+0.44%+236.08%
34METAMeta Platforms Inc-class AStock-Comm Services0.58%-0.12%-0.19%
35AVGOBroadcom INCStock-Tech0.55%—+6.55%
36JPMJpmorgan Chase & CoStock-Financials0.49%—+7.41%
37BMYBristol-myers Squibb CoStock-Healthcare0.44%+0.07%+8.97%
38VEAVanguard Ftse Developed ETFETF-Other0.40%—+0.01%
39IWFIshares Russell 1000 GrowthETF-Other0.39%—-2.12%
40BXBlackstone INCStock-Financials0.37%—+49.65%
41IUSGIshares Core S&p U.s. GrowthETF-Other0.35%—-0.73%
42MOAltria Group INCStock-Consumer Staples0.34%—+7.39%
43EUSAIshares Msci USA Equal WeighETF-Other0.34%—-5.13%
44GOOGAlphabet Inc-cl CStock-Comm Services0.34%—+6.74%
45VVisa Inc-class A SharesStock-Financials0.33%—+13.68%
46FBTCFidelity Wise Origin BitcoinETF-Crypto0.32%—+13.48%
47COSTCostco Wholesale CORPStock-Consumer Staples0.32%—+4.30%
48GLWCorning INCStock-Tech0.31%+0.10%+0.61%
49IWBIshares Russell 1000 ETFETF-Other0.31%—+0.23%
50BRK-BBerkshire Hathaway Inc-cl BStock-Other0.30%—-3.17%
1–50 of 133

Holding changes this quarter

Benchmark Financial Wealth Advisors, LLC's most significant position changes for 2026-03-31: New buy: Columbia Em Core Ex-china (XCEM); Sold out: Ss Spdr S&p Bank ETF (KBE); New buy: Ishares Gold Trust (IAU); New buy: Pepsico INC (PEP); New buy: Ishares Silver Trust (SLV).

Position changes disclosed by Benchmark Financial Wealth Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1MUNIPimco Intermediate Municipal+1.2%+62.88%Add
2IVVIshares Core S&p 500 ETF+0.9%+48.10%Add
3LVHIFranklin International Low V+0.9%+50.31%Add
4GRNYFundstr Gran Sh US Lrg Cap+0.7%+153.41%Add
5SCHDSchwab US Dvd Equity ETF+0.5%+14.65%Add
6GLDSpdr Gold Shares+0.4%+236.08%Add
7DBEFXtrackers Msci Eafe Hedged E+0.3%+13.67%Add
8DIVOAmplify Cwp Enhan Divid ETF+0.3%+63.00%Add
9SMMDIshares Russell 2500 ETF+0.2%+12.66%Add
10QDPLPacer Met US Lrg Cap Dvd 400+0.2%+45.20%Add
11GLWCorning INC+0.1%+0.61%Add
12MRKMerck & Co. INC.+0.1%+29.33%Add
13CVXChevron CORP+0.1%+40.93%Add
14ASMLASML Holding N.V.+0.1%+30.18%Add
15DBNDDoubleline Oppor Cor Bnd-usd+0.1%+6.03%Add
16BMYBristol-myers Squibb Co+0.1%+8.97%Add
17IJRIshares Core S&p Small-cap E0%-0.47%Trim
18TSLATesla INC-0.1%-16.85%Trim
19UNHUnitedhealth Group INC-0.1%-20.35%Trim
20METAMeta Platforms Inc-class A-0.1%-0.19%Trim
21VEUVanguard Ftse All-world Ex-u-0.1%-10.61%Trim
22QQQInvesco Qqq Trust Series 1-0.2%-7.83%Trim
23IWMIshares Russell 2000 ETF-0.2%-7.70%Trim
24AAPLApple INC-0.2%+1.28%Add
25VOOVanguard S&p 500 ETF-0.2%-2.77%Trim
26COWZPacer US Cash Cows 100 ETF-0.3%-8.65%Trim
27XLFSs Financial Select Sector-0.3%-0.27%Trim
28MSFTMicrosoft CORP-0.3%+5.92%Add
29SCHFSchwab Intl Equity ETF-0.3%-3.77%Trim
30ITOTIshares Core S&p Total U.s.-0.5%-2.23%Trim
31IWYIshares Russell Top 200 Grow-0.5%-3.02%Trim
32NVDANvidia CORP-0.6%-7.36%Trim
33VTIVanguard Total Stock Mkt ETF-1.1%-6.24%Trim
34SPYSs Spdr S&p 500 ETF Trust-us-1.8%-13.13%Trim
35XCEMColumbia Em Core Ex-china—NEWNew buy
36KBESs Spdr S&p Bank ETF—EXITSold out
37IAUIshares Gold Trust—NEWNew buy
38PEPPepsico INC—NEWNew buy
39SLVIshares Silver Trust—NEWNew buy
40WDCWestern Digital CORP—NEWNew buy
41GEVGE Vernova INC—NEWNew buy
42SPOTSpotify Technology S.A.—NEWNew buy
43VLOValero Energy CORP—NEWNew buy
44CRMSalesforce INC—EXITSold out
45UBERUber Technologies INC—NEWNew buy
46LRCXLam Research CORP—EXITSold out
47FCXFreeport-mcmoran INC—NEWNew buy
48DASHDoordash INC - A—NEWNew buy
49QCOMQualcomm INC—EXITSold out
50COPConocophillips—NEWNew buy

FAQ

What is Benchmark Financial Wealth Advisors, LLC and what type of investor is it?
Benchmark Financial Wealth Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $361.1M, spread across 133 disclosed positions.
What are Benchmark Financial Wealth Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Benchmark Financial Wealth Advisors, LLC's top holdings by market value are: 1. Schwab Intl Equity ETF (SCHF) — $26.5M (7.3%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $26.2M (7.3%) 3. Vanguard Total Stock Mkt ETF (VTI) — $25.7M (7.1%) 4. Doubleline Oppor Cor Bnd-usd (DBND) — $23.9M (6.6%) 5. Ishares Core S&p Total U.s. (ITOT) — $17.0M (4.7%)
What changes did Benchmark Financial Wealth Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Benchmark Financial Wealth Advisors, LLC made 50 notable position adjustments: 12 new positions were initiated, 18 existing holdings were added to, 16 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Columbia Em Core Ex-china (XCEM); Sold out: Ss Spdr S&p Bank ETF (KBE); New buy: Ishares Gold Trust (IAU); New buy: Pepsico INC (PEP); New buy: Ishares Silver Trust (SLV)
What sectors does Benchmark Financial Wealth Advisors, LLC focus on?
Benchmark Financial Wealth Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 45.4% • Communication Services: 13.1% • Health Care: 10.7% • Financials: 10.3% • Consumer Discretionary: 8.4% • Consumer Staples: 5.7%