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Benchmark Financial, LLC 13F holdings

Filed 2026-07-22 · Benchmark Financial, LLC · 54 positions · $122.7M

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TickerCompanySharesValue% of portfolio
SPYGSPDR SERIES TRUST162.2K$19.3M15.7%
VCITVANGUARD SCOTTSDALE FDS179.4K$14.8M12.1%
NOBLPROSHARES TR149.3K$8.4M6.8%
IEIISHARES TR66.4K$7.8M6.4%
SPDWSPDR INDEX SHS FDS148.1K$7.5M6.1%
IEFISHARES TR73.8K$7.0M5.7%
SPYVSPDR SERIES TRUST86.1K$5.2M4.3%
SJNKSPDR SERIES TRUST198.2K$5.0M4.0%
SPMDSPDR SERIES TRUST68.0K$4.6M3.7%
IWYISHARES TR12.4K$3.6M2.9%
VEAVANGUARD TAX-MANAGED FDS46.1K$3.3M2.7%
AIRRFIRST TR EXCHANGE TRADED FD19.5K$2.6M2.1%
JPIEJ P MORGAN EXCHANGE TRADED F53.2K$2.5M2.0%
JEPIJ P MORGAN EXCHANGE TRADED F41.4K$2.3M1.9%
JPSTJ P MORGAN EXCHANGE TRADED F38.7K$2.0M1.6%
TBUXT ROWE PRICE EXCHANGE-TRADED38.0K$1.9M1.5%
—J P MORGAN EXCHANGE TRADED F33.0K$1.8M1.5%
AMJBJPMORGAN CHASE FINL CO LLC48.7K$1.7M1.4%
IQQQPROSHARES TR32.8K$1.7M1.4%
VOOVANGUARD INDEX FDS1.9K$1.3M1.1%
MSFTMICROSOFT CORP3.4K$1.3M1.0%
XSVNBONDBLOXX ETF TRUST25.4K$1.2M1.0%
BRK-BBERKSHIRE HATHAWAY INC DEL2.2K$1.1M0.9%
PDIPIMCO DYNAMIC INCOME FD59.5K$994,3510.8%
QYLDGLOBAL X FDS52.6K$969,4180.8%
ESGEISHARES INC17.2K$943,0200.8%
SPYSTATE STR SPDR S&P 500 ETF T1.2K$893,1370.7%
INCYINCYTE CORP7.4K$844,0790.7%
BSYBENTLEY SYS INC27.2K$812,0520.7%
TSLATESLA INC1.7K$727,6380.6%
COSTCOSTCO WHOLESALE CORPORATION759$710,3820.6%
VTEBVANGUARD MUN BD FDS13.2K$669,5270.5%
JNJJOHNSON & JOHNSON2.5K$629,3380.5%
AAPLAPPLE INC2.1K$610,3480.5%
VWOVANGUARD INTL EQUITY INDEX F9.4K$564,0020.5%
TAXXBONDBLOXX ETF TRUST8.3K$422,5630.3%
VBVANGUARD INDEX FDS1.4K$410,7280.3%
GOOGLALPHABET INC1.1K$402,4890.3%
JEPQJ P MORGAN EXCHANGE TRADED F6.5K$396,4170.3%
IJKISHARES TR3.3K$390,9230.3%
AMZNAMAZON COM INC1.6K$388,6900.3%
COPCONOCOPHILLIPS3.7K$380,1820.3%
PSXPHILLIPS 662.0K$331,5070.3%
LLYELI LILLY & CO276$331,0430.3%
IWVISHARES TR680$289,7660.2%
IUSGISHARES TR1.5K$275,5520.2%
—IREN LIMITED6.0K$274,3800.2%
AVGOBROADCOM INC718$271,1180.2%
VIGVANGUARD SPECIALIZED FUNDS1.1K$267,2660.2%
FMDEFIDELITY COVINGTON TRUST5.7K$232,3610.2%
VTIVANGUARD INDEX FDS604$223,4710.2%
AGGISHARES TR2.1K$203,0640.2%
PCNPIMCO CORPORATE & INCM STRG10.0K$119,5000.1%
—TIDAL TRUST II10.0K$61,2000.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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