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Benchmark Financial Wealth Advisors, LLC 13F holdings

Filed 2026-07-17 · Benchmark Financial Wealth Advisors, LLC · 148 positions · $405.5M

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TickerCompanySharesValue% of portfolio
SCHFSCHWAB STRATEGIC TR1.1M$29.2M7.2%
VTIVANGUARD INDEX FDS77.9K$28.8M7.1%
SPYSTATE STR SPDR S&P 500 ETF T36.5K$27.3M6.7%
DBNDDOUBLELINE ETF TRUST521.5K$23.8M5.9%
ITOTISHARES TR119.4K$19.6M4.8%
IVVISHARES TR21.3K$15.9M3.9%
NVDANVIDIA CORPORATION65.5K$13.1M3.2%
IWYISHARES TR39.3K$11.4M2.8%
COWZPACER FDS TR181.1K$11.3M2.8%
IJRISHARES TR74.7K$11.1M2.7%
MUNIPIMCO ETF TR208.5K$11.0M2.7%
DBEFDBX ETF TR190.1K$10.4M2.6%
SCHDSCHWAB STRATEGIC TR323.2K$10.2M2.5%
LVHILEGG MASON ETF INVT243.5K$9.9M2.4%
XCEMCOLUMBIA ETF TR II179.0K$9.5M2.3%
AAPLAPPLE INC32.3K$9.3M2.3%
DYNFBLACKROCK ETF TRUST125.8K$8.6M2.1%
SMMDISHARES TR92.2K$8.4M2.1%
VOOVANGUARD INDEX FDS11.1K$7.6M1.9%
GRNYTIDAL TRUST I198.5K$5.5M1.4%
VOVANGUARD INDEX FDS67.7K$5.5M1.3%
GOOGLALPHABET INC13.3K$4.8M1.2%
IWMISHARES TR15.6K$4.7M1.2%
RSPINVESCO EXCHANGE TRADED FD T21.4K$4.6M1.1%
MSFTMICROSOFT CORP12.0K$4.5M1.1%
QDPLPACER FDS TR95.7K$4.3M1.1%
MDYSTATE STR SPDR S&P MIDCAP 406.1K$4.3M1.1%
IJHISHARES TR55.2K$4.3M1.0%
AMZNAMAZON COM INC17.3K$4.1M1.0%
VEUVANGUARD INTL EQUITY INDEX F47.8K$4.0M1.0%
DIVOAMPLIFY ETF TR78.5K$3.6M0.9%
QQQINVESCO QQQ TR4.5K$3.3M0.8%
AVGOBROADCOM INC6.3K$2.4M0.6%
METAMETA PLATFORMS INC3.6K$2.0M0.5%
GLDSPDR GOLD TR5.4K$2.0M0.5%
GLWCORNING INC7.4K$1.9M0.5%
JPMJPMORGAN CHASE & CO5.1K$1.7M0.4%
IWFISHARES TR13.0K$1.6M0.4%
VEAVANGUARD TAX-MANAGED FDS22.2K$1.6M0.4%
IUSGISHARES TR8.2K$1.5M0.4%
BMYBRISTOL-MYERS SQUIBB CO26.4K$1.5M0.4%
XLKSELECT SECTOR SPDR TR7.5K$1.4M0.4%
CSCOCISCO SYS INC11.9K$1.4M0.3%
BXBLACKSTONE INC11.7K$1.4M0.3%
FBNDFIDELITY MERRIMACK STR TR30.2K$1.4M0.3%
MOALTRIA GROUP INC18.6K$1.3M0.3%
GOOGALPHABET INC3.8K$1.3M0.3%
VVISA INC3.8K$1.3M0.3%
BACBANK OF AMER CORP22.5K$1.3M0.3%
IWBISHARES TR3.1K$1.3M0.3%
BRK-BBERKSHIRE HATHAWAY INC DEL2.4K$1.2M0.3%
LLYELI LILLY & CO976$1.2M0.3%
MRKMERCK & CO INC7.9K$1.0M0.2%
EUSAISHARES INC8.8K$1.0M0.2%
ABBVABBVIE INC3.9K$976,5060.2%
GSGOLDMAN SACHS GROUP INC962$972,6140.2%
COSTCOSTCO WHOLESALE CORPORATION989$925,2220.2%
UNHUNITEDHEALTH GROUP INC2.2K$896,8610.2%
FBTCFIDELITY WISE ORIGIN BITCOIN17.4K$888,5860.2%
ASMLASML HLDG NV432$860,2060.2%
Top Fund Holdings
13F
Top Fund Holdings

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