Benchmark Financial, LLC Top Holdings and 13F Report (2026) About Benchmark Financial, LLCInvestment ActivityBenchmark Financial, LLC has $111.44 million in total holdings as of March 31, 2026.Benchmark Financial, LLC owns shares of 52 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 12.06% of the portfolio was purchased this quarter.About 0.26% of the portfolio was sold this quarter.This quarter, Benchmark Financial, LLC has purchased 48 new stocks and bought additional shares in 26 stocks.Benchmark Financial, LLC sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $15,780,117Vanguard Intermediate-Term Corporate Bond ETF $14,582,108ProShares S&P 500 Aristocrats ETF $7,879,880iShares 3-7 Year Treasury Bond ETF $7,706,574iShares 7-10 Year Treasury Bond ETF $6,945,564 Largest New Holdings this Quarter 09789C721 - BONDBLOXX ETF TRUST $392,206 Holding87283Q701 - T. Rowe Price Ultra Short-Term Bond ETF $285,565 Holding922908751 - Vanguard Small-Cap ETF $282,874 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $214,480 Holding166764100 - Chevron $206,900 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 Growth ETF 19,968 shares (about $1.96M)Vanguard Intermediate-Term Corporate Bond ETF 20,484 shares (about $1.70M)iShares 3-7 Year Treasury Bond ETF 10,590 shares (about $1.26M)iShares 7-10 Year Treasury Bond ETF 11,758 shares (about $1.12M)JPMorgan Ultra-Short Income ETF 18,440 shares (about $933.25K) Largest Sales this Quarter Johnson & Johnson 200 shares (about $48.89K)Amazon.com 150 shares (about $31.24K)JPMorgan Nasdaq Equity Premium Income ETF 170 shares (about $9.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBenchmark Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$15,780,117$1,955,062 ▲14.1%161,17014.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$14,582,108$1,695,049 ▲13.2%176,21913.1%ETFNOBLProShares S&P 500 Aristocrats ETF$7,879,880$691,190 ▲9.6%74,3317.1%ETFIEIiShares 3-7 Year Treasury Bond ETF$7,706,574$1,255,965 ▲19.5%64,9806.9%ETFIEFiShares 7-10 Year Treasury Bond ETF$6,945,564$1,122,186 ▲19.3%72,7746.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$6,777,517$927,334 ▲15.9%148,4676.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,959,821$741,653 ▲17.6%87,6604.5%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$4,834,080$625,050 ▲14.9%193,5184.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$4,108,687$367,697 ▲9.8%69,3803.7%ETFJEPIJPMorgan Equity Premium Income ETF$3,883,046$299,158 ▲8.3%68,5083.5%ETFIWYiShares Russell Top 200 Growth ETF$3,027,080$38,569 ▲1.3%12,1652.7%ETFVEAVanguard FTSE Developed Markets ETF$2,792,884$224,987 ▲8.8%43,5842.5%ETFJPIEJPMorgan Income ETF$2,226,333$244,862 ▲12.4%48,3252.0%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$2,093,665$361,592 ▲20.9%18,8991.9%ManufacturingJPSTJPMorgan Ultra-Short Income ETF$1,992,479$933,255 ▲88.1%39,3691.8%ETFJPMORGAN CHASE FINL CO LLC$1,685,286$128,427 ▲8.2%48,7501.5%CAL LKD 44INDAiShares MSCI India ETF$1,353,885$144,129 ▲11.9%28,9041.2%ETFMSFTMicrosoft$1,279,924$37,384 ▲3.0%3,4581.1%Computer and TechnologyXSVNBondBloxx Bloomberg Seven Year Target Duration US Treasury ETF$1,237,714$9,210 ▲0.7%25,9371.1%ETFVOOVanguard S&P 500 ETF$1,140,125$29,877 ▲2.7%1,9081.0%ETFBRK.BBerkshire Hathaway$1,076,7620.0%2,2471.0%FinanceCLSKCleanspark$1,055,2400.0%124,0000.9%FinancePDIPIMCO Dynamic Income Fund$1,018,7640.0%59,5420.9%Financial ServicesQYLDGlobal X Nasdaq 100 Covered Call ETF$900,375$42,875 ▲5.0%52,5000.8%ManufacturingCOSTCostco Wholesale$794,539$53,833 ▲7.3%7970.7%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$777,156$650 ▲0.1%1,1950.7%FinanceESGEiShares ESG Aware MSCI EM ETF$705,149$45,470 ▲6.9%15,5080.6%ManufacturingINCYIncyte$700,8180.0%7,4460.6%MedicalVTEBVanguard Tax-Exempt Bond ETF$656,4530.0%13,1580.6%ETFTSLATesla$617,1050.0%1,6600.6%Auto/Tires/TrucksJNJJohnson & Johnson$605,722$48,888 ▼-7.5%2,4780.5%MedicalAAPLApple$509,8700.0%2,0090.5%Computer and TechnologyCOPConocoPhillips$483,6480.0%3,6640.4%EnergyVWOVanguard FTSE Emerging Markets ETF$433,770$71,079 ▲19.6%8,0250.4%ETFBONDBLOXX ETF TRUST$392,206$392,206 ▲New Holding7,7580.4%IR M TAXAWAREJEPQJPMorgan Nasdaq Equity Premium Income ETF$387,085$9,438 ▼-2.4%6,9720.3%ETFBSYBentley Systems$371,9210.0%10,5900.3%Computer and TechnologyPSXPhillips 66$357,2550.0%1,9610.3%EnergyAMZNAmazon.com$327,571$31,237 ▼-8.7%1,5730.3%Retail/WholesaleGOOGLAlphabet$325,8780.0%1,1330.3%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$291,999$15,093 ▲5.5%2,9020.3%ETFTBUXT. Rowe Price Ultra Short-Term Bond ETF$285,565$285,565 ▲New Holding5,7400.3%ETFVBVanguard Small-Cap ETF$282,874$282,874 ▲New Holding1,0800.3%ETFLLYEli Lilly and Company$272,2520.0%2960.2%MedicalIWViShares Russell 3000 ETF$251,9010.0%6800.2%ETFVIGVanguard Dividend Appreciation ETF$242,8290.0%1,1290.2%ETFIUSGiShares Core S&P U.S. Growth ETF$227,2360.0%1,4650.2%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$214,480$214,480 ▲New Holding2,1610.2%FinanceCVXChevron$206,900$206,900 ▲New Holding1,0000.2%EnergyFIDELITY COVINGTON TRUST$205,9070.0%5,7260.2%ENHANCED MIDPCNPIMCO Corporate & Income Strategy Fund$119,0000.0%10,0000.1%Financial ServicesTIDAL TRUST II$53,4000.0%10,0000.0%YIELDMAX MARA OPVTIVanguard Total Stock Market ETF$0$201,943 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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