Benchmark Financial, LLC Top Holdings and 13F Report (2026) About Benchmark Financial, LLCInvestment ActivityBenchmark Financial, LLC has $130.18 million in total holdings as of September 30, 2026.Benchmark Financial, LLC owns shares of 60 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 9.28% of the portfolio was purchased this quarter.About 2.17% of the portfolio was sold this quarter.This quarter, Benchmark Financial, LLC has purchased 54 new stocks and bought additional shares in 28 stocks.Benchmark Financial, LLC sold shares of 12 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $19,612,627Vanguard Intermediate-Term Corporate Bond ETF $15,353,758iShares 3-7 Year Treasury Bond ETF $8,199,391SPDR Portfolio Developed World ex-US ETF $7,679,818iShares 7-10 Year Treasury Bond ETF $7,007,543 Largest New Holdings this Quarter 921910873 - Vanguard Mega Cap ETF $2,713,846 Holding922042742 - Vanguard Total World Stock ETF $1,090,428 Holding80004C200 - SANDISK CORP $347,978 Holding00760J108 - Aehr Test Systems $328,746 Holding921946406 - Vanguard High Dividend Yield ETF $278,118 Holding Largest Purchases this Quarter Vanguard Mega Cap ETF 9,613 shares (about $2.71M)First Trust RBA American Industrial Renaissance ETF 15,632 shares (about $1.61M)Vanguard Intermediate-Term Corporate Bond ETF 16,638 shares (about $1.30M)Vanguard Total World Stock ETF 6,908 shares (about $1.09M)iShares 3-7 Year Treasury Bond ETF 5,872 shares (about $666.12K) Largest Sales this Quarter ProShares S&P 500 Aristocrats ETF 26,576 shares (about $1.44M)T. Rowe Price Ultra Short-Term Bond ETF 13,352 shares (about $661.86K)SPDR Portfolio S&P 500 Growth ETF 2,896 shares (about $356.44K)iShares Russell Top 200 Growth ETF 155 shares (about $45.71K)iShares Russell 3000 ETF 94 shares (about $40.55K) 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$19,612,627$356,439 ▼-1.8%159,34915.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$15,353,758$1,302,921 ▲9.3%196,06411.8%ETFIEIiShares 3-7 Year Treasury Bond ETF$8,199,391$666,115 ▲8.8%72,2806.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$7,679,818$242,364 ▲3.3%152,9545.9%ETFIEFiShares 7-10 Year Treasury Bond ETF$7,007,543$415,292 ▲6.3%78,4635.4%ETFNOBLProShares S&P 500 Aristocrats ETF$6,637,573$1,437,759 ▼-17.8%122,6915.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$5,343,270$79,347 ▲1.5%87,4084.1%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$5,055,398$249,314 ▲5.2%208,4703.9%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$4,466,829$179,160 ▲4.2%70,8573.4%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$3,624,375$1,613,862 ▲80.3%35,1062.8%ETFIWYiShares Russell Top 200 Growth ETF$3,600,633$45,712 ▼-1.3%12,2092.8%ETFVEAVanguard FTSE Developed Markets ETF$3,269,436$13,839 ▲0.4%46,3032.5%ETFMGCVanguard Mega Cap ETF$2,713,846$2,713,846 ▲New Holding9,6132.1%ETFJPIEJPMorgan Income ETF$2,688,283$298,384 ▲12.5%59,8862.1%ETFJPSTJPMorgan Ultra-Short Income ETF$2,549,693$599,154 ▲30.7%50,6192.0%ETFJEPIJPMorgan Equity Premium Income ETF$2,531,880$204,586 ▲8.8%45,0351.9%ETFJ P MORGAN EXCHANGE TRADED F$2,213,692$399,628 ▲22.0%40,2271.7%EQUITY PREM YELDJPMORGAN CHASE FINL CO LLC$1,769,026$90,950 ▲5.4%51,2911.4%CAL LKD 44PROSHARES TR$1,736,968$135,233 ▲8.4%35,5401.3%NASDAQ 100 HIGHMSFTMicrosoft$1,721,6470.0%3,3571.3%TechnologyVOOVanguard S&P 500 ETF$1,316,389$2,103 ▼-0.2%1,8781.0%ETFTBUXT. Rowe Price Ultra Short-Term Bond ETF$1,221,504$661,859 ▼-35.1%24,6420.9%ETFXSVNBondBloxx Bloomberg Seven Year Target Duration US Treasury ETF$1,178,853$46,783 ▲4.1%26,4080.9%ETFBRK.BBerkshire Hathaway$1,118,8940.0%2,2470.9%FinanceVTVanguard Total World Stock ETF$1,090,428$1,090,428 ▲New Holding6,9080.8%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$1,031,380$55,650 ▲5.7%55,6000.8%ETFESGEiShares ESG Aware MSCI EM ETF$939,568$5,687 ▲0.6%17,3480.7%ETFSPYSPDR S&P 500 ETF Trust$915,156$3,051 ▲0.3%1,2000.7%ETFINCYIncyte$903,5720.0%7,4460.7%HealthcareBSYBentley Systems$868,0180.0%27,1680.7%TechnologyPDIPIMCO Dynamic Income Fund$864,248$28,874 ▲3.5%61,6000.7%FinanceVTEBVanguard Tax-Exempt Bond ETF$749,614$122,710 ▲19.6%15,8280.6%ETFCOSTCostco Wholesale$717,699$26,413 ▲3.8%7880.6%Consumer StaplesAAPLApple$702,531$333 ▲0.0%2,1100.5%TechnologyJNJJohnson & Johnson$656,0260.0%2,4780.5%HealthcareTSLATesla$613,8210.0%1,7300.5%Consumer DiscretionaryVWOVanguard FTSE Emerging Markets ETF$584,170$23,725 ▲4.2%9,8490.4%ETFPSXPhillips 66$500,6630.0%1,9610.4%EnergyCOPConocoPhillips$457,6740.0%3,6570.4%EnergyVBVanguard Small-Cap ETF$439,537$54,053 ▲14.0%1,5450.3%ETFAMZNAmazon.com$406,070$249 ▼-0.1%1,6300.3%Consumer DiscretionaryJEPQJPMorgan Nasdaq Equity Premium Income ETF$402,907$7,780 ▲2.0%6,5770.3%ETFGOOGLAlphabet$385,638$1,720 ▼-0.4%1,1210.3%Communication ServicesIJKiShares S&P Mid-Cap 400 Growth ETF$381,114$16,442 ▲4.5%3,4770.3%ETFBONDBLOXX ETF TRUST$379,209$35,942 ▼-8.7%7,6070.3%IR M TAXAWARESANDISK CORP$347,978$347,978 ▲New Holding2000.3%COMAEHRAehr Test Systems$328,746$328,746 ▲New Holding3,3000.3%TechnologyIRENIREN$327,040$81,760 ▲33.3%8,0000.3%TechnologyLLYEli Lilly and Company$319,3540.0%2760.2%HealthcareVYMVanguard High Dividend Yield ETF$278,118$278,118 ▲New Holding1,7920.2%ETFVIGVanguard Dividend Appreciation ETF$263,6130.0%1,1300.2%ETFIWViShares Russell 3000 ETF$252,765$40,546 ▼-13.8%5860.2%ETFAVGOBroadcom$251,001$1,053 ▼-0.4%7150.2%TechnologyIUSGiShares Core S&P U.S. Growth ETF$247,419$36,425 ▼-12.8%1,2770.2%ETFFIDELITY COVINGTON TRUST$231,2160.0%5,7260.2%ENH MID COR ETFVTIVanguard Total Stock Market ETF$225,830$375 ▼-0.2%6030.2%ETFCVXChevron$204,210$204,210 ▲New Holding1,0000.2%EnergyCIFRCipher Mining$158,250$158,250 ▲New Holding10,0000.1%TechnologyPCNPIMCO Corporate & Income Strategy Fund$106,7000.0%10,0000.1%FinanceTIDAL TRUST II$39,1000.0%10,0000.0%YIELD MARA ETFAGGiShares Core U.S. Aggregate Bond ETF$0$203,064 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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