Benchmark Financial, LLC Top Holdings and 13F Report (2026) About Benchmark Financial, LLCInvestment ActivityBenchmark Financial, LLC has $122.70 million in total holdings as of June 30, 2026.Benchmark Financial, LLC owns shares of 54 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 10.00% of the portfolio was purchased this quarter.About 3.73% of the portfolio was sold this quarter.This quarter, Benchmark Financial, LLC has purchased 52 new stocks and bought additional shares in 24 stocks.Benchmark Financial, LLC sold shares of 15 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $19,305,487Vanguard Intermediate-Term Corporate Bond ETF $14,829,545ProShares S&P 500 Aristocrats ETF $8,382,825iShares 3-7 Year Treasury Bond ETF $7,799,566SPDR Portfolio Developed World ex-US ETF $7,464,118 Largest New Holdings this Quarter 46654Q518 - J P MORGAN EXCHANGE TRADED F $1,785,681 Holding74347G234 - PROSHARES TR $1,664,904 HoldingQ4982L109 - IREN $274,380 Holding11135F101 - Broadcom $271,118 Holding922908769 - Vanguard Total Stock Market ETF $223,471 Holding Largest Purchases this Quarter ProShares S&P 500 Aristocrats ETF 74,936 shares (about $4.21M)J P MORGAN EXCHANGE TRADED F 32,965 shares (about $1.79M)PROSHARES TR 32,773 shares (about $1.66M)T. Rowe Price Ultra Short-Term Bond ETF 32,254 shares (about $1.61M)Bentley Systems 16,578 shares (about $495.52K) Largest Sales this Quarter JPMorgan Equity Premium Income ETF 27,112 shares (about $1.53M)SPDR Portfolio S&P 500 Value ETF 1,550 shares (about $94.22K)SPDR Portfolio S&P 400 Mid Cap ETF 1,365 shares (about $92.22K)Microsoft 101 shares (about $37.67K)Costco Wholesale 38 shares (about $35.57K) 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$19,305,487$127,914 â–²0.7%162,24515.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$14,829,545$265,058 â–²1.8%179,42612.1%ETFNOBLProShares S&P 500 Aristocrats ETF$8,382,825$4,208,401 â–²100.8%149,2676.8%ETFIEIiShares 3-7 Year Treasury Bond ETF$7,799,566$167,717 â–²2.2%66,4086.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$7,464,118$17,133 â–¼-0.2%148,1276.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$6,980,509$98,258 â–²1.4%73,8135.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$5,234,646$94,225 â–¼-1.8%86,1104.3%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$4,960,671$116,915 â–²2.4%198,1894.0%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$4,595,098$92,219 â–¼-2.0%68,0153.7%ETFIWYiShares Russell Top 200 Growth ETF$3,593,235$57,834 â–²1.6%12,3642.9%ETFVEAVanguard FTSE Developed Markets ETF$3,285,122$179,764 â–²5.8%46,1072.7%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$2,594,951$76,620 â–²3.0%19,4742.1%ManufacturingJPIEJPMorgan Income ETF$2,451,656$226,290 â–²10.2%53,2392.0%ETFJEPIJPMorgan Equity Premium Income ETF$2,338,058$1,531,294 â–¼-39.6%41,3961.9%ETFJPSTJPMorgan Ultra-Short Income ETF$1,958,287$32,618 â–¼-1.6%38,7241.6%ETFTBUXT. Rowe Price Ultra Short-Term Bond ETF$1,890,961$1,605,281 â–²561.9%37,9941.5%ETFJ P MORGAN EXCHANGE TRADED F$1,785,681$1,785,681 â–²New Holding32,9651.5%EQUITY PREM YELDJPMORGAN CHASE FINL CO LLC$1,678,075$3,311 â–¼-0.2%48,6541.4%CAL LKD 44PROSHARES TR$1,664,904$1,664,904 â–²New Holding32,7731.4%NASDAQ 100 HIGHVOOVanguard S&P 500 ETF$1,291,890$18,544 â–¼-1.4%1,8811.1%ETFMSFTMicrosoft$1,252,109$37,671 â–¼-2.9%3,3571.0%Computer and TechnologyXSVNBondBloxx Bloomberg Seven Year Target Duration US Treasury ETF$1,198,767$27,275 â–¼-2.2%25,3601.0%ETFBRK.BBerkshire Hathaway$1,124,3760.0%2,2470.9%FinancePDIPIMCO Dynamic Income Fund$994,3510.0%59,5420.8%Financial ServicesQYLDGlobal X Nasdaq 100 Covered Call ETF$969,418$1,843 â–²0.2%52,6000.8%ManufacturingESGEiShares ESG Aware MSCI EM ETF$943,020$94,887 â–²11.2%17,2430.8%ManufacturingSPYSPDR S&P 500 ETF Trust$893,137$747 â–²0.1%1,1960.7%FinanceINCYIncyte$844,0790.0%7,4460.7%MedicalBSYBentley Systems$812,052$495,517 â–²156.5%27,1680.7%Computer and TechnologyTSLATesla$727,638$29,442 â–²4.2%1,7300.6%Auto/Tires/TrucksCOSTCostco Wholesale$710,382$35,566 â–¼-4.8%7590.6%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$669,527$3,996 â–²0.6%13,2370.5%ETFJNJJohnson & Johnson$629,3380.0%2,4780.5%MedicalAAPLApple$610,348$28,940 â–²5.0%2,1090.5%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$564,002$84,997 â–²17.7%9,4490.5%ETFBONDBLOXX ETF TRUST$422,563$28,922 â–²7.3%8,3280.3%IR M TAXAWAREVBVanguard Small-Cap ETF$410,728$83,358 â–²25.5%1,3550.3%ETFGOOGLAlphabet$402,489$2,502 â–¼-0.6%1,1260.3%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$396,417$32,082 â–¼-7.5%6,4500.3%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$390,923$49,938 â–²14.6%3,3270.3%ETFAMZNAmazon.com$388,690$13,822 â–²3.7%1,6310.3%Retail/WholesaleCOPConocoPhillips$380,182$728 â–¼-0.2%3,6570.3%EnergyPSXPhillips 66$331,5070.0%1,9610.3%EnergyLLYEli Lilly and Company$331,043$23,989 â–¼-6.8%2760.3%MedicalIWViShares Russell 3000 ETF$289,7660.0%6800.2%ETFIUSGiShares Core S&P U.S. Growth ETF$275,5520.0%1,4650.2%ManufacturingIRENIREN$274,380$274,380 â–²New Holding6,0000.2%FinanceAVGOBroadcom$271,118$271,118 â–²New Holding7180.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$267,266$237 â–²0.1%1,1300.2%ETFFIDELITY COVINGTON TRUST$232,3610.0%5,7260.2%ENH MID COR ETFVTIVanguard Total Stock Market ETF$223,471$223,471 â–²New Holding6040.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$203,064$10,787 â–¼-5.0%2,0520.2%FinancePCNPIMCO Corporate & Income Strategy Fund$119,5000.0%10,0000.1%Financial ServicesTIDAL TRUST II$61,2000.0%10,0000.0%YIELD MARA ETFINDAiShares MSCI India ETF$0$1,353,885 â–¼-100.0%00.0%ETFCLSKCleanspark$0$1,055,240 â–¼-100.0%00.0%FinanceCVXChevron$0$206,900 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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