Benchmark Financial Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Benchmark Financial Wealth Advisors, LLCInvestment ActivityBenchmark Financial Wealth Advisors, LLC has $302.46 million in total holdings as of June 30, 2025.Benchmark Financial Wealth Advisors, LLC owns shares of 117 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 8.42% of the portfolio was purchased this quarter.About 3.63% of the portfolio was sold this quarter.This quarter, Benchmark Financial Wealth Advisors, LLC has purchased 98 new stocks and bought additional shares in 61 stocks.Benchmark Financial Wealth Advisors, LLC sold shares of 32 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $32,886,921Vanguard Total Stock Market ETF $27,693,073Schwab International Equity ETF $27,681,274iShares Core S&P Total U.S. Stock Market ETF $17,368,826DoubleLine Opportunistic Bond ETF $17,002,819 Largest New Holdings this Quarter 78464A797 - SPDR S&P Bank ETF $2,870,092 Holding74348A467 - ProShares S&P 500 Aristocrats ETF $953,282 Holding316092501 - Fidelity MSCI Financials Index ETF $648,330 Holding46438F101 - ISHARES BITCOIN TRUST ETF $463,972 Holding233051200 - Xtrackers MSCI EAFE Hedged Equity ETF $452,027 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 11,435 shares (about $6.50M)SPDR S&P Bank ETF 51,472 shares (about $2.87M)Invesco QQQ 3,287 shares (about $1.81M)Schwab International Equity ETF 58,527 shares (about $1.29M)DoubleLine Opportunistic Bond ETF 27,358 shares (about $1.27M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 5,335 shares (about $3.30M)iShares Russell Top 200 Growth ETF 3,869 shares (about $953.75K)iShares Core S&P 500 ETF 1,064 shares (about $660.62K)Vanguard Total Stock Market ETF 1,927 shares (about $585.67K)SPDR S&P MidCap 400 ETF Trust 685 shares (about $388.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBenchmark Financial Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$32,886,921$3,296,230 ▼-9.1%53,22810.9%FinanceVTIVanguard Total Stock Market ETF$27,693,073$585,671 ▼-2.1%91,1179.2%ETFSCHFSchwab International Equity ETF$27,681,274$1,293,447 ▲4.9%1,252,5469.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$17,368,826$321,935 ▼-1.8%128,6205.7%ETFDBNDDoubleLine Opportunistic Bond ETF$17,002,819$1,265,034 ▲8.0%367,7085.6%ETFCOWZPacer US Cash Cows 100 ETF$12,732,786$435,896 ▲3.5%231,0854.2%ETFIWYiShares Russell Top 200 Growth ETF$10,397,585$953,751 ▼-8.4%42,1793.4%ETFNVDANVIDIA$8,707,358$790 ▲0.0%55,1132.9%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$8,156,903$42,315 ▲0.5%155,7552.7%ETFIJRiShares Core S&P Small-Cap ETF$8,131,736$145,356 ▲1.8%74,4052.7%ETFVOOVanguard S&P 500 ETF$7,765,840$6,495,200 ▲511.2%13,6722.6%ETFSCHDSchwab US Dividend Equity ETF$6,872,795$324,545 ▼-4.5%259,3512.3%ETFAAPLApple$5,757,126$91,302 ▼-1.6%28,0601.9%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$5,518,142$545 ▼0.0%30,3631.8%ETFMSFTMicrosoft$5,197,964$238,261 ▼-4.4%10,4501.7%Computer and TechnologyVOVanguard Mid-Cap ETF$4,939,320$112,213 ▼-2.2%17,6511.6%ETFSMMDiShares Russell 2500 ETF$4,814,122$765,301 ▲18.9%71,0261.6%ETFIWMiShares Russell 2000 ETF$4,649,699$88,259 ▲1.9%21,5471.5%FinanceIVViShares Core S&P 500 ETF$4,375,967$660,617 ▼-13.1%7,0481.4%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$4,261,092$446,217 ▲11.7%82,9651.4%ETFAMZNAmazon.com$4,102,374$33,567 ▼-0.8%18,6991.4%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$3,868,593$388,049 ▼-9.1%6,8291.3%ETFIJHiShares Core S&P Mid-Cap ETF$3,555,040$20,591 ▲0.6%57,3211.2%ETFVEUVanguard FTSE All-World ex-US ETF$3,499,810$10,083 ▲0.3%52,0651.2%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$3,103,968$247,706 ▲8.7%95,3601.0%ETFKBESPDR S&P Bank ETF$2,870,092$2,870,092 ▲New Holding51,4720.9%ETFQQQInvesco QQQ$2,717,286$1,813,179 ▲200.5%4,9260.9%FinanceMETAMeta Platforms$2,703,810$29,526 ▲1.1%3,6630.9%Computer and TechnologyGOOGLAlphabet$2,219,193$5,463 ▲0.2%12,5930.7%Computer and TechnologyAVGOBroadcom$1,752,792$118,249 ▼-6.3%6,3590.6%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,565,924$60,718 ▼-3.7%3,6880.5%ETFJPMJPMorgan Chase & Co.$1,482,951$283,254 ▲23.6%5,1150.5%FinanceQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$1,480,667$348,908 ▲30.8%37,5230.5%ETFVEAVanguard FTSE Developed Markets ETF$1,293,185$123,828 ▲10.6%22,6830.4%ETFIUSGiShares Core S&P U.S. Growth ETF$1,278,851$1,053 ▲0.1%8,5030.4%ManufacturingFIDELITY WISE ORIGIN BITCOIN$1,251,632$351,701 ▲39.1%13,3170.4%SHSJEPIJPMorgan Equity Premium Income ETF$1,245,581$123,819 ▼-9.0%21,9100.4%ETFEUSAiShares MSCI USA Equal Weighted ETF$1,240,782$5,749 ▼-0.5%12,5180.4%ETFBXBlackstone$1,137,921$6,881 ▲0.6%7,6070.4%FinanceVVisa$1,135,739$33,018 ▲3.0%3,1990.4%Business ServicesBMYBristol Myers Squibb$1,134,094$89,524 ▲8.6%24,5000.4%MedicalIWBiShares Russell 1000 ETF$1,119,119$590,118 ▲111.6%3,2960.4%ETFBRK.BBerkshire Hathaway$1,035,303$99,595 ▲10.6%2,1310.3%FinanceXLKTechnology Select Sector SPDR Fund$1,030,803$3,292 ▲0.3%4,0710.3%ETFBACBank of America$1,014,564$102,403 ▲11.2%21,4400.3%FinanceNOBLProShares S&P 500 Aristocrats ETF$953,282$953,282 ▲New Holding9,4670.3%ETFCOSTCostco Wholesale$929,815$21,785 ▲2.4%9390.3%Retail/WholesaleMOAltria Group$907,201$36,527 ▲4.2%15,4730.3%Consumer StaplesIWDiShares Russell 1000 Value ETF$742,418$9,518 ▼-1.3%3,8220.2%ETFWMTWalmart$735,676$26,791 ▲3.8%7,5240.2%Retail/WholesaleCSCOCisco Systems$715,077$110,103 ▼-13.3%10,3070.2%Computer and TechnologyLLYEli Lilly and Company$710,969$21,048 ▲3.1%9120.2%MedicalWFCWells Fargo & Company$707,578$105,684 ▲17.6%8,8310.2%FinanceNFLXNetflix$662,885$251,762 ▲61.2%4950.2%Consumer DiscretionaryFNCLFidelity MSCI Financials Index ETF$648,330$648,330 ▲New Holding8,7560.2%ETFABBVAbbVie$598,593$38,607 ▲6.9%3,2250.2%MedicalHDHome Depot$596,270$111,480 ▼-15.8%1,6260.2%Retail/WholesaleFBNDFidelity Total Bond ETF$591,946$20,221 ▲3.5%12,9390.2%ETFGOOGAlphabet$566,454$34,062 ▲6.4%3,1930.2%Computer and TechnologyAIGAmerican International Group$544,302$4,708 ▲0.9%6,3590.2%FinanceKOCocaCola$508,043$22,852 ▲4.7%7,1810.2%Consumer StaplesPALANTIR TECHNOLOGIES INC$498,803$1,772 ▼-0.4%3,6590.2%CL AWMWaste Management$498,413$27,690 ▼-5.3%2,1780.2%Business ServicesVZVerizon Communications$487,021$41,930 ▲9.4%11,2550.2%Computer and TechnologyVBVanguard Small-Cap ETF$481,671$35,302 ▼-6.8%2,0330.2%ETFMARMarriott International$470,121$6,010 ▲1.3%1,7210.2%Consumer DiscretionaryPMPhilip Morris International$467,396$9,836 ▲2.1%2,5660.2%Consumer StaplesISHARES BITCOIN TRUST ETF$463,972$463,972 ▲New Holding7,5800.2%SHS BEN INTWSMWilliams-Sonoma$457,555$1,797 ▲0.4%2,8010.2%Retail/WholesaleDBEFXtrackers MSCI EAFE Hedged Equity ETF$452,027$452,027 ▲New Holding10,3320.1%ETFPFEPfizer$449,135$6,448 ▼-1.4%18,5290.1%MedicalGSThe Goldman Sachs Group$447,917$447,917 ▲New Holding6330.1%FinancePKGPackaging Corporation of America$434,497$11,494 ▲2.7%2,3060.1%IndustrialsGLWCorning$427,740$4,207 ▲1.0%8,1330.1%Computer and TechnologyRYRoyal Bank Of Canada$423,948$423,948 ▲New Holding3,2230.1%FinanceIXUSiShares Core MSCI Total International Stock ETF$417,279$1,701 ▲0.4%5,3970.1%ManufacturingGRMNGarmin$411,744$2,504 ▲0.6%1,9730.1%Computer and TechnologyCRWDCrowdStrike$383,612$109,531 ▼-22.2%7530.1%Computer and TechnologyGLDSPDR Gold Shares$370,0640.0%1,2140.1%FinanceRACEFerrari$362,400$1,473 ▲0.4%7380.1%Auto/Tires/TrucksGENGenesis Healthcare$358,692$1,499 ▲0.4%12,2000.1%Business ServicesTXNTexas Instruments$355,722$125,011 ▼-26.0%1,7130.1%Computer and TechnologyUNPUnion Pacific$353,127$9,202 ▲2.7%1,5350.1%TransportationPANWPalo Alto Networks$341,544$341,544 ▲New Holding1,6690.1%Computer and TechnologyLMTLockheed Martin$333,091$28,259 ▲9.3%7190.1%AerospaceUNHUnitedHealth Group$326,400$9,049 ▲2.9%1,0460.1%MedicalJPSTJPMorgan Ultra-Short Income ETF$310,056$3,497 ▲1.1%6,1180.1%ETFTSLATesla$307,180$307,180 ▲New Holding9670.1%Auto/Tires/TrucksMAMastercard$306,021$27,514 ▲9.9%5450.1%Business ServicesORCLOracle$281,060$281,060 ▲New Holding1,2860.1%Computer and TechnologyMRKMerck & Co., Inc.$279,718$1,187 ▼-0.4%3,5340.1%MedicalCRMSalesforce$269,642$11,451 ▲4.4%9890.1%Computer and TechnologyMMCMarsh & McLennan Companies$266,538$6,778 ▲2.6%1,2190.1%FinancePGProcter & Gamble$255,442$21,513 ▼-7.8%1,6030.1%Consumer StaplesXLUUtilities Select Sector SPDR Fund$254,3710.0%3,1150.1%ETFAMGNAmgen$252,634$36,848 ▲17.1%9050.1%MedicalCVXChevron$247,176$8,163 ▼-3.2%1,7260.1%EnergyIBMInternational Business Machines$246,973$6,484 ▲2.7%8380.1%Computer and TechnologyBLACKROCK INC$240,150$17,828 ▼-6.9%2290.1%COMSMHVanEck Semiconductor ETF$238,843$238,843 ▲New Holding8560.1%ManufacturingShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access