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Benchmark Financial Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Benchmark Financial Wealth Advisors, LLC

Investment Activity

  • Benchmark 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 New Holdings this Quarter

78464A797 - SPDR S&P Bank ETF
$2,870,092 Holding
74348A467 - ProShares S&P 500 Aristocrats ETF
$953,282 Holding
316092501 - Fidelity MSCI Financials Index ETF
$648,330 Holding
46438F101 - ISHARES BITCOIN TRUST ETF
$463,972 Holding
233051200 - 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 Time

Map of 500 Largest Holdings ofBenchmark Financial Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$32,886,921$3,296,230 -9.1%53,22810.9%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$27,693,073$585,671 -2.1%91,1179.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$27,681,274$1,293,447 4.9%1,252,5469.2%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$17,368,826$321,935 -1.8%128,6205.7%ETF
DBND
DoubleLine Opportunistic Bond ETF
$17,002,819$1,265,034 8.0%367,7085.6%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$12,732,786$435,896 3.5%231,0854.2%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$10,397,585$953,751 -8.4%42,1793.4%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$8,707,358$790 0.0%55,1132.9%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$8,156,903$42,315 0.5%155,7552.7%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$8,131,736$145,356 1.8%74,4052.7%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$7,765,840$6,495,200 511.2%13,6722.6%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$6,872,795$324,545 -4.5%259,3512.3%ETF
Apple Inc. stock logo
AAPL
Apple
$5,757,126$91,302 -1.6%28,0601.9%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$5,518,142$545 0.0%30,3631.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$5,197,964$238,261 -4.4%10,4501.7%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,939,320$112,213 -2.2%17,6511.6%ETF
iShares Russell 2500 ETF stock logo
SMMD
iShares Russell 2500 ETF
$4,814,122$765,301 18.9%71,0261.6%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$4,649,699$88,259 1.9%21,5471.5%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,375,967$660,617 -13.1%7,0481.4%ETF
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$4,261,092$446,217 11.7%82,9651.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,102,374$33,567 -0.8%18,6991.4%Retail/Wholesale
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$3,868,593$388,049 -9.1%6,8291.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$3,555,040$20,591 0.6%57,3211.2%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$3,499,810$10,083 0.3%52,0651.2%ETF
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$3,103,968$247,706 8.7%95,3601.0%ETF
SPDR S&P Bank ETF stock logo
KBE
SPDR S&P Bank ETF
$2,870,092$2,870,092 New Holding51,4720.9%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,717,286$1,813,179 200.5%4,9260.9%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,703,810$29,526 1.1%3,6630.9%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,219,193$5,463 0.2%12,5930.7%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,752,792$118,249 -6.3%6,3590.6%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,565,924$60,718 -3.7%3,6880.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,482,951$283,254 23.6%5,1150.5%Finance
QDPL
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
$1,480,667$348,908 30.8%37,5230.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,293,185$123,828 10.6%22,6830.4%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$1,278,851$1,053 0.1%8,5030.4%Manufacturing
FIDELITY WISE ORIGIN BITCOIN
$1,251,632$351,701 39.1%13,3170.4%SHS
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1,245,581$123,819 -9.0%21,9100.4%ETF
iShares MSCI USA Equal Weighted ETF stock logo
EUSA
iShares MSCI USA Equal Weighted ETF
$1,240,782$5,749 -0.5%12,5180.4%ETF
Blackstone Inc. stock logo
BX
Blackstone
$1,137,921$6,881 0.6%7,6070.4%Finance
Visa Inc. stock logo
V
Visa
$1,135,739$33,018 3.0%3,1990.4%Business Services
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$1,134,094$89,524 8.6%24,5000.4%Medical
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$1,119,119$590,118 111.6%3,2960.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,035,303$99,595 10.6%2,1310.3%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,030,803$3,292 0.3%4,0710.3%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$1,014,564$102,403 11.2%21,4400.3%Finance
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$953,282$953,282 New Holding9,4670.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$929,815$21,785 2.4%9390.3%Retail/Wholesale
Altria Group, Inc. stock logo
MO
Altria Group
$907,201$36,527 4.2%15,4730.3%Consumer Staples
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$742,418$9,518 -1.3%3,8220.2%ETF
Walmart Inc. stock logo
WMT
Walmart
$735,676$26,791 3.8%7,5240.2%Retail/Wholesale
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$715,077$110,103 -13.3%10,3070.2%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$710,969$21,048 3.1%9120.2%Medical
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$707,578$105,684 17.6%8,8310.2%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$662,885$251,762 61.2%4950.2%Consumer Discretionary
Fidelity MSCI Financials Index ETF stock logo
FNCL
Fidelity MSCI Financials Index ETF
$648,330$648,330 New Holding8,7560.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$598,593$38,607 6.9%3,2250.2%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$596,270$111,480 -15.8%1,6260.2%Retail/Wholesale
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$591,946$20,221 3.5%12,9390.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$566,454$34,062 6.4%3,1930.2%Computer and Technology
American International Group, Inc. stock logo
AIG
American International Group
$544,302$4,708 0.9%6,3590.2%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$508,043$22,852 4.7%7,1810.2%Consumer Staples
PALANTIR TECHNOLOGIES INC
$498,803$1,772 -0.4%3,6590.2%CL A
Waste Management, Inc. stock logo
WM
Waste Management
$498,413$27,690 -5.3%2,1780.2%Business Services
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$487,021$41,930 9.4%11,2550.2%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$481,671$35,302 -6.8%2,0330.2%ETF
Marriott International, Inc. stock logo
MAR
Marriott International
$470,121$6,010 1.3%1,7210.2%Consumer Discretionary
Philip Morris International Inc. stock logo
PM
Philip Morris International
$467,396$9,836 2.1%2,5660.2%Consumer Staples
ISHARES BITCOIN TRUST ETF
$463,972$463,972 New Holding7,5800.2%SHS BEN INT
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$457,555$1,797 0.4%2,8010.2%Retail/Wholesale
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$452,027$452,027 New Holding10,3320.1%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$449,135$6,448 -1.4%18,5290.1%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$447,917$447,917 New Holding6330.1%Finance
Packaging Corporation of America stock logo
PKG
Packaging Corporation of America
$434,497$11,494 2.7%2,3060.1%Industrials
Corning Incorporated stock logo
GLW
Corning
$427,740$4,207 1.0%8,1330.1%Computer and Technology
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$423,948$423,948 New Holding3,2230.1%Finance
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$417,279$1,701 0.4%5,3970.1%Manufacturing
Garmin Ltd. stock logo
GRMN
Garmin
$411,744$2,504 0.6%1,9730.1%Computer and Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$383,612$109,531 -22.2%7530.1%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$370,0640.0%1,2140.1%Finance
Ferrari N.V. stock logo
RACE
Ferrari
$362,400$1,473 0.4%7380.1%Auto/Tires/Trucks
Genesis Healthcare, Inc. stock logo
GEN
Genesis Healthcare
$358,692$1,499 0.4%12,2000.1%Business Services
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$355,722$125,011 -26.0%1,7130.1%Computer and Technology
Union Pacific Corporation stock logo
UNP
Union Pacific
$353,127$9,202 2.7%1,5350.1%Transportation
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$341,544$341,544 New Holding1,6690.1%Computer and Technology
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$333,091$28,259 9.3%7190.1%Aerospace
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$326,400$9,049 2.9%1,0460.1%Medical
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$310,056$3,497 1.1%6,1180.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$307,180$307,180 New Holding9670.1%Auto/Tires/Trucks
Mastercard Incorporated stock logo
MA
Mastercard
$306,021$27,514 9.9%5450.1%Business Services
Oracle Corporation stock logo
ORCL
Oracle
$281,060$281,060 New Holding1,2860.1%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$279,718$1,187 -0.4%3,5340.1%Medical
Salesforce Inc. stock logo
CRM
Salesforce
$269,642$11,451 4.4%9890.1%Computer and Technology
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$266,538$6,778 2.6%1,2190.1%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$255,442$21,513 -7.8%1,6030.1%Consumer Staples
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$254,3710.0%3,1150.1%ETF
Amgen Inc. stock logo
AMGN
Amgen
$252,634$36,848 17.1%9050.1%Medical
Chevron Corporation stock logo
CVX
Chevron
$247,176$8,163 -3.2%1,7260.1%Energy
International Business Machines Corporation stock logo
IBM
International Business Machines
$246,973$6,484 2.7%8380.1%Computer and Technology
BLACKROCK INC
$240,150$17,828 -6.9%2290.1%COM
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$238,843$238,843 New Holding8560.1%Manufacturing

Showing largest 100 holdings. View all holdings.
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