Benchmark Financial Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Benchmark Financial Wealth Advisors, LLC

Investment Activity

Benchmark Financial Wealth Advisors, LLC has $405.48 million in total holdings as of June 30, 2026.
Benchmark Financial Wealth Advisors, LLC owns shares of 145 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 7.75% of the portfolio was purchased this quarter.
About 5.63% of the portfolio was sold this quarter.
This quarter, Benchmark Financial Wealth Advisors, LLC has purchased 133 new stocks and bought additional shares in 61 stocks.
Benchmark Financial Wealth Advisors, LLC sold shares of 56 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Schwab International Equity ETF: $29,209,756
Vanguard Total Stock Market ETF: $28,836,865
SPDR S&P 500 ETF Trust: $27,808,268
DoubleLine Opportunistic Bond ETF: $23,775,018
iShares Core S&P Total U.S. Stock Market ETF: $19,614,224

Largest New Holdings this Quarter

09290C103 - iShares U.S. Equity Factor Rotation Active ETF: $8,552,598 Holding
007903107 - Advanced Micro Devices: $709,635 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $502,130 Holding
573874104 - Marvell Technology: $402,908 Holding
595112103 - Micron Technology: $395,786 Holding

Largest Purchases this Quarter

iShares U.S. Equity Factor Rotation Active ETF: 125,755 shares (about $8.55M)
Vanguard Mid-Cap ETF: 50,755 shares (about $4.09M)
Franklin International Low Volatility High Dividend Index ETF: 37,724 shares (about $1.53M)
iShares Core S&P 500 ETF: 1,835 shares (about $1.37M)
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF: 29,241 shares (about $1.32M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 3,067 shares (about $2.29M)
PIMCO Intermediate Municipal Bond Exchange-Traded Fund: 18,072 shares (about $950.59K)
Vanguard Total Stock Market ETF: 2,105 shares (about $778.93K)
Pacer US Cash Cows 100 ETF: 11,995 shares (about $746.09K)
iShares Russell 2000 ETF: 2,406 shares (about $722.87K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHF Schwab International Equity ETF	$29,209,756	$456,690 â–¼	-1.5%	1,054,504	7.2%	ETF
VTI Vanguard Total Stock Market ETF	$28,836,865	$778,935 â–¼	-2.6%	77,929	7.1%	ETF
SPY SPDR S&P 500 ETF Trust	$27,808,268	$2,290,347 â–¼	-7.6%	37,238	6.9%	Finance
DBND DoubleLine Opportunistic Bond ETF	$23,775,018	$27,673 â–¼	-0.1%	521,491	5.9%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$19,614,224	$24,805 â–¼	-0.1%	119,402	4.8%	ETF
IVV iShares Core S&P 500 ETF	$15,930,186	$1,374,196 â–²	9.4%	21,272	3.9%	ETF
NVDA NVIDIA	$13,105,214	$135,860 â–¼	-1.0%	65,497	3.2%	Computer and Technology
IWY iShares Russell Top 200 Growth ETF	$11,414,629	$463,537 â–¼	-3.9%	39,277	2.8%	ETF
COWZ Pacer US Cash Cows 100 ETF	$11,263,073	$746,090 â–¼	-6.2%	181,078	2.8%	ETF
IJR iShares Core S&P Small-Cap ETF	$11,077,128	$81,571 â–²	0.7%	74,689	2.7%	ETF
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$10,964,674	$950,587 â–¼	-8.0%	208,454	2.7%	ETF
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$10,382,846	$62,497 â–²	0.6%	190,058	2.6%	ETF
SCHD Schwab US Dividend Equity ETF	$10,247,349	$445,431 â–²	4.5%	323,158	2.5%	ETF
LVHI Franklin International Low Volatility High Dividend Index ETF	$9,884,344	$1,531,027 â–²	18.3%	243,547	2.4%	ETF
XCEM Columbia EM Core ex-China ETF	$9,468,058	$635,195 â–²	7.2%	179,048	2.3%	ETF
AAPL Apple	$9,342,864	$353,020 â–²	3.9%	32,288	2.3%	Computer and Technology
DYNF iShares U.S. Equity Factor Rotation Active ETF	$8,552,598	$8,552,598 â–²	New Holding	125,755	2.1%	ETF
SMMD iShares Russell 2500 ETF	$8,449,367	$388,235 â–²	4.8%	92,212	2.1%	ETF
VOO Vanguard S&P 500 ETF	$7,635,741	$202,603 â–¼	-2.6%	11,118	1.9%	ETF
TIDAL TRUST I	$5,488,016	$511,662 â–²	10.3%	198,482	1.4%	FUND GRAN US ETF
VO Vanguard Mid-Cap ETF	$5,452,504	$4,089,338 â–²	300.0%	67,674	1.3%	ETF
GOOGL Alphabet	$4,753,421	$56,822 â–¼	-1.2%	13,301	1.2%	Computer and Technology
IWM iShares Russell 2000 ETF	$4,674,335	$722,872 â–¼	-13.4%	15,558	1.2%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$4,561,934	$140,426 â–²	3.2%	21,441	1.1%	ETF
MSFT Microsoft	$4,481,465	$23,873 â–²	0.5%	12,014	1.1%	Computer and Technology
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	$4,314,911	$1,317,892 â–²	44.0%	95,738	1.1%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$4,294,386	$320,708 â–¼	-6.9%	6,106	1.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$4,256,183	$41,871 â–¼	-1.0%	55,196	1.0%	ETF
AMZN Amazon.com	$4,131,825	$214,027 â–¼	-4.9%	17,336	1.0%	Retail/Wholesale
VEU Vanguard FTSE All-World ex-US ETF	$4,002,561	$28,140 â–²	0.7%	47,792	1.0%	ETF
DIVO Amplify CWP Enhanced Dividend Income ETF	$3,589,362	$1,055,988 â–²	41.7%	78,542	0.9%	ETF
QQQ Invesco QQQ	$3,295,354	$206,190 â–¼	-5.9%	4,475	0.8%	Finance
AVGO Broadcom	$2,361,827	$71,777 â–¼	-2.9%	6,252	0.6%	Computer and Technology
META Meta Platforms	$2,033,217	$29,851 â–¼	-1.4%	3,610	0.5%	Computer and Technology
GLD SPDR Gold Shares	$2,003,665	$113,095 â–²	6.0%	5,439	0.5%	Finance
GLW Corning	$1,896,931	$219,427 â–¼	-10.4%	7,426	0.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,657,791	$311,920 â–¼	-15.8%	5,065	0.4%	Finance
IWF iShares Russell 1000 Growth ETF	$1,614,695	$1,201,088 â–²	290.4%	13,004	0.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,583,832	$33,132 â–¼	-2.0%	22,229	0.4%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$1,546,308	$1,505 â–²	0.1%	8,221	0.4%	Manufacturing
BMY Bristol Myers Squibb	$1,523,621	$18,726 â–²	1.2%	26,443	0.4%	Medical
XLK Technology Select Sector SPDR Fund	$1,436,147	$35,818 â–¼	-2.4%	7,538	0.4%	ETF
CSCO Cisco Systems	$1,395,492	$182,996 â–¼	-11.6%	11,881	0.3%	Computer and Technology
BX Blackstone	$1,380,312	$15,886 â–²	1.2%	11,730	0.3%	Finance
FBND Fidelity Total Bond ETF	$1,371,954	$476,242 â–²	53.2%	30,159	0.3%	ETF
MO Altria Group	$1,338,694	$4,317 â–²	0.3%	18,606	0.3%	Consumer Staples
GOOG Alphabet	$1,326,292	$174,177 â–¼	-11.6%	3,754	0.3%	Computer and Technology
V Visa	$1,298,666	$47,006 â–¼	-3.5%	3,785	0.3%	Business Services
BAC Bank of America	$1,280,941	$113,103 â–²	9.7%	22,481	0.3%	Finance
IWB iShares Russell 1000 ETF	$1,269,812	$2,866 â–²	0.2%	3,101	0.3%	ETF
BRK.B Berkshire Hathaway	$1,220,582	$74,066 â–²	6.5%	2,439	0.3%	Finance
LLY Eli Lilly and Company	$1,170,429	$11,992 â–²	1.0%	976	0.3%	Medical
MRK Merck & Co., Inc.	$1,010,054	$64,253 â–¼	-6.0%	7,860	0.2%	Medical
EUSA iShares MSCI USA Equal Weighted ETF	$1,008,778	$360,506 â–¼	-26.3%	8,834	0.2%	ETF
ABBV AbbVie	$976,506	$26,922 â–²	2.8%	3,881	0.2%	Medical
GS The Goldman Sachs Group	$972,614	$287,133 â–²	41.9%	962	0.2%	Finance
COST Costco Wholesale	$925,222	$163,715 â–¼	-15.0%	989	0.2%	Retail/Wholesale
UNH UnitedHealth Group	$896,861	$64,418 â–¼	-6.7%	2,158	0.2%	Medical
FIDELITY WISE ORIGIN BITCOIN	$888,586	$115,221 â–¼	-11.5%	17,406	0.2%	SHS
ASML ASML	$860,206	$264,832 â–¼	-23.5%	432	0.2%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$796,943	$81,222 â–¼	-9.2%	3,287	0.2%	ETF
WALMART INC	$778,050	$181,998 â–¼	-19.0%	6,870	0.2%	COM
KO CocaCola	$772,526	$44,209 â–²	6.1%	9,506	0.2%	Consumer Staples
VB Vanguard Small-Cap ETF	$734,601	$83,071 â–²	12.8%	2,423	0.2%	ETF
AMD Advanced Micro Devices	$709,635	$709,635 â–²	New Holding	1,222	0.2%	Computer and Technology
IAU iShares Gold Trust	$703,829	$17,141 â–¼	-2.4%	9,321	0.2%	Finance
TSLA Tesla	$688,746	$93,347 â–²	15.7%	1,638	0.2%	Auto/Tires/Trucks
RY Royal Bank Of Canada	$669,489		0.0%	3,235	0.2%	Finance
WFC Wells Fargo & Company	$664,714	$18,926 â–¼	-2.8%	8,043	0.2%	Finance
TXN Texas Instruments	$661,850	$88,247 â–²	15.4%	2,220	0.2%	Computer and Technology
AMGN Amgen	$652,186	$9,415 â–¼	-1.4%	1,801	0.2%	Medical
VZ Verizon Communications	$643,578	$70,328 â–²	12.3%	15,200	0.2%	Computer and Technology
MAR Marriott International	$634,688	$14,079 â–¼	-2.2%	1,713	0.2%	Consumer Discretionary
PKG Packaging Corporation of America	$628,822	$46,465 â–²	8.0%	2,639	0.2%	Industrials
SMH VanEck Semiconductor ETF	$590,601	$10,500 â–¼	-1.7%	900	0.1%	Manufacturing
STX Seagate Technology	$586,904	$231,673 â–¼	-28.3%	608	0.1%	Computer and Technology
IXUS iShares Core MSCI Total International Stock ETF	$581,479	$57,642 â–²	11.0%	6,093	0.1%	Manufacturing
WSM Williams-Sonoma	$578,979	$47,316 â–¼	-7.6%	2,484	0.1%	Retail/Wholesale
CVX Chevron	$575,232	$44,924 â–²	8.5%	3,470	0.1%	Energy
CAT Caterpillar	$517,054	$41,492 â–¼	-7.4%	486	0.1%	Industrials
SPACE EXPLORATION TECHN CORP	$502,130	$502,130 â–²	New Holding	2,939	0.1%	CLASS A COM STK
NOBL ProShares S&P 500 Aristocrats ETF	$499,985	$251,088 â–²	100.9%	8,903	0.1%	ETF
PM Philip Morris International	$494,369	$32,741 â–²	7.1%	2,733	0.1%	Consumer Staples
AIG American International Group	$490,461	$7,155 â–²	1.5%	6,581	0.1%	Finance
NFLX Netflix	$489,769	$104,951 â–²	27.3%	6,860	0.1%	Consumer Discretionary
WM Waste Management	$483,914	$6,910 â–¼	-1.4%	2,171	0.1%	Business Services
HD Home Depot	$482,127	$132,611 â–¼	-21.6%	1,367	0.1%	Retail/Wholesale
GRMN Garmin	$445,424	$1,900 â–²	0.4%	1,875	0.1%	Computer and Technology
LMT Lockheed Martin	$443,794	$5,605 â–¼	-1.2%	871	0.1%	Aerospace
GE VERNOVA INC	$435,940	$79,903 â–²	22.4%	371	0.1%	COM
UNP Union Pacific	$431,508	$36,186 â–²	9.2%	1,586	0.1%	Transportation
GE GE Aerospace	$420,278	$100,493 â–²	31.4%	1,125	0.1%	Aerospace
MRVL Marvell Technology	$402,908	$402,908 â–²	New Holding	1,353	0.1%	Computer and Technology
XLU Utilities Select Sector SPDR Fund	$397,932	$2,539 â–²	0.6%	8,777	0.1%	ETF
MU Micron Technology	$395,786	$395,786 â–²	New Holding	343	0.1%	Computer and Technology
CRWD CrowdStrike	$392,922	$267,797 â–¼	-40.5%	515	0.1%	Computer and Technology
LINDE PLC	$376,975	$2,596 â–¼	-0.7%	726	0.1%	SHS
TSM Taiwan Semiconductor Manufacturing	$375,044	$95,553 â–¼	-20.3%	785	0.1%	Computer and Technology
XOM ExxonMobil	$366,792	$17,089 â–²	4.9%	2,683	0.1%	Energy
PFE Pfizer	$357,774	$55,359 â–¼	-13.4%	14,858	0.1%	Medical

Showing largest 100 holdings. View all holdings.

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Benchmark Financial Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Benchmark Financial Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Benchmark Financial Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Benchmark Financial Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBenchmark Financial Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools