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 $419.15 million in total holdings as of September 30, 2026.
Benchmark Financial Wealth Advisors, LLC owns shares of 160 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 9.22% of the portfolio was purchased this quarter.
About 6.81% of the portfolio was sold this quarter.
This quarter, Benchmark Financial Wealth Advisors, LLC has purchased 145 new stocks and bought additional shares in 102 stocks.
Benchmark Financial Wealth Advisors, LLC sold shares of 27 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Schwab International Equity ETF: $29,347,466
SPDR S&P 500 ETF Trust: $28,737,996
Vanguard Total Stock Market ETF: $28,508,661
iShares Core S&P Total U.S. Stock Market ETF: $19,417,491
iShares Core S&P 500 ETF: $17,988,575

Largest New Holdings this Quarter

46641Q647 - J P MORGAN EXCHANGE TRADED F: $4,450,952 Holding
092528207 - iShares Intermediate Muni Income Active ETF: $4,133,430 Holding
98149E303 - SPDR Gold MiniShares Trust: $2,366,950 Holding
78464A847 - SPDR Portfolio S&P 400 Mid Cap ETF: $1,088,315 Holding
389637109 - GRAYSCALE BITCOIN TRUST ETF: $565,098 Holding

Largest Purchases this Quarter

J P MORGAN EXCHANGE TRADED F: 93,547 shares (about $4.45M)
iShares Intermediate Muni Income Active ETF: 180,578 shares (about $4.13M)
SPDR Gold MiniShares Trust: 28,802 shares (about $2.37M)
Fidelity Total Bond ETF: 41,847 shares (about $1.81M)
iShares Core S&P 500 ETF: 2,216 shares (about $1.70M)

Largest Sales this Quarter

DoubleLine Opportunistic Bond ETF: 232,288 shares (about $10.10M)
SPDR Gold Shares: 4,018 shares (about $1.53M)
SPDR S&P MidCap 400 ETF Trust: 1,582 shares (about $1.04M)
Vanguard Total Stock Market ETF: 1,752 shares (about $655.67K)
iShares Core S&P Total U.S. Stock Market ETF: 2,626 shares (about $436.65K)

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	$29,347,466	$380,240 ▲	1.3%	1,068,346	7.0%	ETF
SPY SPDR S&P 500 ETF Trust	$28,737,996	$339,368 ▲	1.2%	37,683	6.9%	ETF
VTI Vanguard Total Stock Market ETF	$28,508,661	$655,673 ▼	-2.2%	76,177	6.8%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$19,417,491	$436,651 ▼	-2.2%	116,776	4.6%	ETF
IVV iShares Core S&P 500 ETF	$17,988,575	$1,697,151 ▲	10.4%	23,488	4.3%	ETF
NVDA NVIDIA	$15,567,814	$609,549 ▲	4.1%	68,166	3.7%	Technology
DBND DoubleLine Opportunistic Bond ETF	$12,574,528	$10,099,867 ▼	-44.5%	289,203	3.0%	ETF
COWZ Pacer US Cash Cows 100 ETF	$12,327,508	$238,734 ▲	2.0%	184,654	2.9%	ETF
IWY iShares Russell Top 200 Growth ETF	$11,680,507	$97,320 ▲	0.8%	39,607	2.8%	ETF
LVHI Franklin International Low Volatility High Dividend Index ETF	$11,602,904	$1,444,544 ▲	14.2%	278,180	2.8%	ETF
AAPL Apple	$11,270,669	$518,176 ▲	4.8%	33,844	2.7%	Technology
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$11,203,196	$759,518 ▲	7.3%	203,880	2.7%	ETF
SCHD Schwab US Dividend Equity ETF	$11,077,597	$565,273 ▲	5.4%	340,535	2.6%	ETF
XCEM Columbia EM Core ex-China ETF	$10,271,667	$1,066,809 ▲	11.6%	199,799	2.5%	ETF
IJR iShares Core S&P Small-Cap ETF	$10,042,215	$118,491 ▼	-1.2%	73,818	2.4%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$9,605,572	$895,806 ▲	10.3%	138,689	2.3%	ETF
SMMD iShares Russell 2500 ETF	$8,729,458	$843,484 ▲	10.7%	102,075	2.1%	ETF
VOO Vanguard S&P 500 ETF	$7,606,483	$185,729 ▼	-2.4%	10,853	1.8%	ETF
MSFT Microsoft	$6,505,525	$343,638 ▲	5.6%	12,684	1.6%	Technology
TIDAL TRUST I	$6,468,461	$944,716 ▲	17.1%	232,428	1.5%	FUND GRAN US ETF
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	$5,700,398	$1,315,779 ▲	30.0%	124,468	1.4%	ETF
VO Vanguard Mid-Cap ETF	$5,247,404	$59,599 ▼	-1.1%	66,914	1.3%	ETF
GOOGL Alphabet	$4,833,325	$256,685 ▲	5.6%	14,047	1.2%	Communication Services
AMZN Amazon.com	$4,746,518	$427,289 ▲	9.9%	19,051	1.1%	Consumer Discretionary
RSP Invesco S&P 500 Equal Weight ETF	$4,703,803	$243,594 ▲	5.5%	22,612	1.1%	ETF
DIVO Amplify CWP Enhanced Dividend Income ETF	$4,675,698	$1,024,270 ▲	28.1%	100,574	1.1%	ETF
J P MORGAN EXCHANGE TRADED F	$4,450,952	$4,450,952 ▲	New Holding	93,547	1.1%	MUNICIPAL ETF
IWM iShares Russell 2000 ETF	$4,331,719	$8,337 ▲	0.2%	15,588	1.0%	ETF
INMU iShares Intermediate Muni Income Active ETF	$4,133,430	$4,133,430 ▲	New Holding	180,578	1.0%	ETF
IJH iShares Core S&P Mid-Cap ETF	$4,023,123	$51,804 ▲	1.3%	55,916	1.0%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$3,883,357	$81,975 ▼	-2.1%	46,804	0.9%	ETF
QQQ Invesco QQQ	$3,244,381	$65,834 ▼	-2.0%	4,386	0.8%	ETF
FBND Fidelity Total Bond ETF	$3,117,850	$1,811,969 ▲	138.8%	72,006	0.7%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$2,970,801	$1,038,861 ▼	-25.9%	4,524	0.7%	ETF
META Meta Platforms	$2,552,083	$65,996 ▼	-2.5%	3,519	0.6%	Communication Services
GLDM SPDR Gold MiniShares Trust	$2,366,950	$2,366,950 ▲	New Holding	28,802	0.6%	ETF
AVGO Broadcom	$2,244,982	$49,514 ▲	2.3%	6,393	0.5%	Technology
BMY Bristol Myers Squibb	$1,763,087	$113,067 ▲	6.9%	28,255	0.4%	Healthcare
JPM JPMorgan Chase & Co.	$1,663,096	$12,572 ▼	-0.8%	5,027	0.4%	Finance
IWF iShares Russell 1000 Growth ETF	$1,629,228	$376 ▲	0.0%	13,007	0.4%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$1,594,416	$1,550 ▲	0.1%	8,229	0.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,580,250	$10,662 ▲	0.7%	22,380	0.4%	ETF
XLK Technology Select Sector SPDR Fund	$1,520,950	$45,413 ▲	3.1%	7,770	0.4%	ETF
V Visa	$1,454,534	$94,502 ▲	6.9%	4,048	0.3%	Finance
GOOG Alphabet	$1,434,399	$155,365 ▲	12.1%	4,210	0.3%	Communication Services
BX Blackstone	$1,325,246	$10,424 ▲	0.8%	11,823	0.3%	Finance
CSCO Cisco Systems	$1,315,125	$36,379 ▲	2.8%	12,219	0.3%	Technology
IWB iShares Russell 1000 ETF	$1,293,910	$3,329 ▲	0.3%	3,109	0.3%	ETF
BAC Bank of America	$1,255,778	$32,114 ▲	2.6%	23,071	0.3%	Finance
LLY Eli Lilly and Company	$1,252,642	$123,761 ▲	11.0%	1,083	0.3%	Healthcare
MRK Merck & Co., Inc.	$1,232,305	$90,232 ▲	7.9%	8,481	0.3%	Healthcare
FIDELITY WISE ORIGIN BITCOIN	$1,215,824	$48,523 ▼	-3.8%	16,738	0.3%	SHS
BRK.B Berkshire Hathaway	$1,173,798	$40,836 ▼	-3.4%	2,357	0.3%	Finance
MO Altria Group	$1,173,114	$79,797 ▼	-6.4%	17,421	0.3%	Consumer Staples
ABBV AbbVie	$1,127,135	$111,955 ▲	11.0%	4,309	0.3%	Healthcare
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$1,088,315	$1,088,315 ▲	New Holding	17,264	0.3%	ETF
GS The Goldman Sachs Group	$1,075,967	$209,791 ▲	24.2%	1,195	0.3%	Finance
GLW Corning	$1,010,811	$131,003 ▼	-11.5%	6,574	0.2%	Technology
EUSA iShares MSCI USA Equal Weighted ETF	$987,010	$3,451 ▲	0.4%	8,865	0.2%	ETF
KO Coca-Cola	$919,219	$100,969 ▲	12.3%	10,679	0.2%	Consumer Staples
COST Costco Wholesale	$903,254	$2,732 ▲	0.3%	992	0.2%	Consumer Staples
AMGN Amgen	$839,415	$80,105 ▲	10.5%	1,991	0.2%	Healthcare
IWD iShares Russell 1000 Value ETF	$828,909	$13,885 ▲	1.7%	3,343	0.2%	ETF
ASML ASML	$820,127	$38,019 ▲	4.9%	453	0.2%	Technology
ISHARES BITCOIN TRUST ETF	$813,633	$308,988 ▲	61.2%	17,187	0.2%	SHS BEN INT
CVX Chevron	$802,625	$93,946 ▲	13.3%	3,930	0.2%	Energy
VZ Verizon Communications	$788,557	$91,328 ▲	13.1%	17,191	0.2%	Communication Services
AMD Advanced Micro Devices	$777,879	$30,577 ▲	4.1%	1,272	0.2%	Technology
UNH UnitedHealth Group	$766,213	$26,067 ▼	-3.3%	2,087	0.2%	Healthcare
VB Vanguard Small-Cap ETF	$698,889	$9,671 ▲	1.4%	2,457	0.2%	ETF
CRWD CrowdStrike	$696,425	$560,105 ▲	410.9%	2,631	0.2%	Technology
WALMART INC	$692,776	$21,201 ▼	-3.0%	6,666	0.2%	COM
TSLA Tesla	$677,876	$96,839 ▲	16.7%	1,911	0.2%	Consumer Discretionary
TXN Texas Instruments	$663,710	$42,007 ▲	6.8%	2,370	0.2%	Technology
WFC Wells Fargo & Company	$660,878	$17,050 ▲	2.6%	8,256	0.2%	Finance
RY Royal Bank Of Canada	$635,716	$197 ▼	0.0%	3,234	0.2%	Finance
PKG Packaging Corporation of America	$629,832	$24,762 ▲	4.1%	2,747	0.2%	Materials
MU Micron Technology	$618,736	$253,458 ▲	69.4%	581	0.1%	Technology
LMT Lockheed Martin	$604,336	$160,885 ▲	36.3%	1,187	0.1%	Industrials
MAR Marriott International	$600,158	$9,250 ▼	-1.5%	1,687	0.1%	Consumer Discretionary
STX Seagate Technology	$595,364	$34,153 ▲	6.1%	645	0.1%	Technology
IXUS iShares Core MSCI Total International Stock ETF	$578,738		0.0%	6,093	0.1%	ETF
PALANTIR TECHNOLOGIES INC	$574,243	$113,539 ▲	24.6%	3,070	0.1%	CL A
PM Philip Morris International	$570,187	$48,661 ▲	9.3%	2,988	0.1%	Consumer Staples
WSM Williams-Sonoma	$569,665	$3,419 ▲	0.6%	2,499	0.1%	Consumer Discretionary
GRAYSCALE BITCOIN TRUST ETF	$565,098	$565,098 ▲	New Holding	8,749	0.1%	SHS REP COM UT
VLO Valero Energy	$554,377	$71,332 ▲	14.8%	1,430	0.1%	Energy
SMH VanEck Semiconductor ETF	$548,378		0.0%	900	0.1%	ETF
GRMN Garmin	$542,904	$5,162 ▲	1.0%	1,893	0.1%	Consumer Discretionary
GLD SPDR Gold Shares	$541,143	$1,530,128 ▼	-73.9%	1,421	0.1%	ETF
PFE Pfizer	$537,671	$113,911 ▲	26.9%	18,852	0.1%	Healthcare
EXXONMOBIL HOLDINGS CORP	$530,264	$530,264 ▲	New Holding	3,258	0.1%	COM SHS
FCX Freeport-McMoRan	$518,374	$228,211 ▲	78.6%	7,405	0.1%	Materials
AIG American International Group	$494,231	$4,465 ▲	0.9%	6,641	0.1%	Finance
NOBL ProShares S&P 500 Aristocrats ETF	$483,970	$2,326 ▲	0.5%	8,946	0.1%	ETF
UNP Union Pacific	$479,184	$47,619 ▲	11.0%	1,761	0.1%	Industrials
WM Waste Management	$457,986	$15,293 ▲	3.5%	2,246	0.1%	Industrials
INTC Intel	$447,757	$154,022 ▲	52.4%	3,724	0.1%	Technology
DELL Dell Technologies	$418,780	$27,990 ▲	7.2%	778	0.1%	Technology
CAT Caterpillar	$412,229	$17,852 ▲	4.5%	508	0.1%	Industrials

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