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 $361.10 million in total holdings as of March 31, 2026.
Benchmark Financial Wealth Advisors, LLC owns shares of 133 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 10.40% of the portfolio was purchased this quarter.
About 4.66% of the portfolio was sold this quarter.
This quarter, Benchmark Financial Wealth Advisors, LLC has purchased 126 new stocks and bought additional shares in 73 stocks.
Benchmark Financial Wealth Advisors, LLC sold shares of 40 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Schwab International Equity ETF: $26,507,039
SPDR S&P 500 ETF Trust: $26,211,849
Vanguard Total Stock Market ETF: $25,675,624
DoubleLine Opportunistic Bond ETF: $23,917,289
iShares Core S&P Total U.S. Stock Market ETF: $17,027,876

Largest New Holdings this Quarter

19762B202 - Columbia EM Core ex-China ETF: $6,816,739 Holding
464285204 - iShares Gold Trust: $841,752 Holding
713448108 - PepsiCo: $309,412 Holding
46428Q109 - iShares Silver Trust: $299,575 Holding
958102105 - Western Digital: $271,926 Holding

Largest Purchases this Quarter

Columbia EM Core ex-China ETF: 167,036 shares (about $6.82M)
PIMCO Intermediate Municipal Bond Exchange-Traded Fund: 87,451 shares (about $4.56M)
iShares Core S&P 500 ETF: 6,313 shares (about $4.12M)
Franklin International Low Volatility High Dividend Index ETF: 68,888 shares (about $2.79M)
TIDAL TRUST I: 108,956 shares (about $2.60M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 6,093 shares (about $3.96M)
Vanguard Total Stock Market ETF: 5,327 shares (about $1.71M)
Pacer US Cash Cows 100 ETF: 18,286 shares (about $1.14M)
Schwab International Equity ETF: 41,910 shares (about $1.04M)
NVIDIA: 5,260 shares (about $917.35K)

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	$26,507,039	$1,037,273 â–¼	-3.8%	1,070,991	7.3%	ETF
SPY SPDR S&P 500 ETF Trust	$26,211,849	$3,962,506 â–¼	-13.1%	40,305	7.3%	Finance
VTI Vanguard Total Stock Market ETF	$25,675,624	$1,708,949 â–¼	-6.2%	80,034	7.1%	ETF
DBND DoubleLine Opportunistic Bond ETF	$23,917,289	$1,361,197 â–²	6.0%	522,098	6.6%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$17,027,876	$387,836 â–¼	-2.2%	119,553	4.7%	ETF
IVV iShares Core S&P 500 ETF	$12,696,117	$4,123,609 â–²	48.1%	19,437	3.5%	ETF
COWZ Pacer US Cash Cows 100 ETF	$12,078,668	$1,143,974 â–¼	-8.7%	193,073	3.3%	ETF
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$11,822,397	$4,564,070 â–²	62.9%	226,526	3.3%	ETF
NVDA NVIDIA	$11,541,108	$917,345 â–¼	-7.4%	66,176	3.2%	Computer and Technology
IWY iShares Russell Top 200 Growth ETF	$10,170,691	$316,279 â–¼	-3.0%	40,872	2.8%	ETF
SCHD Schwab US Dividend Equity ETF	$9,483,536	$1,211,677 â–²	14.6%	309,111	2.6%	ETF
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$9,332,349	$1,122,269 â–²	13.7%	188,914	2.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$9,216,162	$43,260 â–¼	-0.5%	74,139	2.6%	ETF
LVHI Franklin International Low Volatility High Dividend Index ETF	$8,344,062	$2,792,719 â–²	50.3%	205,823	2.3%	ETF
AAPL Apple	$7,884,642	$99,484 â–²	1.3%	31,068	2.2%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$7,503,399	$20,637 â–¼	-0.3%	151,983	2.1%	ETF
VOO Vanguard S&P 500 ETF	$6,820,076	$194,211 â–¼	-2.8%	11,413	1.9%	ETF
XCEM Columbia EM Core ex-China ETF	$6,816,739	$6,816,739 â–²	New Holding	167,036	1.9%	ETF
SMMD iShares Russell 2500 ETF	$6,716,866	$754,641 â–²	12.7%	87,975	1.9%	ETF
VO Vanguard Mid-Cap ETF	$4,858,855	$100,227 â–¼	-2.0%	16,919	1.3%	ETF
IWM iShares Russell 2000 ETF	$4,455,003	$371,498 â–¼	-7.7%	17,964	1.2%	Finance
MSFT Microsoft	$4,423,562	$247,275 â–²	5.9%	11,950	1.2%	Computer and Technology
TIDAL TRUST I	$4,296,049	$2,600,779 â–²	153.4%	179,977	1.2%	FUNDSTRAT GRANNY
MDY SPDR S&P MidCap 400 ETF Trust	$4,047,405	$86,968 â–¼	-2.1%	6,562	1.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$3,988,332	$36,081 â–²	0.9%	20,781	1.1%	ETF
GOOGL Alphabet	$3,870,698	$191,234 â–²	5.2%	13,460	1.1%	Computer and Technology
AMZN Amazon.com	$3,797,662	$214,105 â–²	6.0%	18,234	1.1%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$3,764,068	$135,196 â–¼	-3.5%	55,739	1.0%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$3,563,936	$423,187 â–¼	-10.6%	47,456	1.0%	ETF
QQQ Invesco QQQ	$2,744,329	$233,167 â–¼	-7.8%	4,755	0.8%	Finance
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	$2,669,095	$830,828 â–²	45.2%	66,497	0.7%	ETF
DIVO Amplify CWP Enhanced Dividend Income ETF	$2,486,262	$960,912 â–²	63.0%	55,435	0.7%	ETF
GLD SPDR Gold Shares	$2,208,388	$1,551,294 â–²	236.1%	5,132	0.6%	Finance
META Meta Platforms	$2,095,464	$4,004 â–¼	-0.2%	3,663	0.6%	Computer and Technology
AVGO Broadcom	$1,993,758	$122,559 â–²	6.5%	6,442	0.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,770,211	$122,073 â–²	7.4%	6,018	0.5%	Finance
BMY Bristol Myers Squibb	$1,584,033	$130,456 â–²	9.0%	26,118	0.4%	Medical
VEA Vanguard FTSE Developed Markets ETF	$1,454,211	$128 â–²	0.0%	22,694	0.4%	ETF
IWF iShares Russell 1000 Growth ETF	$1,420,255	$30,699 â–¼	-2.1%	3,331	0.4%	ETF
BX Blackstone	$1,333,279	$442,357 â–²	49.7%	11,595	0.4%	Finance
IUSG iShares Core S&P U.S. Growth ETF	$1,273,946	$9,307 â–¼	-0.7%	8,213	0.4%	Manufacturing
MO Altria Group	$1,223,821	$84,267 â–²	7.4%	18,546	0.3%	Consumer Staples
EUSA iShares MSCI USA Equal Weighted ETF	$1,220,334	$66,049 â–¼	-5.1%	11,991	0.3%	ETF
GOOG Alphabet	$1,218,172	$76,871 â–²	6.7%	4,247	0.3%	Computer and Technology
V Visa	$1,185,346	$142,653 â–²	13.7%	3,922	0.3%	Business Services
FIDELITY WISE ORIGIN BITCOIN	$1,160,709	$137,835 â–²	13.5%	19,663	0.3%	SHS
COST Costco Wholesale	$1,160,217	$47,844 â–²	4.3%	1,164	0.3%	Retail/Wholesale
GLW Corning	$1,126,450	$6,798 â–²	0.6%	8,285	0.3%	Computer and Technology
IWB iShares Russell 1000 ETF	$1,103,373	$2,496 â–²	0.2%	3,094	0.3%	ETF
BRK.B Berkshire Hathaway	$1,097,972	$35,944 â–¼	-3.2%	2,291	0.3%	Finance
WALMART INC	$1,053,513	$15,908 â–¼	-1.5%	8,477	0.3%	COM
CSCO Cisco Systems	$1,042,764	$191,498 â–²	22.5%	13,439	0.3%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$1,026,794	$20,865 â–¼	-2.0%	7,726	0.3%	ETF
MRK Merck & Co., Inc.	$1,005,599	$228,064 â–²	29.3%	8,360	0.3%	Medical
BAC Bank of America	$999,179	$232,537 â–²	30.3%	20,496	0.3%	Finance
FBND Fidelity Total Bond ETF	$898,246	$179,604 â–²	25.0%	19,690	0.2%	ETF
LLY Eli Lilly and Company	$888,258	$79,998 â–²	9.9%	966	0.2%	Medical
IAU iShares Gold Trust	$841,752	$841,752 â–²	New Holding	9,548	0.2%	Finance
ABBV AbbVie	$820,819	$102,222 â–²	14.2%	3,774	0.2%	Medical
IWD iShares Russell 1000 Value ETF	$773,861	$26,280 â–¼	-3.3%	3,622	0.2%	ETF
JEPI JPMorgan Equity Premium Income ETF	$765,478	$149,071 â–¼	-16.3%	13,505	0.2%	ETF
ASML ASML	$746,589	$173,103 â–²	30.2%	565	0.2%	Computer and Technology
KO CocaCola	$681,526	$117,720 â–²	20.9%	8,962	0.2%	Consumer Staples
VZ Verizon Communications	$679,655	$86,946 â–²	14.7%	13,539	0.2%	Computer and Technology
CVX Chevron	$661,918	$192,223 â–²	40.9%	3,199	0.2%	Energy
WFC Wells Fargo & Company	$658,569	$39,648 â–¼	-5.7%	8,272	0.2%	Finance
AMGN Amgen	$642,946	$174,549 â–²	37.3%	1,827	0.2%	Medical
FNCL Fidelity MSCI Financials Index ETF	$634,758	$48,509 â–¼	-7.1%	9,042	0.2%	ETF
UNH UnitedHealth Group	$625,772	$159,892 â–¼	-20.4%	2,313	0.2%	Medical
GS The Goldman Sachs Group	$573,647	$10,999 â–²	2.0%	678	0.2%	Finance
HD Home Depot	$573,103	$55,568 â–²	10.7%	1,743	0.2%	Retail/Wholesale
MAR Marriott International	$572,564	$3,924 â–²	0.7%	1,751	0.2%	Consumer Discretionary
VB Vanguard Small-Cap ETF	$562,916	$262 â–¼	0.0%	2,149	0.2%	ETF
LMT Lockheed Martin	$532,868	$105,124 â–²	24.6%	882	0.1%	Aerospace
TSLA Tesla	$526,462	$106,705 â–¼	-16.9%	1,416	0.1%	Auto/Tires/Trucks
RY Royal Bank Of Canada	$523,312		0.0%	3,235	0.1%	Finance
PKG Packaging Corporation of America	$518,696	$21,011 â–²	4.2%	2,444	0.1%	Industrials
NFLX Netflix	$518,274	$18,558 â–²	3.7%	5,390	0.1%	Consumer Discretionary
WM Waste Management	$505,947	$1,379 â–²	0.3%	2,202	0.1%	Business Services
WSM Williams-Sonoma	$489,844	$1,458 â–²	0.3%	2,687	0.1%	Retail/Wholesale
AIG American International Group	$488,014	$903 â–²	0.2%	6,485	0.1%	Finance
PFE Pfizer	$481,758	$12,074 â–²	2.6%	17,157	0.1%	Medical
IXUS iShares Core MSCI Total International Stock ETF	$475,541		0.0%	5,489	0.1%	Manufacturing
ISHARES BITCOIN TRUST ETF	$472,202	$68,385 â–²	16.9%	12,291	0.1%	SHS BEN INT
NOBL ProShares S&P 500 Aristocrats ETF	$469,809	$2,120 â–²	0.5%	4,432	0.1%	ETF
XOM ExxonMobil	$434,034	$106,727 â–²	32.6%	2,558	0.1%	Energy
GRMN Garmin	$433,186	$1,624 â–²	0.4%	1,867	0.1%	Computer and Technology
PM Philip Morris International	$422,005	$14,717 â–²	3.6%	2,552	0.1%	Consumer Staples
XLU Utilities Select Sector SPDR Fund	$400,229	$734 â–²	0.2%	8,721	0.1%	ETF
TXN Texas Instruments	$373,429	$77,248 â–²	26.1%	1,924	0.1%	Computer and Technology
CAT Caterpillar	$372,120	$50,325 â–²	15.6%	525	0.1%	Industrials
LINDE PLC	$362,368	$123,433 â–²	51.7%	731	0.1%	SHS
PALANTIR TECHNOLOGIES INC	$360,839	$66,844 â–¼	-15.6%	2,467	0.1%	CL A
UNP Union Pacific	$352,471	$21,347 â–²	6.4%	1,453	0.1%	Transportation
SMH VanEck Semiconductor ETF	$351,370	$2,302 â–¼	-0.7%	916	0.1%	Manufacturing
JPST JPMorgan Ultra-Short Income ETF	$341,424	$12,805 â–¼	-3.6%	6,746	0.1%	ETF
CRWD CrowdStrike	$338,125	$34,359 â–²	11.3%	866	0.1%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$332,844	$4,393 â–¼	-1.3%	985	0.1%	Computer and Technology
STX Seagate Technology	$332,278	$21,159 â–²	6.8%	848	0.1%	Computer and Technology
VTV Vanguard Value ETF	$329,017	$392 â–²	0.1%	1,677	0.1%	ETF

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