Benningfield Financial Advisors, LLC Top Holdings and 13F Report (2026) About Benningfield Financial Advisors, LLCInvestment ActivityBenningfield Financial Advisors, LLC has $126.73 million in total holdings as of March 31, 2026.Benningfield Financial Advisors, LLC owns shares of 18 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 3.39% of the portfolio was purchased this quarter.About 3.35% of the portfolio was sold this quarter.This quarter, Benningfield Financial Advisors, LLC has purchased 18 new stocks and bought additional shares in 6 stocks.Benningfield Financial Advisors, LLC sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional US Marketwide Value ETF $24,560,449Vanguard Short-Term Inflation-Protected Securities ETF $21,151,974iShares 7-10 Year Treasury Bond ETF $19,790,143Vanguard Total Stock Market ETF $16,186,226EA Bridgeway Omni Small-Cap Value ETF $13,251,107 Largest Purchases this Quarter Vanguard Short-Term Inflation-Protected Securities ETF 25,134 shares (about $1.26M)iShares 7-10 Year Treasury Bond ETF 12,932 shares (about $1.23M)Vanguard Total Stock Market ETF 3,122 shares (about $1.00M)Avantis U.S. Small Cap Value ETF 4,360 shares (about $481.65K)Vanguard Total International Stock ETF 3,175 shares (about $244.82K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 19,900 shares (about $2.91M)iShares MSCI USA Quality Factor ETF 3,484 shares (about $668.27K)EA Bridgeway Omni Small-Cap Value ETF 19,001 shares (about $482.06K)Dimensional International Value ETF 1,878 shares (about $99.12K)Vanguard Value ETF 274 shares (about $53.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBenningfield Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFUVDimensional US Marketwide Value ETF$24,560,449$76,373 â–²0.3%506,81919.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$21,151,974$1,255,443 â–²6.3%423,46316.7%ManufacturingIEFiShares 7-10 Year Treasury Bond ETF$19,790,143$1,234,230 â–²6.7%207,35715.6%ETFVTIVanguard Total Stock Market ETF$16,186,226$1,001,574 â–²6.6%50,45412.8%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$13,251,107$482,055 â–¼-3.5%522,31410.5%ETFPALANTIR TECHNOLOGIES INC$12,790,724$2,910,972 â–¼-18.5%87,44010.1%CL AAVUVAvantis U.S. Small Cap Value ETF$6,804,179$481,649 â–²7.6%61,5935.4%ETFDFIVDimensional International Value ETF$4,951,662$99,121 â–¼-2.0%93,8173.9%ETFVTVVanguard Value ETF$2,174,534$53,760 â–¼-2.4%11,0831.7%ETFVGITVanguard Intermediate-Term Treasury ETF$2,134,4510.0%35,8431.7%ETFQUALiShares MSCI USA Quality Factor ETF$626,644$668,267 â–¼-51.6%3,2670.5%ETFVXUSVanguard Total International Stock ETF$525,120$244,825 â–²87.3%6,8100.4%ETFDFATDimensional U.S. Targeted Value ETF$433,528$18,735 â–¼-4.1%6,9420.3%ETFIVLUiShares MSCI Intl Value Factor ETF$322,6920.0%8,1320.3%ETFCATCaterpillar$283,3840.0%4000.2%IndustrialsVWOVanguard FTSE Emerging Markets ETF$272,245$17,512 â–¼-6.0%5,0370.2%ETFDFASDimensional U.S. Small Cap ETF$238,2860.0%3,3500.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$232,7550.0%1,9650.2%ETFShowing 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. 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