Benchmark Financial Wealth Advisors, LLC
CIK: 0001757706SEC EDGAR →
Portfolio Value
$348.4M
Holdings
126
As of
Q4 2025
New Positions
126
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 46,398 | $31.6M | 9.08% |
| 2 | VANGUARD INDEX FDS | 85,361 | $28.6M | 8.21% |
| 3 | SCHWAB STRATEGIC TR | 1,112,901 | $26.8M | 7.68% |
| 4 | DOUBLELINE ETF TRUST | 492,384 | $22.8M | 6.55% |
| 5 | ISHARES TR | 122,276 | $18.2M | 5.22% |
| 6 | NVIDIA CORPORATION | 71,436 | $13.3M | 3.82% |
| 7 | PACER FDS TR | 211,359 | $12.7M | 3.65% |
| 8 | ISHARES TR | 42,143 | $11.7M | 3.35% |
| 9 | ISHARES TR | 13,124 | $9.0M | 2.58% |
| 10 | ISHARES TR | 74,487 | $9.0M | 2.57% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (126)
$31.6M · 46K shares
$28.6M · 85K shares
$26.8M · 1.1M shares
$22.8M · 492K shares
$18.2M · 122K shares
$13.3M · 71K shares
$12.7M · 211K shares
$11.7M · 42K shares
$9.0M · 13K shares
$9.0M · 74K shares
$8.3M · 152K shares
$8.3M · 31K shares
$8.0M · 166K shares
$7.4M · 270K shares
$7.4M · 12K shares
$7.3M · 139K shares
$5.9M · 78K shares
$5.5M · 11K shares
$5.0M · 137K shares
$5.0M · 17K shares
$4.8M · 19K shares
$4.0M · 7K shares
$4.0M · 13K shares
$4.0M · 17K shares
$3.9M · 21K shares
$3.9M · 53K shares
$3.8M · 58K shares
$3.2M · 5K shares
$3.0M · 50K shares
$2.4M · 4K shares
$2.1M · 6K shares
$1.9M · 46K shares
$1.8M · 6K shares
$1.8M · 71K shares
$1.6M · 3K shares
$1.5M · 34K shares
$1.4M · 23K shares
$1.4M · 8K shares
$1.3M · 17K shares
$1.3M · 13K shares
$1.3M · 24K shares
$1.2M · 4K shares
$1.2M · 3K shares
$1.2M · 8K shares
$1.2M · 2K shares
$1.2M · 3K shares
$1.1M · 8K shares
$995K · 17K shares
$962K · 1K shares
$958K · 3K shares
$958K · 9K shares
$944K · 879 shares
$923K · 16K shares
$864K · 16K shares
$845K · 11K shares
$817K · 9K shares
$787K · 4K shares
$765K · 2K shares
$756K · 10K shares
$754K · 3K shares
$725K · 16K shares
$721K · 8K shares
$680K · 6K shares
$605K · 2K shares
$584K · 665 shares
$554K · 2K shares
$553K · 6K shares
$551K · 3K shares
$541K · 2K shares
$539K · 2K shares
$521K · 11K shares
$519K · 3K shares
$518K · 7K shares
$487K · 5K shares
$483K · 2K shares
$482K · 2K shares
$480K · 12K shares
$478K · 3K shares
$464K · 5K shares
$463K · 434 shares
$459K · 4K shares
$435K · 1K shares
$416K · 17K shares
$396K · 695 shares
$395K · 2K shares
$377K · 2K shares
$371K · 9K shares
$364K · 778 shares
$354K · 7K shares
$345K · 2K shares
$342K · 708 shares
$334K · 12K shares
$332K · 922 shares
$320K · 2K shares
$315K · 1K shares
$303K · 998 shares
$276K · 1K shares
$264K · 2K shares
$260K · 454 shares
$259K · 1K shares
$258K · 20K shares
$258K · 978 shares
$251K · 1K shares
$248K · 1K shares
$244K · 792 shares
$240K · 225 shares
$238K · 10K shares
$237K · 776 shares
$234K · 636 shares
$234K · 1K shares
$232K · 2K shares
$231K · 3K shares
$231K · 1K shares
$229K · 1K shares
$226K · 2K shares
$225K · 2K shares
$223K · 3K shares
$221K · 2K shares
$219K · 4K shares
$218K · 794 shares
$218K · 1K shares
$205K · 482 shares
$205K · 3K shares
$202K · 4K shares
$201K · 681 shares
$22K · 37K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 61 | $279.1M | 80.1% |
| Technology | 20 | $35.1M | 10.1% |
| Communication Services | 4 | $8.2M | 2.3% |
| Consumer Cyclical | 9 | $7.5M | 2.2% |
| Unknown | 7 | $6.0M | 1.7% |
| Healthcare | 9 | $6.0M | 1.7% |
| Consumer Defensive | 4 | $3.4M | 1.0% |
| Industrials | 8 | $2.1M | 0.6% |
| Energy | 2 | $577K | 0.2% |
| Basic Materials | 2 | $407K | 0.1% |