Benchmark Financial Wealth Advisors, LLC Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$302.5M
Holdings
117
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (117 positions)
| Stock | Value |
|---|---|
SPYSPDR S&P 500 ETF TR | $32.9M |
VTIVANGUARD INDEX FDS | $27.7M |
SCHFSCHWAB STRATEGIC TR | $27.7M |
ITOTISHARES TR | $17.4M |
DBNDDOUBLELINE ETF TRUST | $17.0M |
COWZPACER FDS TR | $12.7M |
IWYISHARES TR | $10.4M |
NVDANVIDIA CORPORATION | $8.7M |
XLFSELECT SECTOR SPDR TR | $8.2M |
IJRISHARES TR | $8.1M |
VOOVANGUARD INDEX FDS | $7.8M |
SCHDSCHWAB STRATEGIC TR | $6.9M |
AAPLAPPLE INC | $5.8M |
RSPINVESCO EXCHANGE TRADED FD T | $5.5M |
MSFTMICROSOFT CORP | $5.2M |
VOVANGUARD INDEX FDS | $4.9M |
SMMDISHARES TR | $4.8M |
IWMISHARES TR | $4.6M |
IVVISHARES TR | $4.4M |
MUNIPIMCO ETF TR | $4.3M |
AMZNAMAZON COM INC | $4.1M |
MDYSPDR S&P MIDCAP 400 ETF TR | $3.9M |
IJHISHARES TR | $3.6M |
VEUVANGUARD INTL EQUITY INDEX F | $3.5M |
LVHILEGG MASON ETF INVT | $3.1M |
KBESPDR SERIES TRUST | $2.9M |
NDQINVESCO QQQ TR | $2.7M |
METAMETA PLATFORMS INC | $2.7M |
GOOGLALPHABET INC | $2.2M |
AVGOBROADCOM INC | $1.8M |
IWFISHARES TR | $1.6M |
JPMJPMORGAN CHASE & CO. | $1.5M |
QDPLPACER FDS TR | $1.5M |
VEAVANGUARD TAX-MANAGED FDS | $1.3M |
IUSGISHARES TR | $1.3M |
FBTCFIDELITY WISE ORIGIN BITCOIN | $1.3M |
JEPIJ P MORGAN EXCHANGE TRADED F | $1.2M |
EUSAISHARES INC | $1.2M |
BXBLACKSTONE INC | $1.1M |
VVISA INC | $1.1M |
BMYBRISTOL-MYERS SQUIBB CO | $1.1M |
IWBISHARES TR | $1.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.0M |
XLKSELECT SECTOR SPDR TR | $1.0M |
BACBANK AMERICA CORP | $1.0M |
NOBLPROSHARES TR | $953K |
COSTCOSTCO WHSL CORP NEW | $930K |
MOALTRIA GROUP INC | $907K |
IWDISHARES TR | $742K |
WMTWALMART INC | $736K |
CSCOCISCO SYS INC | $715K |
LLYELI LILLY & CO | $711K |
WFCWELLS FARGO CO NEW | $708K |
NFLXNETFLIX INC | $663K |
FNCLFIDELITY COVINGTON TRUST | $648K |
ABBVABBVIE INC | $599K |
HDHOME DEPOT INC | $596K |
FBNDFIDELITY MERRIMACK STR TR | $592K |
GOOGALPHABET INC | $566K |
AIGAMERICAN INTL GROUP INC | $544K |
KOCOCA COLA CO | $508K |
PLTRPALANTIR TECHNOLOGIES INC | $499K |
WMWASTE MGMT INC DEL | $498K |
BACVERIZON COMMUNICATIONS INC | $487K |
VBVANGUARD INDEX FDS | $482K |
MARMARRIOTT INTL INC NEW | $470K |
4I1PHILIP MORRIS INTL INC | $467K |
IBITISHARES BITCOIN TRUST ETF | $464K |
WSMWILLIAMS SONOMA INC | $458K |
DBEFDBX ETF TR | $452K |
PFEPFIZER INC | $449K |
GSGOLDMAN SACHS GROUP INC | $448K |
PKGPACKAGING CORP AMER | $434K |
GLWCORNING INC | $428K |
RYROYAL BK CDA | $424K |
IXUSISHARES TR | $417K |
GRMNGARMIN LTD | $412K |
CRWDCROWDSTRIKE HLDGS INC | $384K |
GQ9SPDR GOLD TR | $370K |
RACEFERRARI N V | $362K |
GENGEN DIGITAL INC | $359K |
TXNTEXAS INSTRS INC | $356K |
UNPUNION PAC CORP | $353K |
PANWPALO ALTO NETWORKS INC | $342K |
LMTLOCKHEED MARTIN CORP | $333K |
UNHUNITEDHEALTH GROUP INC | $326K |
JPSTJ P MORGAN EXCHANGE TRADED F | $310K |
TSLATESLA INC | $307K |
MAMASTERCARD INCORPORATED | $306K |
ORCLORACLE CORP | $281K |
MRKMERCK & CO INC | $280K |
CRMSALESFORCE INC | $270K |
MRSHMARSH & MCLENNAN COS INC | $267K |
PGPROCTER AND GAMBLE CO | $255K |
XLUSELECT SECTOR SPDR TR | $254K |
AMGNAMGEN INC | $253K |
CVXCHEVRON CORP NEW | $247K |
IBMINTERNATIONAL BUSINESS MACHS | $247K |
BLKBLACKROCK INC | $240K |
SMHVANECK ETF TRUST | $239K |
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