Benchmark Financial Wealth Advisors, LLC Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$348.4B
Holdings
126
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (126 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 46,398 | $31.6B | 9.08% | |
| 2 | VTIVANGUARD INDEX FDS | 85,361 | $28.6B | 8.21% | |
| 3 | SCHFSCHWAB STRATEGIC TR | 1,112,901 | $26.8B | 7.68% | |
| 4 | DBNDDOUBLELINE ETF TRUST | 492,384 | $22.8B | 6.55% | |
| 5 | ITOTISHARES TR | 122,276 | $18.2B | 5.22% | |
| 6 | NVDANVIDIA CORPORATION | 71,436 | $13.3B | 3.82% | |
| 7 | COWZPACER FDS TR | 211,359 | $12.7B | 3.65% | |
| 8 | IWYISHARES TR | 42,143 | $11.7B | 3.35% | |
| 9 | IVVISHARES TR | 13,124 | $9.0B | 2.58% | |
| 10 | IJRISHARES TR | 74,487 | $9.0B | 2.57% | |
| 11 | XLFSELECT SECTOR SPDR TR | 152,401 | $8.3B | 2.40% | |
| 12 | AAPLAPPLE INC | 30,676 | $8.3B | 2.39% | |
| 13 | DBEFDBX ETF TR | 166,196 | $8.0B | 2.29% | |
| 14 | SCHDSCHWAB STRATEGIC TR | 269,617 | $7.4B | 2.12% | |
| 15 | VOOVANGUARD INDEX FDS | 11,738 | $7.4B | 2.11% | |
| 16 | MUNIPIMCO ETF TR | 139,075 | $7.3B | 2.09% | |
| 17 | SMMDISHARES TR | 78,091 | $5.9B | 1.68% | |
| 18 | MSFTMICROSOFT CORP | 11,282 | $5.5B | 1.57% | |
| 19 | LVHILEGG MASON ETF INVT | 136,935 | $5.0B | 1.45% | |
| 20 | VOVANGUARD INDEX FDS | 17,268 | $5.0B | 1.44% | |
| 21 | IWMISHARES TR | 19,462 | $4.8B | 1.37% | |
| 22 | MDYSPDR S&P MIDCAP 400 ETF TR | 6,703 | $4.0B | 1.16% | |
| 23 | GOOGLALPHABET INC | 12,795 | $4.0B | 1.15% | |
| 24 | AMZNAMAZON COM INC | 17,206 | $4.0B | 1.14% | |
| 25 | RSPINVESCO EXCHANGE TRADED FD T | 20,593 | $3.9B | 1.13% | |
| 26 | VEUVANGUARD INTL EQUITY INDEX F | 53,091 | $3.9B | 1.12% | |
| 27 | IJHISHARES TR | 57,741 | $3.8B | 1.09% | |
| 28 | NDQINVESCO QQQ TR | 5,159 | $3.2B | 0.91% | |
| 29 | KBESPDR SERIES TRUST | 49,723 | $3.0B | 0.87% | |
| 30 | METAMETA PLATFORMS INC | 3,670 | $2.4B | 0.70% | |
| 31 | AVGOBROADCOM INC | 6,046 | $2.1B | 0.60% | |
| 32 | QDPLPACER FDS TR | 45,798 | $1.9B | 0.56% | |
| 33 | JPMJPMORGAN CHASE & CO. | 5,603 | $1.8B | 0.52% | |
| 34 | GRNYTIDAL TRUST I | 71,021 | $1.8B | 0.50% | |
| 35 | IWFISHARES TR | 3,403 | $1.6B | 0.46% | |
| 36 | DIVOAMPLIFY ETF TR | 34,010 | $1.5B | 0.43% | |
| 37 | VEAVANGUARD TAX-MANAGED FDS | 22,692 | $1.4B | 0.41% | |
| 38 | IUSGISHARES TR | 8,273 | $1.4B | 0.40% | |
| 39 | FBTCFIDELITY WISE ORIGIN BITCOIN | 17,328 | $1.3B | 0.38% | |
| 40 | EUSAISHARES INC | 12,640 | $1.3B | 0.37% | |
| 41 | BMYBRISTOL-MYERS SQUIBB CO | 23,967 | $1.3B | 0.37% | |
| 42 | GOOGALPHABET INC | 3,979 | $1.2B | 0.36% | |
| 43 | VVISA INC | 3,450 | $1.2B | 0.35% | |
| 44 | BXBLACKSTONE INC | 7,748 | $1.2B | 0.34% | |
| 45 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,366 | $1.2B | 0.34% | |
| 46 | IWBISHARES TR | 3,087 | $1.2B | 0.33% | |
| 47 | XLKSELECT SECTOR SPDR TR | 7,883 | $1.1B | 0.33% | |
| 48 | MOALTRIA GROUP INC | 17,269 | $995.0M | 0.29% | |
| 49 | COSTCOSTCO WHSL CORP NEW | 1,116 | $962.0M | 0.28% | |
| 50 | UNHUNITEDHEALTH GROUP INC | 2,904 | $958.0M | 0.27% | |
| 51 | WMTWALMART INC | 8,605 | $958.0M | 0.27% | |
| 52 | LLYELI LILLY & CO | 879 | $944.0M | 0.27% | |
| 53 | JEPIJ P MORGAN EXCHANGE TRADED F | 16,135 | $923.0M | 0.26% | |
| 54 | BACBANK AMERICA CORP | 15,726 | $864.0M | 0.25% | |
| 55 | CSCOCISCO SYS INC | 10,971 | $845.0M | 0.24% | |
| 56 | WFCWELLS FARGO CO NEW | 8,770 | $817.0M | 0.23% | |
| 57 | IWDISHARES TR | 3,745 | $787.0M | 0.23% | |
| 58 | TSLATESLA INC | 1,703 | $765.0M | 0.22% | |
| 59 | FNCLFIDELITY COVINGTON TRUST | 9,733 | $756.0M | 0.22% | |
| 60 | ABBVABBVIE INC | 3,304 | $754.0M | 0.22% | |
| 61 | FBNDFIDELITY MERRIMACK STR TR | 15,753 | $725.0M | 0.21% | |
| 62 | GLWCORNING INC | 8,235 | $721.0M | 0.21% | |
| 63 | MRKMERCK & CO INC | 6,464 | $680.0M | 0.20% | |
| 64 | GQ9SPDR GOLD TR | 1,527 | $605.0M | 0.17% | |
| 65 | GSGOLDMAN SACHS GROUP INC | 665 | $584.0M | 0.17% | |
| 66 | VBVANGUARD INDEX FDS | 2,150 | $554.0M | 0.16% | |
| 67 | AIGAMERICAN INTL GROUP INC | 6,473 | $553.0M | 0.16% | |
| 68 | RYROYAL BK CDA | 3,235 | $551.0M | 0.16% | |
| 69 | HDHOME DEPOT INC | 1,574 | $541.0M | 0.16% | |
| 70 | MARMARRIOTT INTL INC NEW | 1,739 | $539.0M | 0.15% | |
| 71 | IBITISHARES BITCOIN TRUST ETF | 10,511 | $521.0M | 0.15% | |
| 72 | PLTRPALANTIR TECHNOLOGIES INC | 2,924 | $519.0M | 0.15% | |
| 73 | KOCOCA COLA CO | 7,414 | $518.0M | 0.15% | |
| 74 | NFLXNETFLIX INC | 5,197 | $487.0M | 0.14% | |
| 75 | PKGPACKAGING CORP AMER | 2,345 | $483.0M | 0.14% | |
| 76 | WMWASTE MGMT INC DEL | 2,196 | $482.0M | 0.14% | |
| 77 | BACVERIZON COMMUNICATIONS INC | 11,807 | $480.0M | 0.14% | |
| 78 | WSMWILLIAMS SONOMA INC | 2,679 | $478.0M | 0.14% | |
| 79 | IXUSISHARES TR | 5,489 | $464.0M | 0.13% | |
| 80 | ASMLASML HOLDING N V | 434 | $463.0M | 0.13% | |
| 81 | NOBLPROSHARES TR | 4,412 | $459.0M | 0.13% | |
| 82 | AMGNAMGEN INC | 1,331 | $435.0M | 0.12% | |
| 83 | PFEPFIZER INC | 16,727 | $416.0M | 0.12% | |
| 84 | MAMASTERCARD INCORPORATED | 695 | $396.0M | 0.11% | |
| 85 | 4I1PHILIP MORRIS INTL INC | 2,463 | $395.0M | 0.11% | |
| 86 | GRMNGARMIN LTD | 1,860 | $377.0M | 0.11% | |
| 87 | XLUSELECT SECTOR SPDR TR | 8,705 | $371.0M | 0.11% | |
| 88 | CRWDCROWDSTRIKE HLDGS INC | 778 | $364.0M | 0.10% | |
| 89 | JPSTJ P MORGAN EXCHANGE TRADED F | 6,999 | $354.0M | 0.10% | |
| 90 | CVXCHEVRON CORP NEW | 2,270 | $345.0M | 0.10% | |
| 91 | LMTLOCKHEED MARTIN CORP | 708 | $342.0M | 0.10% | |
| 92 | GENGEN DIGITAL INC | 12,309 | $334.0M | 0.10% | |
| 93 | SMHVANECK ETF TRUST | 922 | $332.0M | 0.10% | |
| 94 | VTVVANGUARD INDEX FDS | 1,675 | $320.0M | 0.09% | |
| 95 | UNPUNION PAC CORP | 1,365 | $315.0M | 0.09% | |
| 96 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 998 | $303.0M | 0.09% | |
| 97 | ORCLORACLE CORP | 1,419 | $276.0M | 0.08% | |
| 98 | TXNTEXAS INSTRS INC | 1,526 | $264.0M | 0.08% | |
| 99 | CATCATERPILLAR INC | 454 | $260.0M | 0.07% | |
| 100 | DHRDANAHER CORPORATION | 1,133 | $259.0M | 0.07% |
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