Benchmark Wealth Management, LLC
CIK: 0001788241SEC EDGAR →
Portfolio Value
$225.0M
Holdings
70
As of
Q2 2025
New Positions
6
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 76,195 | $33.4M | 14.84% |
| 2 | VANGUARD BD INDEX FDS | 348,745 | $25.7M | 11.41% |
| 3 | VANGUARD INDEX FDS | 45,171 | $25.7M | 11.40% |
| 4 | VANGUARD WHITEHALL FDS | 128,380 | $17.1M | 7.61% |
| 5 | VANGUARD INDEX FDS | 92,968 | $16.4M | 7.30% |
| 6 | VANGUARD INTL EQUITY INDEX F | 135,384 | $9.1M | 4.04% |
| 7 | VANGUARD INDEX FDS | 33,732 | $8.0M | 3.55% |
| 8 | VANGUARD SPECIALIZED FUNDS | 32,162 | $6.6M | 2.93% |
| 9 | BERKSHIRE HATHAWAY INC DEL | 9 | $6.6M | 2.91% |
| 10 | VANGUARD INDEX FDS | 21,052 | $5.9M | 2.62% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 55 | $210.9M | 93.7% |
| Unknown | 3 | $8.3M | 3.7% |
| Industrials | 4 | $2.9M | 1.3% |
| Technology | 3 | $1.1M | 0.5% |
| Healthcare | 2 | $684K | 0.3% |
| Energy | 1 | $625K | 0.3% |
| Consumer Defensive | 2 | $564K | 0.3% |