CIK 1757706
Benchmark Financial Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
126
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 126
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 46K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 85K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 1.1M | $1M+ | SH |
| DBND | DOUBLELINE ETF TRUST | 492K | $1M+ | SH |
| ITOT | ISHARES TR | 122K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 71K | $1M+ | SH |
| COWZ | PACER FDS TR | 211K | $1M+ | SH |
| IWY | ISHARES TR | 42K | $1M+ | SH |
| IVV | ISHARES TR | 13K | $1M+ | SH |
| IJR | ISHARES TR | 74K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 152K | $1M+ | SH |
| AAPL | APPLE INC | 31K | $1M+ | SH |
| DBEF | DBX ETF TR | 166K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 270K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| MUNI | PIMCO ETF TR | 139K | $1M+ | SH |
| SMMD | ISHARES TR | 78K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 11K | $1M+ | SH |
| LVHI | LEGG MASON ETF INVT | 137K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| IWM | ISHARES TR | 19K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 7K | $1M+ | SH |
| GOOGL | ALPHABET INC | 13K | $1M+ | SH |
| AMZN | AMAZON COM INC | 17K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 21K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 53K | $1M+ | SH |
| IJH | ISHARES TR | 58K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 5K | $1M+ | SH |
| KBE | SPDR SERIES TRUST | 50K | $1M+ | SH |
| META | META PLATFORMS INC | 4K | $1M+ | SH |
| AVGO | BROADCOM INC | 6K | $1M+ | SH |
| QDPL | PACER FDS TR | 46K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 6K | $1M+ | SH |
| GRNY | TIDAL TRUST I | 71K | $1M+ | SH |
| IWF | ISHARES TR | 3K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 34K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 23K | $1M+ | SH |
| IUSG | ISHARES TR | 8K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 17K | $1M+ | SH |
| EUSA | ISHARES INC | 13K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 24K | $1M+ | SH |
| GOOG | ALPHABET INC | 4K | $1M+ | SH |
| V | VISA INC | 3K | $1M+ | SH |
| BX | BLACKSTONE INC | 8K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $1M+ | SH |
| IWB | ISHARES TR | 3K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 8K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 17K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 3K | $500K+ | SH |