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 51–100 of 126
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WMT | WALMART INC | 9K | $500K+ | SH |
| LLY | ELI LILLY & CO | 879 | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 16K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 16K | $500K+ | SH |
| CSCO | CISCO SYS INC | 11K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 9K | $500K+ | SH |
| IWD | ISHARES TR | 4K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| FNCL | FIDELITY COVINGTON TRUST | 10K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 16K | $500K+ | SH |
| GLW | CORNING INC | 8K | $500K+ | SH |
| MRK | MERCK & CO INC | 6K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 665 | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| AIG | AMERICAN INTL GROUP INC | 6K | $500K+ | SH |
| RY | ROYAL BK CDA | 3K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 2K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 11K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $500K+ | SH |
| KO | COCA COLA CO | 7K | $500K+ | SH |
| NFLX | NETFLIX INC | 5K | $100K–$500K | SH |
| PKG | PACKAGING CORP AMER | 2K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 12K | $100K–$500K | SH |
| WSM | WILLIAMS SONOMA INC | 3K | $100K–$500K | SH |
| IXUS | ISHARES TR | 5K | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 434 | $100K–$500K | SH |
| NOBL | PROSHARES TR | 4K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| PFE | PFIZER INC | 17K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 695 | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| GRMN | GARMIN LTD | 2K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 778 | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 708 | $100K–$500K | SH |
| GEN | GEN DIGITAL INC | 12K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 922 | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 998 | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 2K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 454 | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 1K | $100K–$500K | SH |