Benchmark Financial, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Benchmark Financial, LLC held in its portfolio 45 assets valued at $100,326,423 (i.e. $100.33M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($27.23M), VANGUARD SCOTTSDALE FDS ($13.04M), and PROSHARES TR ($7.06M).
The chart below shows the top 10 valuable assets, and the table below shows the top 45 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Benchmark Financial, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 447421 | 27226084 | STATE STREET SPD |
| VANGUARD SCOTTSDALE FDS | 155735 | 13042792 | INT-TERM CORP |
| PROSHARES TR | 67811 | 7057141 | S&P 500 DV ARIST |
| ISHARES TR | 54390 | 6491392 | 3 7 YR TREAS BD |
| ISHARES TR | 61016 | 5867312 | 7-10 YR TRSY BD |
| SPDR INDEX SHS FDS | 128153 | 5691273 | PORTFOLIO DEVLPD |
| J P MORGAN EXCHANGE TRADED F | 63230 | 3619298 | EQUITY PREMIUM |
| ISHARES TR | 12010 | 3325922 | RUS TP200 GR ETF |
| VANGUARD TAX-MANAGED FDS | 40073 | 2503348 | VAN FTSE DEV MKT |
| J P MORGAN EXCHANGE TRADED F | 43010 | 1990933 | INCOME ETF |
| MICROSOFT CORP | 3357 | 1623344 | COM |
| FIRST TR EXCHANGE TRADED FD | 15635 | 1537263 | RBA INDL ETF |
| ISHARES TR | 25827 | 1395975 | MSCI INDIA ETF |
| JPMORGAN CHASE FINL CO LLC | 45035 | 1346996 | CAL LKD 44 |
| CLEANSPARK INC | 124000 | 1254880 | COM NEW |
| BONDBLOXX ETF TRUST | 25744 | 1236842 | BLOOMBERG SEVEN |
| VANGUARD INDEX FDS | 1858 | 1165208 | S&P 500 ETF SHS |
| BERKSHIRE HATHAWAY INC DEL | 2247 | 1129455 | CL B NEW |
| J P MORGAN EXCHANGE TRADED F | 20929 | 1058812 | ULTRA SHRT ETF |
| PIMCO DYNAMIC INCOME FD | 59542 | 1054489 | SHS |
| GLOBAL X FDS | 50000 | 883500 | NASDAQ 100 COVER |
| SPDR S&P 500 ETF TR | 1194 | 814212 | TR UNIT |
| TESLA INC | 1660 | 746535 | COM |
| INCYTE CORP | 7446 | 735441 | COM |
| VANGUARD MUN BD FDS | 13158 | 661716 | TAX EXEMPT BD |
| COSTCO WHSL CORP NEW | 743 | 641051 | COM |
| ISHARES INC | 14508 | 640818 | ESG AWR MSCI EM |
| JOHNSON & JOHNSON | 2678 | 554212 | COM |
| APPLE INC | 2009 | 546093 | COM |
| J P MORGAN EXCHANGE TRADED F | 7142 | 415093 | NASDAQ EQT PREM |
| BENTLEY SYS INC | 10590 | 404167 | COM CL B |
| AMAZON COM INC | 1723 | 397661 | COM |
| VANGUARD INTL EQUITY INDEX F | 6710 | 360749 | FTSE EMR MKT ETF |
| ALPHABET INC | 1133 | 354708 | CAP STK CL A |
| CONOCOPHILLIPS | 3664 | 342987 | COM |
| ELI LILLY & CO | 296 | 318105 | COM |
| ISHARES TR | 2752 | 266614 | S&P MC 400GR ETF |
| ISHARES TR | 680 | 262889 | RUSSELL 3000 ETF |
| PHILLIPS 66 | 1961 | 253047 | COM |
| VANGUARD SPECIALIZED FUNDS | 1129 | 248079 | DIV APP ETF |
| ISHARES TR | 1465 | 246032 | CORE S&P US GWT |
| FIDELITY COVINGTON TRUST | 5726 | 208312 | ENHANCED MID |
| VANGUARD INDEX FDS | 602 | 201943 | TOTAL STK MKT |
| PIMCO CORPORATE & INCM STRG | 10000 | 127600 | COM |
| TIDAL TRUST II | 10000 | 76100 | YIELDMAX MARA OP |
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