Benchmark Financial Wealth Advisors, 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 Wealth Advisors, LLC held in its portfolio 124 assets valued at $348,414,976 (i.e. $348.42M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($31.64M), VANGUARD INDEX FDS ($28.62M), and SCHWAB STRATEGIC TR ($26.75M).
The chart below shows the top 10 valuable assets, and the table below shows the top 124 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Benchmark Financial Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 46398 | 31639983 | TR UNIT |
| VANGUARD INDEX FDS | 85361 | 28619003 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 1112901 | 26754150 | INTL EQTY ETF |
| DOUBLELINE ETF TRUST | 492384 | 22829145 | OPPORTUNISTIC CO |
| ISHARES TR | 122276 | 18181145 | CORE S&P TTL STK |
| NVIDIA CORPORATION | 71436 | 13322751 | COM |
| PACER FDS TR | 211359 | 12717458 | US CASH COWS 100 |
| ISHARES TR | 42143 | 11671148 | RUS TP200 GR ETF |
| ISHARES TR | 13124 | 8989046 | CORE S&P500 ETF |
| ISHARES TR | 74487 | 8951857 | CORE S&P SCP ETF |
| SELECT SECTOR SPDR TR | 152401 | 8347000 | STATE STREET FIN |
| APPLE INC | 30676 | 8339579 | COM |
| DBX ETF TR | 166196 | 7995670 | XTRACK MSCI EAFE |
| SCHWAB STRATEGIC TR | 269617 | 7395603 | US DIVIDEND EQ |
| VANGUARD INDEX FDS | 11738 | 7361563 | S&P 500 ETF SHS |
| PIMCO ETF TR | 139075 | 7288917 | INTER MUN BD ACT |
| ISHARES TR | 78091 | 5852123 | RUSEL 2500 ETF |
| MICROSOFT CORP | 11282 | 5456222 | COM |
| LEGG MASON ETF INVT | 136935 | 5041963 | FRANKLIN INTL LW |
| VANGUARD INDEX FDS | 17268 | 5011535 | MID CAP ETF |
| ISHARES TR | 19462 | 4790869 | RUSSELL 2000 ETF |
| SPDR S&P MIDCAP 400 ETF TR | 6703 | 4043953 | UTSER1 S&PDCRP |
| ALPHABET INC | 12795 | 4004754 | CAP STK CL A |
| AMAZON COM INC | 17206 | 3971563 | COM |
| INVESCO EXCHANGE TRADED FD T | 20593 | 3944882 | S&P500 EQL WGT |
| VANGUARD INTL EQUITY INDEX F | 53091 | 3905349 | ALLWRLD EX US |
| ISHARES TR | 57741 | 3810888 | CORE S&P MCP ETF |
| SPDR SERIES TRUST | 56761 | 3442828 | STATE STREET SPD |
| INVESCO QQQ TR | 5159 | 3169259 | UNIT SER 1 |
| META PLATFORMS INC | 3670 | 2422311 | CL A |
| BROADCOM INC | 6046 | 2092593 | COM |
| PACER FDS TR | 45798 | 1945507 | METAURUS CAP 400 |
| JPMORGAN CHASE & CO. | 5603 | 1805453 | COM |
| TIDAL TRUST I | 71021 | 1758473 | FUNDSTRAT GRANNY |
| ISHARES TR | 3403 | 1610868 | RUS 1000 GRW ETF |
| AMPLIFY ETF TR | 34010 | 1513423 | CWP ENHANCED DIV |
| VANGUARD TAX-MANAGED FDS | 22692 | 1417591 | VAN FTSE DEV MKT |
| ISHARES TR | 8273 | 1389354 | CORE S&P US GWT |
| FIDELITY WISE ORIGIN BITCOIN | 17328 | 1320950 | SHS |
| ISHARES INC | 12640 | 1306546 | MSCI EQUAL WEITE |
| BRISTOL-MYERS SQUIBB CO | 23967 | 1292792 | COM |
| ALPHABET INC | 3979 | 1248596 | CAP STK CL C |
| VISA INC | 3450 | 1209862 | COM CL A |
| BLACKSTONE INC | 7748 | 1194222 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2366 | 1189401 | CL B NEW |
| ISHARES TR | 3087 | 1152834 | RUS 1000 ETF |
| SELECT SECTOR SPDR TR | 7883 | 1134926 | STATE STREET TEC |
| ALTRIA GROUP INC | 17269 | 995743 | COM |
| COSTCO WHSL CORP NEW | 1116 | 962482 | COM |
| UNITEDHEALTH GROUP INC | 2904 | 958770 | COM |
| WALMART INC | 8605 | 958712 | COM |
| ELI LILLY & CO | 879 | 944896 | COM |
| J P MORGAN EXCHANGE TRADED F | 16135 | 923569 | EQUITY PREMIUM |
| BANK AMERICA CORP | 15726 | 864924 | COM |
| CISCO SYS INC | 10971 | 845068 | COM |
| WELLS FARGO CO NEW | 8770 | 817395 | COM |
| ISHARES TR | 3745 | 787722 | RUS 1000 VAL ETF |
| TESLA INC | 1703 | 765950 | COM |
| FIDELITY COVINGTON TRUST | 9733 | 756665 | MSCI FINLS IDX |
| ABBVIE INC | 3304 | 754846 | COM |
| FIDELITY MERRIMACK STR TR | 15753 | 725285 | TOTAL BD ETF |
| CORNING INC | 8235 | 721085 | COM |
| MERCK & CO INC | 6464 | 680355 | COM |
| SPDR GOLD TR | 1527 | 605247 | GOLD SHS |
| GOLDMAN SACHS GROUP INC | 665 | 584277 | COM |
| VANGUARD INDEX FDS | 2150 | 554669 | SMALL CP ETF |
| AMERICAN INTL GROUP INC | 6473 | 553749 | COM NEW |
| ROYAL BK CDA | 3235 | 551486 | COM |
| HOME DEPOT INC | 1574 | 541730 | COM |
| MARRIOTT INTL INC NEW | 1739 | 539652 | CL A |
| ISHARES BITCOIN TRUST ETF | 10511 | 521871 | SHS BEN INT |
| PALANTIR TECHNOLOGIES INC | 2924 | 519699 | CL A |
| COCA COLA CO | 7414 | 518292 | COM |
| NETFLIX INC | 5197 | 487308 | COM |
| PACKAGING CORP AMER | 2345 | 483539 | COM |
| WASTE MGMT INC DEL | 2196 | 482583 | COM |
| VERIZON COMMUNICATIONS INC | 11807 | 480914 | COM |
| WILLIAMS SONOMA INC | 2679 | 478406 | COM |
| ISHARES TR | 5489 | 464564 | CORE MSCI TOTAL |
| ASML HOLDING N V | 434 | 463871 | N Y REGISTRY SHS |
| PROSHARES TR | 4412 | 459118 | S&P 500 DV ARIST |
| AMGEN INC | 1331 | 435755 | COM |
| PFIZER INC | 16727 | 416492 | COM |
| MASTERCARD INCORPORATED | 695 | 396961 | CL A |
| PHILIP MORRIS INTL INC | 2463 | 395003 | COM |
| GARMIN LTD | 1860 | 377280 | SHS |
| SELECT SECTOR SPDR TR | 8705 | 371596 | STATE STREET UTI |
| CROWDSTRIKE HLDGS INC | 778 | 364850 | CL A |
| J P MORGAN EXCHANGE TRADED F | 6999 | 354066 | ULTRA SHRT ETF |
| CHEVRON CORP NEW | 2270 | 345901 | COM |
| LOCKHEED MARTIN CORP | 708 | 342464 | COM |
| GEN DIGITAL INC | 12309 | 334671 | COM |
| VANECK ETF TRUST | 922 | 332204 | SEMICONDUCTR ETF |
| VANGUARD INDEX FDS | 1675 | 320001 | VALUE ETF |
| UNION PAC CORP | 1365 | 315846 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 998 | 303379 | SPONSORED ADS |
| ORACLE CORP | 1419 | 276555 | COM |
| TEXAS INSTRS INC | 1526 | 264697 | COM |
| CATERPILLAR INC | 454 | 260034 | COM |
| DANAHER CORPORATION | 1133 | 259386 | COM |
| SALESFORCE INC | 978 | 258975 | COM |
| FORD MTR CO | 19707 | 258560 | COM |
| LAM RESEARCH CORP | 1471 | 251784 | COM NEW |
| BOEING CO | 1145 | 248551 | COM |
| GE AEROSPACE | 792 | 244045 | COM NEW |
| BLACKROCK INC | 225 | 240911 | COM |
| ADAMS DIVERSIFIED EQUITY FD | 10237 | 238721 | COM |
| MCDONALDS CORP | 776 | 237106 | COM |
| FERRARI N V | 636 | 234977 | COM |
| RTX CORPORATION | 1278 | 234376 | COM |
| EXXON MOBIL CORP | 1929 | 232194 | COM |
| ISHARES TR | 3323 | 231746 | FUTURE EXPONENTI |
| JOHNSON & JOHNSON | 1117 | 231119 | COM |
| QUALCOMM INC | 1339 | 229071 | COM |
| CITIGROUP INC | 1938 | 226176 | COM NEW |
| NOVARTIS AG | 1637 | 225635 | SPONSORED ADR |
| ISHARES TR | 2770 | 223312 | IBOXX HI YD ETF |
| ISHARES TR | 2305 | 221892 | RUS MID CAP ETF |
| SEAGATE TECHNOLOGY HLDNGS PL | 794 | 218765 | ORD SHS |
| MARSH & MCLENNAN COS INC | 1175 | 218016 | COM |
| LINDE PLC | 482 | 205482 | SHS |
| MP MATERIALS CORP | 4000 | 202080 | COM CL A |
| INTERNATIONAL BUSINESS MACHS | 681 | 201678 | COM |
| VERIFYME INC | 37139 | 22313 | COM NEW |
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