BENNINGFIELD FINANCIAL 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, BENNINGFIELD FINANCIAL ADVISORS, LLC held in its portfolio 18 assets valued at $127,756,910 (i.e. $127.76M).

The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($23.54M), VANGUARD MALVERN FDS ($19.70M), and PALANTIR TECHNOLOGIES INC ($19.08M).

The chart below shows the top 10 valuable assets, and the table below shows the top 18 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in BENNINGFIELD FINANCIAL ADVISORS, LLC Portfolio

DIMENSIONAL ETF TRUST

VANGUARD MALVERN FDS

PALANTIR TECHNOLOGIES INC

ISHARES TR

VANGUARD INDEX FDS

EA SERIES TRUST

AMERICAN CENTY ETF TR

DIMENSIONAL ETF TRUST

VANGUARD INDEX FDS

VANGUARD SCOTTSDALE FDS

BENNINGFIELD FINANCIAL ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
DIMENSIONAL ETF TRUST	505243	23539272	US MKTWIDE VALUE
VANGUARD MALVERN FDS	398329	19701349	STRM INFPROIDX
PALANTIR TECHNOLOGIES INC	107340	19079685	CL A
ISHARES TR	194425	18695878	7-10 YR TRSY BD
VANGUARD INDEX FDS	47332	15869082	TOTAL STK MKT
EA SERIES TRUST	541315	12612640	EA BRIDGEWAY OMN
AMERICAN CENTY ETF TR	57233	5836622	US SML CP VALU
DIMENSIONAL ETF TRUST	95695	4775181	INTERNATNAL VAL
VANGUARD INDEX FDS	11357	2169121	VALUE ETF
VANGUARD SCOTTSDALE FDS	35843	2148071	INTER TERM TREAS
ISHARES TR	6751	1340954	MSCI USA QLT FCT
DIMENSIONAL ETF TRUST	7242	431189	US TARGETED VLU
ISHARES TR	8132	309436	MSCI INTL VLU FT
VANGUARD INTL EQUITY INDEX F	5361	288202	FTSE EMR MKT ETF
VANGUARD STAR FDS	3635	274225	VG TL INTL STK F
DIMENSIONAL ETF TRUST	3350	233395	US SMALL CAP ETF
CATERPILLAR INC	400	229148	COM
ISHARES TR	1965	223460	SP SMCP600VL ETF