Q2 2026 13F · SEC CIK 1757706

Benchmark Financial Wealth Advisors, LLC

Wealth managerFiled 2026-07-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $405.0M
Reported positions: 145
Top holdings a year, 3 yrs: +16.6%
Assets under management: $766.1M

Benchmark Financial Wealth Advisors, LLC is a wealth manager that reported 145 positions worth $405.0M in its Q2 2026 13F, filed 2026-07-17. Its largest holdings were Schwab Intl Equity (SCHF, 7.2%), Vanguard Index Fds (VTI, 7.1%), Spdr S&p 500 ETF Tr (SPY, 6.7%). A portfolio copying its top holdings returned 16.6% a year over the last 3 years, against 20.4% for the S&P 500.

Benchmark Financial Wealth Advisors, LLC holdings largest 50 of 145 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Benchmark Financial Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SCHFSchwab Intl Equity	7.2%	7.3%	1,054,504	-1.5%	$29.2M
VTIVanguard Index Fds	7.1%	7.1%	77,929	-2.6%	$28.8M
SPYSpdr S&p 500 ETF Tr	6.7%	7.3%	36,538	-9.3%	$27.3M
DBNDDoubleline ETF Trust	5.9%	6.6%	521,491	-0.1%	$23.8M
ITOTIshares Total US Stock Market ETF	4.8%	4.7%	119,402	-0.1%	$19.6M
IVVIshares Core S&p 500 ETF	3.9%	3.5%	21,272	+9.4%	$15.9M
NVDANvidia Corporation Com	3.2%	3.2%	65,497	-1.0%	$13.1M
IWYIshares Russell Top 200 Growth ETF	2.8%	2.8%	39,277	-3.9%	$11.4M
COWZPacer Fds Tr	2.8%	3.3%	181,078	-6.2%	$11.3M
IJRIshares Core S&p Small Cap ETF	2.7%	2.6%	74,689	+0.7%	$11.1M
MUNIInter Mun Bd Act	2.7%	3.3%	208,454	-8.0%	$11.0M
DBEFDbx ETF Tr	2.6%	2.6%	190,058	+0.6%	$10.4M
SCHDSchwab Strategic Tr	2.5%	2.6%	323,158	+4.5%	$10.2M
LVHIFranklin International Low Volatility Hi	2.4%	2.3%	243,547	+18.3%	$9.9M
XCEMColumbia ETF Tr II	2.3%	1.9%	179,048	+7.2%	$9.5M
AAPLApple Inc	2.3%	2.2%	32,288	+3.9%	$9.3M
DYNFIshares U.s. Equity Factor Rotation Acti	2.1%	—	125,755	—	$8.6M
SMMDIshares Tr	2.1%	1.9%	92,212	+4.8%	$8.4M
VOOVanguard S&p 500 ETF	1.9%	1.9%	11,118	-2.6%	$7.6M
GRNYFundstrat Granny Sht US Lg Cp ETF	1.4%	1.2%	198,482	+10.3%	$5.5M
VOVanguard Index Fds	1.3%	1.3%	67,674	+300.0%	$5.5M
GOOGLAlphabet Inc	1.2%	1.1%	13,301	-1.2%	$4.8M
IWMIshares	1.2%	1.2%	15,558	-13.4%	$4.7M
RSPInvesco S&p 500 Equal Weight ETF	1.1%	1.1%	21,441	+3.2%	$4.6M
MSFTMicrosoft Corp	1.1%	1.2%	12,014	+0.5%	$4.5M
QDPLPacer Fds Tr	1.1%	0.7%	95,738	+44.0%	$4.3M
MDYState Street Spdr S&p Midcap 400 ETF Tru	1.1%	1.1%	6,106	-6.9%	$4.3M
IJHIshares Tr	1.1%	1.0%	55,196	-1.0%	$4.3M
AMZNAmazon Com Inc Com	1.0%	1.1%	17,336	-4.9%	$4.1M
VEUVanguard FTSE All	1.0%	1.0%	47,792	+0.7%	$4.0M
DIVOAmplify ETF Tr	0.9%	0.7%	78,542	+41.7%	$3.6M
QQQInvesco Qqq Tr	0.8%	0.8%	4,475	-5.9%	$3.3M
AVGOBroadcom Inc	0.6%	0.6%	6,252	-2.9%	$2.4M
METAMeta Platforms Inc Class A	0.5%	0.6%	3,610	-1.4%	$2.0M
GLDSpdr Gold Shares	0.5%	0.6%	5,439	+6.0%	$2.0M
GLWCorning Inc.	0.5%	0.3%	7,426	-10.4%	$1.9M
JPMJpmorgan Chase & Co	0.4%	0.5%	5,065	-15.8%	$1.7M
IWFIshares Russell 1000 Growth ETF	0.4%	0.4%	13,004	+290.4%	$1.6M
VEAVanguard Tax-Managed Fds	0.4%	0.4%	22,229	-2.0%	$1.6M
IUSGiShares ETFs/USA	0.4%	0.4%	8,221	+0.1%	$1.5M
BMYBristol-Myers Squibb Co Com	0.4%	0.4%	26,443	+1.2%	$1.5M
XLKState Street Technology Select Sector Sp	0.4%	—	7,538	—	$1.4M
CSCOCisco Sys Inc	0.3%	—	11,881	—	$1.4M
BXBlackstone Inc Com	0.3%	0.4%	11,730	+1.2%	$1.4M
FBNDFidelity Merrimack Str Tr	0.3%	—	30,159	—	$1.4M
MOAltria Group Inc	0.3%	0.3%	18,606	+0.3%	$1.3M
GOOGAlphabet Inc	0.3%	0.3%	3,754	-11.6%	$1.3M
VVisa Inc Com Cl A	0.3%	0.3%	3,785	-3.5%	$1.3M
BACBank of Amer Corp	0.3%	—	22,481	—	$1.3M
IWBIshares Russell 1000 ETF	0.3%	0.3%	3,101	+0.2%	$1.3M

What Benchmark Financial Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.4% /yr; S&P 500 +20.1%
3 years: +16.6% /yr; S&P 500 +20.4%
5 years: +8.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$405.0M	145
Q1 2026	$361.1M	133
Q4 2025	$348.4M	126
Q3 2025	$332.3M	124
Q2 2025	$302.5M	117
Q1 2025	$264.9M	98
Q4 2024	$312.0M	100
Q3 2024	$299.9M	100
Q2 2024	$269.9M	90
Q1 2024	$261.7M	90
Q4 2023	$232.1M	79
Q3 2023	$212.8M	67

Questions about Benchmark Financial Wealth Advisors, LLC's portfolio

What stocks does Benchmark Financial Wealth Advisors, LLC own?

Benchmark Financial Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 17, 2026, lists 145 positions worth $405.0M. The largest are Schwab Intl Equity (SCHF) at 7.2%, Vanguard Index Fds (VTI) at 7.1%, Spdr S&p 500 ETF Tr (SPY) at 6.7%, Doubleline ETF Trust (DBND) at 5.9% and Ishares Total US Stock Market ETF (ITOT) at 4.8%.

What did Benchmark Financial Wealth Advisors, LLC buy last quarter?

In Q2 2026, Benchmark Financial Wealth Advisors, LLC added Vanguard Index Fds (VO) (+300.0% shares), Ishares Russell 1000 Growth ETF (IWF) (+290.4% shares) and Pacer Fds Tr (QDPL) (+44.0% shares), compared with its Q1 2026 filing.

What did Benchmark Financial Wealth Advisors, LLC sell last quarter?

In Q2 2026, Benchmark Financial Wealth Advisors, LLC cut from its top 50 Select Sector Spdr Tr (XLF), cut from its top 50 Ishares Inc (EUSA), cut from its top 50 Fidelity Wise Origin Bitcoin (FBTC), cut from its top 50 Costco Whsl Corp New (COST), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), Jpmorgan Chase & Co (JPM) (-15.8% shares), Ishares (IWM) (-13.4% shares) and Alphabet Inc (GOOG) (-11.6% shares), compared with its Q1 2026 filing.

How has Benchmark Financial Wealth Advisors, LLC's portfolio performed?

A portfolio copying Benchmark Financial Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.4% against +20.1%. Over 5 years: +8.3% a year against +11.6%.

When is Benchmark Financial Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Benchmark Financial Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Benchmark Financial Wealth Advisors, LLC manage?

Benchmark Financial Wealth Advisors, LLC reported $766.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $405.0M.