Benchmark Financial Wealth Advisors, LLC
CIK 1757706 · View on SEC EDGAR ↗
- Portfolio value
- $405.3M
- Positions
- 147
- As of
- June 30, 2026
#4,331 of 9,443 by 13F value · top 45.9%
Portfolio value QoQ: +12.2% 13F does not disclose cash
- Top 10 holdings weight
- 47.25%
- Top 25 holdings weight
- 75.46%
- Positions above 1%
- 29
- Effective number of positions
- 30.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 6.1% Est. buys $31,781,538 · sells $23,369,623
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 79.9% still held
- New positions
- 27
- Increased
- 61
- Decreased
- 56
- Closed
- 12
Put-notional exposure: 0.1% puts 13F reports option positions at underlying notional value — may include hedges, not necessarily bearish bets
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
9.1%
Communication Services
2.1%
Healthcare
1.8%
Retail
1.7%
Industrials
1.4%
Financials
1.3%
Financial Services
1.2%
Consumer Discretionary
0.7%
Consumer Staples
0.6%
Energy
0.4%
Communications
0.3%
Telecommunication
0.2%
Packaging
0.2%
Materials
0.2%
Consumer products
0.1%
Logistics & Transportation
0.1%
Other/Unmapped
78.7%
Full portfolio 147 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SCHF | $29,209,756 | 7.21% | 1,054,504 | $2,702,717 | Down ×4 | ||
| VTI | $28,836,865 | 7.11% | 77,929 | $3,161,241 | Down ×6 | ||
| SPY SPY | $27,285,529 | 6.73% | 36,538 | $1,073,680 | Down ×6 | ||
| DBND | $23,775,018 | 5.87% | 521,491 | $-142,271 | Down ×1 | ||
| ITOT | $19,614,224 | 4.84% | 119,402 | $2,586,348 | Down ×6 | ||
| IVV | $15,930,186 | 3.93% | 21,272 | $3,234,069 | Up ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $13,105,214 | 3.23% | 65,497 | $1,564,106 | Down ×2 | ||
| IWY | $11,414,629 | 2.82% | 39,277 | $1,243,938 | Down ×3 | ||
| COWZ | $11,263,073 | 2.78% | 181,078 | $-815,595 | Down ×3 | ||
| IJR | $11,077,128 | 2.73% | 74,689 | $1,860,966 | Up ×1 | ||
| MUNI | $10,964,674 | 2.71% | 208,454 | $-857,723 | Down ×1 | ||
| DBEF | $10,382,846 | 2.56% | 190,058 | $1,050,497 | Up ×4 | ||
| SCHD | $10,247,349 | 2.53% | 323,158 | $763,813 | Up ×2 | ||
| LVHI | $9,884,344 | 2.44% | 243,547 | $1,540,282 | Up ×5 | ||
| XCEM | $9,468,058 | 2.34% | 179,048 | $2,651,319 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $9,342,864 | 2.30% | 32,288 | $1,458,222 | Up ×4 | ||
| DYNF | $8,552,598 | 2.11% | 125,755 | Up ×1 | |||
| SMMD | $8,449,367 | 2.08% | 92,212 | $1,732,501 | Up ×5 | ||
| VOO | $7,635,741 | 1.88% | 11,118 | $815,665 | Down ×2 | ||
| GRNY | $5,488,016 | 1.35% | 198,482 | $1,191,967 | Up ×2 | ||
| VO | $5,452,504 | 1.35% | 67,674 | $593,649 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4,753,421 | 1.17% | 13,301 | $882,723 | Down ×1 | ||
| IWM | $4,674,335 | 1.15% | 15,558 | $219,332 | Down ×4 | ||
| RSP | $4,561,934 | 1.13% | 21,441 | $573,602 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $4,481,465 | 1.11% | 12,014 | $57,903 | Up ×4 | ||
| QDPL | $4,314,911 | 1.06% | 95,738 | $1,645,816 | Up ×6 | ||
| MDY | $4,294,386 | 1.06% | 6,106 | $246,981 | Down ×3 | ||
| IJH | $4,256,183 | 1.05% | 55,196 | $492,115 | Down ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4,131,825 | 1.02% | 17,336 | $334,163 | Down ×1 | ||
| VEU | $4,002,561 | 0.99% | 47,792 | $438,625 | Up ×1 | ||
| DIVO | $3,589,362 | 0.89% | 78,542 | $1,103,100 | Up ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3,295,354 | 0.81% | 4,475 | $551,025 | Down ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $2,361,827 | 0.58% | 6,252 | $368,069 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $2,033,217 | 0.50% | 3,610 | $-62,247 | Down ×2 | ||
| GLD | $2,003,665 | 0.49% | 5,439 | $-204,723 | Up ×4 | ||
| GLW Corning Incorporated Common Stock | $1,896,931 | 0.47% | 7,426 | $770,481 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,657,791 | 0.41% | 5,065 | $-112,420 | Down ×1 | ||
| IWF | $1,614,695 | 0.40% | 13,004 | $194,440 | Up ×1 | ||
| VEA | $1,583,832 | 0.39% | 22,229 | $129,621 | Down ×1 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $1,546,308 | 0.38% | 8,221 | $272,362 | Up ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $1,523,621 | 0.38% | 26,443 | $-60,412 | Up ×3 | ||
| XLK XLK | $1,436,147 | 0.35% | 7,538 | $409,353 | Down ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1,395,492 | 0.34% | 11,881 | $352,728 | Down ×1 | ||
| BX Blackstone Inc. Common Stock | $1,380,312 | 0.34% | 11,730 | $47,033 | Up ×6 | ||
| FBND | $1,371,954 | 0.34% | 30,159 | $473,708 | Up ×5 | ||
| MO Altria Group, Inc. | $1,338,694 | 0.33% | 18,606 | $114,873 | Up ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,326,292 | 0.33% | 3,754 | $108,120 | Down ×1 | ||
| V Visa Inc. | $1,298,666 | 0.32% | 3,785 | $113,320 | Down ×1 | ||
| BAC Bank of America Corporation Common Stock | $1,280,941 | 0.32% | 22,481 | $281,762 | Up ×2 | ||
| IWB | $1,269,812 | 0.31% | 3,101 | $166,439 | Up ×2 | ||
| BRKB | $1,220,582 | 0.30% | 2,439 | $122,610 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1,170,429 | 0.29% | 976 | $282,171 | Up ×3 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1,010,054 | 0.25% | 7,860 | $4,455 | Down ×1 | ||
| EUSA | $1,008,778 | 0.25% | 8,834 | $-211,556 | Down ×2 | ||
| ABBV AbbVie Inc. Common Stock | $976,506 | 0.24% | 3,881 | $155,687 | Up ×3 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $972,614 | 0.24% | 962 | $398,967 | Up ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $925,222 | 0.23% | 989 | $-234,995 | Down ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $896,861 | 0.22% | 2,158 | $271,089 | Down ×2 | ||
| FBTC | $888,586 | 0.22% | 17,406 | $-272,123 | Down ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $860,206 | 0.21% | 432 | $113,617 | Down ×1 | ||
| IWD | $796,943 | 0.20% | 3,287 | $23,082 | Down ×3 | ||
| WMT Walmart Inc. - Common Stock | $778,050 | 0.19% | 6,870 | $-275,463 | Down ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $772,526 | 0.19% | 9,506 | $91,000 | Up ×3 | ||
| VB | $734,601 | 0.18% | 2,423 | $171,685 | Up ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $709,635 | 0.18% | 1,222 | Up ×1 | |||
| IAU | $703,829 | 0.17% | 9,321 | $-137,923 | Down ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $688,746 | 0.17% | 1,638 | $162,284 | Up ×1 | ||
| RY Royal Bank Of Canada Common Stock | $669,489 | 0.17% | 3,235 | $146,177 | |||
| WFC Wells Fargo & Company Common Stock | $664,714 | 0.16% | 8,043 | $6,145 | Down ×4 | ||
| TXN Texas Instruments Incorporated - Common Stock | $661,850 | 0.16% | 2,220 | $288,421 | Up ×2 | ||
| AMGN Amgen Inc. - Common Stock | $652,186 | 0.16% | 1,801 | $9,240 | Down ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $643,578 | 0.16% | 15,200 | $-36,077 | Up ×3 | ||
| MAR Marriott International - Class A Common Stock | $634,688 | 0.16% | 1,713 | $62,124 | Down ×1 | ||
| PKG Packaging Corporation of America Common Stock | $628,822 | 0.16% | 2,639 | $110,126 | Up ×3 | ||
| SMH SMH | $590,601 | 0.15% | 900 | $239,231 | Down ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $586,904 | 0.14% | 608 | $254,626 | Down ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $581,479 | 0.14% | 6,093 | $105,938 | Up ×1 | ||
| WSM Williams-Sonoma, Inc. Common Stock (DE) | $578,979 | 0.14% | 2,484 | $89,135 | Down ×1 | ||
| CVX Chevron Corporation Common Stock | $575,232 | 0.14% | 3,470 | $-86,686 | Up ×4 | ||
| CAT Caterpillar, Inc. Common Stock | $517,054 | 0.13% | 486 | $144,934 | Down ×1 | ||
| Unknown issuer (CUSIP: 84615Q103) | $502,130 | 0.12% | 2,939 | Up ×1 | |||
| NOBL | $499,985 | 0.12% | 8,903 | $30,176 | Up ×2 | ||
| PM Philip Morris International Inc Common Stock | $494,369 | 0.12% | 2,733 | $72,364 | Up ×2 | ||
| AIG American International Group, Inc. New Common Stock | $490,461 | 0.12% | 6,581 | $2,447 | Up ×6 | ||
| NFLX Netflix, Inc. - Common Stock | $489,769 | 0.12% | 6,860 | $-28,505 | Up ×5 | ||
| WM Waste Management, Inc. Common Stock | $483,914 | 0.12% | 2,171 | $-22,033 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $482,127 | 0.12% | 1,367 | $-90,976 | Down ×1 | ||
| GRMN Garmin Ltd. Common Stock (Switzerland) | $445,424 | 0.11% | 1,875 | $12,238 | Up ×3 | ||
| LMT Lockheed Martin Corporation Common Stock | $443,794 | 0.11% | 871 | $-89,074 | Down ×1 | ||
| GEV GE Vernova Inc. Common Stock | $435,940 | 0.11% | 371 | $171,458 | Up ×1 | ||
| UNP Union Pacific Corporation Common Stock | $431,508 | 0.11% | 1,586 | $79,037 | Up ×2 | ||
| GE GE Aerospace Common Stock | $420,278 | 0.10% | 1,125 | $177,477 | Up ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $402,908 | 0.10% | 1,353 | Up ×1 | |||
| XLU XLU | $397,932 | 0.10% | 8,777 | $-2,297 | Up ×4 | ||
| MU Micron Technology, Inc. - Common Stock | $395,786 | 0.10% | 343 | Up ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $392,922 | 0.10% | 515 | $54,797 | Down ×1 | ||
| LIN Linde plc - Ordinary Shares | $376,975 | 0.09% | 726 | $14,607 | Down ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $375,044 | 0.09% | 785 | $42,200 | Down ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $366,792 | 0.09% | 2,683 | $-67,242 | Up ×3 | ||
| PFE Pfizer, Inc. Common Stock | $357,774 | 0.09% | 14,858 | $-123,984 | Down ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| IVV | $15,930,186 | 3.93% | up ×4 |
| DBEF | $10,382,846 | 2.56% | up ×4 |
| LVHI | $9,884,344 | 2.44% | up ×5 |
| AAPL | $9,342,864 | 2.30% | up ×4 |
| SMMD | $8,449,367 | 2.08% | up ×5 |
| MSFT | $4,481,465 | 1.11% | up ×4 |
| QDPL | $4,314,911 | 1.06% | up ×6 |
| GLD | $2,003,665 | 0.49% | up ×4 |
| BMY | $1,523,621 | 0.38% | up ×3 |
| BX | $1,380,312 | 0.34% | up ×6 |
| FBND | $1,371,954 | 0.34% | up ×5 |
| MO | $1,338,694 | 0.33% | up ×6 |
| LLY | $1,170,429 | 0.29% | up ×3 |
| ABBV | $976,506 | 0.24% | up ×3 |
| GS | $972,614 | 0.24% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| DYNF | $8,552,598 | 125,755 | 2.11% |
| AMD | $709,635 | 1,222 | 0.18% |
| Unknown issuer (CUSIP: 84615Q103) | $502,130 | 2,939 | 0.12% |
| MRVL | $402,908 | 1,353 | 0.10% |
| MU | $395,786 | 343 | 0.10% |
| IYG | $345,220 | 3,816 | 0.09% |
| INTC | $341,140 | 2,443 | 0.08% |
| DELL | $313,414 | 726 | 0.08% |
| PANW | $299,416 | 878 | 0.07% |
| SPY | $298,708 | 400 | 0.07% |
| GPIX | $294,632 | 5,302 | 0.07% |
| KLAC | $263,794 | 874 | 0.07% |
| EOG | $245,434 | 1,892 | 0.06% |
| ETN | $239,549 | 562 | 0.06% |
| TT | $231,128 | 471 | 0.06% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Bought more | +2K | +$3.2M |
| VTI | Trimmed | -2K | +$3.2M |
| SCHF | Trimmed | -16K | +$2.7M |
| XCEM | Bought more | +12K | +$2.7M |
| ITOT | Trimmed | -151 | +$2.6M |
| IJR | Bought more | +550 | +$1.9M |
| SMMD | Bought more | +4K | +$1.7M |
| QDPL | Bought more | +29K | +$1.6M |
| NVDA | Trimmed | -679 | +$1.6M |
| LVHI | Bought more | +38K | +$1.5M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| XLV | March 31, 2025 | 73,591 | $10,123,854 | No longer tracked |
| XLF | June 30, 2026 | 151,983 | $7,503,399 | No longer tracked |
| KBE | March 31, 2026 | 49,723 | $3,017,698 | No longer tracked |
| KRE | June 30, 2025 | 28,611 | $1,626,528 | No longer tracked |
| IAT | June 30, 2025 | 24,733 | $1,153,300 | No longer tracked |
| VIG | March 31, 2025 | 4,901 | $959,855 | No longer tracked |
| WSO | March 31, 2025 | 1,919 | $909,395 | -37.7% |
| JEPI | June 30, 2026 | 13,505 | $765,478 | No longer tracked |
| FNCL | June 30, 2026 | 9,042 | $634,758 | No longer tracked |
| PANW | Sept. 30, 2025 | 1,669 | $341,544 | 69.0% |
| VTV | June 30, 2026 | 1,677 | $329,017 | No longer tracked |
| FETH | March 31, 2025 | 9,328 | $311,640 | No longer tracked |
| PEP | June 30, 2026 | 1,992 | $309,412 | 5.3% |
| SLV | June 30, 2026 | 4,396 | $299,575 | No longer tracked |
| IYG | Dec. 31, 2025 | 3,077 | $275,853 | No longer tracked |
| LRCX | June 30, 2025 | 3,687 | $268,074 | 222.6% |
| SPOT | June 30, 2026 | 542 | $263,052 | 14.8% |
| CRM | March 31, 2026 | 978 | $258,975 | 10.1% |
| UBER | June 30, 2026 | 3,590 | $258,223 | 8.4% |
| ETHA | Dec. 31, 2025 | 8,167 | $257,342 | |
| LRCX | March 31, 2026 | 1,471 | $251,784 | 47.0% |
| QCOM | March 31, 2025 | 1,615 | $248,085 | 4.8% |
| ORCL | March 31, 2025 | 1,477 | $246,074 | 4.8% |
| DASH | June 30, 2026 | 1,555 | $233,469 | 19.0% |
| CALF | March 31, 2025 | 5,260 | $231,489 | No longer tracked |
| BLK | June 30, 2026 | 239 | $229,898 | 20.3% |
| QCOM | March 31, 2026 | 1,339 | $229,071 | 25.0% |
| C | March 31, 2026 | 1,938 | $226,176 | 16.2% |
| PG | Dec. 31, 2025 | 1,456 | $223,715 | 0.0% |
| HYG | March 31, 2026 | 2,770 | $223,312 | No longer tracked |
| COIN | March 31, 2025 | 898 | $222,973 | 8.8% |
| IWR | March 31, 2026 | 2,305 | $221,892 | No longer tracked |
| PSX | Dec. 31, 2025 | 1,624 | $220,915 | 88.4% |
| ACN | Sept. 30, 2025 | 721 | $215,399 | -26.0% |
| CMG | Sept. 30, 2025 | 3,830 | $215,038 | -8.4% |
| NOBL | March 31, 2025 | 2,146 | $213,612 | No longer tracked |
| SMH | March 31, 2025 | 875 | $212,004 | 165.6% |
| XT | March 31, 2025 | 3,543 | $211,395 | |
| RACE | June 30, 2026 | 623 | $210,706 | 16.1% |
| GILD | June 30, 2026 | 1,511 | $210,642 | 14.6% |
| COIN | Dec. 31, 2025 | 619 | $208,906 | -17.2% |
| UBER | Dec. 31, 2025 | 2,105 | $206,227 | -4.3% |
| KRE | March 31, 2026 | 3,166 | $205,185 | No longer tracked |
| MP | March 31, 2026 | 4,000 | $202,080 | 19.1% |
| ADP | March 31, 2025 | 690 | $201,905 | -8.7% |
| DSI | March 31, 2025 | 1,825 | $201,241 | No longer tracked |
| REW | Dec. 31, 2025 | 17,776 | $104,967 | No longer tracked |
| PLTD | Sept. 30, 2025 | 11,148 | $104,236 | |
| TSLQ | Dec. 31, 2025 | 12,185 | $98,087 |