Benchmark Wealth Management, LLC
CIK 1788241 · View on SEC EDGAR ↗
- Portfolio value
- $225.0M
- Positions
- 70
- As of
- June 30, 2025 Data as of Q2 2025
#6,065 of 9,443 by 13F value · top 64.2%
Portfolio value QoQ: +8.9% 13F does not disclose cash
- Top 10 holdings weight
- 68.62%
- Top 25 holdings weight
- 89.48%
- Positions above 1%
- 20
- Effective number of positions
- 14.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2025: 2.64% Est. buys $11,202,343 · sells $5,699,358
- New positions
- 6
- Increased
- 26
- Decreased
- 21
- Closed
- 3
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- 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
Industrials
1.3%
Technology
0.4%
Energy
0.3%
Healthcare
0.3%
Consumer products
0.1%
Consumer Staples
0.1%
Other/Unmapped
97.5%
Full portfolio 70 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VUG | $33,404,062 | 14.84% | 76,195 | $3,639,305 | Down ×2 | ||
| BND Vanguard Total Bond Market ETF | $25,678,083 | 11.41% | 348,745 | $151,613 | Up ×1 | ||
| VOO | $25,658,575 | 11.40% | 45,171 | $5,038,881 | Up ×2 | ||
| VYM | $17,114,280 | 7.61% | 128,380 | $78,813 | Down ×2 | ||
| VTV | $16,431,108 | 7.30% | 92,968 | $-87,963 | Down ×2 | ||
| VEU | $9,100,526 | 4.04% | 135,384 | $873,085 | Down ×1 | ||
| VB | $7,993,810 | 3.55% | 33,732 | $279,792 | Down ×2 | ||
| VIG | $6,582,502 | 2.93% | 32,162 | $380,537 | Up ×1 | ||
| BRKA | $6,559,200 | 2.91% | 9 | $-626,774 | |||
| VO | $5,890,891 | 2.62% | 21,052 | $551,506 | Up ×1 | ||
| SCHD | $5,867,337 | 2.61% | 221,409 | $-481,326 | Down ×2 | ||
| ILCB | $5,535,883 | 2.46% | 64,536 | $553,262 | Up ×1 | ||
| SCHB | $4,697,634 | 2.09% | 197,131 | $452,484 | Down ×2 | ||
| VTEB | $4,479,032 | 1.99% | 91,353 | $-353,439 | Down ×2 | ||
| IMCB | $4,413,373 | 1.96% | 55,403 | $310,731 | Up ×1 | ||
| AGG | $3,762,551 | 1.67% | 37,929 | $1,590,944 | Up ×2 | ||
| MINT | $2,902,360 | 1.29% | 28,869 | $-1,182,246 | Down ×1 | ||
| VEA | $2,591,896 | 1.15% | 45,464 | $1,313,689 | Up ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $2,445,498 | 1.09% | 30,761 | $34,381 | Up ×1 | ||
| BNDX Vanguard Total International Bond ETF | $2,269,880 | 1.01% | 45,847 | $825,844 | Up ×2 | ||
| BSV | $2,003,309 | 0.89% | 25,455 | $377,903 | Up ×1 | ||
| DE Deere & Company Common Stock | $1,576,319 | 0.70% | 3,100 | $121,334 | |||
| DFAC | $1,478,170 | 0.66% | 41,244 | $446,606 | Up ×1 | ||
| SCHM | $1,460,255 | 0.65% | 52,059 | $96,309 | |||
| VGSH Vanguard Short-Term Treasury ETF | $1,460,092 | 0.65% | 24,840 | $26,498 | Up ×2 | ||
| VTI | $1,363,357 | 0.61% | 4,486 | $102,907 | Down ×1 | ||
| BRKB | $1,241,628 | 0.55% | 2,556 | $-193,675 | Down ×2 | ||
| VT | $1,055,794 | 0.47% | 8,215 | $43,727 | Down ×2 | ||
| MTUM | $1,048,394 | 0.47% | 4,362 | $321,484 | Up ×1 | ||
| DUHP | $973,363 | 0.43% | 27,372 | $279,776 | Up ×1 | ||
| DFUV | $952,547 | 0.42% | 22,530 | $254,161 | Up ×1 | ||
| DFIC | $918,955 | 0.41% | 29,558 | $361,667 | Up ×1 | ||
| SDY | $764,974 | 0.34% | 5,636 | $-6,502 | Down ×1 | ||
| SCHP | $761,433 | 0.34% | 28,539 | $-41,270 | Down ×2 | ||
| ESGV | $720,116 | 0.32% | 6,568 | $76,780 | |||
| VONG Vanguard Russell 1000 Growth ETF | $696,150 | 0.31% | 6,375 | $110,923 | Up ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $693,930 | 0.31% | 1,788 | $104,656 | Up ×2 | ||
| VONV Vanguard Russell 1000 Value ETF | $665,064 | 0.30% | 7,805 | $16,712 | Down ×2 | ||
| IMTM | $663,130 | 0.29% | 14,514 | $271,598 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $625,024 | 0.28% | 5,798 | $-64,532 | |||
| DIHP | $609,040 | 0.27% | 20,652 | $225,468 | Up ×1 | ||
| DFIV | $587,617 | 0.26% | 13,720 | $214,405 | Up ×1 | ||
| EAGG | $555,457 | 0.25% | 11,684 | $701 | |||
| IDV | $505,292 | 0.22% | 14,642 | $227,330 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $474,054 | 0.21% | 953 | $116,292 | |||
| NVDA NVIDIA Corporation - Common Stock | $402,875 | 0.18% | 2,550 | $77,735 | Down ×1 | ||
| AVSC | $396,580 | 0.18% | 7,690 | $126,556 | Up ×1 | ||
| JMSI | $375,551 | 0.17% | 7,599 | Up ×1 | |||
| PFE Pfizer, Inc. Common Stock | $351,189 | 0.16% | 14,488 | $-22,272 | Down ×2 | ||
| SPIP | $350,246 | 0.16% | 13,440 | $-4,301 | |||
| VWO | $349,518 | 0.16% | 7,067 | Up ×1 | |||
| BA Boeing Company (The) Common Stock | $348,867 | 0.16% | 1,665 | $64,901 | |||
| JMST | $346,256 | 0.15% | 6,800 | Up ×1 | |||
| VXUS Vanguard Total International Stock ETF | $341,512 | 0.15% | 4,943 | $34,179 | Down ×1 | ||
| VBR | $333,893 | 0.15% | 1,712 | $-8,356 | Down ×1 | ||
| JNJ Johnson & Johnson Common Stock | $332,537 | 0.15% | 2,177 | $-28,497 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $332,178 | 0.15% | 4,006 | $4,647 | |||
| EVIM | $323,733 | 0.14% | 6,306 | Up ×1 | |||
| AVEM | $319,205 | 0.14% | 4,657 | $88,995 | Up ×1 | ||
| KMB Kimberly-Clark Corporation - Common Stock | $316,885 | 0.14% | 2,458 | $-32,692 | |||
| IVOO | $298,248 | 0.13% | 2,841 | $26,132 | Up ×1 | ||
| VOE | $295,535 | 0.13% | 1,797 | $7,045 | |||
| COWZ | $286,947 | 0.13% | 5,208 | $-116,340 | Down ×2 | ||
| VSGX | $267,895 | 0.12% | 4,090 | $26,667 | |||
| MMM 3M Company Common Stock | $266,420 | 0.12% | 1,750 | $9,415 | |||
| DWX | $261,794 | 0.12% | 6,211 | $23,540 | |||
| MUB | $248,767 | 0.11% | 2,381 | Up ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $247,047 | 0.11% | 1,871 | $-33,491 | |||
| IJK | $218,170 | 0.10% | 2,398 | ||||
| RVT Royce Small-Cap Trust, Inc. Common Stock | $189,931 | 0.08% | 12,620 | $8,855 | Down ×2 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| JMSI | $375,551 | 7,599 | 0.17% |
| VWO | $349,518 | 7,067 | 0.16% |
| JMST | $346,256 | 6,800 | 0.15% |
| EVIM | $323,733 | 6,306 | 0.14% |
| MUB | $248,767 | 2,381 | 0.11% |
| IJK | $218,170 | 2,398 | 0.10% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VOO | Bought more | +5K | +$5.0M |
| VUG | Trimmed | -4K | +$3.6M |
| AGG | Bought more | +16K | +$1.6M |
| VEA | Bought more | +20K | +$1.3M |
| MINT | Trimmed | -12K | -$1.2M |
| VEU | Trimmed | -248 | +$873K |
| BNDX | Bought more | +16K | +$826K |
| BRKA | Price move only | +0 | -$627K |
| ILCB | Bought more | +44 | +$553K |
| VO | Bought more | +406 | +$552K |
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.