Benchmark Financial Wealth Advisors, LLC Portfolio Holdings

Benchmark Financial Wealth Advisors, LLC

  • $300 Million
  • Q2 2025

Benchmark Financial Wealth Advisors, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $300 Million distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $32.9M, Schwab Strategic Tr Intl Eqty with a value of $27.7M, Vanguard Total Stock Market Et with a value of $27.7M, Ishares Core S&P Total U.S. St with a value of $17.4M, and Doubleline ETF Tr Opportunisti with a value of $17M.

Examining the 13F form we can see an increase of $36.6M in the current position value, from $264M to 300M.

Below you can find more details about Benchmark Financial Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $300 Million
ETFs: $240 Million
Technology: $26.4 Million
Financial Services: $8.71 Million
Consumer Cyclical: $7.37 Million
Communication Services: $6.64 Million
Consumer Defensive: $3.8 Million
Healthcare: $3.75 Million
Industrials: $1.45 Million
Other: $451,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$1.75 Million 0.58% of portfolio
6,359
Q2 2025 Reduced 6.32%
$123B
$1.14 Million 0.38% of portfolio
7,607
Q2 2025 Added 0.61%
$99B
$1.13 Million 0.38% of portfolio
24,500
Q2 2025 Added 8.57%
$118B
$907,000 0.3% of portfolio
15,473
Q2 2025 Added 4.2%
$59.7B
$544,000 0.18% of portfolio
6,359
Q2 2025 Added 0.87%
$95.6B
$498,000 0.17% of portfolio
2,178
Q2 2025 Reduced 5.26%
$182B
$487,000 0.16% of portfolio
11,255
Q2 2025 Added 9.42%
$86B
$470,000 0.16% of portfolio
1,721
Q2 2025 Added 1.29%
$138B
$449,000 0.15% of portfolio
18,529
Q2 2025 Reduced 1.42%
$13.8B
$457,000 0.15% of portfolio
2,801
Q2 2025 Added 0.39%
$44.6B
$411,000 0.14% of portfolio
1,973
Q2 2025 Added 0.61%
$55.6B
$427,000 0.14% of portfolio
8,133
Q2 2025 Added 0.99%
$18.7B
$434,000 0.14% of portfolio
2,306
Q2 2025 Added 2.72%
$188B
$423,000 0.14% of portfolio
3,223
Q2 2025 New
$93.6B
$383,000 0.13% of portfolio
753
Q2 2025 Reduced 22.21%
$135B
$353,000 0.12% of portfolio
1,535
Q2 2025 Added 2.68%
$52.5B
$341,000 0.11% of portfolio
1,669
Q2 2025 New
$113B
$332,000 0.11% of portfolio
719
Q2 2025 Added 9.27%
$177B
$333,000 0.11% of portfolio
1,713
Q2 2025 Reduced 26.0%
$14.3B
$262,000 0.09% of portfolio
12,200
Q2 2025 Added 0.42%
$101B
$266,000 0.09% of portfolio
1,219
Q2 2025 Added 2.61%
$152B
$252,000 0.08% of portfolio
905
Q2 2025 Added 17.08%
$139B
$237,000 0.08% of portfolio
1,134
Q2 2025 New
$150B
$215,000 0.07% of portfolio
721
Q2 2025 Reduced 2.57%
$45.7B
$210,000 0.07% of portfolio
600
Q2 2025 New
$44.4B
$203,000 0.07% of portfolio
18,712
Q2 2025 Added 11.16%

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $300 Million
  • Prior Value $264 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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