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 $200 Billions or more
