Benchmark Financial Wealth Advisors, LLC Portfolio Holdings
Benchmark Financial Wealth Advisors, LLC
- $329 Million
- Q3 2025
Benchmark Financial Wealth Advisors, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $329 Million distributed in 124 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 $32.3M, Vanguard Total Stock Market Et with a value of $28.8M, Schwab Strategic Tr Intl Eqty with a value of $26M, Doubleline ETF Tr Opportunisti with a value of $19.3M, and Ishares Core S&P Total U.S. St with a value of $18.2M.
Examining the 13F form we can see an increase of $29M in the current position value, from $300M to 329M.
Below you can find more details about Benchmark Financial Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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