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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.87M
$27,000 0.01% of portfolio
37,139
Q2 2025 New

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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