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.

Portfolio value $329 Million
ETFs: $259 Million
Technology: $31.8 Million
Financial Services: $9.63 Million
Communication Services: $7.89 Million
Consumer Cyclical: $7.57 Million
Healthcare: $4.88 Million
Consumer Defensive: $3.88 Million
Industrials: $1.87 Million
Other: $745,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.71B
$223,000 0.07% of portfolio
10,035
Q3 2025 Added 2.1%
$159B
$241,000 0.07% of portfolio
855
Q3 2025 Reduced 5.52%
$0
$221,000 0.07% of portfolio
2,296
Q3 2025 Added 0.35%
$301B
$214,000 0.07% of portfolio
449
Q3 2025 New
$88.4B
$236,000 0.07% of portfolio
1,172
Q3 2025 Reduced 3.86%
$203B
$218,000 0.07% of portfolio
1,315
Q3 2025 New
$261B
$239,000 0.07% of portfolio
1,009
Q3 2025 Added 2.02%
$218B
$231,000 0.07% of portfolio
761
Q3 2025 Added 1.47%
$65.5B
$220,000 0.07% of portfolio
1,624
Q3 2025 New
$191B
$206,000 0.06% of portfolio
2,105
Q3 2025 New
$474B
$212,000 0.06% of portfolio
1,888
Q3 2025 Reduced 0.53%
$266B
$209,000 0.06% of portfolio
1,637
Q3 2025 New
$260B
$210,000 0.06% of portfolio
1,257
Q3 2025 New
$48.7B
$208,000 0.06% of portfolio
619
Q3 2025 Added 3.17%
$197B
$207,000 0.06% of portfolio
2,042
Q3 2025 New
$0
$213,000 0.06% of portfolio
3,850
Q3 2025 Added 0.44%
$8.38M
$33,000 0.01% of portfolio
37,139
Q2 2025 New
Ishares Ethereum Tr
-
$0 0.0% of portfolio
-
Q3 2025 New
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 13.19%
Proshares Tr
-
$0 0.0% of portfolio
-
Q3 2025 New
Investment Managers Ser Tr I
-
$0 0.0% of portfolio
-
Q3 2025 New
Fidelity Wise Origin Bitcoin
-
$0 0.0% of portfolio
-
Q3 2025 Added 23.98%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.87%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $329 Million
  • Prior Value $300 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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