Benchmark Wealth Management, LLC Portfolio Holdings

Benchmark Wealth Management, LLC

  • $206 Million
  • Q1 2025

Benchmark Wealth Management, LLC has filed its 13F form on April 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $206 Million distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $29.7M, Vanguard Bd Index Fd Inc Total with a value of $25.5M, Vanguard Index Fds S&P 500 ETF with a value of $20.5M, Vanguard Whitehall Fds (Vangua with a value of $16.8M, and Vanguard Value ETF with a value of $16.3M.

Examining the 13F form we can see an increase of $2.88M in the current position value, from $203M to 206M.

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

Portfolio value $206 Million
ETFs: $191 Million
Financial Services: $8.78 Million
Industrials: $2.58 Million
Healthcare: $947,000
Consumer Defensive: $830,000
Energy: $689,000
Technology: $682,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.7 Million 14.47% of portfolio
80,267
Q1 2025 Reduced 15.86%
$0
$25.5 Million 12.4% of portfolio
347,535
Q1 2025 Reduced 1.45%
$0
$20.5 Million 9.98% of portfolio
40,123
Q1 2025 Added 6.0%
$0
$16.8 Million 8.2% of portfolio
132,099
Q1 2025 Reduced 2.65%
$0
$16.3 Million 7.95% of portfolio
95,630
Q1 2025 Reduced 20.07%
$0
$8.28 Million 4.03% of portfolio
135,632
Q1 2025 Added 4.03%
$0
$7.71 Million 3.75% of portfolio
34,787
Q1 2025 Reduced 5.3%
$479B
$7.19 Million 3.5% of portfolio
9
Q1 2025 New
$0
$6.26 Million 3.05% of portfolio
227,062
Q1 2025 Reduced 4.63%
$0
$5.82 Million 2.83% of portfolio
31,971
Q1 2025 Reduced 3.64%
$0
$5.31 Million 2.58% of portfolio
20,646
Q1 2025 Reduced 3.82%
$0
$4.96 Million 2.41% of portfolio
64,492
Q1 2025 Reduced 3.31%
$0
$4.82 Million 2.35% of portfolio
97,390
Q1 2025 Reduced 0.78%
$0
$4.23 Million 2.06% of portfolio
197,174
Q1 2025 Reduced 1.24%
$0
$4.08 Million 1.99% of portfolio
40,594
Q1 2025 Added 38.34%
$0
$4.08 Million 1.98% of portfolio
55,379
Q1 2025 Reduced 0.18%
$0
$2.17 Million 1.05% of portfolio
21,953
Q1 2025 Added 140.26%
$0
$1.62 Million 0.79% of portfolio
20,764
Q1 2025 New
$142B
$1.45 Million 0.71% of portfolio
3,100
Q4 2019 New
$0
$1.43 Million 0.7% of portfolio
24,427
Q1 2025 Added 36.11%
$0
$1.44 Million 0.7% of portfolio
29,579
Q1 2025 Added 83.55%
$683B
$1.41 Million 0.69% of portfolio
2,695
Q1 2025 Reduced 1.46%
$0
$1.36 Million 0.66% of portfolio
52,059
Q4 2024 Added 232.67%
$0
$1.29 Million 0.63% of portfolio
25,147
Q1 2025 Added 133.58%
$0
$1.25 Million 0.61% of portfolio
4,586
Q1 2025 Added 0.24%
$0
$1.03 Million 0.5% of portfolio
31,269
Q1 2025 New
$0
$1.01 Million 0.49% of portfolio
8,728
Q1 2025 Reduced 10.27%
$0
$799,000 0.39% of portfolio
29,851
Q1 2025 Reduced 4.08%
$0
$763,000 0.37% of portfolio
5,686
Q4 2023 Reduced 3.4%
$0
$722,000 0.35% of portfolio
3,596
Q1 2025 New
$496B
$689,000 0.34% of portfolio
5,798
Q4 2023 Reduced 0.82%
$0
$692,000 0.34% of portfolio
16,947
Q1 2025 New
$0
$687,000 0.33% of portfolio
20,929
Q1 2025 New
$0
$642,000 0.31% of portfolio
7,855
Q1 2025 Reduced 14.22%
$0
$640,000 0.31% of portfolio
6,568
Q4 2024 Reduced 4.91%
$174B
$589,000 0.29% of portfolio
1,787
Q1 2025 Added 0.06%
$0
$584,000 0.28% of portfolio
6,307
Q1 2025 Reduced 10.6%
$0
$562,000 0.27% of portfolio
20,068
Q1 2025 New
$0
$553,000 0.27% of portfolio
11,684
Q1 2025 Added 0.49%
$0
$385,000 0.19% of portfolio
14,238
Q1 2025 New
$0
$400,000 0.19% of portfolio
7,365
Q1 2025 Reduced 20.62%
$0
$393,000 0.19% of portfolio
9,803
Q1 2025 New
$0
$376,000 0.18% of portfolio
9,482
Q1 2025 New
$142B
$373,000 0.18% of portfolio
14,738
Q1 2025 Reduced 12.47%
$434B
$361,000 0.18% of portfolio
2,177
Q3 2024 Reduced 19.85%
$0
$353,000 0.17% of portfolio
13,440
Q4 2024 Added 2.94%
$0
$340,000 0.17% of portfolio
1,837
Q1 2025 Added 0.27%
$2.8T
$357,000 0.17% of portfolio
953
Q1 2025 Reduced 4.6%
$48B
$349,000 0.17% of portfolio
2,458
Q3 2022 Reduced 7.52%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $206 Million
  • Prior Value $203 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Benchmark Wealth Management, LLC Portfolio

Follow Benchmark Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benchmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email