Benchmark Wealth Management, LLC Incresed Positions in Q2 2025

Benchmark Wealth Management, LLC

  • $224 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.05K
+ 12.58%
$456.74 - $568.03 $2.31M - $2.87M
45.2K $25.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16K
+ 72.77%
$96.84 - $99.46 $1.55M - $1.59M
37.9K $3.76M
VEA
Vanguard Ftse Developed Market

ETFs
20.3K
+ 80.79%
$45.65 - $57.01 $927K - $1.16M
45.5K $2.59M
BNDX
Vanguard Total International B

ETFs
16.3K
+ 55.0%
$48.77 - $49.55 $793K - $806K
45.8K $2.27M
VO
Vanguard Mid Cap ETF

ETFs
406
+ 1.97%
$228.54 - $279.83 $92.8K - $114K
21.1K $5.89M
ILCB
Ishares Morningstar U.S. Equit

ETFs
44
+ 0.07%
$68.63 - $85.78 $3.02K - $3.77K
64.5K $5.54M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.98K
+ 31.9%
$29.12 - $35.84 $290K - $358K
41.2K $1.48M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.69K
+ 22.59%
$77.74 - $78.78 $365K - $370K
25.5K $2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
9.49K
+ 47.29%
$24.94 - $31.15 $237K - $296K
29.6K $918K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
24
+ 0.04%
$65.41 - $79.66 $1.57K - $1.91K
55.4K $4.41M
DUHP
Dimensional ETF Tr Dimensional

ETFs
6.44K
+ 30.79%
$29.36 - $35.56 $189K - $229K
27.4K $973K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
4.71K
+ 48.06%
$36.01 - $45.69 $170K - $215K
14.5K $663K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.58K
+ 32.94%
$36.25 - $42.28 $202K - $236K
22.5K $952K
IDV
Ishares Tr

ETFs
5.68K
+ 63.4%
$27.79 - $34.84 $158K - $198K
14.6K $505K
DIHP
Dimensional ETF Tr Dimensional

ETFs
6.41K
+ 45.05%
$24.32 - $29.74 $156K - $191K
20.7K $609K
DFIV
Dimensional ETF Tr

ETFs
4.24K
+ 44.7%
$34.67 - $43.21 $147K - $183K
13.7K $587K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.21K
+ 0.35%
$72.02 - $73.82 $87.1K - $89.3K
349K $25.7M
AVSC
American Centy ETF Tr Avantis
2.11K
+ 37.84%
$42.39 - $51.76 $89.5K - $109K
7.69K $396K
VONG
Vanguard Russell 1000 Growth E

ETFs
68
+ 1.08%
$82.51 - $109.2 $5.61K - $7.43K
6.38K $696K
CAT
Caterpillar Inc

Industrials
1
+ 0.06%
$273.94 - $388.21 $274 - $388
1.79K $694K
AVEM
American Centy ETF Tr Avantis

ETFs
831
+ 21.72%
$53.08 - $68.54 $44.1K - $57K
4.66K $319K
VIG
Vanguard Dividend Appreciation

ETFs
191
+ 0.6%
N/A
32.2K $5.86M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
217
+ 0.71%
$77.94 - $79.5 $16.9K - $17.3K
30.8K $2.45M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
84
+ 3.05%
$86.58 - $104.98 $7.27K - $8.82K
2.84K $298K
VGSH
Vanguard

ETFs
413
+ 1.69%
$58.32 - $58.95 $24.1K - $24.3K
24.8K $1.46M
Activity Summary
Buys All Purchases 32 New Holdings 6 Increased Positions 26 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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