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.
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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