Benchmark Wealth Management, LLC Portfolio Holdings
Benchmark Wealth Management, LLC
- $224 Million
- Q2 2025
Benchmark Wealth Management, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $224 Million distributed in 70 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $33.4M, Vanguard Bd Index Fd Inc Total with a value of $25.7M, Vanguard Index Fds S&P 500 ETF with a value of $25.7M, Vanguard Whitehall Fds (Vangua with a value of $17.1M, and Vanguard Value ETF with a value of $16.4M.
Examining the 13F form we can see an increase of $18M in the current position value, from $206M to 224M.
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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|