Benchmark Financial Wealth Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 17, 2026), Benchmark Financial Wealth Advisors, LLC reported 145 stock positions worth $405.0 million. Its top holding was Schwab Intl Equity ETF (SCHF) at 7.2% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 7.1%) and SS SPDR S&P 500 ETF Trust-US (SPY, 6.7%). Compared with Q1 2026, it opened 25 new positions, sold out of 12, added to 58 and reduced 58. The biggest buy was a new position in Ishrs US E F R A ETF-Usd (DYNF) and the biggest sale an exit from SS Financial Select Sector (XLF).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001757706
- Portfolio Value
- $405.0M (Q2 2026)
- SEC Filing
- 0001757706-26-000006 ↗ filed Jul 17, 2026
Holdings Value
Holdings 145 stocks · $405.0M
| SCHF Schwab Intl Equity ETF | 7.21% | 1,054,504 | $29.2M | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 7.12% | 77,929 | $28.8M | Reduce -2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.74% | 36,538 | $27.3M | Reduce -9.3% |
| DBND Doubleline Oppor Cor BND-Usd | 5.87% | 521,491 | $23.8M | Reduce -0.1% |
| ITOT iShares Core S&P Total U.S. | 4.84% | 119,402 | $19.6M | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | 3.93% | 21,272 | $15.9M | Add +9.4% |
| NVDA Nvidia Corp. | 3.24% | 65,497 | $13.1M | Reduce -1.0% |
| IWY iShares Russell Top 200 Grow | 2.82% | 39,277 | $11.4M | Reduce -3.9% |
| COWZ Pacer US Cash Cows 100 ETF | 2.78% | 181,078 | $11.3M | Reduce -6.2% |
| IJR iShares Core S&P Small-Cap E | 2.74% | 74,689 | $11.1M | Add +0.7% |
| MUNI PIMCO Intermediate Municipal | 2.71% | 208,454 | $11.0M | Reduce -8.0% |
| DBEF Xtrackers MSCI Eafe Hedged E | 2.56% | 190,058 | $10.4M | Add +0.6% |
| SCHD Schwab US DVD Equity ETF | 2.53% | 323,158 | $10.2M | Add +4.5% |
| LVHI Franklin International Low V | 2.44% | 243,547 | $9.9M | Add +18.3% |
| XCEM Columbia Em Core Ex-China | 2.34% | 179,048 | $9.5M | Add +7.2% |
| AAPL Apple Inc. | 2.31% | 32,288 | $9.3M | Add +3.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.11% | 125,755 | $8.6M | New |
| SMMD iShares Russell 2500 ETF | 2.09% | 92,212 | $8.4M | Add +4.8% |
| VOO Vanguard S&P 500 ETF | 1.89% | 11,118 | $7.6M | Reduce -2.6% |
| GRNY Fundstr Gran SH US LRG Cap | 1.36% | 198,482 | $5.5M | Add +10.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.35% | 67,674 | $5.5M | No change |
| GOOGL Alphabet Inc. Class A | 1.17% | 13,301 | $4.8M | Reduce -1.2% |
| IWM iShares Russell 2000 ETF | 1.15% | 15,558 | $4.7M | Reduce -13.4% |
| RSP Invesco S&P 500 Equal Weight | 1.13% | 21,441 | $4.6M | Add +3.2% |
| MSFT Microsoft Corp. | 1.11% | 12,014 | $4.5M | Add +0.5% |
| QDPL Pacer Met US LRG Cap DVD 400 | 1.07% | 95,738 | $4.3M | Add +44.0% |
| MDY State Street SPDR S&P Midcap | 1.06% | 6,106 | $4.3M | Reduce -7.0% |
| IJH iShares Core S&P Midcap ETF | 1.05% | 55,196 | $4.3M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 1.02% | 17,336 | $4.1M | Reduce -4.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.99% | 47,792 | $4.0M | Add +0.7% |
| DIVO Amplify CWP Enhan Divid ETF | 0.89% | 78,542 | $3.6M | Add +41.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.81% | 4,475 | $3.3M | Reduce -5.9% |
| AVGO Broadcom Inc. | 0.58% | 6,252 | $2.4M | Reduce -3.0% |
| META Meta Platforms Inc. Class A | 0.50% | 3,610 | $2.0M | Reduce -1.4% |
| GLD SPDR Gold Shares | 0.49% | 5,439 | $2.0M | Add +6.0% |
| GLW Corning Inc. | 0.47% | 7,426 | $1.9M | Reduce -10.4% |
| JPM JPMorgan Chase & Co. | 0.41% | 5,065 | $1.7M | Reduce -15.8% |
| IWF iShares Russell 1000 Growth | 0.40% | 13,004 | $1.6M | Reduce -2.4% |
| VEA Vanguard Ftse Developed ETF | 0.39% | 22,229 | $1.6M | Reduce -2.0% |
| IUSG iShares Core S&P U.S. Growth | 0.38% | 8,221 | $1.5M | Add +0.1% |
| BMY Bristol-Myers Squibb Co. | 0.38% | 26,443 | $1.5M | Add +1.2% |
| XLK SS Technology Select Sector | 0.35% | 7,538 | $1.4M | Reduce -2.4% |
| CSCO Cisco Systems Inc. | 0.34% | 11,881 | $1.4M | Reduce -11.6% |
| BX Blackstone Inc. | 0.34% | 11,730 | $1.4M | Add +1.2% |
| FBND Fidelity Total Bond ETF | 0.34% | 30,159 | $1.4M | Add +53.2% |
| MO Altria Group Inc. | 0.33% | 18,606 | $1.3M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.33% | 3,754 | $1.3M | Reduce -11.6% |
| V Visa Inc. Class A | 0.32% | 3,785 | $1.3M | Reduce -3.5% |
| BAC Bank of America Corp. | 0.32% | 22,481 | $1.3M | Add +9.7% |
| IWB iShares Russell 1000 ETF | 0.31% | 3,101 | $1.3M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 2,439 | $1.2M | Add +6.5% |
| LLY Eli Lilly & Co. | 0.29% | 976 | $1.2M | Add +1.0% |
| MRK Merck & Co. Inc. | 0.25% | 7,860 | $1.0M | Reduce -6.0% |
| EUSA iShares MSCI USA Equal Weigh | 0.25% | 8,834 | $1.0M | Reduce -26.3% |
| ABBV Abbvie Inc. | 0.24% | 3,881 | $977K | Add +2.8% |
| GS Goldman Sachs Group Inc. | 0.24% | 962 | $973K | Add +41.9% |
| COST Costco Wholesale Corp. | 0.23% | 989 | $925K | Reduce -15.0% |
| UNH Unitedhealth Group Inc. | 0.22% | 2,158 | $897K | Reduce -6.7% |
| FBTC Fidelity Wise Origin Bitcoin | 0.22% | 17,406 | $889K | Reduce -11.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.21% | 432 | $860K | Reduce -23.5% |
| IWD iShares Russell 1000 Value E | 0.20% | 3,287 | $797K | Reduce -9.3% |
| WMT Walmart Inc. | 0.19% | 6,870 | $778K | Reduce -19.0% |
| KO The Coca-Cola Co. | 0.19% | 9,506 | $773K | Add +6.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.18% | 2,423 | $735K | Add +12.8% |
| AMD Advanced Micro Devices | 0.18% | 1,222 | $710K | New |
| IAU iShares Gold Trust | 0.17% | 9,321 | $704K | Reduce -2.4% |
| TSLA Tesla Inc. | 0.17% | 1,638 | $689K | Add +15.7% |
| RY Royal Bank of Canada | 0.17% | 3,235 | $669K | No change |
| WFC Wells Fargo & Co. | 0.16% | 8,043 | $665K | Reduce -2.8% |
| TXN Texas Instruments Inc. | 0.16% | 2,220 | $662K | Add +15.4% |
| AMGN Amgen Inc. | 0.16% | 1,801 | $652K | Reduce -1.4% |
| VZ Verizon Communications Inc. | 0.16% | 15,200 | $644K | Add +12.3% |
| MAR Marriott International Class A | 0.16% | 1,713 | $635K | Reduce -2.2% |
| PKG Packaging Corp. of America | 0.16% | 2,639 | $629K | Add +8.0% |
| SMH Vaneck Semiconductor ETF | 0.15% | 900 | $591K | Reduce -1.8% |
| STX Seagate Technology Holdings | 0.14% | 608 | $587K | Reduce -28.3% |
| IXUS iShares Core Intl Stock ETF | 0.14% | 6,093 | $581K | Add +11.0% |
| WSM Williams-Sonoma Inc. | 0.14% | 2,484 | $579K | Reduce -7.5% |
| CVX Chevron Corp. | 0.14% | 3,470 | $575K | Add +8.5% |
| CAT Caterpillar Inc. | 0.13% | 486 | $517K | Reduce -7.4% |
| SPCX Space Exploration Techn Class A | 0.12% | 2,939 | $502K | New |
| NOBL Proshares S&P 500 Dividend A | 0.12% | 8,903 | $500K | Add +0.4% |
| PM Philip Morris International | 0.12% | 2,733 | $494K | Add +7.1% |
| AIG American International Group | 0.12% | 6,581 | $490K | Add +1.5% |
| NFLX Netflix Inc. | 0.12% | 6,860 | $490K | Add +27.3% |
| WM Waste Management Inc. | 0.12% | 2,171 | $484K | Reduce -1.4% |
| HD Home Depot Inc. | 0.12% | 1,367 | $482K | Reduce -21.6% |
| GRMN Garmin Ltd. | 0.11% | 1,875 | $445K | Add +0.4% |
| LMT Lockheed Martin Corp. | 0.11% | 871 | $444K | Reduce -1.3% |
| GEV GE Vernova Inc. | 0.11% | 371 | $436K | Add +22.4% |
| UNP Union Pacific Corp. | 0.11% | 1,586 | $432K | Add +9.2% |
| GE General Electric filed as GE AEROSPACE | 0.10% | 1,125 | $420K | Add +31.4% |
| MRVL Marvell Technology Inc. | 0.10% | 1,353 | $403K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.10% | 8,777 | $398K | Add +0.6% |
| MU Micron Technology Inc. | 0.10% | 343 | $396K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.10% | 515 | $393K | Reduce -40.5% |
| LIN Linde PLC | 0.09% | 726 | $377K | Reduce -0.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 785 | $375K | Reduce -20.3% |
| XOM Exxon Mobil Corp. | 0.09% | 2,683 | $367K | Add +4.9% |
| PFE Pfizer Inc. | 0.09% | 14,858 | $358K | Reduce -13.4% |
Options reported separately and not counted above: SPY puts ($299K), SPY calls ($224K).
Portfolio Sells Q1 2026 → Q2 2026
| XLF SS Financial Select Sector | Sold out | 0.00% | −2.08 |
| DBND Doubleline Oppor Cor BND-Usd | Reduce -0.1% | 5.87% | −0.75 |
| MUNI PIMCO Intermediate Municipal | Reduce -8.0% | 2.71% | −0.57 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -6.2% | 2.78% | −0.56 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -9.3% | 6.74% | −0.52 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.21 |
| FNCL Fidelity MSCI Financial Indx | Sold out | 0.00% | −0.18 |
| SCHF Schwab Intl Equity ETF | Reduce -1.5% | 7.21% | −0.13 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -11.5% | 0.22% | −0.10 |
| WMT Walmart Inc. | Reduce -19.0% | 0.19% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -15.0% | 0.23% | −0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.09 |
| EUSA iShares MSCI USA Equal Weigh | Reduce -26.3% | 0.25% | −0.09 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.09 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -15.8% | 0.41% | −0.08 |
| IWM iShares Russell 2000 ETF | Reduce -13.4% | 1.15% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -1.4% | 0.50% | −0.08 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.07 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.07 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.06 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.06 |
| MDY State Street SPDR S&P Midcap | Reduce -7.0% | 1.06% | −0.06 |
| IAU iShares Gold Trust | Reduce -2.4% | 0.17% | −0.06 |
| RACE Ferrari NV | Sold out | 0.00% | −0.06 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.06 |
| PFE Pfizer Inc. | Reduce -13.4% | 0.09% | −0.05 |
| IBIT iShares Bitcoin Trust ETF | Reduce -13.3% | 0.09% | −0.04 |
| HD Home Depot Inc. | Reduce -21.6% | 0.12% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -1.3% | 0.11% | −0.04 |
| JPST JPMorgan Ultra-Short Income | Reduce -29.6% | 0.06% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -4.9% | 1.02% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -6.0% | 0.25% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.2% | 0.07% | −0.03 |
| DHR Danaher Corp. | Reduce -25.5% | 0.06% | −0.03 |
| MCD McDonald's Corp. | Reduce -7.8% | 0.05% | −0.02 |
| WM Waste Management Inc. | Reduce -1.4% | 0.12% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -2.8% | 0.16% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -17.5% | 0.06% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -9.3% | 0.20% | −0.02 |
| AMGN Amgen Inc. | Reduce -1.4% | 0.16% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.0% | 0.39% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -11.6% | 0.33% | −0.01 |
| V Visa Inc. Class A | Reduce -3.5% | 0.32% | −0.01 |
| LIN Linde PLC | Reduce -0.7% | 0.09% | −0.01 |
| HDV iShares Core High Dividend E | Reduce -0.8% | 0.05% | −0.01 |
| NVS Novartis AG-Sponsored ADR | Reduce -0.1% | 0.06% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -2.6% | 1.89% | −0.00 |
| MAR Marriott International Class A | Reduce -2.2% | 0.16% | −0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -20.3% | 0.09% | +0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 2.11% | +2.11 |
| XCEM Columbia Em Core Ex-China | Add +7.2% | 2.34% | +0.45 |
| IVV iShares Core S&P 500 ETF | Add +9.4% | 3.93% | +0.42 |
| QDPL Pacer Met US LRG Cap DVD 400 | Add +44.0% | 1.07% | +0.33 |
| SMMD iShares Russell 2500 ETF | Add +4.8% | 2.09% | +0.23 |
| DIVO Amplify CWP Enhan Divid ETF | Add +41.7% | 0.89% | +0.20 |
| IJR iShares Core S&P Small-Cap E | Add +0.7% | 2.74% | +0.18 |
| AMD Advanced Micro Devices | New | 0.18% | +0.18 |
| GRNY Fundstr Gran SH US LRG Cap | Add +10.3% | 1.36% | +0.17 |
| LVHI Franklin International Low V | Add +18.3% | 2.44% | +0.13 |
| SPCX Space Exploration Techn Class A | New | 0.12% | +0.12 |
| AAPL Apple Inc. | Add +3.9% | 2.31% | +0.12 |
| MRVL Marvell Technology Inc. | New | 0.10% | +0.10 |
| MU Micron Technology Inc. | New | 0.10% | +0.10 |
| FBND Fidelity Total Bond ETF | Add +53.2% | 0.34% | +0.09 |
| IYG iShares U.S. Financial Servi | New | 0.09% | +0.09 |
| INTC Intel Corp. | New | 0.08% | +0.08 |
| GS Goldman Sachs Group Inc. | Add +41.9% | 0.24% | +0.08 |
| DELL Dell Technologies -C | New | 0.08% | +0.08 |
| PANW Palo Alto Networks Inc. | New | 0.07% | +0.07 |
| GPIX GLDM SA S&P 500 PR in ETF-US | New | 0.07% | +0.07 |
| KLAC KLA Corp. | New | 0.07% | +0.07 |
| EOG EOG Resources Inc. | New | 0.06% | +0.06 |
| TXN Texas Instruments Inc. | Add +15.4% | 0.16% | +0.06 |
| ETN Eaton Corp. PLC | New | 0.06% | +0.06 |
| TT Trane Technologies PLC | New | 0.06% | +0.06 |
| C Citigroup Inc. | New | 0.06% | +0.06 |
| IBKR Interactive Brokers Gro Class A | New | 0.06% | +0.06 |
| FTNT Fortinet Inc. | New | 0.06% | +0.06 |
| UPS United Parcel Service Class B | New | 0.06% | +0.06 |
| TROW T Rowe Price Group Inc. | New | 0.05% | +0.05 |
| DRI Darden Restaurants Inc. | New | 0.05% | +0.05 |
| MS Morgan Stanley | New | 0.05% | +0.05 |
| LRCX Lam Research Corp. | New | 0.05% | +0.05 |
| CB Chubb Ltd. | New | 0.05% | +0.05 |
| AXP American Express Co. | New | 0.05% | +0.05 |
| LLY Eli Lilly & Co. | Add +1.0% | 0.29% | +0.04 |
| BAC Bank of America Corp. | Add +9.7% | 0.32% | +0.04 |
| GE General Electric | Add +31.4% | 0.10% | +0.04 |
| GEV GE Vernova Inc. | Add +22.4% | 0.11% | +0.03 |
| IUSG iShares Core S&P U.S. Growth | Add +0.1% | 0.38% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +12.8% | 0.18% | +0.03 |
| TSLA Tesla Inc. | Add +15.7% | 0.17% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +3.2% | 1.13% | +0.02 |
| F Ford Motor Co. | Add +22.8% | 0.09% | +0.02 |
| TIDAL TRUST II | New | 0.02% | +0.02 |
| ABBV Abbvie Inc. | Add +2.8% | 0.24% | +0.01 |
| GEN Gen Digital Inc. | Add +1.6% | 0.07% | +0.01 |
| IXUS iShares Core Intl Stock ETF | Add +11.0% | 0.14% | +0.01 |
| PKG Packaging Corp. of America | Add +8.0% | 0.16% | +0.01 |
Options Activity Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 400 | $299K |
| SPY SS SPDR S&P 500 ETF Trust-US | call | New | 300 | $224K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | Sold out | 15,321 | $107before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 145 | $405.0M | SCHF, VTI, SPY, DBND, ITOT |
| Q1 2026 | 132 | $361.1M | SCHF, SPY, VTI, DBND, ITOT |
| Q4 2025 | 126 | $348.4M | SPY, VTI, SCHF, DBND, ITOT |
| Q3 2025 | 124 | $332.3M | SPY, VTI, SCHF, DBND, ITOT |
| Q2 2025 | 117 | $302.5M | SPY, VTI, SCHF, ITOT, DBND |
| Q1 2025 | 98 | $264.9M | SPY, VTI, SCHF, ITOT, DBND |
| Q4 2024 | 100 | $312.0M | SPY, VTI, SCHF, ITOT, COWZ |
| Q3 2024 | 100 | $299.9M | SPY, VTI, SCHF, ITOT, COWZ |
| Q2 2024 | 90 | $269.9M | SPY, VTI, SCHF, ITOT, COWZ |
| Q1 2024 | 90 | $261.7M | VTI, SPY, SCHF, ITOT, COWZ |