Benchmark Financial Wealth Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 23, 2024), Benchmark Financial Wealth Advisors, LLC reported 90 stock positions worth $269.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 12.9% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 11.8%) and Schwab Intl Equity ETF (SCHF, 10.4%). Compared with Q1 2024, it opened 2 new positions, sold out of 2, added to 51 and reduced 31. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +6%) and the biggest sale Schwab Intl Equity ETF (SCHF, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001757706
- Portfolio Value
- $269.9M (Q2 2024)
- SEC Filing
- 0001712533-24-000011 ↗ filed Jul 23, 2024
Holdings Value
Holdings 90 stocks · $269.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 12.91% | 64,031 | $34.8M | Add +6.1% |
| VTI VG Morningstar TS MKT ETF-US | 11.84% | 119,482 | $32.0M | Reduce -5.0% |
| SCHF Schwab Intl Equity ETF | 10.42% | 732,188 | $28.1M | Reduce -5.7% |
| ITOT iShares Core S&P Total U.S. | 8.32% | 189,159 | $22.5M | Reduce -4.6% |
| COWZ Pacer US Cash Cows 100 ETF | 4.58% | 227,122 | $12.4M | Add +9.7% |
| XLV SS Health Care Select Sector | 4.19% | 77,676 | $11.3M | Add +7.9% |
| IWY iShares Russell Top 200 Grow | 4.02% | 50,621 | $10.9M | Add +16.7% |
| IJR iShares Core S&P Small-Cap E | 3.89% | 98,330 | $10.5M | Reduce -6.2% |
| NVDA Nvidia Corp. | 3.05% | 66,562 | $8.2M | Add +1.0% |
| AAPL Apple Inc. | 2.75% | 35,287 | $7.4M | Reduce -6.0% |
| SCHD Schwab US DVD Equity ETF | 2.73% | 94,938 | $7.4M | Add +19.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.38% | 26,567 | $6.4M | Reduce -4.6% |
| IWM iShares Russell 2000 ETF | 1.98% | 26,290 | $5.3M | Reduce -1.6% |
| RSP Invesco S&P 500 Equal Weight | 1.87% | 30,793 | $5.1M | Add +1.3% |
| MSFT Microsoft Corp. | 1.78% | 10,730 | $4.8M | Reduce -0.1% |
| MDY State Street SPDR S&P Midcap | 1.56% | 7,866 | $4.2M | Add +1.1% |
| IJH iShares Core S&P Midcap ETF | 1.55% | 71,403 | $4.2M | Reduce -2.9% |
| AMZN Amazon.com Inc. | 1.51% | 21,056 | $4.1M | Add +0.5% |
| SMMD iShares Russell 2500 ETF | 1.41% | 60,783 | $3.8M | Add +12.9% |
| VEU Vanguard Ftse All-World Ex-U | 1.31% | 60,164 | $3.5M | Reduce -12.2% |
| GOOGL Alphabet Inc. Class A | 0.86% | 12,689 | $2.3M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 0.61% | 3,287 | $1.7M | Add +0.6% |
| LVHI Franklin International Low V | 0.59% | 53,592 | $1.6M | Add +50.2% |
| IVV iShares Core S&P 500 ETF | 0.59% | 2,887 | $1.6M | Reduce -14.3% |
| MAR Marriott International Class A | 0.56% | 6,261 | $1.5M | Add +0.2% |
| MUNI PIMCO Intermediate Municipal | 0.56% | 28,950 | $1.5M | Add +7.6% |
| EUSA iShares MSCI USA Equal Weigh | 0.53% | 16,192 | $1.4M | Add +3.9% |
| IWF iShares Russell 1000 Growth | 0.50% | 3,733 | $1.4M | Add +1.5% |
| IUSG iShares Core S&P U.S. Growth | 0.49% | 10,471 | $1.3M | Add +0.1% |
| XLK SS Technology Select Sector | 0.49% | 5,875 | $1.3M | Add +3.9% |
| JEPI JPMorgan Equity Premium Inco | 0.35% | 16,803 | $952K | Add +36.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.35% | 1,967 | $943K | Add +40.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.35% | 23,427 | $932K | Add +9.5% |
| BX Blackstone Inc. | 0.34% | 7,402 | $916K | Add +0.7% |
| V Visa Inc. Class A | 0.33% | 3,379 | $887K | Reduce -3.3% |
| LLY Eli Lilly & Co. | 0.29% | 855 | $774K | Reduce -2.8% |
| BMY Bristol-Myers Squibb Co. | 0.29% | 18,617 | $773K | Add +12.6% |
| VEA Vanguard Ftse Developed ETF | 0.28% | 15,432 | $763K | Add +12.3% |
| MRK Merck & Co. Inc. | 0.28% | 6,121 | $758K | Add +25.5% |
| COST Costco Wholesale Corp. | 0.28% | 887 | $754K | Reduce -5.9% |
| VOO Vanguard S&P 500 ETF | 0.28% | 1,507 | $754K | Add +0.5% |
| AIG American International Group | 0.26% | 9,281 | $689K | Add +0.5% |
| WMT Walmart Inc. | 0.25% | 9,991 | $676K | Add +22.7% |
| HD Home Depot Inc. | 0.25% | 1,947 | $670K | Reduce -7.6% |
| AVGO Broadcom Inc. | 0.24% | 409 | $657K | Add +1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 1,516 | $617K | Reduce -3.3% |
| JPM JPMorgan Chase & Co. | 0.22% | 2,981 | $603K | Add +12.7% |
| WM Waste Management Inc. | 0.20% | 2,582 | $551K | Add +0.3% |
| IWD iShares Russell 1000 Value E | 0.20% | 3,086 | $538K | Reduce -15.7% |
| MO Altria Group Inc. | 0.19% | 11,525 | $525K | Add +17.8% |
| GOOG Alphabet Inc. Class C | 0.19% | 2,780 | $510K | Add +1.1% |
| IXUS iShares Core Intl Stock ETF | 0.17% | 6,852 | $463K | Reduce -42.9% |
| WFC Wells Fargo & Co. | 0.17% | 7,639 | $454K | Add +1.9% |
| CSCO Cisco Systems Inc. | 0.17% | 9,390 | $446K | Add +34.3% |
| RACE Ferrari NV | 0.16% | 1,077 | $440K | Add +0.5% |
| PFE Pfizer Inc. | 0.16% | 15,403 | $431K | Reduce -0.2% |
| SMH Vaneck Semiconductor ETF | 0.16% | 1,639 | $427K | Add +20.9% |
| QCOM Qualcomm Inc. | 0.15% | 2,101 | $418K | Add +20.2% |
| KO The Coca-Cola Co. | 0.15% | 6,396 | $407K | Add +17.8% |
| AMGN Amgen Inc. | 0.14% | 1,197 | $374K | Reduce -11.4% |
| UNH Unitedhealth Group Inc. | 0.14% | 730 | $372K | Reduce -5.8% |
| UNP Union Pacific Corp. | 0.13% | 1,601 | $362K | Reduce -5.5% |
| JPST JPMorgan Ultra-Short Income | 0.13% | 7,098 | $358K | Add +1.3% |
| ABBV Abbvie Inc. | 0.13% | 2,079 | $357K | Add +29.7% |
| WSM Williams-Sonoma Inc. | 0.13% | 1,256 | $355K | Add +21.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.12% | 874 | $335K | Reduce -1.7% |
| BA The Boeing Co. | 0.12% | 1,764 | $321K | No change |
| GLW Corning Inc. | 0.12% | 8,208 | $319K | Add +0.7% |
| PKG Packaging Corp. of America | 0.11% | 1,672 | $305K | Add +30.5% |
| GLD SPDR Gold Shares | 0.11% | 1,369 | $294K | Add +4.0% |
| FPAYQ Flexshopper Inc. | 0.11% | 223,978 | $287K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 1,773 | $284K | No change |
| GEN Gen Digital Inc. | 0.10% | 11,188 | $279K | New |
| PM Philip Morris International | 0.10% | 2,700 | $274K | Add +0.8% |
| TXN Texas Instruments Inc. | 0.10% | 1,399 | $272K | Reduce -3.0% |
| PG The Procter & Gamble Co. | 0.10% | 1,650 | $272K | Reduce -1.2% |
| VZ Verizon Communications Inc. | 0.10% | 6,595 | $272K | Add +23.3% |
| GRMN Garmin Ltd. | 0.10% | 1,581 | $258K | New |
| MCD McDonald's Corp. | 0.09% | 983 | $250K | Reduce -0.2% |
| CMG Chipotle Mexican Grill Inc. | 0.09% | 3,950 | $247K | No change |
| IUSV iShares Core S&P U.S. Value | 0.09% | 2,760 | $243K | Add +0.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.09% | 1,689 | $241K | Reduce -4.4% |
| VGT Vanguard Info Tech ETF | 0.09% | 416 | $240K | No change |
| LOW Lowe's Cos Inc. | 0.09% | 1,079 | $238K | Reduce -4.9% |
| XOM Exxon Mobil Corp. | 0.08% | 1,945 | $224K | Add +4.1% |
| CVS CVS Health Corp. | 0.08% | 3,785 | $224K | Add +44.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.08% | 3,115 | $212K | No change |
| JNJ Johnson & Johnson | 0.08% | 1,444 | $211K | Reduce -5.9% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.08% | 3,530 | $208K | Add +0.3% |
| DHR Danaher Corp. | 0.08% | 827 | $207K | Reduce -3.4% |
Portfolio Sells Q1 2024 → Q2 2024
| SCHF Schwab Intl Equity ETF | Reduce -5.7% | 10.42% | −1.15 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.0% | 11.84% | −0.65 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.2% | 3.89% | −0.54 |
| ITOT iShares Core S&P Total U.S. | Reduce -4.6% | 8.32% | −0.41 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -4.6% | 2.38% | −0.28 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -12.2% | 1.31% | −0.23 |
| IWM iShares Russell 2000 ETF | Reduce -1.6% | 1.98% | −0.17 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.9% | 1.55% | −0.16 |
| IXUS iShares Core Intl Stock ETF | Reduce -42.9% | 0.17% | −0.14 |
| IVV iShares Core S&P 500 ETF | Reduce -14.3% | 0.59% | −0.09 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.08 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.08 |
| HD Home Depot Inc. | Reduce -7.6% | 0.25% | −0.06 |
| IWD iShares Russell 1000 Value E | Reduce -15.7% | 0.20% | −0.05 |
| V Visa Inc. Class A | Reduce -3.3% | 0.33% | −0.04 |
| UNP Union Pacific Corp. | Reduce -5.5% | 0.13% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.3% | 0.23% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -4.9% | 0.09% | −0.02 |
| JNJ Johnson & Johnson | Reduce -5.9% | 0.08% | −0.01 |
| MCD McDonald's Corp. | Reduce -0.2% | 0.09% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -5.8% | 0.14% | −0.01 |
| AMGN Amgen Inc. | Reduce -11.4% | 0.14% | −0.01 |
| DHR Danaher Corp. | Reduce -3.4% | 0.08% | −0.01 |
| PFE Pfizer Inc. | Reduce -0.2% | 0.16% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -1.2% | 0.10% | −0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -4.4% | 0.09% | +0.00 |
| TXN Texas Instruments Inc. | Reduce -3.0% | 0.10% | +0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.7% | 0.12% | +0.02 |
| COST Costco Wholesale Corp. | Reduce -5.9% | 0.28% | +0.02 |
| LLY Eli Lilly & Co. | Reduce -2.8% | 0.29% | +0.03 |
| MSFT Microsoft Corp. | Reduce -0.1% | 1.78% | +0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 0.86% | +0.12 |
| AAPL Apple Inc. | Reduce -6.0% | 2.75% | +0.29 |
Portfolio Buys Q1 2024 → Q2 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.1% | 12.91% | +0.85 |
| IWY iShares Russell Top 200 Grow | Add +16.7% | 4.02% | +0.79 |
| NVDA Nvidia Corp. | Add +1.0% | 3.05% | +0.77 |
| SCHD Schwab US DVD Equity ETF | Add +19.4% | 2.73% | +0.29 |
| LVHI Franklin International Low V | Add +50.2% | 0.59% | +0.18 |
| XLV SS Health Care Select Sector | Add +7.9% | 4.19% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +40.8% | 0.35% | +0.11 |
| GEN Gen Digital Inc. | New | 0.10% | +0.10 |
| GRMN Garmin Ltd. | New | 0.10% | +0.10 |
| JEPI JPMorgan Equity Premium Inco | Add +36.2% | 0.35% | +0.08 |
| AMZN Amazon.com Inc. | Add +0.5% | 1.51% | +0.06 |
| WMT Walmart Inc. | Add +22.7% | 0.25% | +0.06 |
| SMMD iShares Russell 2500 ETF | Add +12.9% | 1.41% | +0.06 |
| XLK SS Technology Select Sector | Add +3.9% | 0.49% | +0.04 |
| QCOM Qualcomm Inc. | Add +20.2% | 0.15% | +0.04 |
| SMH Vaneck Semiconductor ETF | Add +20.9% | 0.16% | +0.04 |
| AVGO Broadcom Inc. | Add +1.2% | 0.24% | +0.04 |
| BAC Bank of America Corp. | Add +9.5% | 0.35% | +0.04 |
| MRK Merck & Co. Inc. | Add +25.5% | 0.28% | +0.03 |
| CSCO Cisco Systems Inc. | Add +34.3% | 0.17% | +0.03 |
| MO Altria Group Inc. | Add +17.8% | 0.19% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +1.5% | 0.50% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +1.1% | 0.19% | +0.03 |
| IUSG iShares Core S&P U.S. Growth | Add +0.1% | 0.49% | +0.03 |
| KO The Coca-Cola Co. | Add +17.8% | 0.15% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +12.7% | 0.22% | +0.02 |
| ABBV Abbvie Inc. | Add +29.7% | 0.13% | +0.02 |
| PKG Packaging Corp. of America | Add +30.5% | 0.11% | +0.02 |
| MUNI PIMCO Intermediate Municipal | Add +7.6% | 0.56% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +12.3% | 0.28% | +0.02 |
| GLW Corning Inc. | Add +0.7% | 0.12% | +0.02 |
| VZ Verizon Communications Inc. | Add +23.3% | 0.10% | +0.01 |
| PM Philip Morris International | Add +0.8% | 0.10% | +0.01 |
| META Meta Platforms Inc. Class A | Add +0.6% | 0.61% | +0.01 |
| WSM Williams-Sonoma Inc. | Add +21.4% | 0.13% | +0.01 |
| GLD SPDR Gold Shares | Add +4.0% | 0.11% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.5% | 0.28% | +0.00 |
| CVS CVS Health Corp. | Add +44.3% | 0.08% | +0.00 |
| WFC Wells Fargo & Co. | Add +1.9% | 0.17% | +0.00 |
| XOM Exxon Mobil Corp. | Add +4.1% | 0.08% | −0.00 |
| JPST JPMorgan Ultra-Short Income | Add +1.3% | 0.13% | −0.00 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +0.3% | 0.08% | −0.00 |
| IUSV iShares Core S&P U.S. Value | Add +0.3% | 0.09% | −0.00 |
| WM Waste Management Inc. | Add +0.3% | 0.20% | −0.01 |
| EUSA iShares MSCI USA Equal Weigh | Add +3.9% | 0.53% | −0.01 |
| COWZ Pacer US Cash Cows 100 ETF | Add +9.7% | 4.58% | −0.01 |
| RACE Ferrari NV | Add +0.5% | 0.16% | −0.02 |
| AIG American International Group | Add +0.5% | 0.26% | −0.02 |
| BX Blackstone Inc. | Add +0.7% | 0.34% | −0.03 |
| MAR Marriott International Class A | Add +0.2% | 0.56% | −0.04 |
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 |