Benchmark Financial Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Benchmark Financial Wealth Advisors, LLC reported 100 stock positions worth $312.0 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 14.6% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 10.6%) and Schwab Intl Equity ETF (SCHF, 9.2%). Compared with Q3 2024, it opened 11 new positions, sold out of 11, added to 52 and reduced 35. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +9%) and the biggest sale SS Health Care Select Sector (XLV, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001757706
- Portfolio Value
- $312.0M (Q4 2024)
- SEC Filing
- 0001757706-25-000004 ↗ filed Jan 27, 2025
Holdings Value
Holdings 100 stocks · $312.0M
| SPY SS SPDR S&P 500 ETF Trust-US | 14.60% | 77,743 | $45.6M | Add +9.4% |
| VTI VG Morningstar TS MKT ETF-US | 10.60% | 114,180 | $33.1M | Reduce -2.9% |
| SCHF Schwab Intl Equity ETF | 9.18% | 1,547,829 | $28.6M | Add +1.0% |
| ITOT iShares Core S&P Total U.S. | 7.52% | 182,448 | $23.5M | Reduce -0.7% |
| COWZ Pacer US Cash Cows 100 ETF | 4.89% | 270,173 | $15.3M | Add +9.9% |
| IWY iShares Russell Top 200 Grow | 4.55% | 60,359 | $14.2M | Add +10.9% |
| IJR iShares Core S&P Small-Cap E | 3.49% | 94,609 | $10.9M | Reduce -2.9% |
| XLV SS Health Care Select Sector | 3.24% | 73,591 | $10.1M | Reduce -9.5% |
| AAPL Apple Inc. | 3.06% | 38,165 | $9.6M | Add +2.6% |
| SCHD Schwab US DVD Equity ETF | 2.82% | 321,972 | $8.8M | Add +5.9% |
| NVDA Nvidia Corp. | 2.78% | 64,647 | $8.7M | Reduce -6.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.28% | 26,889 | $7.1M | Add +2.4% |
| IWM iShares Russell 2000 ETF | 1.83% | 25,819 | $5.7M | Reduce -0.8% |
| RSP Invesco S&P 500 Equal Weight | 1.70% | 30,290 | $5.3M | Reduce -2.3% |
| MSFT Microsoft Corp. | 1.59% | 11,774 | $5.0M | Add +1.5% |
| SMMD iShares Russell 2500 ETF | 1.55% | 71,168 | $4.8M | Add +7.4% |
| MDY State Street SPDR S&P Midcap | 1.54% | 8,437 | $4.8M | Add +4.8% |
| AMZN Amazon.com Inc. | 1.41% | 19,999 | $4.4M | Reduce -2.6% |
| IJH iShares Core S&P Midcap ETF | 1.36% | 68,282 | $4.3M | Reduce -1.0% |
| MUNI PIMCO Intermediate Municipal | 1.21% | 72,867 | $3.8M | Add +50.1% |
| VEU Vanguard Ftse All-World Ex-U | 1.05% | 57,102 | $3.3M | Add +2.6% |
| IVV iShares Core S&P 500 ETF | 0.97% | 5,133 | $3.0M | Add +73.3% |
| LVHI Franklin International Low V | 0.88% | 90,451 | $2.8M | Add +45.0% |
| GOOGL Alphabet Inc. Class A | 0.75% | 12,337 | $2.3M | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.66% | 3,501 | $2.1M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.54% | 4,232 | $1.7M | Add +0.8% |
| FBND Fidelity Total Bond ETF | 0.48% | 33,506 | $1.5M | New |
| IUSG iShares Core S&P U.S. Growth | 0.47% | 10,636 | $1.5M | Add +0.2% |
| AVGO Broadcom Inc. | 0.47% | 6,391 | $1.5M | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 0.46% | 29,699 | $1.4M | Add +89.5% |
| MAR Marriott International Class A | 0.45% | 4,993 | $1.4M | Reduce -10.3% |
| EUSA iShares MSCI USA Equal Weigh | 0.45% | 14,560 | $1.4M | Reduce -1.7% |
| XLK SS Technology Select Sector | 0.42% | 5,689 | $1.3M | Reduce -5.6% |
| BX Blackstone Inc. | 0.41% | 7,486 | $1.3M | Add +0.5% |
| JEPI JPMorgan Equity Premium Inco | 0.41% | 22,030 | $1.3M | Add +18.7% |
| BMY Bristol-Myers Squibb Co. | 0.38% | 20,743 | $1.2M | Add +6.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.35% | 2,159 | $1.1M | Add +7.4% |
| VIG Vanguard Dividend Apprec ETF | 0.31% | 4,901 | $960K | New |
| V Visa Inc. Class A | 0.30% | 3,011 | $952K | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 0.30% | 1,759 | $948K | Add +12.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 21,165 | $930K | Add +8.5% |
| JPM JPMorgan Chase & Co. | 0.30% | 3,846 | $922K | Add +1.8% |
| WSO Watsco Inc. | 0.29% | 1,919 | $909K | New |
| COST Costco Wholesale Corp. | 0.27% | 922 | $845K | Add +0.1% |
| WMT Walmart Inc. | 0.27% | 9,272 | $838K | Reduce -7.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 1,780 | $807K | No change |
| XLF SS Financial Select Sector | 0.26% | 16,575 | $801K | New |
| HD Home Depot Inc. | 0.25% | 1,974 | $768K | Reduce -2.7% |
| MO Altria Group Inc. | 0.23% | 13,674 | $715K | Add +7.1% |
| IWD iShares Russell 1000 Value E | 0.23% | 3,862 | $715K | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.21% | 858 | $662K | Reduce -1.5% |
| CSCO Cisco Systems Inc. | 0.20% | 10,309 | $610K | Add +9.8% |
| FBTC Fidelity Wise Origin Bitcoin | 0.19% | 7,166 | $585K | Add +12.5% |
| UNH Unitedhealth Group Inc. | 0.18% | 1,132 | $573K | Add +0.5% |
| GOOG Alphabet Inc. Class C | 0.18% | 2,986 | $569K | Reduce -15.5% |
| ABBV Abbvie Inc. | 0.17% | 3,071 | $546K | Add +9.7% |
| WFC Wells Fargo & Co. | 0.17% | 7,731 | $543K | Add +0.5% |
| WSM Williams-Sonoma Inc. | 0.17% | 2,783 | $515K | Reduce -1.0% |
| WM Waste Management Inc. | 0.16% | 2,524 | $509K | Reduce -4.1% |
| PKG Packaging Corp. of America | 0.16% | 2,159 | $486K | Add +5.8% |
| MRK Merck & Co. Inc. | 0.15% | 4,703 | $468K | Reduce -32.2% |
| QDPL Pacer Met US LRG Cap DVD 400 | 0.15% | 11,919 | $458K | New |
| AIG American International Group | 0.15% | 6,259 | $456K | Reduce -32.1% |
| RACE Ferrari NV | 0.13% | 987 | $419K | Reduce -8.4% |
| PFE Pfizer Inc. | 0.13% | 15,682 | $416K | Add +2.9% |
| GLW Corning Inc. | 0.13% | 8,526 | $405K | Add +0.6% |
| KO The Coca-Cola Co. | 0.13% | 6,477 | $403K | Reduce -1.7% |
| GRMN Garmin Ltd. | 0.13% | 1,951 | $402K | Add +6.7% |
| IXUS iShares Core Intl Stock ETF | 0.12% | 5,782 | $382K | Reduce -12.4% |
| TXN Texas Instruments Inc. | 0.12% | 1,916 | $359K | Add +10.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 1,455 | $350K | Add +59.5% |
| UNP Union Pacific Corp. | 0.11% | 1,522 | $347K | Reduce -7.9% |
| GEN Gen Digital Inc. | 0.11% | 12,642 | $346K | Add +6.3% |
| VZ Verizon Communications Inc. | 0.11% | 8,636 | $345K | Add +13.7% |
| PM Philip Morris International | 0.10% | 2,595 | $312K | Add +1.1% |
| FETH Fidelity Ethereum Fund | 0.10% | 9,328 | $312K | New |
| PG The Procter & Gamble Co. | 0.10% | 1,801 | $302K | Reduce -1.7% |
| JPST JPMorgan Ultra-Short Income | 0.10% | 5,980 | $301K | New |
| GLD SPDR Gold Shares | 0.09% | 1,214 | $294K | Reduce -3.2% |
| CMG Chipotle Mexican Grill Inc. | 0.09% | 4,644 | $280K | Reduce -0.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.09% | 812 | $278K | Reduce -44.4% |
| PLTR Palantir Technologies Inc. Class A | 0.09% | 3,640 | $275K | New |
| MCD McDonald's Corp. | 0.09% | 932 | $270K | Reduce -4.2% |
| MRSH Marsh & McLennan Cos | 0.09% | 1,253 | $266K | Add +0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 1,540 | $261K | Add +0.6% |
| QCOM Qualcomm Inc. | 0.08% | 1,615 | $248K | Add +0.6% |
| ORCL Oracle Corp. | 0.08% | 1,477 | $246K | Reduce -33.5% |
| LMT Lockheed Martin Corp. | 0.08% | 500 | $243K | Reduce -25.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.08% | 3,115 | $236K | No change |
| XOM Exxon Mobil Corp. | 0.07% | 2,163 | $233K | Add +14.0% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.07% | 5,260 | $231K | Add +17.3% |
| COIN Coinbase Global Inc. Class A | 0.07% | 898 | $223K | New |
| NOBL Proshares S&P 500 Dividend A | 0.07% | 2,146 | $214K | New |
| SMH Vaneck Semiconductor ETF | 0.07% | 875 | $212K | Add +1.7% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.07% | 3,543 | $211K | Add +0.4% |
| ACN Accenture PLC Class A | 0.07% | 585 | $206K | Add +2.5% |
| ADP Automatic Data Processing | 0.06% | 690 | $202K | Reduce -7.6% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.06% | 1,825 | $201K | New |
| AMGN Amgen Inc. | 0.06% | 770 | $201K | Reduce -33.7% |
| F Ford Motor Co. filed as FORD MTR CO | 0.04% | 13,416 | $133K | Add +16.4% |
Portfolio Sells Q3 2024 → Q4 2024
| XLV SS Health Care Select Sector | Reduce -9.5% | 3.24% | −0.93 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.9% | 10.60% | −0.50 |
| USFR Wisdomtree Floating Rate Tre | Sold out | 0.00% | −0.41 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.9% | 3.49% | −0.31 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.7% | 7.52% | −0.18 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.3% | 1.70% | −0.15 |
| MRK Merck & Co. Inc. | Reduce -32.2% | 0.15% | −0.11 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.09 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.09 |
| IWM iShares Russell 2000 ETF | Reduce -0.8% | 1.83% | −0.09 |
| SDVY First Trust Smid Cap Rising | Sold out | 0.00% | −0.09 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.08 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.08 |
| IUSV iShares Core S&P U.S. Value | Sold out | 0.00% | −0.08 |
| AIG American International Group | Reduce -32.1% | 0.15% | −0.08 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.08 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.07 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.0% | 1.36% | −0.07 |
| FPAYQ Flexshopper Inc. | Sold out | 0.00% | −0.07 |
| AMGN Amgen Inc. | Reduce -33.7% | 0.06% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -25.3% | 0.08% | −0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -44.4% | 0.09% | −0.05 |
| ORCL Oracle Corp. | Reduce -33.5% | 0.08% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -1.5% | 0.21% | −0.04 |
| IXUS iShares Core Intl Stock ETF | Reduce -12.4% | 0.12% | −0.04 |
| RACE Ferrari NV | Reduce -8.4% | 0.13% | −0.03 |
| XLK SS Technology Select Sector | Reduce -5.6% | 0.42% | −0.03 |
| KO The Coca-Cola Co. | Reduce -1.7% | 0.13% | −0.03 |
| HD Home Depot Inc. | Reduce -2.7% | 0.25% | −0.03 |
| EUSA iShares MSCI USA Equal Weigh | Reduce -1.7% | 0.45% | −0.03 |
| UNP Union Pacific Corp. | Reduce -7.9% | 0.11% | −0.02 |
| WM Waste Management Inc. | Reduce -4.1% | 0.16% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -0.3% | 0.23% | −0.02 |
| MAR Marriott International Class A | Reduce -10.3% | 0.45% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -15.5% | 0.18% | −0.01 |
| MCD McDonald's Corp. | Reduce -4.2% | 0.09% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.7% | 0.10% | −0.01 |
| GLD SPDR Gold Shares | Reduce -3.2% | 0.09% | −0.01 |
| ADP Automatic Data Processing | Reduce -7.6% | 0.06% | −0.00 |
| NVDA Nvidia Corp. | Reduce -6.0% | 2.78% | −0.00 |
| WMT Walmart Inc. | Reduce -7.7% | 0.27% | −0.00 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.8% | 0.09% | −0.00 |
| WSM Williams-Sonoma Inc. | Reduce -1.0% | 0.17% | +0.02 |
| V Visa Inc. Class A | Reduce -0.4% | 0.30% | +0.03 |
| AMZN Amazon.com Inc. | Reduce -2.6% | 1.41% | +0.13 |
Portfolio Buys Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.4% | 14.60% | +1.00 |
| IWY iShares Russell Top 200 Grow | Add +10.9% | 4.55% | +0.56 |
| FBND Fidelity Total Bond ETF | New | 0.48% | +0.48 |
| IVV iShares Core S&P 500 ETF | Add +73.3% | 0.97% | +0.40 |
| MUNI PIMCO Intermediate Municipal | Add +50.1% | 1.21% | +0.35 |
| VIG Vanguard Dividend Apprec ETF | New | 0.31% | +0.31 |
| WSO Watsco Inc. | New | 0.29% | +0.29 |
| XLF SS Financial Select Sector | New | 0.26% | +0.26 |
| LVHI Franklin International Low V | Add +45.0% | 0.88% | +0.24 |
| VEA Vanguard Ftse Developed ETF | Add +89.5% | 0.46% | +0.18 |
| AAPL Apple Inc. | Add +2.6% | 3.06% | +0.17 |
| COWZ Pacer US Cash Cows 100 ETF | Add +9.9% | 4.89% | +0.15 |
| QDPL Pacer Met US LRG Cap DVD 400 | New | 0.15% | +0.15 |
| AVGO Broadcom Inc. | Add +0.6% | 0.47% | +0.11 |
| FETH Fidelity Ethereum Fund | New | 0.10% | +0.10 |
| JPST JPMorgan Ultra-Short Income | New | 0.10% | +0.10 |
| PLTR Palantir Technologies Inc. Class A | New | 0.09% | +0.09 |
| COIN Coinbase Global Inc. Class A | New | 0.07% | +0.07 |
| FBTC Fidelity Wise Origin Bitcoin | Add +12.5% | 0.19% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 0.75% | +0.07 |
| NOBL Proshares S&P 500 Dividend A | New | 0.07% | +0.07 |
| DSI iShares ESG MSCI KLD 400 ETF | New | 0.06% | +0.06 |
| SMMD iShares Russell 2500 ETF | Add +7.4% | 1.55% | +0.05 |
| BAC Bank of America Corp. | Add +8.5% | 0.30% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +59.5% | 0.11% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +6.1% | 0.38% | +0.04 |
| JEPI JPMorgan Equity Premium Inco | Add +18.7% | 0.41% | +0.04 |
| BX Blackstone Inc. | Add +0.5% | 0.41% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +1.8% | 0.30% | +0.03 |
| WFC Wells Fargo & Co. | Add +0.5% | 0.17% | +0.03 |
| CSCO Cisco Systems Inc. | Add +9.8% | 0.20% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +12.2% | 0.30% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +7.4% | 0.35% | +0.03 |
| GRMN Garmin Ltd. | Add +6.7% | 0.13% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +0.8% | 0.54% | +0.02 |
| MO Altria Group Inc. | Add +7.1% | 0.23% | +0.01 |
| MDY State Street SPDR S&P Midcap | Add +4.8% | 1.54% | +0.01 |
| PKG Packaging Corp. of America | Add +5.8% | 0.16% | +0.01 |
| IUSG iShares Core S&P U.S. Growth | Add +0.2% | 0.47% | +0.01 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Add +17.3% | 0.07% | +0.00 |
| GLW Corning Inc. | Add +0.6% | 0.13% | +0.00 |
| GEN Gen Digital Inc. | Add +6.3% | 0.11% | +0.00 |
| F Ford Motor Co. | Add +16.4% | 0.04% | +0.00 |
| XOM Exxon Mobil Corp. | Add +14.0% | 0.07% | +0.00 |
| ACN Accenture PLC Class A | Add +2.5% | 0.07% | −0.00 |
| COST Costco Wholesale Corp. | Add +0.1% | 0.27% | −0.00 |
| SMH Vaneck Semiconductor ETF | Add +1.7% | 0.07% | −0.00 |
| VZ Verizon Communications Inc. | Add +13.7% | 0.11% | −0.00 |
| PM Philip Morris International | Add +1.1% | 0.10% | −0.00 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +0.4% | 0.07% | −0.00 |
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 |