Benchmark Financial Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Benchmark Financial Wealth Advisors, LLC reported 98 stock positions worth $264.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 12.4% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 9.7%) and Schwab Intl Equity ETF (SCHF, 8.9%). Compared with Q4 2024, it opened 11 new positions, sold out of 13, added to 37 and reduced 48. The biggest buy was a new position in Doubleline Oppor Cor BND-Usd (DBND) and the biggest sale an exit from SS Health Care Select Sector (XLV).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001757706
- Portfolio Value
- $264.9M (Q1 2025)
- SEC Filing
- 0001757706-25-000006 ↗ filed Apr 25, 2025
Holdings Value
Holdings 98 stocks · $264.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 12.37% | 58,563 | $32.8M | Reduce -24.7% |
| VTI VG Morningstar TS MKT ETF-US | 9.65% | 93,044 | $25.6M | Reduce -18.5% |
| SCHF Schwab Intl Equity ETF | 8.92% | 1,194,019 | $23.6M | Reduce -22.9% |
| ITOT iShares Core S&P Total U.S. | 6.03% | 131,004 | $16.0M | Reduce -28.2% |
| DBND Doubleline Oppor Cor BND-Usd | 5.93% | 340,350 | $15.7M | New |
| COWZ Pacer US Cash Cows 100 ETF | 4.61% | 223,174 | $12.2M | Reduce -17.4% |
| IWY iShares Russell Top 200 Grow | 3.67% | 46,048 | $9.7M | Reduce -23.7% |
| XLF SS Financial Select Sector | 2.91% | 154,947 | $7.7M | Add +834.8% |
| IJR iShares Core S&P Small-Cap E | 2.89% | 73,075 | $7.6M | Reduce -22.8% |
| SCHD Schwab US DVD Equity ETF | 2.87% | 271,598 | $7.6M | Reduce -15.7% |
| AAPL Apple Inc. | 2.39% | 28,505 | $6.3M | Reduce -25.3% |
| NVDA Nvidia Corp. | 2.25% | 55,108 | $6.0M | Reduce -14.8% |
| RSP Invesco S&P 500 Equal Weight | 1.99% | 30,366 | $5.3M | Add +0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.76% | 18,052 | $4.7M | Reduce -32.9% |
| IVV iShares Core S&P 500 ETF | 1.72% | 8,112 | $4.6M | Add +58.0% |
| IWM iShares Russell 2000 ETF | 1.59% | 21,138 | $4.2M | Reduce -18.1% |
| MSFT Microsoft Corp. | 1.55% | 10,929 | $4.1M | Reduce -7.2% |
| MDY State Street SPDR S&P Midcap | 1.51% | 7,514 | $4.0M | Reduce -10.9% |
| MUNI PIMCO Intermediate Municipal | 1.45% | 74,277 | $3.8M | Add +1.9% |
| SMMD iShares Russell 2500 ETF | 1.41% | 59,735 | $3.7M | Reduce -16.1% |
| AMZN Amazon.com Inc. | 1.35% | 18,852 | $3.6M | Reduce -5.7% |
| IJH iShares Core S&P Midcap ETF | 1.26% | 56,989 | $3.3M | Reduce -16.5% |
| VEU Vanguard Ftse All-World Ex-U | 1.19% | 51,915 | $3.1M | Reduce -9.1% |
| LVHI Franklin International Low V | 1.07% | 87,750 | $2.8M | Reduce -3.0% |
| META Meta Platforms Inc. Class A | 0.79% | 3,623 | $2.1M | Add +3.5% |
| GOOGL Alphabet Inc. Class A | 0.73% | 12,562 | $1.9M | Add +1.8% |
| KRE SS SPDR S&P Regional Bank | 0.61% | 28,611 | $1.6M | New |
| IWF iShares Russell 1000 Growth | 0.52% | 3,831 | $1.4M | Reduce -9.5% |
| JEPI JPMorgan Equity Premium Inco | 0.52% | 24,088 | $1.4M | Add +9.3% |
| BMY Bristol-Myers Squibb Co. | 0.52% | 22,566 | $1.4M | Add +8.8% |
| EUSA iShares MSCI USA Equal Weigh | 0.44% | 12,576 | $1.2M | Reduce -13.6% |
| IAT iShares US Regional Banks Et | 0.44% | 24,733 | $1.2M | New |
| VOO Vanguard S&P 500 ETF | 0.43% | 2,237 | $1.1M | Add +27.2% |
| AVGO Broadcom Inc. | 0.43% | 6,788 | $1.1M | Add +6.2% |
| V Visa Inc. Class A | 0.41% | 3,106 | $1.1M | Add +3.2% |
| IUSG iShares Core S&P U.S. Growth | 0.41% | 8,496 | $1.1M | Reduce -20.1% |
| BX Blackstone Inc. | 0.40% | 7,561 | $1.1M | Add +1.0% |
| QDPL Pacer Met US LRG Cap DVD 400 | 0.40% | 28,681 | $1.0M | Add +140.6% |
| VEA Vanguard Ftse Developed ETF | 0.39% | 20,511 | $1.0M | Reduce -30.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 1,926 | $1.0M | Add +8.2% |
| JPM JPMorgan Chase & Co. | 0.38% | 4,138 | $1.0M | Add +7.6% |
| MO Altria Group Inc. | 0.34% | 14,850 | $891K | Add +8.6% |
| COST Costco Wholesale Corp. | 0.33% | 917 | $867K | Reduce -0.5% |
| XLK SS Technology Select Sector | 0.32% | 4,058 | $838K | Reduce -28.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 19,276 | $804K | Reduce -8.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 1,639 | $768K | Reduce -24.1% |
| CSCO Cisco Systems Inc. | 0.28% | 11,894 | $734K | Add +15.4% |
| LLY Eli Lilly & Co. | 0.28% | 885 | $731K | Add +3.1% |
| IWD iShares Russell 1000 Value E | 0.28% | 3,871 | $728K | Add +0.2% |
| HD Home Depot Inc. | 0.27% | 1,930 | $707K | Reduce -2.2% |
| FBTC Fidelity Wise Origin Bitcoin | 0.26% | 9,575 | $689K | Add +33.6% |
| WMT Walmart Inc. | 0.24% | 7,250 | $636K | Reduce -21.8% |
| ABBV Abbvie Inc. | 0.24% | 3,017 | $632K | Reduce -1.8% |
| FBND Fidelity Total Bond ETF | 0.22% | 12,497 | $570K | Reduce -62.7% |
| AIG American International Group | 0.21% | 6,304 | $548K | Add +0.7% |
| WFC Wells Fargo & Co. | 0.20% | 7,512 | $539K | Reduce -2.8% |
| UNH Unitedhealth Group Inc. | 0.20% | 1,017 | $533K | Reduce -10.2% |
| WM Waste Management Inc. | 0.20% | 2,299 | $532K | Reduce -8.9% |
| KO The Coca-Cola Co. | 0.19% | 6,858 | $491K | Add +5.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.18% | 2,182 | $484K | Add +50.0% |
| IWB iShares Russell 1000 ETF | 0.18% | 1,558 | $478K | New |
| PFE Pfizer Inc. | 0.18% | 18,795 | $476K | Add +19.9% |
| GOOG Alphabet Inc. Class C | 0.18% | 3,001 | $469K | Add +0.5% |
| VZ Verizon Communications Inc. | 0.18% | 10,286 | $467K | Add +19.1% |
| PKG Packaging Corp. of America | 0.17% | 2,245 | $445K | Add +4.0% |
| WSM Williams-Sonoma Inc. | 0.17% | 2,790 | $441K | Add +0.3% |
| GRMN Garmin Ltd. | 0.16% | 1,961 | $426K | Add +0.5% |
| TXN Texas Instruments Inc. | 0.16% | 2,315 | $416K | Add +20.8% |
| MAR Marriott International Class A | 0.15% | 1,699 | $405K | Reduce -66.0% |
| PM Philip Morris International | 0.15% | 2,512 | $399K | Reduce -3.2% |
| IXUS iShares Core Intl Stock ETF | 0.14% | 5,375 | $375K | Reduce -7.0% |
| GLW Corning Inc. | 0.14% | 8,053 | $369K | Reduce -5.5% |
| UNP Union Pacific Corp. | 0.13% | 1,495 | $353K | Reduce -1.8% |
| GLD SPDR Gold Shares | 0.13% | 1,214 | $350K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.13% | 968 | $341K | Add +19.2% |
| GEN Gen Digital Inc. | 0.12% | 12,149 | $322K | Reduce -3.9% |
| MRK Merck & Co. Inc. | 0.12% | 3,549 | $319K | Reduce -24.5% |
| RACE Ferrari NV | 0.12% | 735 | $314K | Reduce -25.5% |
| PLTR Palantir Technologies Inc. Class A | 0.12% | 3,672 | $310K | Add +0.9% |
| JPST JPMorgan Ultra-Short Income | 0.12% | 6,049 | $306K | Add +1.1% |
| CVX Chevron Corp. | 0.11% | 1,783 | $298K | New |
| PG The Procter & Gamble Co. | 0.11% | 1,738 | $296K | Reduce -3.5% |
| LMT Lockheed Martin Corp. | 0.11% | 658 | $294K | Add +31.6% |
| MRSH Marsh & McLennan Cos | 0.11% | 1,188 | $290K | Reduce -5.2% |
| NFLX Netflix Inc. | 0.11% | 307 | $286K | New |
| MA Mastercard Inc. Class A | 0.10% | 496 | $272K | New |
| LRCX Lam Research Corp. | 0.10% | 3,687 | $268K | New |
| CRM Salesforce Inc. | 0.10% | 947 | $254K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.09% | 3,115 | $246K | No change |
| AMGN Amgen Inc. | 0.09% | 773 | $241K | Add +0.4% |
| BLK BlackRock Inc. | 0.09% | 246 | $233K | New |
| ACN Accenture PLC Class A | 0.09% | 740 | $231K | Add +26.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 1,334 | $230K | Reduce -13.4% |
| MCD McDonald's Corp. | 0.09% | 734 | $229K | Reduce -21.2% |
| CMG Chipotle Mexican Grill Inc. | 0.08% | 4,342 | $218K | Reduce -6.5% |
| XOM Exxon Mobil Corp. | 0.08% | 1,776 | $211K | Reduce -17.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 816 | $203K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.06% | 16,833 | $169K | Add +25.5% |
Portfolio Sells Q4 2024 → Q1 2025
| XLV SS Health Care Select Sector | Sold out | 0.00% | −3.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -24.7% | 12.37% | −2.23 |
| ITOT iShares Core S&P Total U.S. | Reduce -28.2% | 6.03% | −1.49 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -18.5% | 9.65% | −0.95 |
| IWY iShares Russell Top 200 Grow | Reduce -23.7% | 3.67% | −0.88 |
| AAPL Apple Inc. | Reduce -25.3% | 2.39% | −0.67 |
| IJR iShares Core S&P Small-Cap E | Reduce -22.8% | 2.89% | −0.61 |
| NVDA Nvidia Corp. | Reduce -14.8% | 2.25% | −0.53 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -32.9% | 1.76% | −0.51 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.31 |
| MAR Marriott International Class A | Reduce -66.0% | 0.15% | −0.29 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.29 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -17.4% | 4.61% | −0.28 |
| FBND Fidelity Total Bond ETF | Reduce -62.7% | 0.22% | −0.27 |
| SCHF Schwab Intl Equity ETF | Reduce -22.9% | 8.92% | −0.26 |
| IWM iShares Russell 2000 ETF | Reduce -18.1% | 1.59% | −0.24 |
| SMMD iShares Russell 2500 ETF | Reduce -16.1% | 1.41% | −0.14 |
| IJH iShares Core S&P Midcap ETF | Reduce -16.5% | 1.26% | −0.11 |
| XLK SS Technology Select Sector | Reduce -28.7% | 0.32% | −0.11 |
| FETH Fidelity Ethereum Fund | Sold out | 0.00% | −0.10 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.08 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.08 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Sold out | 0.00% | −0.07 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.07 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −0.07 |
| SMH Vaneck Semiconductor ETF | Sold out | 0.00% | −0.07 |
| XT Ishar Fture Exp Tech ETF-Usd | Sold out | 0.00% | −0.07 |
| IUSG iShares Core S&P U.S. Growth | Reduce -20.1% | 0.41% | −0.07 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.06 |
| DSI iShares ESG MSCI KLD 400 ETF | Sold out | 0.00% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -24.1% | 0.29% | −0.06 |
| VEA Vanguard Ftse Developed ETF | Reduce -30.9% | 0.39% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -5.7% | 1.35% | −0.05 |
| MSFT Microsoft Corp. | Reduce -7.2% | 1.55% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -24.5% | 0.12% | −0.03 |
| WMT Walmart Inc. | Reduce -21.8% | 0.24% | −0.03 |
| MDY State Street SPDR S&P Midcap | Reduce -10.9% | 1.51% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -9.5% | 0.52% | −0.02 |
| RACE Ferrari NV | Reduce -25.5% | 0.12% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -6.5% | 0.08% | −0.01 |
| EUSA iShares MSCI USA Equal Weigh | Reduce -13.6% | 0.44% | −0.00 |
| MCD McDonald's Corp. | Reduce -21.2% | 0.09% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -13.4% | 0.09% | +0.00 |
| XOM Exxon Mobil Corp. | Reduce -17.9% | 0.08% | +0.01 |
| BAC Bank of America Corp. | Reduce -8.9% | 0.30% | +0.01 |
| GLW Corning Inc. | Reduce -5.5% | 0.14% | +0.01 |
| GEN Gen Digital Inc. | Reduce -3.9% | 0.12% | +0.01 |
| PG The Procter & Gamble Co. | Reduce -3.5% | 0.11% | +0.02 |
| UNH Unitedhealth Group Inc. | Reduce -10.2% | 0.20% | +0.02 |
| IXUS iShares Core Intl Stock ETF | Reduce -7.0% | 0.14% | +0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| DBND Doubleline Oppor Cor BND-Usd | New | 5.93% | +5.93 |
| XLF SS Financial Select Sector | Add +834.8% | 2.91% | +2.66 |
| IVV iShares Core S&P 500 ETF | Add +58.0% | 1.72% | +0.75 |
| KRE SS SPDR S&P Regional Bank | New | 0.61% | +0.61 |
| IAT iShares US Regional Banks Et | New | 0.44% | +0.44 |
| RSP Invesco S&P 500 Equal Weight | Add +0.3% | 1.99% | +0.29 |
| QDPL Pacer Met US LRG Cap DVD 400 | Add +140.6% | 0.40% | +0.25 |
| MUNI PIMCO Intermediate Municipal | Add +1.9% | 1.45% | +0.24 |
| IWB iShares Russell 1000 ETF | New | 0.18% | +0.18 |
| BMY Bristol-Myers Squibb Co. | Add +8.8% | 0.52% | +0.14 |
| META Meta Platforms Inc. Class A | Add +3.5% | 0.79% | +0.13 |
| VOO Vanguard S&P 500 ETF | Add +27.2% | 0.43% | +0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.2% | 0.39% | +0.13 |
| JEPI JPMorgan Equity Premium Inco | Add +9.3% | 0.52% | +0.11 |
| CVX Chevron Corp. | New | 0.11% | +0.11 |
| NFLX Netflix Inc. | New | 0.11% | +0.11 |
| MO Altria Group Inc. | Add +8.6% | 0.34% | +0.11 |
| V Visa Inc. Class A | Add +3.2% | 0.41% | +0.11 |
| MA Mastercard Inc. Class A | New | 0.10% | +0.10 |
| LRCX Lam Research Corp. | New | 0.10% | +0.10 |
| CRM Salesforce Inc. | New | 0.10% | +0.10 |
| BLK BlackRock Inc. | New | 0.09% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +7.6% | 0.38% | +0.09 |
| CSCO Cisco Systems Inc. | Add +15.4% | 0.28% | +0.08 |
| IBM Intl Business Machines Corp. | New | 0.08% | +0.08 |
| FBTC Fidelity Wise Origin Bitcoin | Add +33.6% | 0.26% | +0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +50.0% | 0.18% | +0.07 |
| VZ Verizon Communications Inc. | Add +19.1% | 0.18% | +0.07 |
| LLY Eli Lilly & Co. | Add +3.1% | 0.28% | +0.06 |
| AIG American International Group | Add +0.7% | 0.21% | +0.06 |
| KO The Coca-Cola Co. | Add +5.9% | 0.19% | +0.06 |
| PFE Pfizer Inc. | Add +19.9% | 0.18% | +0.05 |
| IWD iShares Russell 1000 Value E | Add +0.2% | 0.28% | +0.05 |
| TXN Texas Instruments Inc. | Add +20.8% | 0.16% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +19.2% | 0.13% | +0.04 |
| LMT Lockheed Martin Corp. | Add +31.6% | 0.11% | +0.03 |
| GRMN Garmin Ltd. | Add +0.5% | 0.16% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +0.9% | 0.12% | +0.03 |
| AMGN Amgen Inc. | Add +0.4% | 0.09% | +0.03 |
| ACN Accenture PLC Class A | Add +26.5% | 0.09% | +0.02 |
| F Ford Motor Co. | Add +25.5% | 0.06% | +0.02 |
| JPST JPMorgan Ultra-Short Income | Add +1.1% | 0.12% | +0.02 |
| PKG Packaging Corp. of America | Add +4.0% | 0.17% | +0.01 |
| WSM Williams-Sonoma Inc. | Add +0.3% | 0.17% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 0.18% | −0.01 |
| BX Blackstone Inc. | Add +1.0% | 0.40% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +1.8% | 0.73% | −0.01 |
| AVGO Broadcom Inc. | Add +6.2% | 0.43% | −0.05 |
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 |