Benchmark Financial Wealth Advisors, LLC

Name: Benchmark Financial Wealth Advisors, LLC 13F holdings, Q2 2025
Creator: Benchmark Financial Wealth Advisors, LLC
Published: 2025-08-05

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Benchmark Financial Wealth Advisors, LLC reported 117 stock positions worth $302.5 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 10.9% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 9.2%) and Schwab Intl Equity ETF (SCHF, 9.2%). Compared with Q1 2025, it opened 22 new positions, sold out of 3, added to 61 and reduced 32. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +511%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −9%).

Most Recent 13F: Q2 2026
Location: BOCA RATON, FL
CIK: 0001757706
Portfolio Value: $302.5M (Q2 2025)
SEC Filing: 0001757706-25-000009 ↗ filed Aug 5, 2025

Holdings Value

Holdings 117 stocks · $302.5M


SPY SS SPDR S&P 500 ETF Trust-US	10.87%	53,228	$32.9M	Reduce -9.1%
VTI VG Morningstar TS MKT ETF-US	9.16%	91,117	$27.7M	Reduce -2.1%
SCHF Schwab Intl Equity ETF	9.15%	1,252,546	$27.7M	Add +4.9%
ITOT iShares Core S&P Total U.S.	5.74%	128,620	$17.4M	Reduce -1.8%
DBND Doubleline Oppor Cor BND-Usd	5.62%	367,708	$17.0M	Add +8.0%
COWZ Pacer US Cash Cows 100 ETF	4.21%	231,085	$12.7M	Add +3.5%
IWY iShares Russell Top 200 Grow	3.44%	42,179	$10.4M	Reduce -8.4%
NVDA Nvidia Corp.	2.88%	55,113	$8.7M	Add +0.0%
XLF SS Financial Select Sector	2.70%	155,755	$8.2M	Add +0.5%
IJR iShares Core S&P Small-Cap E	2.69%	74,405	$8.1M	Add +1.8%
VOO Vanguard S&P 500 ETF	2.57%	13,672	$7.8M	Add +511.2%
SCHD Schwab US DVD Equity ETF	2.27%	259,351	$6.9M	Reduce -4.5%
AAPL Apple Inc.	1.90%	28,060	$5.8M	Reduce -1.6%
RSP Invesco S&P 500 Equal Weight	1.82%	30,363	$5.5M	Reduce -0.0%
MSFT Microsoft Corp.	1.72%	10,450	$5.2M	Reduce -4.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd	1.63%	17,651	$4.9M	Reduce -2.2%
SMMD iShares Russell 2500 ETF	1.59%	71,026	$4.8M	Add +18.9%
IWM iShares Russell 2000 ETF	1.54%	21,547	$4.6M	Add +1.9%
IVV iShares Core S&P 500 ETF	1.45%	7,048	$4.4M	Reduce -13.1%
MUNI PIMCO Intermediate Municipal	1.41%	82,965	$4.3M	Add +11.7%
AMZN Amazon.com Inc.	1.36%	18,699	$4.1M	Reduce -0.8%
MDY State Street SPDR S&P Midcap	1.28%	6,829	$3.9M	Reduce -9.1%
IJH iShares Core S&P Midcap ETF	1.18%	57,321	$3.6M	Add +0.6%
VEU Vanguard Ftse All-World Ex-U	1.16%	52,065	$3.5M	Add +0.3%
LVHI Franklin International Low V	1.03%	95,360	$3.1M	Add +8.7%
KBE SS SPDR S&P Bank ETF	0.95%	51,472	$2.9M	New
QQQ Invesco QQQ Trust Series 1	0.90%	4,926	$2.7M	Add +200.6%
META Meta Platforms Inc. Class A	0.89%	3,663	$2.7M	Add +1.1%
GOOGL Alphabet Inc. Class A	0.73%	12,593	$2.2M	Add +0.3%
AVGO Broadcom Inc.	0.58%	6,359	$1.8M	Reduce -6.3%
IWF iShares Russell 1000 Growth	0.52%	3,688	$1.6M	Reduce -3.7%
JPM JPMorgan Chase & Co.	0.49%	5,115	$1.5M	Add +23.6%
QDPL Pacer Met US LRG Cap DVD 400	0.49%	37,523	$1.5M	Add +30.8%
VEA Vanguard Ftse Developed ETF	0.43%	22,683	$1.3M	Add +10.6%
IUSG iShares Core S&P U.S. Growth	0.42%	8,503	$1.3M	Add +0.1%
FBTC Fidelity Wise Origin Bitcoin	0.41%	13,317	$1.3M	Add +39.1%
JEPI JPMorgan Equity Premium Inco	0.41%	21,910	$1.2M	Reduce -9.0%
EUSA iShares MSCI USA Equal Weigh	0.41%	12,518	$1.2M	Reduce -0.5%
BX Blackstone Inc.	0.38%	7,607	$1.1M	Add +0.6%
V Visa Inc. Class A	0.38%	3,199	$1.1M	Add +3.0%
BMY Bristol-Myers Squibb Co.	0.38%	24,500	$1.1M	Add +8.6%
IWB iShares Russell 1000 ETF	0.37%	3,296	$1.1M	Add +111.5%
BRK.B Berkshire Hathaway Inc. Class B	0.34%	2,131	$1.0M	Add +10.6%
XLK SS Technology Select Sector	0.34%	4,071	$1.0M	Add +0.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.34%	21,440	$1.0M	Add +11.2%
NOBL Proshares S&P 500 Dividend A	0.32%	9,467	$953K	New
COST Costco Wholesale Corp.	0.31%	939	$930K	Add +2.4%
MO Altria Group Inc.	0.30%	15,473	$907K	Add +4.2%
IWD iShares Russell 1000 Value E	0.25%	3,822	$742K	Reduce -1.3%
WMT Walmart Inc.	0.24%	7,524	$736K	Add +3.8%
CSCO Cisco Systems Inc.	0.24%	10,307	$715K	Reduce -13.3%
LLY Eli Lilly & Co.	0.24%	912	$711K	Add +3.0%
WFC Wells Fargo & Co.	0.23%	8,831	$708K	Add +17.6%
NFLX Netflix Inc.	0.22%	495	$663K	Add +61.2%
FNCL Fidelity MSCI Financial Indx	0.21%	8,756	$648K	New
ABBV Abbvie Inc.	0.20%	3,225	$599K	Add +6.9%
HD Home Depot Inc.	0.20%	1,626	$596K	Reduce -15.8%
FBND Fidelity Total Bond ETF	0.20%	12,939	$592K	Add +3.5%
GOOG Alphabet Inc. Class C	0.19%	3,193	$566K	Add +6.4%
AIG American International Group	0.18%	6,359	$544K	Add +0.9%
KO The Coca-Cola Co.	0.17%	7,181	$508K	Add +4.7%
PLTR Palantir Technologies Inc. Class A	0.16%	3,659	$499K	Reduce -0.3%
WM Waste Management Inc.	0.16%	2,178	$498K	Reduce -5.3%
VZ Verizon Communications Inc.	0.16%	11,255	$487K	Add +9.4%
VB Vanguard Most SM-Cap ETF-Usd	0.16%	2,033	$482K	Reduce -6.8%
MAR Marriott International Class A	0.16%	1,721	$470K	Add +1.3%
PM Philip Morris International	0.15%	2,566	$467K	Add +2.1%
IBIT iShares Bitcoin Trust ETF	0.15%	7,580	$464K	New
WSM Williams-Sonoma Inc.	0.15%	2,801	$458K	Add +0.4%
DBEF Xtrackers MSCI Eafe Hedged E	0.15%	10,332	$452K	New
PFE Pfizer Inc.	0.15%	18,529	$449K	Reduce -1.4%
GS Goldman Sachs Group Inc.	0.15%	633	$448K	New
PKG Packaging Corp. of America	0.14%	2,306	$434K	Add +2.7%
GLW Corning Inc.	0.14%	8,133	$428K	Add +1.0%
RY Royal Bank of Canada	0.14%	3,223	$424K	New
IXUS iShares Core Intl Stock ETF	0.14%	5,397	$417K	Add +0.4%
GRMN Garmin Ltd.	0.14%	1,973	$412K	Add +0.6%
CRWD CrowdStrike Holdings Inc. Class A	0.13%	753	$384K	Reduce -22.2%
GLD SPDR Gold Shares	0.12%	1,214	$370K	No change
RACE Ferrari NV	0.12%	738	$362K	Add +0.4%
GEN Gen Digital Inc.	0.12%	12,200	$359K	Add +0.4%
TXN Texas Instruments Inc.	0.12%	1,713	$356K	Reduce -26.0%
UNP Union Pacific Corp.	0.12%	1,535	$353K	Add +2.7%
PANW Palo Alto Networks Inc.	0.11%	1,669	$342K	New
LMT Lockheed Martin Corp.	0.11%	719	$333K	Add +9.3%
UNH Unitedhealth Group Inc.	0.11%	1,046	$326K	Add +2.9%
JPST JPMorgan Ultra-Short Income	0.10%	6,118	$310K	Add +1.1%
TSLA Tesla Inc.	0.10%	967	$307K	New
MA Mastercard Inc. Class A	0.10%	545	$306K	Add +9.9%
ORCL Oracle Corp.	0.09%	1,286	$281K	New
MRK Merck & Co. Inc.	0.09%	3,534	$280K	Reduce -0.4%
CRM Salesforce Inc.	0.09%	989	$270K	Add +4.4%
MRSH Marsh & McLennan Cos	0.09%	1,219	$267K	Add +2.6%
PG The Procter & Gamble Co.	0.08%	1,603	$255K	Reduce -7.8%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.08%	3,115	$254K	No change
AMGN Amgen Inc.	0.08%	905	$253K	Add +17.1%
CVX Chevron Corp.	0.08%	1,726	$247K	Reduce -3.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.08%	838	$247K	Add +2.7%
BLK BlackRock Inc.	0.08%	229	$240K	Reduce -6.9%
SMH Vaneck Semiconductor ETF	0.08%	856	$239K	New

Show all 117 holdings

Portfolio Sells Q1 2025 → Q2 2025


SPY SS SPDR S&P 500 ETF Trust-US	Reduce -9.1%	10.87%	−1.50
KRE SS SPDR S&P Regional Bank	Sold out	0.00%	−0.61
SCHD Schwab US DVD Equity ETF	Reduce -4.5%	2.27%	−0.59
VTI VG Morningstar TS MKT ETF-US	Reduce -2.1%	9.16%	−0.50
AAPL Apple Inc.	Reduce -1.6%	1.90%	−0.49
IAT iShares US Regional Banks Et	Sold out	0.00%	−0.44
ITOT iShares Core S&P Total U.S.	Reduce -1.8%	5.74%	−0.29
IVV iShares Core S&P 500 ETF	Reduce -13.1%	1.45%	−0.27
MDY State Street SPDR S&P Midcap	Reduce -9.1%	1.28%	−0.23
IWY iShares Russell Top 200 Grow	Reduce -8.4%	3.44%	−0.23
RSP Invesco S&P 500 Equal Weight	Reduce -0.0%	1.82%	−0.16
VO Vngrd Mrngstr MD-Cap ETF-Usd	Reduce -2.2%	1.63%	−0.13
JEPI JPMorgan Equity Premium Inco	Reduce -9.0%	0.41%	−0.11
LRCX Lam Research Corp.	Sold out	0.00%	−0.10
HD Home Depot Inc.	Reduce -15.8%	0.20%	−0.07
CSCO Cisco Systems Inc.	Reduce -13.3%	0.24%	−0.04
TXN Texas Instruments Inc.	Reduce -26.0%	0.12%	−0.04
WM Waste Management Inc.	Reduce -5.3%	0.16%	−0.04
EUSA iShares MSCI USA Equal Weigh	Reduce -0.5%	0.41%	−0.03
PFE Pfizer Inc.	Reduce -1.4%	0.15%	−0.03
CVX Chevron Corp.	Reduce -3.2%	0.08%	−0.03
IWD iShares Russell 1000 Value E	Reduce -1.3%	0.25%	−0.03
MRK Merck & Co. Inc.	Reduce -0.4%	0.09%	−0.03
PG The Procter & Gamble Co.	Reduce -7.8%	0.08%	−0.03
VB Vanguard Most SM-Cap ETF-Usd	Reduce -6.8%	0.16%	−0.02
ACN Accenture PLC Class A	Reduce -2.6%	0.07%	−0.02
CMG Chipotle Mexican Grill Inc.	Reduce -11.8%	0.07%	−0.01
VTV Vanguard Mrngstr Val ETF-Aui	Reduce -0.4%	0.08%	−0.01
BLK BlackRock Inc.	Reduce -6.9%	0.08%	−0.01
IWF iShares Russell 1000 Growth	Reduce -3.7%	0.52%	−0.00
CRWD CrowdStrike Holdings Inc. Class A	Reduce -22.2%	0.13%	−0.00
AMZN Amazon.com Inc.	Reduce -0.8%	1.36%	+0.00
PLTR Palantir Technologies Inc. Class A	Reduce -0.3%	0.16%	+0.05
AVGO Broadcom Inc.	Reduce -6.3%	0.58%	+0.15
MSFT Microsoft Corp.	Reduce -4.4%	1.72%	+0.17

Portfolio Buys Q1 2025 → Q2 2025


VOO Vanguard S&P 500 ETF	Add +511.2%	2.57%	+2.13
KBE SS SPDR S&P Bank ETF	New	0.95%	+0.95
NVDA Nvidia Corp.	Add +0.0%	2.88%	+0.62
QQQ Invesco QQQ Trust Series 1	Add +200.6%	0.90%	+0.61
NOBL Proshares S&P 500 Dividend A	New	0.32%	+0.32
SCHF Schwab Intl Equity ETF	Add +4.9%	9.15%	+0.24
FNCL Fidelity MSCI Financial Indx	New	0.21%	+0.21
IWB iShares Russell 1000 ETF	Add +111.5%	0.37%	+0.19
SMMD iShares Russell 2500 ETF	Add +18.9%	1.59%	+0.18
FBTC Fidelity Wise Origin Bitcoin	Add +39.1%	0.41%	+0.15
IBIT iShares Bitcoin Trust ETF	New	0.15%	+0.15
DBEF Xtrackers MSCI Eafe Hedged E	New	0.15%	+0.15
GS Goldman Sachs Group Inc.	New	0.15%	+0.15
RY Royal Bank of Canada	New	0.14%	+0.14
PANW Palo Alto Networks Inc.	New	0.11%	+0.11
NFLX Netflix Inc.	Add +61.2%	0.22%	+0.11
JPM JPMorgan Chase & Co.	Add +23.6%	0.49%	+0.11
META Meta Platforms Inc. Class A	Add +1.1%	0.89%	+0.11
TSLA Tesla Inc.	New	0.10%	+0.10
QDPL Pacer Met US LRG Cap DVD 400	Add +30.8%	0.49%	+0.09
ORCL Oracle Corp.	New	0.09%	+0.09
SMH Vaneck Semiconductor ETF	New	0.08%	+0.08
BA The Boeing Co.	New	0.08%	+0.08
IYG iShares U.S. Financial Servi	New	0.08%	+0.08
ADX Adams Diversified Equity	New	0.07%	+0.07
ASML ASML Holding NV-NY Reg SHS	New	0.07%	+0.07
TSM Taiwan Semiconductor-SP ADR	New	0.07%	+0.07
IWR iShares Russell Mid-Cap ETF	New	0.07%	+0.07
COIN Coinbase Global Inc. Class A	New	0.07%	+0.07
XT Ishar Fture Exp Tech ETF-Usd	New	0.07%	+0.07
SPYV SS SPDR P S&P 500 Value ETF	New	0.07%	+0.07
PLTD Dire DLY PLTR Bea 1X ETF-Usd	New	0.03%	+0.03
VEA Vanguard Ftse Developed ETF	Add +10.6%	0.43%	+0.03
BAC Bank of America Corp.	Add +11.2%	0.34%	+0.03
WFC Wells Fargo & Co.	Add +17.6%	0.23%	+0.03
XLK SS Technology Select Sector	Add +0.3%	0.34%	+0.02
IUSG iShares Core S&P U.S. Growth	Add +0.1%	0.42%	+0.02
GOOG Alphabet Inc. Class C	Add +6.4%	0.19%	+0.01
VRME Verifyme Inc.	New	0.01%	+0.01
IBM Intl Business Machines Corp.	Add +2.7%	0.08%	+0.01
PM Philip Morris International	Add +2.1%	0.15%	+0.00
F Ford Motor Co.	Add +11.2%	0.07%	+0.00
WMT Walmart Inc.	Add +3.8%	0.24%	+0.00
MAR Marriott International Class A	Add +1.3%	0.16%	+0.00
GLW Corning Inc.	Add +1.0%	0.14%	+0.00
RACE Ferrari NV	Add +0.4%	0.12%	+0.00
GOOGL Alphabet Inc. Class A	Add +0.3%	0.73%	+0.00
LMT Lockheed Martin Corp.	Add +9.3%	0.11%	−0.00
MA Mastercard Inc. Class A	Add +9.9%	0.10%	−0.00
GEN Gen Digital Inc.	Add +0.4%	0.12%	−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