Benchmark Financial Wealth Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), Benchmark Financial Wealth Advisors, LLC reported 124 stock positions worth $332.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 9.7% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 8.7%) and Schwab Intl Equity ETF (SCHF, 7.8%). Compared with Q2 2025, it opened 11 new positions, sold out of 4, added to 72 and reduced 37. The biggest buy was Xtrackers MSCI Eafe Hedged E (DBEF, shares +1343%) and the biggest sale Schwab Intl Equity ETF (SCHF, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001757706
- Portfolio Value
- $332.3M (Q3 2025)
- SEC Filing
- 0001757706-25-000016 ↗ filed Oct 22, 2025
Holdings Value
Holdings 124 stocks · $332.3M
| SPY SS SPDR S&P 500 ETF Trust-US | 9.73% | 48,530 | $32.3M | Reduce -8.8% |
| VTI VG Morningstar TS MKT ETF-US | 8.68% | 87,871 | $28.8M | Reduce -3.6% |
| SCHF Schwab Intl Equity ETF | 7.84% | 1,118,815 | $26.0M | Reduce -10.7% |
| DBND Doubleline Oppor Cor BND-Usd | 5.81% | 414,817 | $19.3M | Add +12.8% |
| ITOT iShares Core S&P Total U.S. | 5.46% | 124,625 | $18.2M | Reduce -3.1% |
| COWZ Pacer US Cash Cows 100 ETF | 4.02% | 232,718 | $13.4M | Add +0.7% |
| IWY iShares Russell Top 200 Grow | 3.55% | 43,060 | $11.8M | Add +2.1% |
| NVDA Nvidia Corp. | 3.29% | 58,608 | $10.9M | Add +6.3% |
| IJR iShares Core S&P Small-Cap E | 2.67% | 74,743 | $8.9M | Add +0.5% |
| XLF SS Financial Select Sector | 2.60% | 160,083 | $8.6M | Add +2.8% |
| AAPL Apple Inc. | 2.30% | 29,977 | $7.6M | Add +6.8% |
| SCHD Schwab US DVD Equity ETF | 2.27% | 276,192 | $7.5M | Add +6.5% |
| IVV iShares Core S&P 500 ETF | 2.16% | 10,704 | $7.2M | Add +51.9% |
| VOO Vanguard S&P 500 ETF | 2.14% | 11,639 | $7.1M | Reduce -14.9% |
| DBEF Xtrackers MSCI Eafe Hedged E | 2.08% | 149,080 | $6.9M | Add +1342.9% |
| RSP Invesco S&P 500 Equal Weight | 1.67% | 29,273 | $5.6M | Reduce -3.6% |
| MSFT Microsoft Corp. | 1.66% | 10,677 | $5.5M | Add +2.2% |
| SMMD iShares Russell 2500 ETF | 1.65% | 74,369 | $5.5M | Add +4.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.54% | 17,458 | $5.1M | Reduce -1.1% |
| IWM iShares Russell 2000 ETF | 1.54% | 21,126 | $5.1M | Reduce -1.9% |
| LVHI Franklin International Low V | 1.36% | 129,660 | $4.5M | Add +36.0% |
| AMZN Amazon.com Inc. | 1.25% | 18,981 | $4.2M | Add +1.5% |
| MDY State Street SPDR S&P Midcap | 1.24% | 6,914 | $4.1M | Add +1.2% |
| MUNI PIMCO Intermediate Municipal | 1.14% | 72,237 | $3.8M | Reduce -12.9% |
| IJH iShares Core S&P Midcap ETF | 1.12% | 57,252 | $3.7M | Reduce -0.1% |
| VEU Vanguard Ftse All-World Ex-U | 1.12% | 52,156 | $3.7M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 0.95% | 12,997 | $3.2M | Add +3.2% |
| KBE SS SPDR S&P Bank ETF | 0.92% | 51,206 | $3.0M | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.91% | 5,064 | $3.0M | Add +2.8% |
| META Meta Platforms Inc. Class A | 0.80% | 3,630 | $2.7M | Reduce -0.9% |
| AVGO Broadcom Inc. | 0.64% | 6,396 | $2.1M | Add +0.6% |
| QDPL Pacer Met US LRG Cap DVD 400 | 0.56% | 44,351 | $1.9M | Add +18.2% |
| IWF iShares Russell 1000 Growth | 0.52% | 3,682 | $1.7M | Reduce -0.2% |
| FBTC Fidelity Wise Origin Bitcoin | 0.50% | 16,510 | $1.6M | Add +24.0% |
| JPM JPMorgan Chase & Co. | 0.49% | 5,111 | $1.6M | Reduce -0.1% |
| IUSG iShares Core S&P U.S. Growth | 0.43% | 8,607 | $1.4M | Add +1.2% |
| VEA Vanguard Ftse Developed ETF | 0.41% | 22,727 | $1.4M | Add +0.2% |
| BX Blackstone Inc. | 0.39% | 7,679 | $1.3M | Add +0.9% |
| EUSA iShares MSCI USA Equal Weigh | 0.39% | 12,572 | $1.3M | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 2,409 | $1.2M | Add +13.1% |
| IWB iShares Russell 1000 ETF | 0.36% | 3,304 | $1.2M | Add +0.2% |
| JEPI JPMorgan Equity Premium Inco | 0.34% | 19,645 | $1.1M | Reduce -10.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 21,601 | $1.1M | Add +0.8% |
| V Visa Inc. Class A | 0.33% | 3,244 | $1.1M | Add +1.4% |
| XLK SS Technology Select Sector | 0.33% | 3,857 | $1.1M | Reduce -5.3% |
| BMY Bristol-Myers Squibb Co. | 0.32% | 23,744 | $1.1M | Reduce -3.1% |
| MO Altria Group Inc. | 0.31% | 15,599 | $1.0M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 0.29% | 3,966 | $966K | Add +24.2% |
| NOBL Proshares S&P 500 Dividend A | 0.28% | 9,175 | $946K | Reduce -3.1% |
| UNH Unitedhealth Group Inc. | 0.28% | 2,675 | $924K | Add +155.7% |
| WMT Walmart Inc. | 0.27% | 8,577 | $884K | Add +14.0% |
| COST Costco Wholesale Corp. | 0.26% | 928 | $859K | Reduce -1.2% |
| IWD iShares Russell 1000 Value E | 0.23% | 3,831 | $780K | Add +0.2% |
| WFC Wells Fargo & Co. | 0.22% | 8,823 | $740K | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.22% | 3,136 | $726K | Reduce -2.8% |
| CSCO Cisco Systems Inc. | 0.22% | 10,449 | $715K | Add +1.4% |
| GLW Corning Inc. | 0.20% | 8,176 | $671K | Add +0.5% |
| FNCL Fidelity MSCI Financial Indx | 0.20% | 8,782 | $670K | Add +0.3% |
| HD Home Depot Inc. | 0.20% | 1,651 | $669K | Add +1.5% |
| LLY Eli Lilly & Co. | 0.20% | 874 | $667K | Reduce -4.2% |
| FBND Fidelity Total Bond ETF | 0.19% | 13,825 | $639K | Add +6.8% |
| NFLX Netflix Inc. | 0.19% | 529 | $635K | Add +6.9% |
| ORCL Oracle Corp. | 0.18% | 2,119 | $596K | Add +64.8% |
| IBIT iShares Bitcoin Trust ETF | 0.17% | 8,580 | $558K | Add +13.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 2,088 | $531K | Add +2.7% |
| PLTR Palantir Technologies Inc. Class A | 0.16% | 2,883 | $526K | Reduce -21.2% |
| WSM Williams-Sonoma Inc. | 0.16% | 2,670 | $522K | Reduce -4.7% |
| AIG American International Group | 0.15% | 6,423 | $504K | Add +1.0% |
| PKG Packaging Corp. of America | 0.15% | 2,297 | $501K | Reduce -0.4% |
| GS Goldman Sachs Group Inc. | 0.15% | 609 | $485K | Reduce -3.8% |
| WM Waste Management Inc. | 0.15% | 2,192 | $484K | Add +0.6% |
| PFE Pfizer Inc. | 0.15% | 18,927 | $482K | Add +2.1% |
| RY Royal Bank of Canada | 0.14% | 3,235 | $477K | Add +0.4% |
| KO The Coca-Cola Co. | 0.14% | 7,165 | $475K | Reduce -0.2% |
| VZ Verizon Communications Inc. | 0.14% | 10,672 | $469K | Reduce -5.2% |
| GRMN Garmin Ltd. | 0.14% | 1,856 | $457K | Reduce -5.9% |
| MAR Marriott International Class A | 0.14% | 1,740 | $453K | Add +1.1% |
| IXUS iShares Core Intl Stock ETF | 0.14% | 5,435 | $449K | Add +0.7% |
| TSLA Tesla Inc. | 0.13% | 1,007 | $448K | Add +4.1% |
| GLD SPDR Gold Shares | 0.13% | 1,236 | $439K | Add +1.8% |
| PM Philip Morris International | 0.13% | 2,562 | $416K | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.12% | 710 | $404K | Add +30.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.11% | 778 | $382K | Add +3.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.11% | 4,343 | $379K | Add +39.4% |
| RACE Ferrari NV | 0.11% | 738 | $358K | No change |
| MRK Merck & Co. Inc. | 0.11% | 4,265 | $358K | Add +20.7% |
| GEN Gen Digital Inc. | 0.10% | 12,285 | $349K | Add +0.7% |
| UNP Union Pacific Corp. | 0.10% | 1,470 | $348K | Reduce -4.2% |
| LMT Lockheed Martin Corp. | 0.10% | 665 | $332K | Reduce -7.5% |
| JPST JPMorgan Ultra-Short Income | 0.10% | 6,423 | $326K | Add +5.0% |
| CVX Chevron Corp. | 0.09% | 2,019 | $313K | Add +17.0% |
| TXN Texas Instruments Inc. | 0.09% | 1,668 | $306K | Reduce -2.6% |
| SMH Vaneck Semiconductor ETF | 0.08% | 856 | $280K | No change |
| IYG iShares U.S. Financial Servi | 0.08% | 3,077 | $276K | Add +13.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 1,443 | $269K | Add +8.6% |
| BLK BlackRock Inc. | 0.08% | 231 | $269K | Add +0.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 944 | $264K | Add +0.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.08% | 272 | $264K | Add +2.3% |
| ETHA iShares Ethereum Trust ETF | 0.08% | 8,167 | $257K | New |
| BA The Boeing Co. | 0.07% | 1,148 | $248K | Add +1.2% |
Portfolio Sells Q2 2025 → Q3 2025
| SCHF Schwab Intl Equity ETF | Reduce -10.7% | 7.84% | −1.31 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.8% | 9.73% | −1.14 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.6% | 8.68% | −0.48 |
| VOO Vanguard S&P 500 ETF | Reduce -14.9% | 2.14% | −0.42 |
| ITOT iShares Core S&P Total U.S. | Reduce -3.1% | 5.46% | −0.28 |
| MUNI PIMCO Intermediate Municipal | Reduce -12.9% | 1.14% | −0.27 |
| RSP Invesco S&P 500 Equal Weight | Reduce -3.6% | 1.67% | −0.15 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -0.9% | 0.80% | −0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.1% | 1.54% | −0.09 |
| JEPI JPMorgan Equity Premium Inco | Reduce -10.3% | 0.34% | −0.07 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.07 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.07 |
| BMY Bristol-Myers Squibb Co. | Reduce -3.1% | 0.32% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.1% | 1.12% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -1.2% | 0.26% | −0.05 |
| PLTD Dire DLY PLTR Bea 1X ETF-Usd | Sold out | 0.00% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -4.2% | 0.20% | −0.03 |
| KBE SS SPDR S&P Bank ETF | Reduce -0.5% | 0.92% | −0.03 |
| NOBL Proshares S&P 500 Dividend A | Reduce -3.1% | 0.28% | −0.03 |
| PM Philip Morris International | Reduce -0.2% | 0.13% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -2.6% | 0.09% | −0.03 |
| KO The Coca-Cola Co. | Reduce -0.2% | 0.14% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -5.2% | 0.14% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -9.2% | 0.07% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -3.9% | 0.07% | −0.02 |
| XLK SS Technology Select Sector | Reduce -5.3% | 0.33% | −0.01 |
| UNP Union Pacific Corp. | Reduce -4.2% | 0.10% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -0.1% | 0.22% | −0.01 |
| AMGN Amgen Inc. | Reduce -5.5% | 0.07% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -7.5% | 0.10% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -21.2% | 0.16% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 0.49% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.5% | 0.06% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -3.8% | 0.15% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -1.9% | 1.54% | +0.00 |
| IWF iShares Russell 1000 Growth | Reduce -0.2% | 0.52% | +0.00 |
| GRMN Garmin Ltd. | Reduce -5.9% | 0.14% | +0.00 |
| WSM Williams-Sonoma Inc. | Reduce -4.7% | 0.16% | +0.01 |
| PKG Packaging Corp. of America | Reduce -0.4% | 0.15% | +0.01 |
| ABBV Abbvie Inc. | Reduce -2.8% | 0.22% | +0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| DBEF Xtrackers MSCI Eafe Hedged E | Add +1342.9% | 2.08% | +1.93 |
| IVV iShares Core S&P 500 ETF | Add +51.9% | 2.16% | +0.71 |
| NVDA Nvidia Corp. | Add +6.3% | 3.29% | +0.41 |
| AAPL Apple Inc. | Add +6.8% | 2.30% | +0.39 |
| LVHI Franklin International Low V | Add +36.0% | 1.36% | +0.33 |
| GOOGL Alphabet Inc. Class A | Add +3.2% | 0.95% | +0.22 |
| DBND Doubleline Oppor Cor BND-Usd | Add +12.8% | 5.81% | +0.19 |
| UNH Unitedhealth Group Inc. | Add +155.7% | 0.28% | +0.17 |
| IWY iShares Russell Top 200 Grow | Add +2.1% | 3.55% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +24.2% | 0.29% | +0.10 |
| ORCL Oracle Corp. | Add +64.8% | 0.18% | +0.09 |
| FBTC Fidelity Wise Origin Bitcoin | Add +24.0% | 0.50% | +0.08 |
| ETHA iShares Ethereum Trust ETF | New | 0.08% | +0.08 |
| QDPL Pacer Met US LRG Cap DVD 400 | Add +18.2% | 0.56% | +0.07 |
| PSX Phillips 66 | New | 0.07% | +0.07 |
| QCOM Qualcomm Inc. | New | 0.07% | +0.07 |
| CAT Caterpillar Inc. | New | 0.06% | +0.06 |
| RTX RTX Corp. | New | 0.06% | +0.06 |
| NVS Novartis AG-Sponsored ADR | New | 0.06% | +0.06 |
| C Citigroup Inc. | New | 0.06% | +0.06 |
| UBER Uber Technologies Inc. | New | 0.06% | +0.06 |
| JNJ Johnson & Johnson | New | 0.06% | +0.06 |
| GLW Corning Inc. | Add +0.5% | 0.20% | +0.06 |
| SMMD iShares Russell 2500 ETF | Add +4.7% | 1.65% | +0.06 |
| AVGO Broadcom Inc. | Add +0.6% | 0.64% | +0.06 |
| TSLA Tesla Inc. | Add +4.1% | 0.13% | +0.03 |
| PROSHARES ULTRASHORT TECH | New | 0.03% | +0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +39.4% | 0.11% | +0.03 |
| INVESTMENT MANAGERS SER TR I | New | 0.03% | +0.03 |
| WMT Walmart Inc. | Add +14.0% | 0.27% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +13.1% | 0.36% | +0.02 |
| MA Mastercard Inc. Class A | Add +30.3% | 0.12% | +0.02 |
| BX Blackstone Inc. | Add +0.9% | 0.39% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.8% | 0.91% | +0.02 |
| MRK Merck & Co. Inc. | Add +20.7% | 0.11% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | Add +13.2% | 0.17% | +0.01 |
| CVX Chevron Corp. | Add +17.0% | 0.09% | +0.01 |
| MO Altria Group Inc. | Add +0.8% | 0.31% | +0.01 |
| GLD SPDR Gold Shares | Add +1.8% | 0.13% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.6% | 0.08% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +2.3% | 0.08% | +0.01 |
| IYG iShares U.S. Financial Servi | Add +13.0% | 0.08% | +0.01 |
| HD Home Depot Inc. | Add +1.5% | 0.20% | +0.00 |
| IUSG iShares Core S&P U.S. Growth | Add +1.2% | 0.43% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +8.6% | 0.08% | +0.00 |
| RY Royal Bank of Canada | Add +0.4% | 0.14% | +0.00 |
| BLK BlackRock Inc. | Add +0.9% | 0.08% | +0.00 |
| F Ford Motor Co. | Add +1.0% | 0.07% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.7% | 0.16% | +0.00 |
| BAC Bank of America Corp. | Add +0.8% | 0.34% | −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 |