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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $261.7M Q1 2024 Q2 2024: $269.9M Q2 2024 Q3 2024: $299.9M Q3 2024 Q4 2024: $312.0M Q4 2024 Q1 2025: $264.9M Q1 2025 Q2 2025: $302.5M Q2 2025 Q3 2025: $332.3M $332.3M Q3 2025 Q4 2025: $348.4M Q4 2025 Q1 2026: $361.1M Q1 2026 Q2 2026: $405.0M Q2 2026

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%
AMGN Amgen Inc. 0.07% 855 $241K Reduce -5.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 853 $241K Add +1.8%
CRM Salesforce Inc. 0.07% 1,009 $239K Add +2.0%
MRSH Marsh & McLennan Cos 0.07% 1,172 $236K Reduce -3.9%
MCD McDonald's Corp. 0.07% 761 $231K Add +1.5%
F Ford Motor Co. filed as FORD MTR CO 0.07% 18,893 $226K Add +1.0%
ADX Adams Diversified Equity 0.07% 10,035 $224K Add +2.1%
PG The Procter & Gamble Co. 0.07% 1,456 $224K Reduce -9.2%
XT Ishar Fture Exp Tech ETF-Usd 0.07% 3,085 $222K No change
IWR iShares Russell Mid-Cap ETF 0.07% 2,296 $222K Add +0.3%
PSX Phillips 66 0.07% 1,624 $221K New
QCOM Qualcomm Inc. 0.07% 1,315 $219K New
CAT Caterpillar Inc. 0.06% 449 $214K New
SPYV SS SPDR P S&P 500 Value ETF 0.06% 3,850 $213K Add +0.4%
XOM Exxon Mobil Corp. 0.06% 1,888 $213K Reduce -0.5%
RTX RTX Corp. 0.06% 1,257 $210K New
NVS Novartis AG-Sponsored ADR 0.06% 1,637 $210K New
COIN Coinbase Global Inc. Class A 0.06% 619 $209K Add +3.2%
C Citigroup Inc. 0.06% 2,042 $207K New
UBER Uber Technologies Inc. 0.06% 2,105 $206K New
JNJ Johnson & Johnson 0.06% 1,099 $204K New
PROSHARES ULTRASHORT TECH 0.03% 17,776 $105K New
INVESTMENT MANAGERS SER TR I 0.03% 12,185 $98K New
VRME Verifyme Inc. 0.01% 37,139 $33K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 145$405.0MSCHF, VTI, SPY, DBND, ITOT
Q1 2026 132$361.1MSCHF, SPY, VTI, DBND, ITOT
Q4 2025 126$348.4MSPY, VTI, SCHF, DBND, ITOT
Q3 2025 124$332.3MSPY, VTI, SCHF, DBND, ITOT
Q2 2025 117$302.5MSPY, VTI, SCHF, ITOT, DBND
Q1 2025 98$264.9MSPY, VTI, SCHF, ITOT, DBND
Q4 2024 100$312.0MSPY, VTI, SCHF, ITOT, COWZ
Q3 2024 100$299.9MSPY, VTI, SCHF, ITOT, COWZ
Q2 2024 90$269.9MSPY, VTI, SCHF, ITOT, COWZ
Q1 2024 90$261.7MVTI, SPY, SCHF, ITOT, COWZ