Benchmark Financial Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Benchmark Financial Wealth Advisors, LLC reported 126 stock positions worth $348.4 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 9.1% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 8.2%) and Schwab Intl Equity ETF (SCHF, 7.7%). Compared with Q3 2025, it opened 10 new positions, sold out of 8, added to 70 and reduced 42. The biggest buy was PIMCO Intermediate Municipal (MUNI, shares +93%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001757706
- Portfolio Value
- $348.4M (Q4 2025)
- SEC Filing
- 0001757706-26-000002 ↗ filed Jan 27, 2026
Holdings Value
Holdings 126 stocks · $348.4M
| SPY SS SPDR S&P 500 ETF Trust-US | 9.08% | 46,398 | $31.6M | Reduce -4.4% |
| VTI VG Morningstar TS MKT ETF-US | 8.21% | 85,361 | $28.6M | Reduce -2.9% |
| SCHF Schwab Intl Equity ETF | 7.68% | 1,112,901 | $26.8M | Reduce -0.5% |
| DBND Doubleline Oppor Cor BND-Usd | 6.55% | 492,384 | $22.8M | Add +18.7% |
| ITOT iShares Core S&P Total U.S. | 5.22% | 122,276 | $18.2M | Reduce -1.9% |
| NVDA Nvidia Corp. | 3.82% | 71,436 | $13.3M | Add +21.9% |
| COWZ Pacer US Cash Cows 100 ETF | 3.65% | 211,359 | $12.7M | Reduce -9.2% |
| IWY iShares Russell Top 200 Grow | 3.35% | 42,143 | $11.7M | Reduce -2.1% |
| IVV iShares Core S&P 500 ETF | 2.58% | 13,124 | $9.0M | Add +22.6% |
| IJR iShares Core S&P Small-Cap E | 2.57% | 74,487 | $9.0M | Reduce -0.3% |
| XLF SS Financial Select Sector | 2.40% | 152,401 | $8.3M | Reduce -4.8% |
| AAPL Apple Inc. | 2.39% | 30,676 | $8.3M | Add +2.3% |
| DBEF Xtrackers MSCI Eafe Hedged E | 2.29% | 166,196 | $8.0M | Add +11.5% |
| SCHD Schwab US DVD Equity ETF | 2.12% | 269,617 | $7.4M | Reduce -2.4% |
| VOO Vanguard S&P 500 ETF | 2.11% | 11,738 | $7.4M | Add +0.8% |
| MUNI PIMCO Intermediate Municipal | 2.09% | 139,075 | $7.3M | Add +92.5% |
| SMMD iShares Russell 2500 ETF | 1.68% | 78,091 | $5.9M | Add +5.0% |
| MSFT Microsoft Corp. | 1.57% | 11,282 | $5.5M | Add +5.7% |
| LVHI Franklin International Low V | 1.45% | 136,935 | $5.0M | Add +5.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.44% | 17,268 | $5.0M | Reduce -1.1% |
| IWM iShares Russell 2000 ETF | 1.38% | 19,462 | $4.8M | Reduce -7.9% |
| MDY State Street SPDR S&P Midcap | 1.16% | 6,703 | $4.0M | Reduce -3.0% |
| GOOGL Alphabet Inc. Class A | 1.15% | 12,795 | $4.0M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 1.14% | 17,206 | $4.0M | Reduce -9.3% |
| RSP Invesco S&P 500 Equal Weight | 1.13% | 20,593 | $3.9M | Reduce -29.6% |
| VEU Vanguard Ftse All-World Ex-U | 1.12% | 53,091 | $3.9M | Add +1.8% |
| IJH iShares Core S&P Midcap ETF | 1.09% | 57,741 | $3.8M | Add +0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.91% | 5,159 | $3.2M | Add +1.9% |
| KBE SS SPDR S&P Bank ETF | 0.87% | 49,723 | $3.0M | Reduce -2.9% |
| META Meta Platforms Inc. Class A | 0.70% | 3,670 | $2.4M | Add +1.1% |
| AVGO Broadcom Inc. | 0.60% | 6,046 | $2.1M | Reduce -5.5% |
| QDPL Pacer Met US LRG Cap DVD 400 | 0.56% | 45,798 | $1.9M | Add +3.3% |
| JPM JPMorgan Chase & Co. | 0.52% | 5,603 | $1.8M | Add +9.6% |
| GRNY Fundstr Gran SH US LRG Cap | 0.50% | 71,021 | $1.8M | New |
| IWF iShares Russell 1000 Growth | 0.46% | 3,403 | $1.6M | Reduce -7.6% |
| DIVO Amplify CWP Enhan Divid ETF | 0.43% | 34,010 | $1.5M | New |
| VEA Vanguard Ftse Developed ETF | 0.41% | 22,692 | $1.4M | Reduce -0.1% |
| IUSG iShares Core S&P U.S. Growth | 0.40% | 8,273 | $1.4M | Reduce -3.9% |
| FBTC Fidelity Wise Origin Bitcoin | 0.38% | 17,328 | $1.3M | Add +5.0% |
| EUSA iShares MSCI USA Equal Weigh | 0.38% | 12,640 | $1.3M | Add +0.5% |
| BMY Bristol-Myers Squibb Co. | 0.37% | 23,967 | $1.3M | Add +0.9% |
| GOOG Alphabet Inc. Class C | 0.36% | 3,979 | $1.2M | Add +0.3% |
| V Visa Inc. Class A | 0.35% | 3,450 | $1.2M | Add +6.3% |
| BX Blackstone Inc. | 0.34% | 7,748 | $1.2M | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 2,366 | $1.2M | Reduce -1.8% |
| IWB iShares Russell 1000 ETF | 0.33% | 3,087 | $1.2M | Reduce -6.6% |
| XLK SS Technology Select Sector | 0.33% | 7,883 | $1.1M | Add +2.2% |
| MO Altria Group Inc. | 0.29% | 17,269 | $996K | Add +10.7% |
| COST Costco Wholesale Corp. | 0.28% | 1,116 | $962K | Add +20.3% |
| UNH Unitedhealth Group Inc. | 0.28% | 2,904 | $959K | Add +8.6% |
| WMT Walmart Inc. | 0.28% | 8,605 | $959K | Add +0.3% |
| LLY Eli Lilly & Co. | 0.27% | 879 | $945K | Add +0.6% |
| JEPI JPMorgan Equity Premium Inco | 0.27% | 16,135 | $924K | Reduce -17.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 15,726 | $865K | Reduce -27.2% |
| CSCO Cisco Systems Inc. | 0.24% | 10,971 | $845K | Add +5.0% |
| WFC Wells Fargo & Co. | 0.23% | 8,770 | $817K | Reduce -0.6% |
| IWD iShares Russell 1000 Value E | 0.23% | 3,745 | $788K | Reduce -2.2% |
| TSLA Tesla Inc. | 0.22% | 1,703 | $766K | Add +69.1% |
| FNCL Fidelity MSCI Financial Indx | 0.22% | 9,733 | $757K | Add +10.8% |
| ABBV Abbvie Inc. | 0.22% | 3,304 | $755K | Add +5.4% |
| FBND Fidelity Total Bond ETF | 0.21% | 15,753 | $725K | Add +13.9% |
| GLW Corning Inc. | 0.21% | 8,235 | $721K | Add +0.7% |
| MRK Merck & Co. Inc. | 0.20% | 6,464 | $680K | Add +51.6% |
| GLD SPDR Gold Shares | 0.17% | 1,527 | $605K | Add +23.5% |
| GS Goldman Sachs Group Inc. | 0.17% | 665 | $584K | Add +9.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 2,150 | $555K | Add +3.0% |
| AIG American International Group | 0.16% | 6,473 | $554K | Add +0.8% |
| RY Royal Bank of Canada | 0.16% | 3,235 | $551K | No change |
| HD Home Depot Inc. | 0.16% | 1,574 | $542K | Reduce -4.7% |
| MAR Marriott International Class A | 0.15% | 1,739 | $540K | Reduce -0.1% |
| IBIT iShares Bitcoin Trust ETF | 0.15% | 10,511 | $522K | Add +22.5% |
| PLTR Palantir Technologies Inc. Class A | 0.15% | 2,924 | $520K | Add +1.4% |
| KO The Coca-Cola Co. | 0.15% | 7,414 | $518K | Add +3.5% |
| NFLX Netflix Inc. | 0.14% | 5,197 | $487K | Reduce -1.8% |
| PKG Packaging Corp. of America | 0.14% | 2,345 | $484K | Add +2.1% |
| WM Waste Management Inc. | 0.14% | 2,196 | $483K | Add +0.2% |
| VZ Verizon Communications Inc. | 0.14% | 11,807 | $481K | Add +10.6% |
| WSM Williams-Sonoma Inc. | 0.14% | 2,679 | $478K | Add +0.3% |
| IXUS iShares Core Intl Stock ETF | 0.13% | 5,489 | $465K | Add +1.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.13% | 434 | $464K | Add +59.6% |
| NOBL Proshares S&P 500 Dividend A | 0.13% | 4,412 | $459K | Reduce -51.9% |
| AMGN Amgen Inc. | 0.13% | 1,331 | $436K | Add +55.7% |
| PFE Pfizer Inc. | 0.12% | 16,727 | $416K | Reduce -11.6% |
| MA Mastercard Inc. Class A | 0.11% | 695 | $397K | Reduce -2.1% |
| PM Philip Morris International | 0.11% | 2,463 | $395K | Reduce -3.9% |
| GRMN Garmin Ltd. | 0.11% | 1,860 | $377K | Add +0.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.11% | 8,705 | $372K | Add +0.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.10% | 778 | $365K | No change |
| JPST JPMorgan Ultra-Short Income | 0.10% | 6,999 | $354K | Add +9.0% |
| CVX Chevron Corp. | 0.10% | 2,270 | $346K | Add +12.4% |
| LMT Lockheed Martin Corp. | 0.10% | 708 | $342K | Add +6.5% |
| GEN Gen Digital Inc. | 0.10% | 12,309 | $335K | Add +0.2% |
| SMH Vaneck Semiconductor ETF | 0.10% | 922 | $332K | Add +7.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 1,675 | $320K | Add +16.1% |
| UNP Union Pacific Corp. | 0.09% | 1,365 | $316K | Reduce -7.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 998 | $303K | Add +5.7% |
| ORCL Oracle Corp. | 0.08% | 1,419 | $277K | Reduce -33.0% |
| TXN Texas Instruments Inc. | 0.08% | 1,526 | $265K | Reduce -8.5% |
| CAT Caterpillar Inc. | 0.07% | 454 | $260K | Add +1.1% |
| DHR Danaher Corp. | 0.07% | 1,133 | $259K | New |
Portfolio Sells Q3 2025 → Q4 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.4% | 9.08% | −0.65 |
| RSP Invesco S&P 500 Equal Weight | Reduce -29.6% | 1.13% | −0.54 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.9% | 8.21% | −0.46 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -9.2% | 3.65% | −0.37 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.9% | 5.22% | −0.24 |
| XLF SS Financial Select Sector | Reduce -4.8% | 2.40% | −0.20 |
| IWY iShares Russell Top 200 Grow | Reduce -2.1% | 3.35% | −0.20 |
| IWM iShares Russell 2000 ETF | Reduce -7.9% | 1.38% | −0.16 |
| SCHF Schwab Intl Equity ETF | Reduce -0.5% | 7.68% | −0.16 |
| NOBL Proshares S&P 500 Dividend A | Reduce -51.9% | 0.13% | −0.15 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.4% | 2.12% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -9.3% | 1.14% | −0.11 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.1% | 1.44% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.3% | 2.57% | −0.10 |
| ORCL Oracle Corp. | Reduce -33.0% | 0.08% | −0.10 |
| BAC Bank of America Corp. | Reduce -27.2% | 0.25% | −0.09 |
| IYG iShares U.S. Financial Servi | Sold out | 0.00% | −0.08 |
| MDY State Street SPDR S&P Midcap | Reduce -3.0% | 1.16% | −0.08 |
| ETHA iShares Ethereum Trust ETF | Sold out | 0.00% | −0.08 |
| JEPI JPMorgan Equity Premium Inco | Reduce -17.9% | 0.27% | −0.07 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.07 |
| PSX Phillips 66 | Sold out | 0.00% | −0.07 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.06 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.06 |
| IWF iShares Russell 1000 Growth | Reduce -7.6% | 0.46% | −0.06 |
| NFLX Netflix Inc. | Reduce -1.8% | 0.14% | −0.05 |
| KBE SS SPDR S&P Bank ETF | Reduce -2.9% | 0.87% | −0.05 |
| HD Home Depot Inc. | Reduce -4.7% | 0.16% | −0.05 |
| RACE Ferrari NV | Reduce -13.8% | 0.07% | −0.04 |
| AVGO Broadcom Inc. | Reduce -5.5% | 0.60% | −0.03 |
| IWB iShares Russell 1000 ETF | Reduce -6.6% | 0.33% | −0.03 |
| PROSHARES ULTRASHORT TECH | Sold out | 0.00% | −0.03 |
| INVESTMENT MANAGERS SER TR I | Sold out | 0.00% | −0.03 |
| IUSG iShares Core S&P U.S. Growth | Reduce -3.9% | 0.40% | −0.03 |
| PFE Pfizer Inc. | Reduce -11.6% | 0.12% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 0.34% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -8.5% | 0.08% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -20.2% | 0.06% | −0.01 |
| UNP Union Pacific Corp. | Reduce -7.1% | 0.09% | −0.01 |
| BLK BlackRock Inc. | Reduce -2.6% | 0.07% | −0.01 |
| PM Philip Morris International | Reduce -3.9% | 0.11% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -2.2% | 0.23% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -2.1% | 0.11% | −0.01 |
| BA The Boeing Co. | Reduce -0.3% | 0.07% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.1% | 0.41% | −0.00 |
| CRM Salesforce Inc. | Reduce -3.1% | 0.07% | +0.00 |
| C Citigroup Inc. | Reduce -5.1% | 0.06% | +0.00 |
| WFC Wells Fargo & Co. | Reduce -0.6% | 0.23% | +0.01 |
| MAR Marriott International Class A | Reduce -0.1% | 0.15% | +0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -1.6% | 1.15% | +0.20 |
Portfolio Buys Q3 2025 → Q4 2025
| MUNI PIMCO Intermediate Municipal | Add +92.5% | 2.09% | +0.96 |
| DBND Doubleline Oppor Cor BND-Usd | Add +18.7% | 6.55% | +0.74 |
| NVDA Nvidia Corp. | Add +21.9% | 3.82% | +0.53 |
| GRNY Fundstr Gran SH US LRG Cap | New | 0.50% | +0.50 |
| DIVO Amplify CWP Enhan Divid ETF | New | 0.43% | +0.43 |
| IVV iShares Core S&P 500 ETF | Add +22.6% | 2.58% | +0.42 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +11.5% | 2.29% | +0.21 |
| AAPL Apple Inc. | Add +2.3% | 2.39% | +0.10 |
| LVHI Franklin International Low V | Add +5.6% | 1.45% | +0.09 |
| MRK Merck & Co. Inc. | Add +51.6% | 0.20% | +0.09 |
| TSLA Tesla Inc. | Add +69.1% | 0.22% | +0.09 |
| DHR Danaher Corp. | New | 0.07% | +0.07 |
| LRCX Lam Research Corp. | New | 0.07% | +0.07 |
| LLY Eli Lilly & Co. | Add +0.6% | 0.27% | +0.07 |
| GE General Electric | New | 0.07% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +0.3% | 0.36% | +0.07 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | New | 0.06% | +0.06 |
| STX Seagate Technology Holdings | New | 0.06% | +0.06 |
| LIN Linde PLC | New | 0.06% | +0.06 |
| KRE SS SPDR S&P Regional Bank | New | 0.06% | +0.06 |
| MP MP Materials Corp. | New | 0.06% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +59.6% | 0.13% | +0.05 |
| AMGN Amgen Inc. | Add +55.7% | 0.13% | +0.05 |
| BMY Bristol-Myers Squibb Co. | Add +0.9% | 0.37% | +0.05 |
| GLD SPDR Gold Shares | Add +23.5% | 0.17% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +9.6% | 0.52% | +0.03 |
| SMMD iShares Russell 2500 ETF | Add +5.0% | 1.68% | +0.03 |
| CSCO Cisco Systems Inc. | Add +5.0% | 0.24% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +9.2% | 0.17% | +0.02 |
| COST Costco Wholesale Corp. | Add +20.3% | 0.28% | +0.02 |
| FBND Fidelity Total Bond ETF | Add +13.9% | 0.21% | +0.02 |
| FNCL Fidelity MSCI Financial Indx | Add +10.8% | 0.22% | +0.02 |
| V Visa Inc. Class A | Add +6.3% | 0.35% | +0.01 |
| SMH Vaneck Semiconductor ETF | Add +7.7% | 0.10% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +16.1% | 0.09% | +0.01 |
| CAT Caterpillar Inc. | Add +1.1% | 0.07% | +0.01 |
| WMT Walmart Inc. | Add +0.3% | 0.28% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.7% | 0.09% | +0.01 |
| AIG American International Group | Add +0.8% | 0.16% | +0.01 |
| F Ford Motor Co. | Add +4.3% | 0.07% | +0.01 |
| KO The Coca-Cola Co. | Add +3.5% | 0.15% | +0.01 |
| GLW Corning Inc. | Add +0.7% | 0.21% | +0.01 |
| JNJ Johnson & Johnson | Add +1.6% | 0.07% | +0.01 |
| CVX Chevron Corp. | Add +12.4% | 0.10% | +0.00 |
| RTX RTX Corp. | Add +1.7% | 0.07% | +0.00 |
| JPST JPMorgan Ultra-Short Income | Add +9.0% | 0.10% | +0.00 |
| XOM Exxon Mobil Corp. | Add +2.2% | 0.07% | +0.00 |
| ADX Adams Diversified Equity | Add +2.0% | 0.07% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.8% | 1.12% | +0.00 |
| QCOM Qualcomm Inc. | Add +1.8% | 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 |