Benchmark Financial Wealth Advisors, LLC

Name: Benchmark Financial Wealth Advisors, LLC 13F holdings, Q4 2025
Creator: Benchmark Financial Wealth Advisors, LLC
Published: 2026-01-27

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

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
CRM Salesforce Inc.	0.07%	978	$259K	Reduce -3.1%
F Ford Motor Co. filed as FORD MTR CO	0.07%	19,707	$259K	Add +4.3%
LRCX Lam Research Corp.	0.07%	1,471	$252K	New
BA The Boeing Co.	0.07%	1,145	$249K	Reduce -0.3%
GE General Electric filed as GE AEROSPACE	0.07%	792	$244K	New
BLK BlackRock Inc.	0.07%	225	$241K	Reduce -2.6%
ADX Adams Diversified Equity	0.07%	10,237	$239K	Add +2.0%
MCD McDonald's Corp.	0.07%	776	$237K	Add +2.0%
RACE Ferrari NV	0.07%	636	$235K	Reduce -13.8%
RTX RTX Corp.	0.07%	1,278	$234K	Add +1.7%
XOM Exxon Mobil Corp.	0.07%	1,929	$232K	Add +2.2%
XT Ishar Fture Exp Tech ETF-Usd	0.07%	3,323	$232K	Add +7.7%
JNJ Johnson & Johnson	0.07%	1,117	$231K	Add +1.6%
QCOM Qualcomm Inc.	0.07%	1,339	$229K	Add +1.8%
C Citigroup Inc.	0.06%	1,938	$226K	Reduce -5.1%
NVS Novartis AG-Sponsored ADR	0.06%	1,637	$226K	No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.06%	2,770	$223K	New
IWR iShares Russell Mid-Cap ETF	0.06%	2,305	$222K	Add +0.4%
SPYV SS SPDR P S&P 500 Value ETF	0.06%	3,872	$220K	Add +0.6%
STX Seagate Technology Holdings	0.06%	794	$219K	New
MRSH Marsh & McLennan Cos	0.06%	1,175	$218K	Add +0.3%
LIN Linde PLC	0.06%	482	$205K	New
KRE SS SPDR S&P Regional Bank	0.06%	3,166	$205K	New
MP MP Materials Corp.	0.06%	4,000	$202K	New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.06%	681	$202K	Reduce -20.2%
VRME Verifyme Inc.	0.01%	37,139	$22K	No change

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