Benchmark Financial Wealth Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Benchmark Financial Wealth Advisors, LLC reported 132 stock positions worth $361.1 million. Its top holding was Schwab Intl Equity ETF (SCHF) at 7.3% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 7.3%) and VG Morningstar TS MKT ETF-US (VTI, 7.1%). Compared with Q4 2025, it opened 15 new positions, sold out of 9, added to 73 and reduced 40. The biggest buy was a new position in Columbia Em Core Ex-China (XCEM) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001757706
- Portfolio Value
- $361.1M (Q1 2026)
- SEC Filing
- 0001757706-26-000004 ↗ filed Apr 27, 2026
Holdings Value
Holdings 132 stocks · $361.1M
| SCHF Schwab Intl Equity ETF | 7.34% | 1,070,991 | $26.5M | Reduce -3.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.26% | 40,305 | $26.2M | Reduce -13.1% |
| VTI VG Morningstar TS MKT ETF-US | 7.11% | 80,034 | $25.7M | Reduce -6.2% |
| DBND Doubleline Oppor Cor BND-Usd | 6.62% | 522,098 | $23.9M | Add +6.0% |
| ITOT iShares Core S&P Total U.S. | 4.72% | 119,553 | $17.0M | Reduce -2.2% |
| IVV iShares Core S&P 500 ETF | 3.52% | 19,437 | $12.7M | Add +48.1% |
| COWZ Pacer US Cash Cows 100 ETF | 3.34% | 193,073 | $12.1M | Reduce -8.7% |
| MUNI PIMCO Intermediate Municipal | 3.27% | 226,526 | $11.8M | Add +62.9% |
| NVDA Nvidia Corp. | 3.20% | 66,176 | $11.5M | Reduce -7.4% |
| IWY iShares Russell Top 200 Grow | 2.82% | 40,872 | $10.2M | Reduce -3.0% |
| SCHD Schwab US DVD Equity ETF | 2.63% | 309,111 | $9.5M | Add +14.7% |
| DBEF Xtrackers MSCI Eafe Hedged E | 2.58% | 188,914 | $9.3M | Add +13.7% |
| IJR iShares Core S&P Small-Cap E | 2.55% | 74,139 | $9.2M | Reduce -0.5% |
| LVHI Franklin International Low V | 2.31% | 205,823 | $8.3M | Add +50.3% |
| AAPL Apple Inc. | 2.18% | 31,068 | $7.9M | Add +1.3% |
| XLF SS Financial Select Sector | 2.08% | 151,983 | $7.5M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 1.89% | 11,413 | $6.8M | Reduce -2.8% |
| XCEM Columbia Em Core Ex-China | 1.89% | 167,036 | $6.8M | New |
| SMMD iShares Russell 2500 ETF | 1.86% | 87,975 | $6.7M | Add +12.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.35% | 16,919 | $4.9M | Reduce -2.0% |
| IWM iShares Russell 2000 ETF | 1.23% | 17,964 | $4.5M | Reduce -7.7% |
| MSFT Microsoft Corp. | 1.23% | 11,950 | $4.4M | Add +5.9% |
| GRNY Fundstr Gran SH US LRG Cap | 1.19% | 179,977 | $4.3M | Add +153.4% |
| MDY State Street SPDR S&P Midcap | 1.12% | 6,562 | $4.0M | Reduce -2.1% |
| RSP Invesco S&P 500 Equal Weight | 1.10% | 20,781 | $4.0M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 1.07% | 13,460 | $3.9M | Add +5.2% |
| AMZN Amazon.com Inc. | 1.05% | 18,234 | $3.8M | Add +6.0% |
| IJH iShares Core S&P Midcap ETF | 1.04% | 55,739 | $3.8M | Reduce -3.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.99% | 47,456 | $3.6M | Reduce -10.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.76% | 4,755 | $2.7M | Reduce -7.8% |
| QDPL Pacer Met US LRG Cap DVD 400 | 0.74% | 66,497 | $2.7M | Add +45.2% |
| DIVO Amplify CWP Enhan Divid ETF | 0.69% | 55,435 | $2.5M | Add +63.0% |
| GLD SPDR Gold Shares | 0.61% | 5,132 | $2.2M | Add +236.1% |
| META Meta Platforms Inc. Class A | 0.58% | 3,663 | $2.1M | Reduce -0.2% |
| AVGO Broadcom Inc. | 0.55% | 6,442 | $2.0M | Add +6.5% |
| JPM JPMorgan Chase & Co. | 0.49% | 6,018 | $1.8M | Add +7.4% |
| BMY Bristol-Myers Squibb Co. | 0.44% | 26,118 | $1.6M | Add +9.0% |
| VEA Vanguard Ftse Developed ETF | 0.40% | 22,694 | $1.5M | Add +0.0% |
| IWF iShares Russell 1000 Growth | 0.39% | 3,331 | $1.4M | Reduce -2.1% |
| BX Blackstone Inc. | 0.37% | 11,595 | $1.3M | Add +49.6% |
| IUSG iShares Core S&P U.S. Growth | 0.35% | 8,213 | $1.3M | Reduce -0.7% |
| MO Altria Group Inc. | 0.34% | 18,546 | $1.2M | Add +7.4% |
| EUSA iShares MSCI USA Equal Weigh | 0.34% | 11,991 | $1.2M | Reduce -5.1% |
| GOOG Alphabet Inc. Class C | 0.34% | 4,247 | $1.2M | Add +6.7% |
| V Visa Inc. Class A | 0.33% | 3,922 | $1.2M | Add +13.7% |
| FBTC Fidelity Wise Origin Bitcoin | 0.32% | 19,663 | $1.2M | Add +13.5% |
| COST Costco Wholesale Corp. | 0.32% | 1,164 | $1.2M | Add +4.3% |
| GLW Corning Inc. | 0.31% | 8,285 | $1.1M | Add +0.6% |
| IWB iShares Russell 1000 ETF | 0.31% | 3,094 | $1.1M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 2,291 | $1.1M | Reduce -3.2% |
| WMT Walmart Inc. | 0.29% | 8,477 | $1.1M | Reduce -1.5% |
| CSCO Cisco Systems Inc. | 0.29% | 13,439 | $1.0M | Add +22.5% |
| XLK SS Technology Select Sector | 0.28% | 7,726 | $1.0M | Reduce -2.0% |
| MRK Merck & Co. Inc. | 0.28% | 8,360 | $1.0M | Add +29.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 20,496 | $999K | Add +30.3% |
| FBND Fidelity Total Bond ETF | 0.25% | 19,690 | $898K | Add +25.0% |
| LLY Eli Lilly & Co. | 0.25% | 966 | $888K | Add +9.9% |
| IAU iShares Gold Trust | 0.23% | 9,548 | $842K | New |
| ABBV Abbvie Inc. | 0.23% | 3,774 | $821K | Add +14.2% |
| IWD iShares Russell 1000 Value E | 0.21% | 3,622 | $774K | Reduce -3.3% |
| JEPI JPMorgan Equity Premium Inco | 0.21% | 13,505 | $765K | Reduce -16.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.21% | 565 | $747K | Add +30.2% |
| KO The Coca-Cola Co. | 0.19% | 8,962 | $682K | Add +20.9% |
| VZ Verizon Communications Inc. | 0.19% | 13,539 | $680K | Add +14.7% |
| CVX Chevron Corp. | 0.18% | 3,199 | $662K | Add +40.9% |
| WFC Wells Fargo & Co. | 0.18% | 8,272 | $659K | Reduce -5.7% |
| AMGN Amgen Inc. | 0.18% | 1,827 | $643K | Add +37.3% |
| FNCL Fidelity MSCI Financial Indx | 0.18% | 9,042 | $635K | Reduce -7.1% |
| UNH Unitedhealth Group Inc. | 0.17% | 2,313 | $626K | Reduce -20.4% |
| GS Goldman Sachs Group Inc. | 0.16% | 678 | $574K | Add +1.9% |
| HD Home Depot Inc. | 0.16% | 1,743 | $573K | Add +10.7% |
| MAR Marriott International Class A | 0.16% | 1,751 | $573K | Add +0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 2,149 | $563K | Reduce -0.1% |
| LMT Lockheed Martin Corp. | 0.15% | 882 | $533K | Add +24.6% |
| TSLA Tesla Inc. | 0.15% | 1,416 | $526K | Reduce -16.9% |
| RY Royal Bank of Canada | 0.14% | 3,235 | $523K | No change |
| PKG Packaging Corp. of America | 0.14% | 2,444 | $519K | Add +4.2% |
| NFLX Netflix Inc. | 0.14% | 5,390 | $518K | Add +3.7% |
| WM Waste Management Inc. | 0.14% | 2,202 | $506K | Add +0.3% |
| WSM Williams-Sonoma Inc. | 0.14% | 2,687 | $490K | Add +0.3% |
| AIG American International Group | 0.14% | 6,485 | $488K | Add +0.2% |
| PFE Pfizer Inc. | 0.13% | 17,157 | $482K | Add +2.6% |
| IXUS iShares Core Intl Stock ETF | 0.13% | 5,489 | $476K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.13% | 12,291 | $472K | Add +16.9% |
| NOBL Proshares S&P 500 Dividend A | 0.13% | 4,432 | $470K | Add +0.5% |
| XOM Exxon Mobil Corp. | 0.12% | 2,558 | $434K | Add +32.6% |
| GRMN Garmin Ltd. | 0.12% | 1,867 | $433K | Add +0.4% |
| PM Philip Morris International | 0.12% | 2,552 | $422K | Add +3.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.11% | 8,721 | $400K | Add +0.2% |
| TXN Texas Instruments Inc. | 0.10% | 1,924 | $373K | Add +26.1% |
| CAT Caterpillar Inc. | 0.10% | 525 | $372K | Add +15.6% |
| LIN Linde PLC | 0.10% | 731 | $362K | Add +51.7% |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 2,467 | $361K | Reduce -15.6% |
| UNP Union Pacific Corp. | 0.10% | 1,453 | $352K | Add +6.5% |
| SMH Vaneck Semiconductor ETF | 0.10% | 916 | $351K | Reduce -0.7% |
| JPST JPMorgan Ultra-Short Income | 0.09% | 6,746 | $341K | Reduce -3.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.09% | 866 | $338K | Add +11.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 985 | $333K | Reduce -1.3% |
| STX Seagate Technology Holdings | 0.09% | 848 | $332K | Add +6.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 1,677 | $329K | Add +0.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $107 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | 15,321 | $107 | New |
Total filed on the 13F, all lines: $361.1M.
Portfolio Sells Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -13.1% | 7.26% | −1.82 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.2% | 7.11% | −1.10 |
| KBE SS SPDR S&P Bank ETF | Sold out | 0.00% | −0.87 |
| NVDA Nvidia Corp. | Reduce -7.4% | 3.20% | −0.63 |
| IWY iShares Russell Top 200 Grow | Reduce -3.0% | 2.82% | −0.53 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.2% | 4.72% | −0.50 |
| SCHF Schwab Intl Equity ETF | Reduce -3.8% | 7.34% | −0.34 |
| XLF SS Financial Select Sector | Reduce -0.3% | 2.08% | −0.32 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -8.7% | 3.34% | −0.31 |
| VOO Vanguard S&P 500 ETF | Reduce -2.8% | 1.89% | −0.22 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -7.8% | 0.76% | −0.15 |
| IWM iShares Russell 2000 ETF | Reduce -7.7% | 1.23% | −0.14 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -10.6% | 0.99% | −0.13 |
| META Meta Platforms Inc. Class A | Reduce -0.2% | 0.58% | −0.11 |
| UNH Unitedhealth Group Inc. | Reduce -20.4% | 0.17% | −0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.0% | 1.35% | −0.09 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.07 |
| TSLA Tesla Inc. | Reduce -16.9% | 0.15% | −0.07 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.07 |
| IWF iShares Russell 1000 Growth | Reduce -2.1% | 0.39% | −0.07 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.07 |
| C Citigroup Inc. | Sold out | 0.00% | −0.06 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.06 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.06 |
| KRE SS SPDR S&P Regional Bank | Sold out | 0.00% | −0.06 |
| MP MP Materials Corp. | Sold out | 0.00% | −0.06 |
| JEPI JPMorgan Equity Premium Inco | Reduce -16.3% | 0.21% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -5.7% | 0.18% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.5% | 1.04% | −0.05 |
| PLTR Palantir Technologies Inc. Class A | Reduce -15.6% | 0.10% | −0.05 |
| IUSG iShares Core S&P U.S. Growth | Reduce -0.7% | 0.35% | −0.05 |
| FNCL Fidelity MSCI Financial Indx | Reduce -7.1% | 0.18% | −0.04 |
| XLK SS Technology Select Sector | Reduce -2.0% | 0.28% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -23.6% | 0.07% | −0.04 |
| MDY State Street SPDR S&P Midcap | Reduce -2.1% | 1.12% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.2% | 0.30% | −0.04 |
| EUSA iShares MSCI USA Equal Weigh | Reduce -5.1% | 0.34% | −0.04 |
| GEN Gen Digital Inc. | Reduce -5.1% | 0.06% | −0.04 |
| ORCL Oracle Corp. | Reduce -2.5% | 0.06% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.5% | 2.55% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -3.3% | 0.21% | −0.01 |
| RACE Ferrari NV | Reduce -2.0% | 0.06% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -3.6% | 0.09% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -0.2% | 0.06% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.1% | 0.16% | −0.00 |
| SMH Vaneck Semiconductor ETF | Reduce -0.7% | 0.10% | +0.00 |
| JNJ Johnson & Johnson | Reduce -6.0% | 0.07% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.3% | 0.09% | +0.01 |
| WMT Walmart Inc. | Reduce -1.5% | 0.29% | +0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| XCEM Columbia Em Core Ex-China | New | 1.89% | +1.89 |
| MUNI PIMCO Intermediate Municipal | Add +62.9% | 3.27% | +1.18 |
| IVV iShares Core S&P 500 ETF | Add +48.1% | 3.52% | +0.94 |
| LVHI Franklin International Low V | Add +50.3% | 2.31% | +0.86 |
| GRNY Fundstr Gran SH US LRG Cap | Add +153.4% | 1.19% | +0.69 |
| SCHD Schwab US DVD Equity ETF | Add +14.7% | 2.63% | +0.50 |
| GLD SPDR Gold Shares | Add +236.1% | 0.61% | +0.44 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +13.7% | 2.58% | +0.29 |
| DIVO Amplify CWP Enhan Divid ETF | Add +63.0% | 0.69% | +0.25 |
| IAU iShares Gold Trust | New | 0.23% | +0.23 |
| QDPL Pacer Met US LRG Cap DVD 400 | Add +45.2% | 0.74% | +0.18 |
| SMMD iShares Russell 2500 ETF | Add +12.7% | 1.86% | +0.18 |
| GLW Corning Inc. | Add +0.6% | 0.31% | +0.10 |
| PEP Pepsico Inc. | New | 0.09% | +0.09 |
| CVX Chevron Corp. | Add +40.9% | 0.18% | +0.08 |
| MRK Merck & Co. Inc. | Add +29.3% | 0.28% | +0.08 |
| SLV iShares Silver Trust | New | 0.08% | +0.08 |
| WDC Western Digital Corp. | New | 0.08% | +0.08 |
| ASML ASML Holding NV-NY Reg SHS | Add +30.2% | 0.21% | +0.07 |
| GEV GE Vernova Inc. | New | 0.07% | +0.07 |
| SPOT Spotify Technology SA | New | 0.07% | +0.07 |
| VLO Valero Energy Corp. | New | 0.07% | +0.07 |
| UBER Uber Technologies Inc. | New | 0.07% | +0.07 |
| DBND Doubleline Oppor Cor BND-Usd | Add +6.0% | 6.62% | +0.07 |
| BMY Bristol-Myers Squibb Co. | Add +9.0% | 0.44% | +0.07 |
| FCX Freeport-McMoran Inc. | New | 0.07% | +0.07 |
| DASH DoorDash Inc. Class A | New | 0.06% | +0.06 |
| COP Conocophillips | New | 0.06% | +0.06 |
| HDV iShares Core High Dividend E | New | 0.06% | +0.06 |
| GILD Gilead Sciences Inc. | New | 0.06% | +0.06 |
| XOM Exxon Mobil Corp. | Add +32.6% | 0.12% | +0.05 |
| MO Altria Group Inc. | Add +7.4% | 0.34% | +0.05 |
| AMGN Amgen Inc. | Add +37.3% | 0.18% | +0.05 |
| VZ Verizon Communications Inc. | Add +14.7% | 0.19% | +0.05 |
| LMT Lockheed Martin Corp. | Add +24.6% | 0.15% | +0.05 |
| CSCO Cisco Systems Inc. | Add +22.5% | 0.29% | +0.05 |
| COST Costco Wholesale Corp. | Add +4.3% | 0.32% | +0.05 |
| LIN Linde PLC | Add +51.7% | 0.10% | +0.04 |
| FBND Fidelity Total Bond ETF | Add +25.0% | 0.25% | +0.04 |
| KO The Coca-Cola Co. | Add +20.9% | 0.19% | +0.04 |
| STX Seagate Technology Holdings | Add +6.8% | 0.09% | +0.03 |
| BAC Bank of America Corp. | Add +30.3% | 0.28% | +0.03 |
| CAT Caterpillar Inc. | Add +15.6% | 0.10% | +0.03 |
| TXN Texas Instruments Inc. | Add +26.1% | 0.10% | +0.03 |
| BX Blackstone Inc. | Add +49.6% | 0.37% | +0.03 |
| GAB Gabelli Equity Trust | New | 0.02% | +0.02 |
| PFE Pfizer Inc. | Add +2.6% | 0.13% | +0.01 |
| DHR Danaher Corp. | Add +45.3% | 0.09% | +0.01 |
| GRMN Garmin Ltd. | Add +0.4% | 0.12% | +0.01 |
| ABBV Abbvie Inc. | Add +14.2% | 0.23% | +0.01 |
Notes & Other Activity Q4 2025 → Q1 2026
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | New | 15,321 | $107 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |