Benchmark Financial Wealth Advisors, LLC

Name: Benchmark Financial Wealth Advisors, LLC 13F holdings, Q1 2026
Creator: Benchmark Financial Wealth Advisors, LLC
Published: 2026-04-27

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

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%
DHR Danaher Corp.	0.09%	1,646	$312K	Add +45.3%
PEP Pepsico Inc.	0.09%	1,992	$309K	New
SLV iShares Silver Trust	0.08%	4,396	$300K	New
RTX RTX Corp.	0.08%	1,414	$273K	Add +10.6%
WDC Western Digital Corp.	0.08%	1,005	$272K	New
MA Mastercard Inc. Class A	0.07%	531	$265K	Reduce -23.6%
MCD McDonald's Corp.	0.07%	854	$265K	Add +10.1%
GEV GE Vernova Inc.	0.07%	303	$264K	New
SPOT Spotify Technology SA	0.07%	542	$263K	New
VLO Valero Energy Corp.	0.07%	1,062	$262K	New
UBER Uber Technologies Inc.	0.07%	3,590	$258K	New
JNJ Johnson & Johnson	0.07%	1,050	$257K	Reduce -6.0%
NVS Novartis AG-Sponsored ADR	0.07%	1,669	$255K	Add +1.9%
BA The Boeing Co.	0.07%	1,245	$248K	Add +8.7%
GE General Electric filed as GE AEROSPACE	0.07%	856	$243K	Add +8.1%
F Ford Motor Co. filed as FORD MTR CO	0.07%	20,937	$242K	Add +6.2%
FCX Freeport-McMoran Inc.	0.07%	4,008	$236K	New
DASH DoorDash Inc. Class A	0.06%	1,555	$233K	New
BLK BlackRock Inc.	0.06%	239	$230K	Add +6.2%
ADX Adams Diversified Equity	0.06%	10,444	$229K	Add +2.0%
COP Conocophillips	0.06%	1,731	$228K	New
XT Ishar Fture Exp Tech ETF-Usd	0.06%	3,323	$226K	No change
GEN Gen Digital Inc.	0.06%	11,678	$220K	Reduce -5.1%
SPYV SS SPDR P S&P 500 Value ETF	0.06%	3,886	$220K	Add +0.4%
HDV iShares Core High Dividend E	0.06%	1,593	$216K	New
RACE Ferrari NV	0.06%	623	$211K	Reduce -2.0%
GILD Gilead Sciences Inc.	0.06%	1,511	$211K	New
MRSH Marsh & McLennan Cos	0.06%	1,173	$204K	Reduce -0.2%
ORCL Oracle Corp.	0.06%	1,383	$203K	Reduce -2.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.06%	832	$202K	Add +22.2%
GAB Gabelli Equity Trust	0.02%	15,549	$87K	New
VRME Verifyme Inc.	0.01%	37,139	$30K	No change

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