Benchmark Financial Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$361.1M
Q ending 2026-03-31
Prior quarter
$348.4M
Q ending 2025-12-31
Change
+3.6% QoQ · +36.3% YoY
Positions
133
reported holdings
Largest positions
Top 100 of 133 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHF | Shares | $26.5M | 1.1M |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $26.2M | 40K |
| Vanguard Index Fds | VTI | Shares | $25.7M | 80K |
| Doubleline Etf Trust | DBND | Shares | $23.9M | 522K |
| Ishares Tr | ITOT | Shares | $17.0M | 120K |
| Ishares Tr | IVV | Shares | $12.7M | 19K |
| Pacer Fds Tr | COWZ | Shares | $12.1M | 193K |
| Pimco Etf Tr | MUNI | Shares | $11.8M | 227K |
| Nvidia Corporation | NVDA | Shares | $11.5M | 66K |
| Ishares Tr | IWY | Shares | $10.2M | 41K |
| Schwab Strategic Tr | SCHD | Shares | $9.5M | 309K |
| Dbx Etf Tr | DBEF | Shares | $9.3M | 189K |
| Ishares Tr | IJR | Shares | $9.2M | 74K |
| Legg Mason Etf Invt | LVHI | Shares | $8.3M | 206K |
| Apple Inc | AAPL | Shares | $7.9M | 31K |
| Select Sector Spdr Tr | XLF | Shares | $7.5M | 152K |
| Vanguard Index Fds | VOO | Shares | $6.8M | 11K |
| Columbia Etf Tr Ii | XCEM | Shares | $6.8M | 167K |
| Ishares Tr | SMMD | Shares | $6.7M | 88K |
| Vanguard Index Fds | VO | Shares | $4.9M | 17K |
| Ishares Tr | IWM | Shares | $4.5M | 18K |
| Microsoft Corp | MSFT | Shares | $4.4M | 12K |
| Tidal Trust I | GRNY | Shares | $4.3M | 180K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $4.0M | 7K |
| Invesco Exchange Traded Fd T | RSP | Shares | $4.0M | 21K |
| Alphabet Inc | GOOGL | Shares | $3.9M | 13K |
| Amazon Com Inc | AMZN | Shares | $3.8M | 18K |
| Ishares Tr | IJH | Shares | $3.8M | 56K |
| Vanguard Intl Equity Index F | VEU | Shares | $3.6M | 47K |
| Invesco Qqq Tr | QQQ | Shares | $2.7M | 5K |
| Pacer Fds Tr | QDPL | Shares | $2.7M | 66K |
| Amplify Etf Tr | DIVO | Shares | $2.5M | 55K |
| Spdr Gold Tr | GLD | Shares | $2.2M | 5K |
| Meta Platforms Inc | META | Shares | $2.1M | 4K |
| Broadcom Inc | AVGO | Shares | $2.0M | 6K |
| Jpmorgan Chase & Co | JPM | Shares | $1.8M | 6K |
| Bristol-Myers Squibb Co | BMY | Shares | $1.6M | 26K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.5M | 23K |
| Ishares Tr | IWF | Shares | $1.4M | 3K |
| Blackstone Inc | BX | Shares | $1.3M | 12K |
| Ishares Tr | IUSG | Shares | $1.3M | 8K |
| Altria Group Inc | MO | Shares | $1.2M | 19K |
| Ishares Inc | EUSA | Shares | $1.2M | 12K |
| Alphabet Inc | GOOG | Shares | $1.2M | 4K |
| Visa Inc | V | Shares | $1.2M | 4K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $1.2M | 20K |
| Costco Wholesale Corporation | COST | Shares | $1.2M | 1K |
| Corning Inc | GLW | Shares | $1.1M | 8K |
| Ishares Tr | IWB | Shares | $1.1M | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.1M | 2K |
| Walmart Inc | WMT | Shares | $1.1M | 8K |
| Cisco Sys Inc | CSCO | Shares | $1.0M | 13K |
| Select Sector Spdr Tr | XLK | Shares | $1.0M | 8K |
| Merck & Co Inc | MRK | Shares | $1.0M | 8K |
| Bank America Corp | BAC | Shares | $999K | 20K |
| Fidelity Merrimack Str Tr | FBND | Shares | $898K | 20K |
| Eli Lilly & Co | LLY | Shares | $888K | 966 |
| Ishares Gold Tr | IAU | Shares | $842K | 10K |
| Abbvie Inc | ABBV | Shares | $821K | 4K |
| Ishares Tr | IWD | Shares | $774K | 4K |
| J P Morgan Exchange Traded F | JEPI | Shares | $765K | 14K |
| Asml Hldg Nv | Shares | $747K | 565 | |
| Coca Cola Co | KO | Shares | $682K | 9K |
| Verizon Communications Inc | VZ | Shares | $680K | 14K |
| Chevron Corporation | CVX | Shares | $662K | 3K |
| Wells Fargo & Co | WFC | Shares | $659K | 8K |
| Amgen Inc | AMGN | Shares | $643K | 2K |
| Fidelity Covington Trust | FNCL | Shares | $635K | 9K |
| Unitedhealth Group Inc | UNH | Shares | $626K | 2K |
| Goldman Sachs Group Inc | GS | Shares | $574K | 678 |
| Home Depot Inc | HD | Shares | $573K | 2K |
| Marriott Intl Inc New | MAR | Shares | $573K | 2K |
| Vanguard Index Fds | VB | Shares | $563K | 2K |
| Lockheed Martin Corp | LMT | Shares | $533K | 882 |
| Tesla Inc | TSLA | Shares | $526K | 1K |
| Royal Bk Cda | RY | Shares | $523K | 3K |
| Packaging Corp Amer | PKG | Shares | $519K | 2K |
| Netflix Inc. | NFLX | Shares | $518K | 5K |
| Waste Mgmt Inc Del | WM | Shares | $506K | 2K |
| Williams Sonoma Inc | WSM | Shares | $490K | 3K |
| American Intl Group Inc | AIG | Shares | $488K | 6K |
| Pfizer Inc | PFE | Shares | $482K | 17K |
| Ishares Tr | IXUS | Shares | $476K | 5K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $472K | 12K |
| Proshares Tr | NOBL | Shares | $470K | 4K |
| Exxon Mobil Corp | XOM | Shares | $434K | 3K |
| Garmin Ltd | Shares | $433K | 2K | |
| Philip Morris Intl Inc | PM | Shares | $422K | 3K |
| Select Sector Spdr Tr | XLU | Shares | $400K | 9K |
| Texas Instrs Inc | TXN | Shares | $373K | 2K |
| Caterpillar Inc | CAT | Shares | $372K | 525 |
| Linde Plc | Shares | $362K | 731 | |
| Palantir Technologies Inc | PLTR | Shares | $361K | 2K |
| Union Pac Corp | UNP | Shares | $352K | 1K |
| Vaneck Etf Trust | SMH | Shares | $351K | 916 |
| J P Morgan Exchange Traded F | JPST | Shares | $341K | 7K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $338K | 866 |
| Taiwan Semiconductor Manufac | TSM | Shares | $333K | 985 |
| Seagate Technology Hldngs Pl | Shares | $332K | 848 | |
| Vanguard Index Fds | VTV | Shares | $329K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.