Benchmark Financial Wealth Advisors, LLC
Q3 2026 13F filing
Updated 16 days ago163 disclosed positions worth $419.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHWAB STRATEGIC TR | $29.3M | 1.07M | 7.00% | Added(+1.3%) |
| 2 | V VANGUARD INDEX FDS | $28.5M | 76.2K | 6.80% | Trimmed(-2.3%) |
| 3 | S STATE STR SPDR S&P 500 ETF T | $27.7M | 36.3K | 6.60% | Added(+8970.8%) |
| 4 | E ISHARES TR | $19.4M | 116.8K | 4.63% | Trimmed(-2.2%) |
| 5 | E ISHARES TR | $18M | 23.5K | 4.29% | Added(+10.4%) |
| 6 | N NVIDIA CORPORATION | $15.6M | 68.2K | 3.71% | Added(+4.1%) |
| 7 | D DOUBLELINE ETF TRUST | $12.6M | 289.2K | 3.00% | Trimmed(-44.5%) |
| 8 | Q PACER FDS TR | $12.3M | 184.7K | 2.94% | Added(+2.0%) |
| 9 | E ISHARES TR | $11.7M | 39.6K | 2.79% | Added(+0.8%) |
| 10 | B LEGG MASON ETF INVT | $11.6M | 278.2K | 2.77% | Added(+14.2%) |
| 11 | A APPLE INC | $11.3M | 33.8K | 2.69% | Added(+4.8%) |
| 12 | ? N/A DBX ETF TR | $11.2M | 203.9K | 2.67% | Added(+7.3%) |
| 13 | S SCHWAB STRATEGIC TR | $11.1M | 340.5K | 2.64% | Added(+5.4%) |
| 14 | G COLUMBIA ETF TR II | $10.3M | 199.8K | 2.45% | Added(+11.6%) |
| 15 | E ISHARES TR | $10M | 73.8K | 2.40% | Trimmed(-1.2%) |
| 16 | E BLACKROCK ETF TRUST | $9.6M | 138.7K | 2.29% | Added(+10.3%) |
| 17 | ? N/A ISHARES TR | $8.7M | 102.1K | 2.08% | Added(+10.7%) |
| 18 | V VANGUARD INDEX FDS | $7.6M | 10.9K | 1.81% | Trimmed(-2.4%) |
| 19 | M MICROSOFT CORP | $6.5M | 12.7K | 1.55% | Added(+5.6%) |
| 20 | ? N/A TIDAL TRUST I | $6.5M | 232.4K | 1.54% | Added(+17.1%) |
| 21 | ? N/A PACER FDS TR | $5.7M | 124.5K | 1.36% | Added(+30.0%) |
| 22 | V VANGUARD INDEX FDS | $5.2M | 66.9K | 1.25% | Trimmed(-1.1%) |
| 23 | G ALPHABET INC | $4.8M | 14.0K | 1.15% | Added(+5.6%) |
| 24 | A AMAZON COM INC | $4.7M | 19.1K | 1.13% | Added(+9.9%) |
| 25 | I INVESCO EXCHANGE TRADED FD T | $4.7M | 22.6K | 1.12% | Added(+5.5%) |
| 26 | A AMPLIFY ETF TR | $4.7M | 100.6K | 1.12% | Added(+28.1%) |
| 27 | J J P MORGAN EXCHANGE TRADED F | $4.5M | 93.5K | 1.06% | — |
| 28 | E ISHARES TR | $4.3M | 15.6K | 1.03% | Added(+0.2%) |
| 29 | ? N/A BLACKROCK ETF TRUST II | $4.1M | 180.6K | 0.99% | — |
| 30 | E ISHARES TR | $4M | 55.9K | 0.96% | Added(+1.3%) |
| 31 | V VANGUARD INTL EQUITY INDEX F | $3.9M | 46.8K | 0.93% | Trimmed(-2.1%) |
| 32 | Q INVESCO QQQ TR | $3.2M | 4.4K | 0.77% | Trimmed(-2.0%) |
| 33 | F FIDELITY MERRIMACK STR TR | $3.1M | 72.0K | 0.74% | Added(+138.8%) |
| 34 | M STATE STR SPDR S&P MIDCAP 40 | $3M | 4.5K | 0.71% | Trimmed(-25.9%) |
| 35 | M META PLATFORMS INC | $2.6M | 3.5K | 0.61% | Trimmed(-2.5%) |
| 36 | G WORLD GOLD TR | $2.4M | 28.8K | 0.56% | — |
| 37 | A BROADCOM INC | $2.2M | 6.4K | 0.54% | Added(+2.3%) |
| 38 | C BRISTOL-MYERS SQUIBB CO | $1.8M | 28.3K | 0.42% | Added(+6.8%) |
| 39 | J JPMORGAN CHASE & CO | $1.7M | 5.0K | 0.40% | Trimmed(-0.8%) |
| 40 | E ISHARES TR | $1.6M | 13.0K | 0.39% | Added(+0.0%) |
| 41 | I ISHARES TR | $1.6M | 8.2K | 0.38% | Added(+0.1%) |
| 42 | V VANGUARD TAX-MANAGED FDS | $1.6M | 22.4K | 0.38% | Added(+0.7%) |
| 43 | S SELECT SECTOR SPDR TR | $1.5M | 7.8K | 0.36% | Added(+3.1%) |
| 44 | V VISA INC | $1.5M | 4.0K | 0.35% | Added(+7.0%) |
| 45 | G ALPHABET INC | $1.4M | 4.2K | 0.34% | Added(+12.2%) |
| 46 | B BLACKSTONE INC | $1.3M | 11.8K | 0.32% | Added(+0.8%) |
| 47 | C CISCO SYS INC | $1.3M | 12.2K | 0.31% | Added(+2.8%) |
| 48 | E ISHARES TR | $1.3M | 3.1K | 0.31% | Added(+0.3%) |
| 49 | B BANK OF AMER CORP | $1.3M | 23.1K | 0.30% | Added(+2.6%) |
| 50 | L ELI LILLY & CO | $1.3M | 1.1K | 0.30% | Added(+11.0%) |