Benchmark Financial Wealth Advisors, Llc Portfolio Stock Holdings
Benchmark Financial Wealth Advisors, Llc disclosed 133 stock positions valued at approximately $361.1 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, STATE STR SPDR S&P 500 ETF T, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 27, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 133
- Portfolio Value
- $361.1M
Holdings by Sector
Benchmark Financial Wealth Advisors, Llc Portfolio Holdings in Q1 2026
131 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHF | Other | 7.34% | 1,070,991 | -41,910 | -3.77% | $26,507,039 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 7.26% | 40,305 | -6,093 | -13.13% | $26,211,849 |
| VANGUARD INDEX FDS | VTI | Other | 7.11% | 80,034 | -5,327 | -6.24% | $25,675,624 |
| DOUBLELINE ETF TRUST | DBND | Other | 6.62% | 522,098 | +29,714 | +6.03% | $23,917,289 |
| ISHARES TR | ITOT | Other | 4.72% | 119,553 | -2,723 | -2.23% | $17,027,876 |
| ISHARES TR | IVV | Other | 3.52% | 19,437 | +6,313 | +48.10% | $12,696,117 |
| PACER FDS TR | COWZ | Other | 3.34% | 193,073 | -18,286 | -8.65% | $12,078,668 |
| PIMCO ETF TR | MUNI | Other | 3.27% | 226,526 | +87,451 | +62.88% | $11,822,397 |
| NVIDIA CORPORATION | NVDA | Technology | 3.20% | 66,176 | -5,260 | -7.36% | $11,541,108 |
| ISHARES TR | IWY | Other | 2.82% | 40,872 | -1,271 | -3.02% | $10,170,691 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.63% | 309,111 | +39,494 | +14.65% | $9,483,536 |
| DBX ETF TR | DBEF | Other | 2.58% | 188,914 | +22,718 | +13.67% | $9,332,349 |
| ISHARES TR | IJR | Other | 2.55% | 74,139 | -348 | -0.47% | $9,216,162 |
| LEGG MASON ETF INVT | LVHI | Other | 2.31% | 205,823 | +68,888 | +50.31% | $8,344,062 |
| APPLE INC | AAPL | Technology | 2.18% | 31,068 | +392 | +1.28% | $7,884,642 |
| SELECT SECTOR SPDR TR | XLF | Other | 2.08% | 151,983 | -418 | -0.27% | $7,503,399 |
| VANGUARD INDEX FDS | VOO | Other | 1.89% | 11,413 | -325 | -2.77% | $6,820,076 |
| COLUMBIA ETF TR II | XCEM | Other | 1.89% | 167,036 | +167,036 | +100.00% | $6,816,739 |
| ISHARES TR | SMMD | Other | 1.86% | 87,975 | +9,884 | +12.66% | $6,716,866 |
| VANGUARD INDEX FDS | VO | Other | 1.35% | 16,919 | -349 | -2.02% | $4,858,855 |
| ISHARES TR | IWM | Other | 1.23% | 17,964 | -1,498 | -7.70% | $4,455,003 |
| MICROSOFT CORP | MSFT | Technology | 1.23% | 11,950 | +668 | +5.92% | $4,423,562 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 1.12% | 6,562 | -141 | -2.10% | $4,047,405 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.10% | 20,781 | +188 | +0.91% | $3,988,332 |
| ALPHABET INC | GOOGL | Communication Services | 1.07% | 13,460 | +665 | +5.20% | $3,870,698 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.05% | 18,234 | +1,028 | +5.97% | $3,797,662 |
| ISHARES TR | IJH | Other | 1.04% | 55,739 | -2,002 | -3.47% | $3,764,068 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.99% | 47,456 | -5,635 | -10.61% | $3,563,936 |
| INVESCO QQQ TR | QQQ | Other | 0.76% | 4,755 | -404 | -7.83% | $2,744,329 |
| PACER FDS TR | QDPL | Other | 0.74% | 66,497 | +20,699 | +45.20% | $2,669,095 |
| AMPLIFY ETF TR | DIVO | Other | 0.69% | 55,435 | +21,425 | +63.00% | $2,486,262 |
| SPDR GOLD TR | GLD | Other | 0.61% | 5,132 | +3,605 | +236.08% | $2,208,388 |
| META PLATFORMS INC | META | Communication Services | 0.58% | 3,663 | -7 | -0.19% | $2,095,464 |
| BROADCOM INC | AVGO | Technology | 0.55% | 6,442 | +396 | +6.55% | $1,993,758 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.49% | 6,018 | +415 | +7.41% | $1,770,211 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.44% | 26,118 | +2,151 | +8.97% | $1,584,033 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.40% | 22,694 | +2 | +0.01% | $1,454,211 |
| ISHARES TR | IWF | Other | 0.39% | 3,331 | -72 | -2.12% | $1,420,255 |
| BLACKSTONE INC | BX | Financial Services | 0.37% | 11,595 | +3,847 | +49.65% | $1,333,279 |
| ISHARES TR | IUSG | Other | 0.35% | 8,213 | -60 | -0.73% | $1,273,946 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.34% | 18,546 | +1,277 | +7.39% | $1,223,821 |
| ISHARES INC | EUSA | Other | 0.34% | 11,991 | -649 | -5.13% | $1,220,334 |
| ALPHABET INC | GOOG | Communication Services | 0.34% | 4,247 | +268 | +6.74% | $1,218,172 |
| VISA INC | V | Financial Services | 0.33% | 3,922 | +472 | +13.68% | $1,185,346 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.32% | 19,663 | +2,335 | +13.48% | $1,160,709 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.32% | 1,164 | +48 | +4.30% | $1,160,217 |
| CORNING INC | GLW | Technology | 0.31% | 8,285 | +50 | +0.61% | $1,126,450 |
| ISHARES TR | IWB | Other | 0.31% | 3,094 | +7 | +0.23% | $1,103,373 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.30% | 2,291 | -75 | -3.17% | $1,097,972 |
| WALMART INC | WMT | Consumer Defensive | 0.29% | 8,477 | -128 | -1.49% | $1,053,513 |
| CISCO SYS INC | CSCO | Technology | 0.29% | 13,439 | +2,468 | +22.50% | $1,042,764 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.28% | 7,726 | -157 | -1.99% | $1,026,794 |
| MERCK & CO INC | MRK | Healthcare | 0.28% | 8,360 | +1,896 | +29.33% | $1,005,599 |
| BANK AMERICA CORP | BAC | Financial Services | 0.28% | 20,496 | +4,770 | +30.33% | $999,179 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.25% | 19,690 | +3,937 | +24.99% | $898,246 |
| ELI LILLY & CO | LLY | Healthcare | 0.25% | 966 | +87 | +9.90% | $888,258 |
| ISHARES GOLD TR | IAU | Other | 0.23% | 9,548 | +9,548 | +100.00% | $841,752 |
| ABBVIE INC | ABBV | Healthcare | 0.23% | 3,774 | +470 | +14.23% | $820,819 |
| ISHARES TR | IWD | Other | 0.21% | 3,622 | -123 | -3.28% | $773,861 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.21% | 13,505 | -2,630 | -16.30% | $765,478 |
| ASML HLDG NV | ASML | Other | 0.21% | 565 | +131 | +30.18% | $746,589 |
| COCA COLA CO | KO | Consumer Defensive | 0.19% | 8,962 | +1,548 | +20.88% | $681,526 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.19% | 13,539 | +1,732 | +14.67% | $679,655 |
| CHEVRON CORPORATION | CVX | Energy | 0.18% | 3,199 | +929 | +40.93% | $661,918 |
| WELLS FARGO & CO | WFC | Financial Services | 0.18% | 8,272 | -498 | -5.68% | $658,569 |
| AMGEN INC | AMGN | Healthcare | 0.18% | 1,827 | +496 | +37.27% | $642,946 |
| FIDELITY COVINGTON TRUST | FNCL | Other | 0.18% | 9,042 | -691 | -7.10% | $634,758 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.17% | 2,313 | -591 | -20.35% | $625,772 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.16% | 678 | +13 | +1.95% | $573,647 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.16% | 1,743 | +169 | +10.74% | $573,103 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.16% | 1,751 | +12 | +0.69% | $572,564 |
| VANGUARD INDEX FDS | VB | Other | 0.16% | 2,149 | -1 | -0.05% | $562,916 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.15% | 882 | +174 | +24.58% | $532,868 |
| TESLA INC | TSLA | Consumer Cyclical | 0.15% | 1,416 | -287 | -16.85% | $526,462 |
| ROYAL BK CDA | RY | Financial Services | 0.14% | 3,235 | - | - | $523,312 |
| PACKAGING CORP AMER | PKG | Consumer Cyclical | 0.14% | 2,444 | +99 | +4.22% | $518,696 |
| NETFLIX INC. | NFLX | Communication Services | 0.14% | 5,390 | +193 | +3.71% | $518,274 |
| WASTE MGMT INC DEL | WM | Industrials | 0.14% | 2,202 | +6 | +0.27% | $505,947 |
| WILLIAMS SONOMA INC | WSM | Consumer Cyclical | 0.14% | 2,687 | +8 | +0.30% | $489,844 |
| AMERICAN INTL GROUP INC | AIG | Financial Services | 0.14% | 6,485 | +12 | +0.19% | $488,014 |
| PFIZER INC | PFE | Healthcare | 0.13% | 17,157 | +430 | +2.57% | $481,758 |
| ISHARES TR | IXUS | Other | 0.13% | 5,489 | - | - | $475,541 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.13% | 12,291 | +1,780 | +16.93% | $472,202 |
| PROSHARES TR | NOBL | Other | 0.13% | 4,432 | +20 | +0.45% | $469,809 |
| EXXON MOBIL CORP | XOM | Energy | 0.12% | 2,558 | +629 | +32.61% | $434,034 |
| GARMIN LTD | GRMN | Other | 0.12% | 1,867 | +7 | +0.38% | $433,186 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.12% | 2,552 | +89 | +3.61% | $422,005 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.11% | 8,721 | +16 | +0.18% | $400,229 |
| TEXAS INSTRS INC | TXN | Technology | 0.10% | 1,924 | +398 | +26.08% | $373,429 |
| CATERPILLAR INC | CAT | Industrials | 0.10% | 525 | +71 | +15.64% | $372,120 |
| LINDE PLC | LIN | Other | 0.10% | 731 | +249 | +51.66% | $362,368 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.10% | 2,467 | -457 | -15.63% | $360,839 |
| UNION PAC CORP | UNP | Industrials | 0.10% | 1,453 | +88 | +6.45% | $352,471 |
| VANECK ETF TRUST | SMH | Other | 0.10% | 916 | -6 | -0.65% | $351,370 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.09% | 6,746 | -253 | -3.61% | $341,424 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.09% | 866 | +88 | +11.31% | $338,125 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.09% | 985 | -13 | -1.30% | $332,844 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.09% | 848 | +54 | +6.80% | $332,278 |
| VANGUARD INDEX FDS | VTV | Other | 0.09% | 1,677 | +2 | +0.12% | $329,017 |
| DANAHER CORP DEL | DHR | Healthcare | 0.09% | 1,646 | +513 | +45.28% | $312,099 |