Benchmark Financial Wealth Advisors: Significant ETF Purchases & Sales Observed in Q2 2026
Benchmark Financial Wealth Advisors' portfolio saw notable buying activity, including large increases in DYNF and VO, alongside significant sales of LRCX.
As reported by InsiderSet data available as of June 30th, 2026, Benchmark Financial Wealth Advisors LLC showed active trading within its investment strategy during the second quarter. The analysis focuses on changes observed in their portfolio holdings compared to previous periods.
Prominent Purchases Observed
Benchmark demonstrated strong buying interest this quarter, particularly evident in several large transactions:
- DYNF (BLACKROCK ETF TRUST): This position was newly established with a 100% increase in shares. The fund now holds Benchmark Financial Wealth Advisors LLC's allocation of this BlackRock ETF.
- VO (VANGUARD INDEX FDS): Shares increased dramatically by 299.99%, indicating a substantial new investment in Vanguard's index fund complex. This action adds significantly to the holdings of Benchmark Financial Wealth Advisors LLC.
- LVHI (LEGG MASON ETF INVT): Legg Mason's LVHI fund allocation saw an 18.33% increase, suggesting renewed confidence in this investment vehicle.
- IWF (ISHARES TR ETN USD INDIA): An impressive 290.39% jump in shares of iShares India ETF points to a major new position opened by Benchmark Financial Wealth Advisors LLC.
- FBND (FIDELITY MERRIMACK STR TR): Fidelity's FBND fund allocation increased by 53.17%, adding a new element to the portfolio.
- COWZ (PACER FDS TR COW ZAR): Shares of this currency ETF jumped by 43.97%, representing another significant purchase for Benchmark Financial Wealth Advisors LLC.
- AMD (Advanced Micro Devices): Notably, shares of AMD increased by 22.84%, adding exposure to the semiconductor sector.
In total, Benchmark's portfolio held 142 distinct holdings as of June 30th, with its largest allocations remaining in fixed income and equity ETFs like SCHF (7.21%) and VTI/VO (7.12% combined). The top five holdings accounted for approximately 31.8% of the total portfolio value.
Notable Sales Observed
Benchmark also divested significant portions of its portfolio during Q2:
- SCHF (SCHWAB STRATEGIC TR): Holdings decreased by 1.54%, impacting the fund's allocation.
- SPY (SPDR S&P 500 ETF): Shares fell by a substantial -9.35%, indicating an exit from this core equity market ETF in Benchmark Financial Wealth Advisors LLC's portfolio.
- IVV (ISHARES TR): Shares decreased by -2.63%, another reduction in iShares' core S&P 500 ETF for the institution.
- IWY (ISHARES TR): Holdings dropped by -3.9%, affecting Benchmark Financial Wealth Advisors LLC's exposure.
- COWZ (PACER FDS TR COW ZAR): Shares decreased by -6.21%, reversing a previous increase in this currency ETF.
- MUNI (AMPLIFY ETF TR MUNI BNDL): Holdings saw a decline of -7.98% for this munichain bond fund, impacting the allocation percentage.
These changes reflect an active management style focused on rebalancing and adjusting specific positions within their fixed income and equity ETF allocations. The overall portfolio value stood at $398,882,216 as of June 30th.
Sector Allocation Changes
Benchmark Financial Wealth Advisors' sector allocation remained dominated by 'Unknown' holdings (78.81% of the total portfolio value) and Technology ETFs (Benchmark Financial Wealth Advisors LLC's allocation was 9.62%). Other sectors like Financial Services (2.94%), Communication Services (2.32%), Consumer Cyclical (1.99%) and Healthcare (1.85%) were also represented, albeit at smaller percentages.
The observed buying activity suggests a strategic shift towards certain emerging or specific themes within fixed income ETFs this quarter for Benchmark's portfolio management.