Benchmark Financial Wealth Advisors, LLC

Est. AUM

$361.1M

13F long equity, this entity only

Positions

133

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	INTL EQTY ETF	$26.5M	1070991	7.34%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$26.2M	40305	7.26%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$25.7M	80034	7.11%	SOLE
4	DOUBLELINE ETF TRUST	OPPORTUNISTIC CO	$23.9M	522098	6.62%	SOLE
5	ISHARES TR	CORE S&P TTL STK	$17.0M	119553	4.72%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$12.7M	19437	3.52%	SOLE
7	PACER FDS TR	US CASH COWS 100	$12.1M	193073	3.35%	SOLE
8	PIMCO ETF TR	INTER MUN BD ACT	$11.8M	226526	3.27%	SOLE
9	NVIDIA CORPORATION	COM	$11.5M	66176	3.20%	SOLE
10	ISHARES TR	RUS TP200 GR ETF	$10.2M	40872	2.82%	SOLE
11	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$9.5M	309111	2.63%	SOLE
12	DBX ETF TR	XTRACK MSCI EAFE	$9.3M	188914	2.58%	SOLE
13	ISHARES TR	CORE S&P SCP ETF	$9.2M	74139	2.55%	SOLE
14	LEGG MASON ETF INVT	FRANKLIN INTL LW	$8.3M	205823	2.31%	SOLE
15	APPLE INC	COM	$7.9M	31068	2.18%	SOLE
16	SELECT SECTOR SPDR TR	STATE STREET FIN	$7.5M	151983	2.08%	SOLE
17	VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.8M	11413	1.89%	SOLE
18	COLUMBIA ETF TR II	EM CORE EX ETF	$6.8M	167036	1.89%	SOLE
19	ISHARES TR	RUSEL 2500 ETF	$6.7M	87975	1.86%	SOLE
20	VANGUARD INDEX FDS	MID CAP ETF	$4.9M	16919	1.35%	SOLE
21	ISHARES TR	RUSSELL 2000 ETF	$4.5M	17964	1.23%	SOLE
22	MICROSOFT CORP	COM	$4.4M	11950	1.23%	SOLE
23	TIDAL TRUST I	FUNDSTRAT GRANNY	$4.3M	179977	1.19%	SOLE
24	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$4.0M	6562	1.12%	SOLE
25	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$4.0M	20781	1.10%	SOLE
26	ALPHABET INC	CAP STK CL A	$3.9M	13460	1.07%	SOLE
27	AMAZON COM INC	COM	$3.8M	18234	1.05%	SOLE
28	ISHARES TR	CORE S&P MCP ETF	$3.8M	55739	1.04%	SOLE
29	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$3.6M	47456	0.99%	SOLE
30	INVESCO QQQ TR	UNIT SER 1	$2.7M	4755	0.76%	SOLE
31	PACER FDS TR	METAURUS CAP 400	$2.7M	66497	0.74%	SOLE
32	AMPLIFY ETF TR	CWP ENHANCED DIV	$2.5M	55435	0.69%	SOLE
33	SPDR GOLD TR	GOLD SHS	$2.2M	5132	0.61%	SOLE
34	META PLATFORMS INC	CL A	$2.1M	3663	0.58%	SOLE
35	BROADCOM INC	COM	$2.0M	6442	0.55%	SOLE
36	JPMORGAN CHASE & CO	COM	$1.8M	6018	0.49%	SOLE
37	BRISTOL-MYERS SQUIBB CO	COM	$1.6M	26118	0.44%	SOLE
38	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.5M	22694	0.40%	SOLE
39	ISHARES TR	RUS 1000 GRW ETF	$1.4M	3331	0.39%	SOLE
40	BLACKSTONE INC	COM	$1.3M	11595	0.37%	SOLE
41	ISHARES TR	CORE S&P US GWT	$1.3M	8213	0.35%	SOLE
42	ALTRIA GROUP INC	COM	$1.2M	18546	0.34%	SOLE
43	ISHARES INC	MSCI EQUAL WEITE	$1.2M	11991	0.34%	SOLE
44	ALPHABET INC	CAP STK CL C	$1.2M	4247	0.34%	SOLE
45	VISA INC	COM CL A	$1.2M	3922	0.33%	SOLE
46	FIDELITY WISE ORIGIN BITCOIN	SHS	$1.2M	19663	0.32%	SOLE
47	COSTCO WHOLESALE CORPORATION	COM	$1.2M	1164	0.32%	SOLE
48	CORNING INC	COM	$1.1M	8285	0.31%	SOLE
49	ISHARES TR	RUS 1000 ETF	$1.1M	3094	0.31%	SOLE
50	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	2291	0.30%	SOLE

1–50 of 133

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.