Benchmark Wealth Management, LLC

Est. AUM

$225.0M

13F long equity, this entity only

Positions

Period

Jun 2025 (Q2)

SEC EDGAR

View filings ↗

Jun 2025 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	GROWTH ETF	$33.4M	76195	14.84%	SOLE
2	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$25.7M	348745	11.41%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$25.7M	45171	11.40%	SOLE
4	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$17.1M	128380	7.61%	SOLE
5	VANGUARD INDEX FDS	VALUE ETF	$16.4M	92968	7.30%	SOLE
6	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$9.1M	135384	4.04%	SOLE
7	VANGUARD INDEX FDS	SMALL CP ETF	$8.0M	33732	3.55%	SOLE
8	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.6M	32162	2.93%	SOLE
9	BERKSHIRE HATHAWAY INC DEL	CL A	$6.6M	9	2.91%	SOLE
10	VANGUARD INDEX FDS	MID CAP ETF	$5.9M	21052	2.62%	SOLE
11	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$5.9M	221409	2.61%	SOLE
12	ISHARES TR	MORNINGSTR US EQ	$5.5M	64536	2.46%	SOLE
13	SCHWAB STRATEGIC TR	US BRD MKT ETF	$4.7M	197131	2.09%	SOLE
14	VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.5M	91353	1.99%	SOLE
15	ISHARES TR	MRGSTR MD CP ETF	$4.4M	55403	1.96%	SOLE
16	ISHARES TR	CORE US AGGBD ET	$3.8M	37929	1.67%	SOLE
17	PIMCO ETF TR	ENHAN SHRT MA AC	$2.9M	28869	1.29%	SOLE
18	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.6M	45464	1.15%	SOLE
19	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.4M	30761	1.09%	SOLE
20	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$2.3M	45847	1.01%	SOLE
21	VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.0M	25455	0.89%	SOLE
22	DEERE & CO	COM	$1.6M	3100	0.70%	SOLE
23	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.5M	41244	0.66%	SOLE
24	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.5M	52059	0.65%	SOLE
25	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.5M	24840	0.65%	SOLE
26	VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	4486	0.61%	SOLE
27	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	2556	0.55%	SOLE
28	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.1M	8215	0.47%	SOLE
29	ISHARES TR	MSCI USA MMENTM	$1.0M	4362	0.47%	SOLE
30	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$973K	27372	0.43%	SOLE
31	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$953K	22530	0.42%	SOLE
32	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$919K	29558	0.41%	SOLE
33	SPDR SERIES TRUST	S&P DIVID ETF	$765K	5636	0.34%	SOLE
34	SCHWAB STRATEGIC TR	US TIPS ETF	$761K	28539	0.34%	SOLE
35	VANGUARD WORLD FD	ESG US STK ETF	$720K	6568	0.32%	SOLE
36	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$696K	6375	0.31%	SOLE
37	CATERPILLAR INC	COM	$694K	1788	0.31%	SOLE
38	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$665K	7805	0.30%	SOLE
39	ISHARES TR	MSCI INTL MOMENT	$663K	14514	0.29%	SOLE
40	EXXON MOBIL CORP	COM	$625K	5798	0.28%	SOLE
41	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$609K	20652	0.27%	SOLE
42	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$588K	13720	0.26%	SOLE
43	ISHARES TR	ESG AWR US AGRGT	$555K	11684	0.25%	SOLE
44	ISHARES TR	INTL SEL DIV ETF	$505K	14642	0.22%	SOLE
45	MICROSOFT CORP	COM	$474K	953	0.21%	SOLE
46	NVIDIA CORPORATION	COM	$403K	2550	0.18%	SOLE
47	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$397K	7690	0.18%	SOLE
48	J P MORGAN EXCHANGE TRADED F	SUSTAINABLE MUNI	$376K	7599	0.17%	SOLE
49	PFIZER INC	COM	$351K	14488	0.16%	SOLE
50	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$350K	7067	0.16%	SOLE

1–50 of 70

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