Benchmark Financial, LLC

Est. AUM

$111.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$15.8M	161170	14.16%	SOLE
2	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$14.6M	176219	13.09%	SOLE
3	PROSHARES TR	S&P 500 DV ARIST	$7.9M	74331	7.07%	SOLE
4	ISHARES TR	3 7 YR TREAS BD	$7.7M	64980	6.92%	SOLE
5	ISHARES TR	7-10 YR TRSY BD	$6.9M	72774	6.23%	SOLE
6	SPDR INDEX SHS FDS	STATE STREET SPD	$6.8M	148467	6.08%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$5.0M	87660	4.45%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$4.8M	193518	4.34%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$4.1M	69380	3.69%	SOLE
10	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.9M	68508	3.48%	SOLE
11	ISHARES TR	RUS TP200 GR ETF	$3.0M	12165	2.72%	SOLE
12	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.8M	43584	2.51%	SOLE
13	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$2.2M	48325	2.00%	SOLE
14	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$2.1M	18899	1.88%	SOLE
15	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.0M	39369	1.79%	SOLE
16	JPMORGAN CHASE FINL CO LLC	CAL LKD 44	$1.7M	48750	1.51%	SOLE
17	ISHARES TR	MSCI INDIA ETF	$1.4M	28904	1.22%	SOLE
18	MICROSOFT CORP	COM	$1.3M	3458	1.15%	SOLE
19	BONDBLOXX ETF TRUST	BLOOMBERG SEVEN	$1.2M	25937	1.11%	SOLE
20	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	1908	1.02%	SOLE
21	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	2247	0.97%	SOLE
22	CLEANSPARK INC	COM NEW	$1.1M	124000	0.95%	SOLE
23	PIMCO DYNAMIC INCOME FD	SHS	$1.0M	59542	0.91%	SOLE
24	GLOBAL X FDS	NASDAQ 100 COVER	$900K	52500	0.81%	SOLE
25	COSTCO WHOLESALE CORPORATION	COM	$795K	797	0.71%	SOLE
26	STATE STR SPDR S&P 500 ETF T	TR UNIT	$777K	1195	0.70%	SOLE
27	ISHARES INC	ESG AWR MSCI EM	$705K	15508	0.63%	SOLE
28	INCYTE CORP	COM	$701K	7446	0.63%	SOLE
29	VANGUARD MUN BD FDS	TAX EXEMPT BD	$656K	13158	0.59%	SOLE
30	TESLA INC	COM	$617K	1660	0.55%	SOLE
31	JOHNSON & JOHNSON	COM	$606K	2478	0.54%	SOLE
32	APPLE INC	COM	$510K	2009	0.46%	SOLE
33	CONOCOPHILLIPS	COM	$484K	3664	0.43%	SOLE
34	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$434K	8025	0.39%	SOLE
35	BONDBLOXX ETF TRUST	IR M TAXAWARE	$392K	7758	0.35%	SOLE
36	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$387K	6972	0.35%	SOLE
37	BENTLEY SYS INC	COM CL B	$372K	10590	0.33%	SOLE
38	PHILLIPS 66	COM	$357K	1961	0.32%	SOLE
39	AMAZON COM INC	COM	$328K	1573	0.29%	SOLE
40	ALPHABET INC	CAP STK CL A	$326K	1133	0.29%	SOLE
41	ISHARES TR	S&P MC 400GR ETF	$292K	2902	0.26%	SOLE
42	T ROWE PRICE ETF INC	ULTRA SHRT TRM	$286K	5740	0.26%	SOLE
43	VANGUARD INDEX FDS	SMALL CP ETF	$283K	1080	0.25%	SOLE
44	ELI LILLY & CO	COM	$272K	296	0.24%	SOLE
45	ISHARES TR	RUSSELL 3000 ETF	$252K	680	0.23%	SOLE
46	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$243K	1129	0.22%	SOLE
47	ISHARES TR	CORE S&P US GWT	$227K	1465	0.20%	SOLE
48	ISHARES TR	CORE US AGGBD ET	$214K	2161	0.19%	SOLE
49	CHEVRON CORPORATION	COM	$207K	1000	0.19%	SOLE
50	FIDELITY COVINGTON TRUST	ENHANCED MID	$206K	5726	0.18%	SOLE

1–50 of 52

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