Benchmark Financial Wealth Advisors, LLC
Sector Allocation
- Other73.9%$308.8M
- Technology13.3%$55.5M
- Financials5.3%$22.0M
- Healthcare2.0%$8.6M
- Consumer Discretionary1.8%$7.6M
- Consumer Staples1.2%$5.0M
- Industrials0.9%$3.6M
- Energy0.7%$2.8M
- Materials0.6%$2.5M
- Communication Services0.3%$1.2M
AUM History
13fpro.ai/research/fund/benchmark-financial-wealth-advisors-llc-1757706
Conviction and streaks
Diversifying · top 10 = 44.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SCHWAB$29.3M
- VANGUARD$28.5M
SPY
$27.7M- ISHARES$19.4M
- ISHARES$18.0M
NVDA
$15.6M- DOUBLELINE$12.6M
- PACER$12.3M
- ISHARES$11.7M
- LEGG$11.6M
AAPL
$11.3M- DBX$11.2M
- SCHWAB$11.1M
- COLUMBIA$10.3M
- ISHARES$10.0M
- BLACKROCK$9.6M
- ISHARES$8.7M
- VANGUARD$7.6M
MSFT
$6.5M- TIDAL$6.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/benchmark-financial-wealth-advisors-llc-1757706
Benchmark Financial Wealth Advisors, LLC 13F holdings — Q3 2026
$419.2M portfolio (+3.4% QoQ) · 162 holdings · Q3 2026 13F · top 10 are 45% of the stock portfolio
Includes $1.1M of put/call options ($610K puts, $458K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $418.1M. Weights use the stock portfolio.
- 1
SCHWAB STRATEGIC TR - INTL EQTY ETF
$29.3M
7.0% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - MRNGSTR TTL STK
$28.5M
6.8% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $27.7M
6.6% of stocks
-0.7%This quarter-0.5%Since filed11+ qtrsHeld- 4
ISHARES TR - CORE S&P TTL STK
$19.4M
4.6% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - CORE S&P500 ETF
$18.0M
4.3% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— $15.6M
3.7% of stocks
+4%This quarter-0.2%Since filed11+ qtrsHeld- 7
DOUBLELINE ETF TRUST - OPPO CORE BD ETF
$12.6M
3.0% of stocks
-45%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
PACER FDS TR - US CASH COWS 100
$12.3M
3.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - RUS TP200 GR ETF
$11.7M
2.8% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
LEGG MASON ETF INVT - FRANKLIN INTL LW
$11.6M
2.8% of stocks
+14%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR - INTL EQTY ETF | $29.3M | 7.0% | +1% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $28.5M | 6.8% | -2% | — | — | — | — | |
| 3 | $27.7M | 6.6% | -0.7% | -0.5% | 11+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | ISHARES TR - CORE S&P TTL STK | $19.4M | 4.6% | -2% | — | — | — | — | |
| 5 | ISHARES TR - CORE S&P500 ETF | $18.0M | 4.3% | +10% | — | — | — | — | |
| 6 | $15.6M | 3.7% | +4% | -0.2% | 11+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | DOUBLELINE ETF TRUST - OPPO CORE BD ETF | $12.6M | 3.0% | -45% | — | — | — | — | |
| 8 | PACER FDS TR - US CASH COWS 100 | $12.3M | 3.0% | +2% | — | — | — | — | |
| 9 | ISHARES TR - RUS TP200 GR ETF | $11.7M | 2.8% | +0.8% | — | — | — | — | |
| 10 | LEGG MASON ETF INVT - FRANKLIN INTL LW | $11.6M | 2.8% | +14% | — | — | — | — |
All holdings — Benchmark Financial Wealth Advisors, LLC (Q3 2026)
162 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Apple Inc. | Technology | $11.3M | 2.7% | 34K | +5% | 11+ qtrsAdded 5 qtrs in a row | 75.7 | 13F | |
| 12 | — | DBX ETF TR - XTRACK MSCI EAFEetf/fund | — | $11.2M | 2.7% | 204K | +7% | — | — | 13F |
| 13 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $11.1M | 2.6% | 341K | +5% | — | — | 13F |
| 14 | — | COLUMBIA ETF TR II - EM CORE EX ETFetf/fund | — | $10.3M | 2.5% | 200K | +12% | — | — | 13F |
| 15 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $10.0M | 2.4% | 74K | -1% | — | — | 13F |
| 16 | — | BLACKROCK ETF TRUST - ISHARES US EQUITetf/fund | — | $9.6M | 2.3% | 139K | +10% | — | — | 13F |
| 17 | — | ISHARES TR - RUSEL 2500 ETFetf/fund | — | $8.7M | 2.1% | 102K | +11% | — | — | 13F |
| 18 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $7.6M | 1.8% | 11K | -2% | — | — | 13F |
| 19 | MICROSOFT CORP | Technology | $6.5M | 1.6% | 13K | +6% | 11+ qtrs | 79.8 | 13F | |
| 20 | — | TIDAL TRUST I - FUND GRAN US ETFetf/fund | — | $6.5M | 1.6% | 232K | +17% | — | — | 13F |
| 21 | — | PACER FDS TR - METAURUS CAP 400 | — | $5.7M | 1.4% | 124K | +30% | — | — | 13F |
| 22 | — | VANGUARD INDEX FDS - MRNGSTR MID CAPetf/fund | — | $5.2M | 1.3% | 67K | -1% | — | — | 13F |
| 23 | Alphabet Inc. | Technology | $4.8M | 1.2% | 14K | +6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | AMAZON COM INC | Consumer Discretionary | $4.7M | 1.1% | 19K | +10% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Invesco Ltd. | Financials | $4.7M | 1.1% | 23K | +5% | 11+ qtrsAdded 2 qtrs in a row | — | 13F | |
| 26 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | — | $4.7M | 1.1% | 101K | +28% | |||
| 27 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $4.5M | 1.1% | 94K | New | |||
| 28 | — | ISHARES TR - RUSSELL 2000 ETF | — | $4.3M | 1.0% | 16K | +0.2% | |||
| 29 | — | BLACKROCK ETF TRUST II - ISHAR INTER ETF | — | $4.1M | 1.0% | 181K | New | |||
| 30 | — | ISHARES TR - CORE S&P MCP ETF | — | $4.0M | 1.0% | 56K | +1% | |||
| 31 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $3.9M | 0.9% | 47K | -2% | |||
| 32 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $3.2M | 0.8% | 4,386 | -2% | |||
| 33 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $3.1M | 0.8% | 72K | +139% | |||
| 34 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $3.0M | 0.7% | 4,524 | -26% | |||
| 35 | $META | Meta Platforms, Inc. | Technology | $2.6M | 0.6% | 3,519 | -3% | |||
| 36 | $GLDM | World Gold Trust | Financials | $2.4M | 0.6% | 29K | New | |||
| 37 | $AVGO | Broadcom Inc. | Technology | $2.2M | 0.5% | 6,393 | +2% | |||
| 38 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.8M | 0.4% | 28K | +7% | |||
| 39 | $JPM | JPMORGAN CHASE & CO | Financials | $1.7M | 0.4% | 5,027 | -0.8% | |||
| 40 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.6M | 0.4% | 13K | +0.0% | |||
| 41 | — | ISHARES TR - CORE S&P US GWT | — | $1.6M | 0.4% | 8,229 | +0.1% | |||
| 42 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.6M | 0.4% | 22K | +0.7% | |||
| 43 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.5M | 0.4% | 7,770 | +3% | |||
| 44 | $V | VISA INC. | Financials | $1.5M | 0.3% | 4,048 | +7% | |||
| 45 | $GOOG | Alphabet Inc. | Technology | $1.4M | 0.3% | 4,210 | +12% | |||
| 46 | $BX | Blackstone Inc. | Financials | $1.3M | 0.3% | 12K | +0.8% | |||
| 47 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.3M | 0.3% | 12K | +3% | |||
| 48 | — | ISHARES TR - RUS 1000 ETF | — | $1.3M | 0.3% | 3,109 | +0.3% | |||
| 49 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.3M | 0.3% | 23K | +3% | |||
| 50 | $LLY | ELI LILLY & Co | Healthcare | $1.3M | 0.3% | 1,083 | +11% | |||
| 51 | $MRK | Merck & Co., Inc. | Healthcare | $1.2M | 0.3% | 8,481 | +8% | |||
| 52 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $1.2M | 0.3% | 17K | -4% | |||
| 53 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.2M | 0.3% | 2,357 | -3% | |||
| 54 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $1.2M | 0.3% | 17K | -6% | |||
| 55 | $ABBV | AbbVie Inc. | Healthcare | $1.1M | 0.3% | 4,309 | +11% | |||
| 56 | — | SPDR SERIES TRUST - ST STR P400MID | — | $1.1M | 0.3% | 17K | New | |||
| 57 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.1M | 0.3% | 1,195 | +24% | |||
| 58 | $GLW | CORNING INC /NY | Materials | $1.0M | 0.2% | 6,574 | -11% | |||
| 59 | — | ISHARES INC - MSCI EQUAL WEITE | — | $987K | 0.2% | 8,865 | +0.4% | |||
| 60 | $KO | COCA COLA CO | Consumer Staples | $919K | 0.2% | 11K | +12% | |||
| 61 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $903K | 0.2% | 992 | +0.3% | |||
| 62 | $AMGN | AMGEN INC | Healthcare | $839K | 0.2% | 1,991 | +11% | |||
| 63 | — | ISHARES TR - RUS 1000 VAL ETF | — | $829K | 0.2% | 3,343 | +2% | |||
| 64 | $ASML | ASML HOLDING NV | Technology | $820K | 0.2% | 453 | +5% | |||
| 65 | $IBIT | iShares Bitcoin Trust ETF | Financials | $814K | 0.2% | 17K | +61% | |||
| 66 | $CVX | CHEVRON CORP | Energy | $803K | 0.2% | 3,930 | +13% | |||
| 67 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $789K | 0.2% | 17K | +13% | |||
| 68 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $778K | 0.2% | 1,272 | +4% | |||
| 69 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $766K | 0.2% | 2,087 | -3% | |||
| 70 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $699K | 0.2% | 2,457 | +1% | |||
| 71 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $696K | 0.2% | 2,631 | +411% | |||
| 72 | $WMT | Walmart Inc. | Consumer Staples | $693K | 0.2% | 6,666 | -3% | |||
| 73 | $TSLA | Tesla, Inc. | Consumer Discretionary | $678K | 0.2% | 1,911 | +17% | |||
| 74 | $TXN | TEXAS INSTRUMENTS INC | Technology | $664K | 0.2% | 2,370 | +7% | |||
| 75 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $661K | 0.2% | 8,256 | +3% | |||
| 76 | $RY | ROYAL BANK OF CANADA | Financials | $636K | 0.1% | 3,234 | -0.0% | |||
| 77 | $PKG | PACKAGING CORP OF AMERICA | Materials | $630K | 0.1% | 2,747 | +4% | |||
| 78 | $MU | MICRON TECHNOLOGY INC | Technology | $619K | 0.1% | 581 | +69% | |||
| 79 | $SPY PUT | SPDR S&P 500 ETF TRUST | — | $610K | — | 800 | +100% | |||
| 80 | $LMT | LOCKHEED MARTIN CORP | Industrials | $604K | 0.1% | 1,187 | +36% | |||
| 81 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $600K | 0.1% | 1,687 | -2% | |||
| 82 | $STX | Seagate Technology Holdings plc | Technology | $595K | 0.1% | 645 | +6% | |||
| 83 | — | ISHARES TR - CORE MSCI TOTAL | — | $579K | 0.1% | 6,093 | — | |||
| 84 | $PLTR | Palantir Technologies Inc. | Technology | $574K | 0.1% | 3,070 | +25% | |||
| 85 | $PM | Philip Morris International Inc. | Consumer Staples | $570K | 0.1% | 2,988 | +9% | |||
| 86 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $570K | 0.1% | 2,499 | +0.6% | |||
| 87 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $565K | 0.1% | 8,749 | New | |||
| 88 | $VLO | VALERO ENERGY CORP/TX | Energy | $554K | 0.1% | 1,430 | +15% | |||
| 89 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $548K | 0.1% | 900 | — | |||
| 90 | $GRMN | GARMIN LTD | Technology | $543K | 0.1% | 1,893 | +1.0% | |||
| 91 | $GLD | SPDR GOLD TRUST | Financials | $541K | 0.1% | 1,421 | -74% | |||
| 92 | $PFE | PFIZER INC | Healthcare | $538K | 0.1% | 19K | +27% | |||
| 93 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $530K | 0.1% | 3,258 | +21% | |||
| 94 | $FCX | FREEPORT-MCMORAN INC | Materials | $518K | 0.1% | 7,405 | +79% | |||
| 95 | $AIG | AMERICAN INTERNATIONAL GROUP, INC. | Financials | $494K | 0.1% | 6,641 | +0.9% | |||
| 96 | — | PROSHARES TR - S&P 500 DV ARIST | — | $484K | 0.1% | 8,946 | +0.5% | |||
| 97 | $UNP | UNION PACIFIC CORP | Industrials | $479K | 0.1% | 1,761 | +11% | |||
| 98 | $WM | WASTE MANAGEMENT INC | Utilities | $458K | 0.1% | 2,246 | +3% | |||
| 99 | $SPY CALL | SPDR S&P 500 ETF TRUST | — | $458K | — | 600 | +100% | |||
| 100 | $INTC | INTEL CORP | Technology | $448K | 0.1% | 3,724 | +52% | |||
| 101 | $DELL | Dell Technologies Inc. | Technology | $419K | 0.1% | 778 | +7% | |||
| 102 | $CAT | CATERPILLAR INC | Industrials | $412K | 0.1% | 508 | +5% | |||
| 103 | $JNJ | JOHNSON & JOHNSON | Healthcare | $411K | 0.1% | 1,554 | +28% | |||
| 104 | $NFLX | NETFLIX INC | Communication Services | $398K | 0.1% | 5,720 | -17% | |||
| 105 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $397K | 0.1% | 1,395 | +2% | |||
| 106 | $CRM | Salesforce, Inc. | Technology | $388K | 0.1% | 1,688 | New | |||
| 107 | $PANW | Palo Alto Networks Inc | Technology | $370K | 0.1% | 931 | +6% | |||
| 108 | $MA | Mastercard Inc | Financials | $368K | 0.1% | 667 | +52% | |||
| 109 | $COP | CONOCOPHILLIPS | Energy | $367K | 0.1% | 2,932 | +22% | |||
| 110 | $GE | GENERAL ELECTRIC CO | Industrials | $365K | 0.1% | 1,170 | +4% | |||
| 111 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $359K | 0.1% | 786 | +0.1% | |||
| 112 | $F | FORD MOTOR CO | Consumer Discretionary | $358K | 0.1% | 30K | +15% | |||
| 113 | $GEV | GE Vernova Inc. | Industrials | $354K | 0.1% | 372 | +0.3% | |||
| 114 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $347K | 0.1% | 8,795 | +0.2% | |||
| 115 | — | ISHARES TR - U.S. FIN SVC ETF | — | $344K | 0.1% | 3,826 | +0.3% | |||
| 116 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | — | $333K | 0.1% | 5,972 | +13% | |||
| 117 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $326K | 0.1% | 2,225 | New | |||
| 118 | — | ISHARES TR - SELECT DIVID ETF | — | $323K | 0.1% | 2,127 | New | |||
| 119 | $LIN | LINDE PLC | Materials | $322K | 0.1% | 679 | -6% | |||
| 120 | $RTX | RTX Corp | Industrials | $309K | 0.1% | 1,665 | +15% | |||
| 121 | $EOG | EOG RESOURCES INC | Energy | $308K | 0.1% | 2,237 | +18% | |||
| 122 | $IVZ | Invesco Ltd. | Financials | $308K | 0.1% | 16K | New | |||
| 123 | $PEP | PEPSICO INC | Consumer Staples | $302K | 0.1% | 2,386 | New | |||
| 124 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $300K | 0.1% | 1,362 | +63% | |||
| 125 | $DHR | DANAHER CORP /DE/ | Healthcare | $293K | 0.1% | 1,323 | +8% | |||
| 126 | $MS | MORGAN STANLEY | Financials | $291K | 0.1% | 1,549 | +55% | |||
| 127 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $291K | 0.1% | 1,930 | -34% | |||
| 128 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $286K | 0.1% | 1,701 | New | |||
| 129 | $ETN | Eaton Corp plc | Industrials | $279K | 0.1% | 650 | +16% | |||
| 130 | — | ISHARES TR - FUTU EXPO TE ETF | — | $278K | 0.1% | 3,338 | — | |||
| 131 | $ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | Other | $268K | 0.1% | 10K | — | |||
| 132 | $ORCL | ORACLE CORP | Technology | $267K | 0.1% | 1,944 | +19% | |||
| 133 | $FTNT | Fortinet, Inc. | Technology | $265K | 0.1% | 1,484 | +2% | |||
| 134 | $GEN | Gen Digital Inc. | Technology | $261K | 0.1% | 12K | -0.2% | |||
| 135 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $259K | 0.1% | 1,991 | New | |||
| 136 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $254K | 0.1% | 2,713 | +31% | |||
| 137 | $C | CITIGROUP INC | Financials | $245K | 0.1% | 1,895 | +15% | |||
| 138 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $244K | 0.1% | 1,681 | New | |||
| 139 | $NOW | ServiceNow, Inc. | Technology | $243K | 0.1% | 1,811 | New | |||
| 140 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $240K | 0.1% | 3,920 | +0.4% | |||
| 141 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $239K | 0.1% | 4,748 | — | |||
| 142 | $NVS | NOVARTIS AG | Healthcare | $238K | 0.1% | 1,666 | -0.1% | |||
| 143 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $237K | 0.1% | 1,389 | +7% | |||
| 144 | $CB | Chubb Ltd | Financials | $227K | 0.1% | 698 | +17% | |||
| 145 | $BA | BOEING CO | Industrials | $227K | 0.1% | 1,219 | -5% | |||
| 146 | $TT | Trane Technologies plc | Technology | $225K | 0.1% | 497 | +6% | |||
| 147 | — | ISHARES TR - CORE HIGH DV ETF | — | $222K | 0.1% | 7,956 | +0.7% | |||
| 148 | $FAST | FASTENAL CO | Industrials | $220K | 0.1% | 4,444 | New | |||
| 149 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $218K | 0.1% | 936 | New | |||
| 150 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $215K | 0.1% | 1,112 | +8% |
What changed in Q3 2026
Against the previous quarter's 13F: 24 new, 104 added to, 28 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (24)
- J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF$4.5M
first bought this quarter
- BLACKROCK ETF TRUST II - ISHAR INTER ETF$4.1M
first bought this quarter
$GLDMWorld Gold Trust$2.4M
first bought this quarter
- SPDR SERIES TRUST - ST STR P400MID$1.1M
first bought this quarter
$GBTCGrayscale Bitcoin Trust ETF$565K
first bought this quarter
$CRMSalesforce, Inc.$388K
first bought this quarter
+18 more in the Excel export
Added to (104)
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF+139%
now $3.1M
- ISHARES TR - CORE S&P500 ETF+10%
now $18.0M
- LEGG MASON ETF INVT - FRANKLIN INTL LW+14%
now $11.6M
- PACER FDS TR - METAURUS CAP 400+30%
now $5.7M
- COLUMBIA ETF TR II - EM CORE EX ETF+12%
now $10.3M
- AMPLIFY ETF TR - CWP ENHANCED DIV+28%
now $4.7M
+98 more in the Excel export
Trimmed (28)
- DOUBLELINE ETF TRUST - OPPO CORE BD ETF-45%
now $12.6M
$GLDSPDR GOLD TRUST-74%
now $541K · held 11+ qtrs
$MDYSPDR S&P MIDCAP 400 ETF TRUST-26%
now $3.0M · held 11+ qtrs, 4 trims in a row
- VANGUARD INDEX FDS - MRNGSTR TTL STK-2%
now $28.5M
- ISHARES TR - CORE S&P TTL STK-2%
now $19.4M
now $27.7M · held 11+ qtrs
+22 more in the Excel export
Holdings by quarter
Every 13F Benchmark Financial Wealth Advisors, LLC has filed, 32 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Benchmark Financial Wealth Advisors's top 20 holdings: 79/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-1.1%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 21% over the last 4
Top 10 weight
45%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Benchmark Financial Wealth Advisors, LLC disclosed 162 positions worth $419.2M in its Form 13F-HR for Q3 2026 — $418.1M in common stock plus $1.1M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 24 new positions and exited 10. The portfolio is most concentrated in Other (73.9% of disclosed assets). All figures are sourced directly from Benchmark Financial Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1757706.
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AI-Powered Hedge Fund Analysis: Benchmark Financial Wealth Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Benchmark Financial Wealth Advisors, LLC (SEC CIK: 1757706), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Benchmark Financial Wealth Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.