Sponsored

The Analysis of Benchmark Financial Wealth Advisors, LLC's Holdings & P&L

Currently, Benchmark Financial Wealth Advisors, LLC holds 133 types of securities in its portfolio with a total value $361.1M. In the most recent quarter, they have increased their positions in XCEM (+167.0K shares, valued at $6.8M), MUNI (+87.5K shares, valued at $4.6M), IVV (+6.3K shares, valued at $4.1M); decreased their positions in SPY (-6.1K shares, valued at $4.0M), VTI (-5.3K shares, valued at $1.7M), COWZ (-18.3K shares, valued at $1.1M); initiated new positions in XCEM (+167.0K shares, valued at $6.8M), N/A (+9.5K shares, valued at $841.8K), PEP (+2.0K shares, valued at $309.4K).

1M P&L

+7.8M+2.15%

3M P&L

-2.8M-0.75%

HY P&L

+17.5M+4.99%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A272.3M

81.3%

2Semiconductors12.2M

3.7%

3Consumer Electronics7.9M

2.4%

Top Industries by Stock Count

1N/A50 stocks

42.7%

2Drug Manufacturers - General8 stocks

6.8%

3Banks - Diversified4 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHF SCHWAB STRATEGIC TR1.1M shares-3.77%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T40.3K shares-13.13%2026-03-312026-04-27

VTI VANGUARD INDEX FDS80.0K shares-6.24%2026-03-312026-04-27

DBND DOUBLELINE ETF TRUST522.1K shares6.03%2026-03-312026-04-27

ITOT ISHARES TR119.6K shares-2.23%2026-03-312026-04-27

IVV ISHARES TR19.4K shares48.10%2026-03-312026-04-27

COWZ PACER FDS TR193.1K shares-8.65%2026-03-312026-04-27

MUNI PIMCO ETF TR226.5K shares62.88%2026-03-312026-04-27

Sponsored

NVDA NVIDIA CORPORATION66.2K shares-7.36%2026-03-312026-04-27

IWY ISHARES TR40.9K shares-3.02%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR309.1K shares14.65%2026-03-312026-04-27

DBEF DBX ETF TR188.9K shares13.67%2026-03-312026-04-27

IJR ISHARES TR74.1K shares-0.47%2026-03-312026-04-27

LVHI LEGG MASON ETF INVT205.8K shares50.31%2026-03-312026-04-27

AAPL APPLE INC31.1K shares1.28%2026-03-312026-04-27

XLF SELECT SECTOR SPDR TR152.0K shares-0.27%2026-03-312026-04-27

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS11.4K shares-2.77%2026-03-312026-04-27

XCEM COLUMBIA ETF TR II167.0K sharesnew addition2026-03-312026-04-27

SMMD ISHARES TR88.0K shares12.66%2026-03-312026-04-27

VO VANGUARD INDEX FDS16.9K shares-2.02%2026-03-312026-04-27

IWM ISHARES TR18.0K shares-7.70%2026-03-312026-04-27

MSFT MICROSOFT CORP11.9K shares5.92%2026-03-312026-04-27

GRNY TIDAL TRUST I180.0K shares153.41%2026-03-312026-04-27

MDY STATE STR SPDR S&P MIDCAP 406.6K shares-2.10%2026-03-312026-04-27

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T20.8K shares0.91%2026-03-312026-04-27

ALPHABET INC ALPHABET INC13.5K shares5.20%2026-03-312026-04-27

AMZN AMAZON COM INC18.2K shares5.97%2026-03-312026-04-27

IJH ISHARES TR55.7K shares-3.47%2026-03-312026-04-27

VEU VANGUARD INTL EQUITY INDEX F47.5K shares-10.61%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR4.8K shares-7.83%2026-03-312026-04-27

QDPL PACER FDS TR66.5K shares45.20%2026-03-312026-04-27

DIVO AMPLIFY ETF TR55.4K shares63.00%2026-03-312026-04-27

Sponsored

GLD SPDR GOLD TR5.1K shares236.08%2026-03-312026-04-27

META META PLATFORMS INC3.7K shares-0.19%2026-03-312026-04-27

BROADCOM INC BROADCOM INC6.4K shares6.55%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO6.0K shares7.41%2026-03-312026-04-27

BMY BRISTOL-MYERS SQUIBB CO26.1K shares8.97%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS22.7K shares0.01%2026-03-312026-04-27

IWF ISHARES TR3.3K shares-2.12%2026-03-312026-04-27

BLACKSTONE INC BLACKSTONE INC11.6K shares49.65%2026-03-312026-04-27

Sponsored

IUSG ISHARES TR8.2K shares-0.73%2026-03-312026-04-27

MO ALTRIA GROUP INC18.5K shares7.39%2026-03-312026-04-27

EUSA ISHARES INC12.0K shares-5.13%2026-03-312026-04-27

ALPHABET INC ALPHABET INC4.2K shares6.74%2026-03-312026-04-27

V VISA INC3.9K shares13.68%2026-03-312026-04-27

FBTC FIDELITY WISE ORIGIN BITCOIN19.7K shares13.48%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION1.2K shares4.30%2026-03-312026-04-27

GLW CORNING INC8.3K shares0.61%2026-03-312026-04-27

Sponsored

IWB ISHARES TR3.1K shares0.23%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.3K shares-3.17%2026-03-312026-04-27

WMT WALMART INC8.5K shares-1.49%2026-03-312026-04-27

CSCO CISCO SYS INC13.4K shares22.50%2026-03-312026-04-27

XLK SELECT SECTOR SPDR TR7.7K shares-1.99%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC8.4K shares29.33%2026-03-312026-04-27

BAC BANK AMERICA CORP20.5K shares30.33%2026-03-312026-04-27

FBND FIDELITY MERRIMACK STR TR19.7K shares24.99%2026-03-312026-04-27

Sponsored

LLY ELI LILLY & CO966 shares9.90%2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR9.5K sharesnew addition2026-03-312026-04-27

ABBV ABBVIE INC3.8K shares14.23%2026-03-312026-04-27

IWD ISHARES TR3.6K shares-3.28%2026-03-312026-04-27

JEPI J P MORGAN EXCHANGE TRADED F13.5K shares-16.30%2026-03-312026-04-27

ASML ASML HLDG NV565 shares30.18%2026-03-312026-04-27

KO COCA COLA CO9.0K shares20.88%2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC13.5K shares14.67%2026-03-312026-04-27

Sponsored

CVX CHEVRON CORPORATION3.2K shares40.93%2026-03-312026-04-27

WFC WELLS FARGO & CO8.3K shares-5.68%2026-03-312026-04-27

AMGN AMGEN INC1.8K shares37.27%2026-03-312026-04-27

FNCL FIDELITY COVINGTON TRUST9.0K shares-7.10%2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC2.3K shares-20.35%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC678 shares1.95%2026-03-312026-04-27

HD HOME DEPOT INC1.7K shares10.74%2026-03-312026-04-27

MAR MARRIOTT INTL INC NEW1.8K shares0.69%2026-03-312026-04-27

Sponsored

VB VANGUARD INDEX FDS2.1K shares-0.05%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP882 shares24.58%2026-03-312026-04-27

TSLA TESLA INC1.4K shares-16.85%2026-03-312026-04-27

RY ROYAL BK CDA3.2K shares0.00%2026-03-312026-04-27

PKG PACKAGING CORP AMER2.4K shares4.22%2026-03-312026-04-27

NFLX NETFLIX INC.5.4K shares3.71%2026-03-312026-04-27

WM WASTE MGMT INC DEL2.2K shares0.27%2026-03-312026-04-27

WSM WILLIAMS SONOMA INC2.7K shares0.30%2026-03-312026-04-27

Sponsored

AIG AMERICAN INTL GROUP INC6.5K shares0.19%2026-03-312026-04-27

PFE PFIZER INC17.2K shares2.57%2026-03-312026-04-27

IXUS ISHARES TR5.5K shares0.00%2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF12.3K shares16.93%2026-03-312026-04-27

NOBL PROSHARES TR4.4K shares0.45%2026-03-312026-04-27

XOM EXXON MOBIL CORP2.6K shares32.61%2026-03-312026-04-27

GRMN GARMIN LTD1.9K shares0.38%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC2.6K shares3.61%2026-03-312026-04-27

Sponsored

XLU SELECT SECTOR SPDR TR8.7K shares0.18%2026-03-312026-04-27

TXN TEXAS INSTRS INC1.9K shares26.08%2026-03-312026-04-27

CAT CATERPILLAR INC525 shares15.64%2026-03-312026-04-27

LINDE PLC LINDE PLC731 shares51.66%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC2.5K shares-15.63%2026-03-312026-04-27

UNP UNION PAC CORP1.5K shares6.45%2026-03-312026-04-27

SMH VANECK ETF TRUST916 shares-0.65%2026-03-312026-04-27

JPST J P MORGAN EXCHANGE TRADED F6.7K shares-3.61%2026-03-312026-04-27

Sponsored

CRWD CROWDSTRIKE HLDGS INC866 shares11.31%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC985 shares-1.30%2026-03-312026-04-27

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL848 shares6.80%2026-03-312026-04-27

VTV VANGUARD INDEX FDS1.7K shares0.12%2026-03-312026-04-27

DHR DANAHER CORP DEL1.6K shares45.28%2026-03-312026-04-27

PEP PEPSICO INC2.0K sharesnew addition2026-03-312026-04-27

SLV ISHARES SILVER TR4.4K sharesnew addition2026-03-312026-04-27

RTX RTX CORPORATION1.4K shares10.64%2026-03-312026-04-27

Sponsored

WDC WESTERN DIGITAL CORP1.0K sharesnew addition2026-03-312026-04-27

MA MASTERCARD INCORPORATED531 shares-23.60%2026-03-312026-04-27

MCD MCDONALDS CORP854 shares10.05%2026-03-312026-04-27

GEV GE VERNOVA INC303 sharesnew addition2026-03-312026-04-27

SPOT SPOTIFY TECHNOLOGY S A542 sharesnew addition2026-03-312026-04-27

VLO VALERO ENERGY CORP1.1K sharesnew addition2026-03-312026-04-27

UBER UBER TECHNOLOGIES INC3.6K sharesnew addition2026-03-312026-04-27

JNJ JOHNSON & JOHNSON1.1K shares-6.00%2026-03-312026-04-27

Sponsored

NVS NOVARTIS AG1.7K shares1.95%2026-03-312026-04-27

BA BOEING CO1.2K shares8.73%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE856 shares8.08%2026-03-312026-04-27

F FORD MTR CO20.9K shares6.24%2026-03-312026-04-27

FCX FREEPORT MCMORAN INC4.0K sharesnew addition2026-03-312026-04-27

DASH DOORDASH INC1.6K sharesnew addition2026-03-312026-04-27

BLACKROCK INC BLACKROCK INC239 shares6.22%2026-03-312026-04-27

ADX ADAMS DIVERSIFIED EQUITY FD10.4K shares2.02%2026-03-312026-04-27

Sponsored

COP CONOCOPHILLIPS1.7K sharesnew addition2026-03-312026-04-27

XT ISHARES TR3.3K shares0.00%2026-03-312026-04-27

GEN DIGITAL INC GEN DIGITAL INC11.7K shares-5.13%2026-03-312026-04-27

SPYV SPDR SERIES TRUST3.9K shares0.36%2026-03-312026-04-27

HDV ISHARES TR1.6K sharesnew addition2026-03-312026-04-27

RACE FERRARI N V623 shares-2.04%2026-03-312026-04-27

GILD GILEAD SCIENCES INC1.5K sharesnew addition2026-03-312026-04-27

MMC MARSH & MCLENNAN COS INC1.2K shares-0.17%2026-03-312026-04-27

Sponsored

ORCL ORACLE CORP1.4K shares-2.54%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS832 shares22.17%2026-03-312026-04-27

GAB GABELLI EQUITY TR INC15.5K sharesnew addition2026-03-312026-04-27

VRME VERIFYME INC37.1K shares0.00%2026-03-312026-04-27

GABELLI EQUITY TR INC GABELLI EQUITY TR INC15.3K sharesnew addition2026-03-312026-04-27

SCHF

SCHWAB STRATEGIC TR

-3.77%

Shares1.1M

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

-13.13%

Shares40.3K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

-6.24%

Shares80.0K

Event2026-03-31

Filed2026-04-27

DBND

DOUBLELINE ETF TRUST

6.03%

Shares522.1K

Event2026-03-31

Filed2026-04-27

ITOT

ISHARES TR

-2.23%

Shares119.6K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

48.10%

Shares19.4K

Event2026-03-31

Filed2026-04-27

COWZ

PACER FDS TR

-8.65%

Shares193.1K

Event2026-03-31

Filed2026-04-27

MUNI

PIMCO ETF TR

62.88%

Shares226.5K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

-7.36%

Shares66.2K

Event2026-03-31

Filed2026-04-27

IWY

ISHARES TR

-3.02%

Shares40.9K

Event2026-03-31

Filed2026-04-27

SCHD

SCHWAB STRATEGIC TR

14.65%

Shares309.1K

Event2026-03-31

Filed2026-04-27

DBEF

DBX ETF TR

13.67%

Shares188.9K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

-0.47%

Shares74.1K

Event2026-03-31

Filed2026-04-27

LVHI

LEGG MASON ETF INVT

50.31%

Shares205.8K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

1.28%

Shares31.1K

Event2026-03-31

Filed2026-04-27

XLF

SELECT SECTOR SPDR TR

-0.27%

Shares152.0K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-2.77%

Shares11.4K

Event2026-03-31

Filed2026-04-27

XCEM

COLUMBIA ETF TR II

New

Shares167.0K

Event2026-03-31

Filed2026-04-27

SMMD

ISHARES TR

12.66%

Shares88.0K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-2.02%

Shares16.9K

Event2026-03-31

Filed2026-04-27

IWM

ISHARES TR

-7.70%

Shares18.0K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

5.92%

Shares11.9K

Event2026-03-31

Filed2026-04-27

GRNY

TIDAL TRUST I

153.41%

Shares180.0K

Event2026-03-31

Filed2026-04-27

MDY

STATE STR SPDR S&P MIDCAP 40

-2.10%

Shares6.6K

Event2026-03-31

Filed2026-04-27

INVESCO EXCHANGE TRADED FD T

0.91%

Shares20.8K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

5.20%

Shares13.5K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

5.97%

Shares18.2K

Event2026-03-31

Filed2026-04-27

IJH

ISHARES TR

-3.47%

Shares55.7K

Event2026-03-31

Filed2026-04-27

VEU

VANGUARD INTL EQUITY INDEX F

-10.61%

Shares47.5K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

-7.83%

Shares4.8K

Event2026-03-31

Filed2026-04-27

QDPL

PACER FDS TR

45.20%

Shares66.5K

Event2026-03-31

Filed2026-04-27

DIVO

AMPLIFY ETF TR

63.00%

Shares55.4K

Event2026-03-31

Filed2026-04-27

GLD

SPDR GOLD TR

236.08%

Shares5.1K

Event2026-03-31

Filed2026-04-27