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


Currently, Benchmark Financial Wealth Advisors, LLC holds 124 types of securities in its portfolio with a total value $332.3M. In the most recent quarter, they have increased their positions in DBEF (+138.7K shares, valued at $6.4M), IVV (+3.7K shares, valued at $2.4M), DBND (+47.1K shares, valued at $2.2M); decreased their positions in SPY (-4.7K shares, valued at $3.1M), SCHF (-133.7K shares, valued at $3.1M), VOO (-2.0K shares, valued at $1.2M); initiated new positions in ETHA (+8.2K shares, valued at $257.3K), PSX (+1.6K shares, valued at $220.9K), QCOM (+1.3K shares, valued at $218.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR48.5K shares-8.83%2025-09-302025-10-22history
VTI VANGUARD INDEX FDS87.9K shares-3.56%2025-09-302025-10-22history
SCHF SCHWAB STRATEGIC TR1.1M shares-10.68%2025-09-302025-10-22history
DBND DOUBLELINE ETF TRUST414.8K shares12.81%2025-09-302025-10-22history
ITOT ISHARES TR124.6K shares-3.11%2025-09-302025-10-22history
COWZ PACER FDS TR232.7K shares0.71%2025-09-302025-10-22history
IWY ISHARES TR43.1K shares2.09%2025-09-302025-10-22history
NVDA NVIDIA CORPORATION58.6K shares6.34%2025-09-302025-10-22history
Sponsored
IJR ISHARES TR74.7K shares0.45%2025-09-302025-10-22history
XLF SELECT SECTOR SPDR TR160.1K shares2.78%2025-09-302025-10-22history
AAPL APPLE INC30.0K shares6.83%2025-09-302025-10-22history
SCHD SCHWAB STRATEGIC TR276.2K shares6.49%2025-09-302025-10-22history
IVV ISHARES TR10.7K shares51.87%2025-09-302025-10-22history
VOO VANGUARD INDEX FDS11.6K shares-14.87%2025-09-302025-10-22history
DBEF DBX ETF TR149.1K shares1342.90%2025-09-302025-10-22history
RSP INVESCO EXCHANGE TRADED FD T29.3K shares-3.59%2025-09-302025-10-22history
Sponsored
MSFT MICROSOFT CORP10.7K shares2.17%2025-09-302025-10-22history
SMMD ISHARES TR74.4K shares4.71%2025-09-302025-10-22history
VO VANGUARD INDEX FDS17.5K shares-1.09%2025-09-302025-10-22history
IWM ISHARES TR21.1K shares-1.95%2025-09-302025-10-22history
LVHI LEGG MASON ETF INVT129.7K shares35.97%2025-09-302025-10-22history
AMZN AMAZON COM INC19.0K shares1.51%2025-09-302025-10-22history
MDY SPDR S&P MIDCAP 400 ETF TR6.9K shares1.24%2025-09-302025-10-22history
MUNI PIMCO ETF TR72.2K shares-12.93%2025-09-302025-10-22history
Sponsored
IJH ISHARES TR57.3K shares-0.12%2025-09-302025-10-22history
VEU VANGUARD INTL EQUITY INDEX F52.2K shares0.17%2025-09-302025-10-22history
GOOGL ALPHABET INC13.0K shares3.21%2025-09-302025-10-22history
KBE SPDR SERIES TRUST51.2K shares-0.52%2025-09-302025-10-22history
QQQ INVESCO QQQ TR5.1K shares2.80%2025-09-302025-10-22history
META META PLATFORMS INC3.6K shares-0.90%2025-09-302025-10-22history
AVGO BROADCOM INC6.4K shares0.58%2025-09-302025-10-22history
QDPL PACER FDS TR44.4K shares18.20%2025-09-302025-10-22history
Sponsored
IWF ISHARES TR3.7K shares-0.16%2025-09-302025-10-22history
FBTC FIDELITY WISE ORIGIN BITCOIN16.5K shares23.98%2025-09-302025-10-22history
JPM JPMORGAN CHASE & CO.5.1K shares-0.08%2025-09-302025-10-22history
IUSG ISHARES TR8.6K shares1.22%2025-09-302025-10-22history
VEA VANGUARD TAX-MANAGED FDS22.7K shares0.19%2025-09-302025-10-22history
BX BLACKSTONE INC7.7K shares0.95%2025-09-302025-10-22history
EUSA ISHARES INC12.6K shares0.43%2025-09-302025-10-22history
BRK.B BERKSHIRE HATHAWAY INC DEL2.4K shares13.05%2025-09-302025-10-22history
Sponsored
IWB ISHARES TR3.3K shares0.24%2025-09-302025-10-22history
JEPI J P MORGAN EXCHANGE TRADED F19.6K shares-10.34%2025-09-302025-10-22history
BAC BANK AMERICA CORP21.6K shares0.75%2025-09-302025-10-22history
V VISA INC3.2K shares1.41%2025-09-302025-10-22history
XLK SELECT SECTOR SPDR TR3.9K shares-5.26%2025-09-302025-10-22history
BMY BRISTOL-MYERS SQUIBB CO23.7K shares-3.09%2025-09-302025-10-22history
MO ALTRIA GROUP INC15.6K shares0.81%2025-09-302025-10-22history
GOOG ALPHABET INC4.0K shares24.21%2025-09-302025-10-22history
Sponsored
NOBL PROSHARES TR9.2K shares-3.08%2025-09-302025-10-22history
UNH UNITEDHEALTH GROUP INC2.7K shares155.74%2025-09-302025-10-22history
WMT WALMART INC8.6K shares14.00%2025-09-302025-10-22history
COST COSTCO WHSL CORP NEW928 shares-1.17%2025-09-302025-10-22history
IWD ISHARES TR3.8K shares0.24%2025-09-302025-10-22history
WFC WELLS FARGO CO NEW8.8K shares-0.09%2025-09-302025-10-22history
ABBV ABBVIE INC3.1K shares-2.76%2025-09-302025-10-22history
CSCO CISCO SYS INC10.4K shares1.38%2025-09-302025-10-22history
Sponsored
GLW CORNING INC8.2K shares0.53%2025-09-302025-10-22history
FNCL FIDELITY COVINGTON TRUST8.8K shares0.30%2025-09-302025-10-22history
HD HOME DEPOT INC1.7K shares1.54%2025-09-302025-10-22history
LLY ELI LILLY & CO874 shares-4.17%2025-09-302025-10-22history
FBND FIDELITY MERRIMACK STR TR13.8K shares6.85%2025-09-302025-10-22history
NFLX NETFLIX INC529 shares6.87%2025-09-302025-10-22history
ORCL ORACLE CORP2.1K shares64.77%2025-09-302025-10-22history
IBIT ISHARES BITCOIN TRUST ETF8.6K shares13.19%2025-09-302025-10-22history
Sponsored
VB VANGUARD INDEX FDS2.1K shares2.71%2025-09-302025-10-22history
PLTR PALANTIR TECHNOLOGIES INC2.9K shares-21.21%2025-09-302025-10-22history
WSM WILLIAMS SONOMA INC2.7K shares-4.68%2025-09-302025-10-22history
AIG AMERICAN INTL GROUP INC6.4K shares1.01%2025-09-302025-10-22history
PKG PACKAGING CORP AMER2.3K shares-0.39%2025-09-302025-10-22history
GS GOLDMAN SACHS GROUP INC609 shares-3.79%2025-09-302025-10-22history
WM WASTE MGMT INC DEL2.2K shares0.64%2025-09-302025-10-22history
PFE PFIZER INC18.9K shares2.15%2025-09-302025-10-22history
Sponsored
RY ROYAL BK CDA3.2K shares0.37%2025-09-302025-10-22history
KO COCA COLA CO7.2K shares-0.22%2025-09-302025-10-22history
VZ VERIZON COMMUNICATIONS INC10.7K shares-5.18%2025-09-302025-10-22history
GRMN GARMIN LTD1.9K shares-5.93%2025-09-302025-10-22history
MAR MARRIOTT INTL INC NEW1.7K shares1.10%2025-09-302025-10-22history
IXUS ISHARES TR5.4K shares0.70%2025-09-302025-10-22history
TSLA TESLA INC1.0K shares4.14%2025-09-302025-10-22history
GLD SPDR GOLD TR1.2K shares1.81%2025-09-302025-10-22history
Sponsored
PM PHILIP MORRIS INTL INC2.6K shares-0.16%2025-09-302025-10-22history
MA MASTERCARD INCORPORATED710 shares30.28%2025-09-302025-10-22history
CRWD CROWDSTRIKE HLDGS INC778 shares3.32%2025-09-302025-10-22history
XLU SELECT SECTOR SPDR TR4.3K shares39.42%2025-09-302025-10-22history
RACE FERRARI N V738 shares0.00%2025-09-302025-10-22history
MRK MERCK & CO INC4.3K shares20.68%2025-09-302025-10-22history
GEN GEN DIGITAL INC12.3K shares0.70%2025-09-302025-10-22history
UNP UNION PAC CORP1.5K shares-4.23%2025-09-302025-10-22history
Sponsored
LMT LOCKHEED MARTIN CORP665 shares-7.51%2025-09-302025-10-22history
JPST J P MORGAN EXCHANGE TRADED F6.4K shares4.99%2025-09-302025-10-22history
CVX CHEVRON CORP NEW2.0K shares16.98%2025-09-302025-10-22history
TXN TEXAS INSTRS INC1.7K shares-2.63%2025-09-302025-10-22history
SMH VANECK ETF TRUST856 shares0.00%2025-09-302025-10-22history
IYG ISHARES TR3.1K shares13.04%2025-09-302025-10-22history
VTV VANGUARD INDEX FDS1.4K shares8.58%2025-09-302025-10-22history
BLK BLACKROCK INC231 shares0.87%2025-09-302025-10-22history
Sponsored
ASML ASML HOLDING N V272 shares2.26%2025-09-302025-10-22history
TSM TAIWAN SEMICONDUCTOR MFG LTD944 shares0.64%2025-09-302025-10-22history
ETHA ISHARES ETHEREUM TR8.2K sharesnew addition2025-09-302025-10-22history
BA BOEING CO1.1K shares1.23%2025-09-302025-10-22history
AMGN AMGEN INC855 shares-5.52%2025-09-302025-10-22history
IBM INTERNATIONAL BUSINESS MACHS853 shares1.79%2025-09-302025-10-22history
CRM SALESFORCE INC1.0K shares2.02%2025-09-302025-10-22history
MMC MARSH & MCLENNAN COS INC1.2K shares-3.86%2025-09-302025-10-22history
Sponsored
MCD MCDONALDS CORP761 shares1.47%2025-09-302025-10-22history
F FORD MTR CO18.9K shares0.97%2025-09-302025-10-22history
ADX ADAMS DIVERSIFIED EQUITY FD10.0K shares2.10%2025-09-302025-10-22history
PG PROCTER AND GAMBLE CO1.5K shares-9.17%2025-09-302025-10-22history
XT ISHARES TR3.1K shares0.00%2025-09-302025-10-22history
IWR ISHARES TR2.3K shares0.35%2025-09-302025-10-22history
PSX PHILLIPS 661.6K sharesnew addition2025-09-302025-10-22history
QCOM QUALCOMM INC1.3K sharesnew addition2025-09-302025-10-22history
Sponsored
CAT CATERPILLAR INC449 sharesnew addition2025-09-302025-10-22history
SPYV SPDR SERIES TRUST3.9K shares0.44%2025-09-302025-10-22history
XOM EXXON MOBIL CORP1.9K shares-0.53%2025-09-302025-10-22history
RTX RTX CORPORATION1.3K sharesnew addition2025-09-302025-10-22history
NVS NOVARTIS AG1.6K sharesnew addition2025-09-302025-10-22history
COIN COINBASE GLOBAL INC619 shares3.17%2025-09-302025-10-22history
C CITIGROUP INC2.0K sharesnew addition2025-09-302025-10-22history
UBER UBER TECHNOLOGIES INC2.1K sharesnew addition2025-09-302025-10-22history
Sponsored
JNJ JOHNSON & JOHNSON1.1K sharesnew addition2025-09-302025-10-22history
PROSHARES TR PROSHARES TR17.8K sharesnew addition2025-09-302025-10-22history
TSLQ INVESTMENT MANAGERS SER TR I12.2K sharesnew addition2025-09-302025-10-22history
VRME VERIFYME INC37.1K shares0.00%2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available