Benchmark Financial Wealth Advisors, LLC
Benchmark Financial Wealth Advisors, LLC reported 147 positions worth $405.5M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: SCHF (7.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHF | SH | $29.2M | 7.20% | 1,054,504 | — | — | |
| ▸ 2 | VTI | SH | $28.8M | 7.11% | 77,929 | — | — | |
| ▸ 3 | SPY | SH | $27.3M | 6.73% | 36,538 | — | — | |
| ▸ 4 | DBND | SH | $23.8M | 5.86% | 521,491 | — | — | |
| ▸ 5 | ITOT | SH | $19.6M | 4.84% | 119,402 | — | — | |
| ▸ 6 | IVV | SH | $15.9M | 3.93% | 21,272 | — | — | |
| ▸ 7 | NVDA | SH | $13.1M | 3.23% | 65,497 | — | — | |
| ▸ 8 | IWY | SH | $11.4M | 2.82% | 39,277 | — | — | |
| ▸ 9 | COWZ | SH | $11.3M | 2.78% | 181,078 | — | — | |
| ▸ 10 | IJR | SH | $11.1M | 2.73% | 74,689 | — | — |
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Frequently Asked Questions
What stocks does Benchmark Financial Wealth Advisors, LLC hold as of Q2 2026?
Benchmark Financial Wealth Advisors, LLC reported 147 positions worth $405.5M in its Q2 2026 13F filing. Largest positions: SCHF (7.2%), VTI (7.1%), SPY (6.7%), DBND (5.9%) and ITOT (4.8%).
What did Benchmark Financial Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Benchmark Financial Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.