Benchmark Financial Wealth Advisors, LLC
CIK 0001757706 · BOCA RATON, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$405.5M
2026 Q2
Positions
147
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
47.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SCHF
SCHWAB STRATEGIC TR
7.2%
VTI
VANGUARD INDEX FDS
7.1%
SPY
STATE STR SPDR S&P 500 ETF T
6.7%
DBND
DOUBLELINE ETF TRUST
5.9%
ITOT
ISHARES TR
4.8%
IVV
ISHARES TR
3.9%
NVDA
NVIDIA CORPORATION
3.2%
IWY
ISHARES TR
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.