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Institutional investment manager
BENCHMARK FINANCIAL WEALTH ADVISORS, LLC
CIK 0001757706
- Reported holdings value
- $419.15M
- Reported positions
- 162
- Report as of
- 2026-09-30
- Filed on
- 2026-10-20
Reported holdings & quarterly changes
Compared with Q2 2026. All security classes provided by the filing are included.
| SCHF SCHWAB STRATEGIC TR 808524805 | INTL EQTY ETF Share · SH | 1,068,346 | $29.35M | 7.00% | +13,842 | +1.31% | Increased |
| VTI VANGUARD INDEX FDS 922908769 | MRNGSTR TTL STK Share · SH | 76,177 | $28.51M | 6.80% | — | — | Newly reported |
| SPY STATE STR SPDR S&P 500 ETF T 78462F103 | TR UNIT Share · SH | 36,283 | $27.67M | 6.60% | -255 | -0.70% | Reduced |
| ITOT ISHARES TR 464287150 | CORE S&P TTL STK Share · SH | 116,776 | $19.42M | 4.63% | -2,626 | -2.20% | Reduced |
| IVV ISHARES TR 464287200 | CORE S&P500 ETF Share · SH | 23,488 | $17.99M | 4.29% | +2,216 | +10.42% | Increased |
| NVDA NVIDIA CORPORATION 67066G104 | COM Share · SH | 68,166 | $15.57M | 3.71% | +2,669 | +4.07% | Increased |
| 25861R105 DOUBLELINE ETF TRUST 25861R105 | OPPO CORE BD ETF Share · SH | 289,203 | $12.57M | 3.00% | -232,288 | -44.54% | Reduced |
| COWZ PACER FDS TR 69374H881 | US CASH COWS 100 Share · SH | 184,654 | $12.33M | 2.94% | +3,576 | +1.97% | Increased |
| IWY ISHARES TR 464289438 | RUS TP200 GR ETF Share · SH | 39,607 | $11.68M | 2.79% | +330 | +0.84% | Increased |
| LVHI LEGG MASON ETF INVT 52468L505 | FRANKLIN INTL LW Share · SH | 278,180 | $11.6M | 2.77% | +34,633 | +14.22% | Increased |
| AAPL APPLE INC 037833100 | COM Share · SH | 33,844 | $11.27M | 2.69% | +1,556 | +4.82% | Increased |
| DBEF DBX ETF TR 233051200 | XTRACK MSCI EAFE Share · SH | 203,880 | $11.2M | 2.67% | +13,822 | +7.27% | Increased |
| SCHD SCHWAB STRATEGIC TR 808524797 | US DIVIDEND EQ Share · SH | 340,535 | $11.08M | 2.64% | +17,377 | +5.38% | Increased |
| XCEM COLUMBIA ETF TR II 19762B202 | EM CORE EX ETF Share · SH | 199,799 | $10.27M | 2.45% | +20,751 | +11.59% | Increased |
| IJR ISHARES TR 464287804 | CORE S&P SCP ETF Share · SH | 73,818 | $10.04M | 2.40% | -871 | -1.17% | Reduced |
| DYNF BLACKROCK ETF TRUST 09290C103 | ISHARES US EQUIT Share · SH | 138,689 | $9.61M | 2.29% | +12,934 | +10.29% | Increased |
| SMMD ISHARES TR 46435G268 | RUSEL 2500 ETF Share · SH | 102,075 | $8.73M | 2.08% | +9,863 | +10.70% | Increased |
| VOO VANGUARD INDEX FDS 922908363 | S&P 500 ETF SHS Share · SH | 10,853 | $7.61M | 1.81% | -265 | -2.38% | Reduced |
| MSFT MICROSOFT CORP 594918104 | COM Share · SH | 12,684 | $6.51M | 1.55% | +670 | +5.58% | Increased |
| GRNY TIDAL TRUST I 886364231 | FUND GRAN US ETF Share · SH | 232,428 | $6.47M | 1.54% | +33,946 | +17.10% | Increased |
| QDPL PACER FDS TR 69374H436 | METAURUS CAP 400 Share · SH | 124,468 | $5.7M | 1.36% | +28,730 | +30.01% | Increased |
| VO VANGUARD INDEX FDS 922908629 | MRNGSTR MID CAP Share · SH | 66,914 | $5.25M | 1.25% | — | — | Newly reported |
| GOOGL ALPHABET INC 02079K305 | CAP STK CL A Share · SH | 14,047 | $4.83M | 1.15% | +746 | +5.61% | Increased |
| AMZN AMAZON COM INC 023135106 | COM Share · SH | 19,051 | $4.75M | 1.13% | +1,715 | +9.89% | Increased |
| RSP INVESCO EXCHANGE TRADED FD T 46137V357 | S&P500 EQL WGT Share · SH | 22,612 | $4.7M | 1.12% | +1,171 | +5.46% | Increased |
| DIVO AMPLIFY ETF TR 032108409 | CWP ENHANCED DIV Share · SH | 100,574 | $4.68M | 1.12% | +22,032 | +28.05% | Increased |
| JMUB J P MORGAN EXCHANGE TRADED F 46641Q647 | MUNICIPAL ETF Share · SH | 93,547 | $4.45M | 1.06% | — | — | Newly reported |
| IWM ISHARES TR 464287655 | RUSSELL 2000 ETF Share · SH | 15,588 | $4.33M | 1.03% | +30 | +0.19% | Increased |
| INMU BLACKROCK ETF TRUST II 092528207 | ISHAR INTER ETF Share · SH | 180,578 | $4.13M | 0.99% | — | — | Newly reported |
| IJH ISHARES TR 464287507 | CORE S&P MCP ETF Share · SH | 55,916 | $4.02M | 0.96% | +720 | +1.30% | Increased |
| VEU VANGUARD INTL EQUITY INDEX F 922042775 | ALLWRLD EX US Share · SH | 46,804 | $3.88M | 0.93% | -988 | -2.07% | Reduced |
| QQQ INVESCO QQQ TR 46090E103 | UNIT SER 1 Share · SH | 4,386 | $3.24M | 0.77% | -89 | -1.99% | Reduced |
| FBND FIDELITY MERRIMACK STR TR 316188309 | TOTAL BD ETF Share · SH | 72,006 | $3.12M | 0.74% | +41,847 | +138.75% | Increased |
| MDY STATE STR SPDR S&P MIDCAP 40 78467Y107 | UTSER1 S&PDCRP Share · SH | 4,524 | $2.97M | 0.71% | -1,582 | -25.91% | Reduced |
| META META PLATFORMS INC 30303M102 | CL A Share · SH | 3,519 | $2.55M | 0.61% | -91 | -2.52% | Reduced |
| GLDM WORLD GOLD TR 98149E303 | SPDR GLD MINIS Share · SH | 28,802 | $2.37M | 0.56% | — | — | Newly reported |
| AVGO BROADCOM INC 11135F101 | COM Share · SH | 6,393 | $2.24M | 0.54% | +141 | +2.26% | Increased |
| BMY BRISTOL-MYERS SQUIBB CO 110122108 | COM Share · SH | 28,255 | $1.76M | 0.42% | +1,812 | +6.85% | Increased |
| JPM JPMORGAN CHASE & CO 46625H100 | COM Share · SH | 5,027 | $1.66M | 0.40% | -38 | -0.75% | Reduced |
| IWF ISHARES TR 464287614 | RUS 1000 GRW ETF Share · SH | 13,007 | $1.63M | 0.39% | +3 | +0.02% | Increased |
| IUSG ISHARES TR 464287671 | CORE S&P US GWT Share · SH | 8,229 | $1.59M | 0.38% | +8 | +0.10% | Increased |
| VEA VANGUARD TAX-MANAGED FDS 921943858 | VAN FTSE DEV MKT Share · SH | 22,380 | $1.58M | 0.38% | +151 | +0.68% | Increased |
| XLK SELECT SECTOR SPDR TR 81369Y803 | ST STR TECHN ETF Share · SH | 7,770 | $1.52M | 0.36% | +232 | +3.08% | Increased |
| V VISA INC 92826C839 | COM CL A Share · SH | 4,048 | $1.45M | 0.35% | +263 | +6.95% | Increased |
| GOOG ALPHABET INC 02079K107 | CAP STK CL C Share · SH | 4,210 | $1.43M | 0.34% | +456 | +12.15% | Increased |
| BX BLACKSTONE INC 09260D107 | COM Share · SH | 11,823 | $1.33M | 0.32% | +93 | +0.79% | Increased |
| CSCO CISCO SYS INC 17275R102 | COM Share · SH | 12,219 | $1.32M | 0.31% | +338 | +2.84% | Increased |
| IWB ISHARES TR 464287622 | RUS 1000 ETF Share · SH | 3,109 | $1.29M | 0.31% | +8 | +0.26% | Increased |
| BAC BANK OF AMER CORP 060505104 | COM Share · SH | 23,071 | $1.26M | 0.30% | +590 | +2.62% | Increased |
| LLY ELI LILLY & CO 532457108 | COM Share · SH | 1,083 | $1.25M | 0.30% | +107 | +10.96% | Increased |
1–50 of 176 reported positions and changes
How to read this table
This table shows the institution’s holdings reported to the SEC for the selected quarter and changes compared with the previous quarter.
- Security / CUSIP
- The security’s ticker symbol, such as AAPL, alongside its CUSIP, a unique security identifier. If no ticker is available, the security may be identified by its CUSIP only.
- Class / Position
- The security type or share class as stated in the filing, such as common stock (COM) or a specific class of shares.
- Shares / Units
- The number of shares or units the institution reported holding.
- Value (USD)
- The total value of the position in US dollars as of the reporting date.
- Weight
- The position’s share of the total reported holdings value. For example, a 12.55% weight means AAPL accounts for approximately 12.55% of that reported value.
- Share change
- The change in the number of shares compared with the previous quarter. A plus sign (+) indicates an increase; a minus sign (−) indicates a decrease.
- Change %
- The percentage change in the number of shares compared with the previous quarter. For example, +52.25% means the reported share count increased by approximately 52.25%.
- Reported activity
- Increased: the reported quantity rose. Reduced: it fell. Unchanged: it stayed the same. Newly reported: the position appears in the current filing but not in the previous one. No longer reported: it appeared in the previous filing but not in the current one.
Important: These changes compare quantities reported in filings; they do not necessarily document the exact timing of purchases or sales. In particular, “Newly reported” does not necessarily mean the security was purchased during that quarter.
Source: FMP Ultimate / SEC Form 13F. Report as of 2026-09-30; filed 2026-10-20. Changes compare reported quantities, not confirmed transactions. “Newly reported” and “No longer reported” do not establish exact purchase or sale dates. 13F covers reportable securities, not the institution’s total assets under management.