Benchmark Financial, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $100 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $15.1B, Vanguard Intermediate Term Cor with a value of $13B, Proshares S&P 500 Dividend Ari with a value of $7.06B, Ishares Barclays 3 7 Yr Treas with a value of $6.49B, and Ishares Barclays with a value of $5.87B.

Examining the 13F form we can see an increase of $100B in the current position value.

Benchmark Financial, LLC is based out at Wilmington, DE

Below you can find more details about Benchmark Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $100 Billion
ETFs: $85 Billion
Technology: $3.83 Billion
Financial Services: $2.31 Billion
Healthcare: $1.61 Billion
Consumer Cyclical: $1.14 Billion
Consumer Defensive: $641 Million
Energy: $596 Million
Communication Services: $355 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $100 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 48 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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