Benchmark Financial Wealth Advisors, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $340 Million distributed in 126 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $30.9M, Vanguard Total Stock Market Et with a value of $28.2M, Schwab Strategic Tr Intl Eqty with a value of $26.6M, Doubleline ETF Tr Opportunisti with a value of $22.8M, and Ishares Core S&P Total U.S. St with a value of $17.9M.
Examining the 13F form we can see an increase of $10.5M in the current position value, from $329M to 340M.
Below you can find more details about Benchmark Financial Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$340 Million
ETFs: $266 Million
Technology: $34.6 Million
Financial Services: $9.13 Million
Communication Services: $7.97 Million
Consumer Cyclical: $7.5 Million
Healthcare: $5.88 Million
Consumer Defensive: $3.81 Million
Industrials: $2.05 Million
Other: $812,000
Stock Holdings Table Market Cap. of $200 Billions or more
