Benchmark Investment Advisors LLC Portfolio Holdings

Benchmark Investment Advisors LLC

  • $163 Million
  • Q3 2025

Benchmark Investment Advisors LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $163 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $33.7M, App Lovin Corp with a value of $10.5M, Broadcom Inc. with a value of $8.12M, Microsoft Corp with a value of $5.65M, and Alphabet Inc. with a value of $5.58M.

Examining the 13F form we can see an increase of $14.4M in the current position value, from $149M to 163M.

Benchmark Investment Advisors LLC is based out at Chicago, IL

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

Portfolio value $163 Million
Technology: $94.5 Million
Communication Services: $17.3 Million
Industrials: $14.3 Million
Financial Services: $13 Million
Consumer Cyclical: $11.8 Million
ETFs: $7.19 Million
Healthcare: $3.06 Million
Real Estate: $2.04 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$33.7 Million 20.63% of portfolio
180,532
Q3 2025 Reduced 20.44%
$163B
$10.5 Million 6.41% of portfolio
14,576
Q3 2025 Reduced 30.65%
$139B
$8.12 Million 4.97% of portfolio
24,601
Q3 2025 Reduced 23.63%
$3.78T
$5.65 Million 3.46% of portfolio
10,908
Q3 2025 Reduced 27.43%
$1.65T
$5.58 Million 3.41% of portfolio
22,934
Q3 2025 Reduced 22.59%
$1.46T
$5.3 Million 3.24% of portfolio
18,970
Q3 2025 Added 3.23%
$1.37T
$5.3 Million 3.24% of portfolio
7,213
Q3 2025 Reduced 30.19%
$161B
$4.86 Million 2.98% of portfolio
4,508
Q3 2025 Added 3.99%
$533B
$4.46 Million 2.73% of portfolio
13,066
Q3 2025 Added 7.19%
$55.9B
$4 Million 2.45% of portfolio
4,193
Q3 2025 Reduced 34.74%
$2.39T
$3.97 Million 2.43% of portfolio
18,075
Q3 2025 Reduced 27.51%
$61.4B
$3.72 Million 2.28% of portfolio
18,286
Q3 2025 Reduced 18.76%
$197B
$3.54 Million 2.17% of portfolio
17,280
Q3 2025 Added 39.39%
$512B
$3.52 Million 2.15% of portfolio
6,185
Q3 2025 Added 12.99%
$191B
$3.46 Million 2.12% of portfolio
641
Q3 2025 Added 87.43%
$49.1B
$3.27 Million 2.0% of portfolio
2,725
Q3 2025 Added 50.39%
$181B
$3.11 Million 1.91% of portfolio
31,776
Q3 2025 Reduced 19.15%
$29.5B
$2.74 Million 1.68% of portfolio
4,218
Q3 2025 Reduced 34.65%
$4.3T
$2.71 Million 1.66% of portfolio
10,652
Q3 2025 Reduced 36.56%
$123B
$2.57 Million 1.58% of portfolio
3,687
Q3 2025 Added 31.26%
$881B
$2.39 Million 1.46% of portfolio
7,576
Q3 2025 Reduced 22.73%
$103B
$2.27 Million 1.39% of portfolio
973
Q3 2025 New
$32.5B
$2.12 Million 1.3% of portfolio
2,565
Q3 2025 Reduced 52.48%
$22.8B
$1.61 Million 0.98% of portfolio
17,141
Q3 2025 Added 60.98%
$0
$1.5 Million 0.92% of portfolio
2,446
Q3 2025 Added 0.2%
$0
$1.45 Million 0.89% of portfolio
48,900
Q3 2025 Added 3.14%
$328B
$1.43 Million 0.88% of portfolio
4,756
Q2 2024 Reduced 2.54%
$73.2B
$1.41 Million 0.86% of portfolio
328
Q3 2025 Reduced 20.58%
$405B
$1.28 Million 0.79% of portfolio
1,327
Q3 2025 Added 95.43%
$32.7B
$1.29 Million 0.79% of portfolio
14,842
Q3 2025 Reduced 51.58%
$47.7B
$1.16 Million 0.71% of portfolio
2,320
Q3 2025 Reduced 42.06%
$169B
$1.16 Million 0.71% of portfolio
1,263
Q3 2025 Reduced 34.42%
$235B
$1.14 Million 0.7% of portfolio
13,545
Q3 2025 Added 3.37%
$79.5B
$1.03 Million 0.63% of portfolio
8,254
Q3 2025 Reduced 38.71%
$59.7B
$949,000 0.58% of portfolio
1,925
Q3 2025 Reduced 30.56%
$107B
$937,000 0.57% of portfolio
1,237
Q3 2025 Reduced 60.38%
$237B
$922,000 0.56% of portfolio
3,893
Q3 2025 Reduced 3.28%
$79.6B
$921,000 0.56% of portfolio
7,445
Q3 2025 New
$89.8B
$901,000 0.55% of portfolio
5,060
Q4 2023 New
$15.2B
$796,000 0.49% of portfolio
10,712
Q3 2025 Added 28.24%
$367B
$722,000 0.44% of portfolio
1,784
Q3 2025 Reduced 23.56%
$0
$685,000 0.42% of portfolio
3,612
Q3 2025 Reduced 16.58%
$46.8B
$681,000 0.42% of portfolio
715
Q3 2025 Reduced 55.92%
$0
$690,000 0.42% of portfolio
7,556
Q3 2025 Reduced 30.19%
$0
$667,000 0.41% of portfolio
3,232
Q3 2025 Reduced 21.44%
$268B
$657,000 0.4% of portfolio
3,927
Q3 2025 New
$86.4B
$660,000 0.4% of portfolio
1,880
Q3 2025 Added 12.57%
$19.6B
$639,000 0.39% of portfolio
4,013
Q3 2025 Reduced 30.85%
$1.74T
$551,000 0.34% of portfolio
2,264
Q3 2025 Reduced 39.96%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $163 Million
  • Prior Value $149 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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