Benchmark Financial Wealth Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Benchmark Financial Wealth Advisors, LLC 13F Holdings
CIK 0001757706 · BOCA RATON, FL
As of Sep 30, 2025, Benchmark Financial Wealth Advisors, LLC reported
124 positions worth $332.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 48,530 | $32.3M | 9.73% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 87,871 | $28.8M | 8.68% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 1,118,815 | $26.0M | 7.84% |
| DOUBLELINE OPPORTUNISTIC CORE BOND ETF | DBND | — | 414,817 |
|
9.3M5.81% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 124,625 |
8.2M | 5.46% |
| PACER US CASH COWS 100 ETF | COWZ | — | 232,718 |
3.4M | 4.02% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 43,060 |
1.8M | 3.55% |
| NVIDIA CORP | NVDA | Technology | 58,608 |
0.9M | 3.29% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 74,743 | $8.9M | 2.67% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 160,083 | $8.6M | 2.60% |
| APPLE INC | AAPL | Technology | 29,977 | $7.6M | 2.30% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 276,192 | $7.5M | 2.27% |
| ISHARES CORE S&P 500 ETF | IVV | — | 10,704 | $7.2M | 2.16% |
| VANGUARD 500 INDEX FUND | VOO | — | 11,639 | $7.1M | 2.14% |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | DBEF | — | 149,080 | $6.9M | 2.08% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 29,273 | $5.6M | 1.67% |
| MICROSOFT CORP | MSFT | Technology | 10,677 | $5.5M | 1.66% |
| ISHARES RUSSELL 2500 ETF | SMMD | — | 74,369 | $5.5M | 1.65% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 17,458 | $5.1M | 1.54% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 21,126 | $5.1M | 1.54% |
| FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | LVHI | — | 129,660 | $4.5M | 1.36% |
| AMAZON.COM INC | AMZN | Equity | 18,981 | $4.2M | 1.25% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 6,914 | $4.1M | 1.24% |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | MUNI | — | 72,237 | $3.8M | 1.14% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 57,252 | $3.7M | 1.12% |