Benchmark Financial Wealth Advisors, LLC
- SEC CIK
- 0001757706
- Latest filing
- Jul 17, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 27, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 126
- +2 vs. Q3 2025
- Portfolio value
- $348.4M
- +$16.1M (+4.9%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 46,398 | $31.6M | 9.1% | −2,132−4.4% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 85,361 | $28.6M | 8.2% | −2,510−2.9% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 1,112,901 | $26.8M | 7.7% | −5,914−0.5% | Reduced | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 492,384 | $22.8M | 6.6% | +77,567+18.7% | Added | – |
| iShares Tr464287150 | CORE S&P TTL STK | 122,276 | $18.2M | 5.2% | −2,349−1.9% | Reduced | – |
| NVDANVIDIA Corp | Stock | 71,436 | $13.3M | 3.8% | +12,828+21.9% | Added | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 211,359 | $12.7M | 3.7% | −21,359−9.2% | Reduced | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 42,143 | $11.7M | 3.3% | −917−2.1% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 13,124 | $8.99M | 2.6% | +2,420+22.6% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 74,487 | $8.95M | 2.6% | −256−0.3% | Reduced | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 152,401 | $8.35M | 2.4% | −7,682−4.8% | Reduced | – |
| AAPLApple Inc. | Stock | 30,676 | $8.34M | 2.4% | +699+2.3% | Added | History |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 166,196 | $8.00M | 2.3% | +17,116+11.5% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 269,617 | $7.40M | 2.1% | −6,575−2.4% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 11,738 | $7.36M | 2.1% | +99+0.9% | Added | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 139,075 | $7.29M | 2.1% | +66,838+92.5% | Added | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 78,091 | $5.85M | 1.7% | +3,722+5.0% | Added | – |
| MSFTMicrosoft Corp | Stock | 11,282 | $5.46M | 1.6% | +605+5.7% | Added | History |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 136,935 | $5.04M | 1.4% | +7,275+5.6% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 17,268 | $5.01M | 1.4% | −190−1.1% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 19,462 | $4.79M | 1.4% | −1,664−7.9% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 6,703 | $4.04M | 1.2% | −211−3.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 12,795 | $4.00M | 1.1% | −202−1.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 17,206 | $3.97M | 1.1% | −1,775−9.4% | Reduced | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 20,593 | $3.94M | 1.1% | −8,680−29.7% | Reduced | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 53,091 | $3.91M | 1.1% | +935+1.8% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 57,741 | $3.81M | 1.1% | +489+0.9% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,159 | $3.17M | 0.9% | +95+1.9% | Added | – |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 49,723 | $3.02M | 0.9% | −1,483−2.9% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 3,670 | $2.42M | 0.7% | +40+1.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 6,046 | $2.09M | 0.6% | −350−5.5% | Reduced | History |
| Pacer FDS Tr69374H436 | METAURUS CAP 400 | 45,798 | $1.95M | 0.6% | +1,447+3.3% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 5,603 | $1.81M | 0.5% | +492+9.6% | Added | History |
| Tidal Trust I886364231 | FUND GRAN US ETF | 71,021 | $1.76M | 0.5% | +71,021 | New | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,403 | $1.61M | 0.5% | −279−7.6% | Reduced | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 34,010 | $1.51M | 0.4% | +34,010 | New | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 22,692 | $1.42M | 0.4% | −35−0.2% | Reduced | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 8,273 | $1.39M | 0.4% | −334−3.9% | Reduced | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 17,328 | $1.32M | 0.4% | +818+5.0% | Added | History |
| iShares Inc464286681 | MSCI EQUAL WEITE | 12,640 | $1.31M | 0.4% | +68+0.5% | Added | – |
| BMYBristol Myers Squibb Co | Stock | 23,967 | $1.29M | 0.4% | +223+0.9% | Added | History |
| GOOGAlphabet Inc. | Stock | 3,979 | $1.25M | 0.4% | +13+0.3% | Added | History |
| VVisa Inc. | Stock | 3,450 | $1.21M | 0.3% | +206+6.4% | Added | History |
| BXBlackstone Inc. | COM | 7,748 | $1.19M | 0.3% | +69+0.9% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,366 | $1.19M | 0.3% | −43−1.8% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 3,087 | $1.15M | 0.3% | −217−6.6% | Reduced | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,883 | $1.13M | 0.3% | +169+2.2% | AddedConverted for a 2-for-1 split | – |
| MOAltria Group, Inc. | Stock | 17,269 | $995.7K | 0.3% | +1,670+10.7% | Added | History |
| COSTCostco Wholesale Corp | Stock | 1,116 | $962.5K | 0.3% | +188+20.3% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 2,904 | $958.8K | 0.3% | +229+8.6% | Added | History |
| WMTWalmart Inc. | Stock | 8,605 | $958.7K | 0.3% | +28+0.3% | Added | History |
| LLYEli Lilly & Co | Stock | 879 | $944.9K | 0.3% | +5+0.6% | Added | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,135 | $923.6K | 0.3% | −3,510−17.9% | Reduced | – |
| BACBank of America Corp | Stock | 15,726 | $864.9K | 0.2% | −5,875−27.2% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 10,971 | $845.1K | 0.2% | +522+5.0% | Added | History |
| WFCWells Fargo & Company | Stock | 8,770 | $817.4K | 0.2% | −53−0.6% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,745 | $787.7K | 0.2% | −86−2.2% | Reduced | – |
| TSLATesla, Inc. | Stock | 1,703 | $766.0K | 0.2% | +696+69.1% | Added | History |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 9,733 | $756.7K | 0.2% | +951+10.8% | Added | – |
| ABBVAbbVie Inc. | Stock | 3,304 | $754.8K | 0.2% | +168+5.4% | Added | History |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 15,753 | $725.3K | 0.2% | +1,928+13.9% | Added | – |
| GLWCorning Inc | COM | 8,235 | $721.1K | 0.2% | +59+0.7% | Added | History |
| MRKMerck & Co., Inc. | Stock | 6,464 | $680.4K | 0.2% | +2,199+51.6% | Added | History |
| GLDSPDR Gold Trust | ETF | 1,527 | $605.2K | 0.2% | +291+23.5% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 665 | $584.3K | 0.2% | +56+9.2% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,150 | $554.7K | 0.2% | +62+3.0% | Added | – |
| AIGAmerican International Group, Inc. | Stock | 6,473 | $553.7K | 0.2% | +50+0.8% | Added | History |
| RYRoyal Bank of Canada | Stock | 3,235 | $551.5K | 0.2% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 1,574 | $541.7K | 0.2% | −77−4.7% | Reduced | History |
| MARMarriott International Inc | Stock | 1,739 | $539.7K | 0.2% | −1−0.1% | Reduced | History |
| IBITiShares Bitcoin Trust ETF | ETF | 10,511 | $521.9K | 0.1% | +1,931+22.5% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 2,924 | $519.7K | 0.1% | +41+1.4% | Added | History |
| KOCoca Cola Co | Stock | 7,414 | $518.3K | 0.1% | +249+3.5% | Added | History |
| NFLXNetflix Inc | Stock | 5,197 | $487.3K | 0.1% | −93−1.8% | ReducedConverted for a 10-for-1 split | History |
| PKGPackaging Corp of America | Stock | 2,345 | $483.5K | 0.1% | +48+2.1% | Added | History |
| WMWaste Management Inc | Stock | 2,196 | $482.6K | 0.1% | +4+0.2% | Added | History |
| VZVerizon Communications Inc | Stock | 11,807 | $480.9K | 0.1% | +1,135+10.6% | Added | History |
| WSMWilliams Sonoma Inc | COM | 2,679 | $478.4K | 0.1% | +9+0.3% | Added | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 5,489 | $464.6K | 0.1% | +54+1.0% | Added | – |
| ASMLASML Holding NV | ADR | 434 | $463.9K | 0.1% | +162+59.6% | Added | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 4,412 | $459.1K | 0.1% | −4,763−51.9% | Reduced | – |
| AMGNAmgen Inc | Stock | 1,331 | $435.8K | 0.1% | +476+55.7% | Added | History |
| PFEPfizer Inc | Stock | 16,727 | $416.5K | 0.1% | −2,200−11.6% | Reduced | History |
| MAMastercard Inc | Stock | 695 | $397.0K | 0.1% | −15−2.1% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 2,463 | $395.0K | 0.1% | −99−3.9% | Reduced | History |
| GRMNGarmin Ltd | SHS | 1,860 | $377.3K | 0.1% | +4+0.2% | Added | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 8,705 | $371.6K | 0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 778 | $364.9K | 0.1% | 00.0% | Unchanged | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,999 | $354.1K | 0.1% | +576+9.0% | Added | – |
| CVXChevron Corp | Stock | 2,270 | $345.9K | 0.1% | +251+12.4% | Added | History |
| LMTLockheed Martin Corp | Stock | 708 | $342.5K | 0.1% | +43+6.5% | Added | History |
| GENGen Digital Inc. | Stock | 12,309 | $334.7K | 0.1% | +24+0.2% | Added | History |
| VanEck Semiconductor ETF92189F676 | ETF | 922 | $332.2K | 0.1% | +66+7.7% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,675 | $320.0K | 0.1% | +232+16.1% | Added | – |
| UNPUnion Pacific Corp | Stock | 1,365 | $315.8K | 0.1% | −105−7.1% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 998 | $303.4K | 0.1% | +54+5.7% | Added | History |
| ORCLOracle Corp | Stock | 1,419 | $276.6K | 0.1% | −700−33.0% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 1,526 | $264.7K | 0.1% | −142−8.5% | Reduced | History |
| CATCaterpillar Inc | Stock | 454 | $260.0K | 0.1% | +5+1.1% | Added | History |
| DHRDanaher Corp | Stock | 1,133 | $259.4K | 0.1% | +1,133 | New | History |
Sold out since Q3 2025 (8)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| iShares Tr464287770 | U.S. FIN SVC ETF | 3,077 | $275.9K | 0.1% | – |
| ETHAiShares Ethereum Trust ETF | SHS | 8,167 | $257.3K | 0.1% | History |
| PGProcter & Gamble Co | Stock | 1,456 | $223.7K | 0.1% | History |
| PSXPhillips 66 | Stock | 1,624 | $220.9K | 0.1% | History |
| COINCoinbase Global, Inc. | COM CL A | 619 | $208.9K | 0.1% | History |
| UBERUber Technologies, Inc | Stock | 2,105 | $206.2K | 0.1% | History |
| ProShares Tr74349Y852 | ULTRASHORT TECHN | 17,776 | $105.0K | <0.1% | – |
| Investment Managers Ser Tr I46144X123 | TRADR 2X SHORT | 12,185 | $98.1K | <0.1% | – |