Benchmark Financial Wealth Advisors, LLC

SEC CIK: 0001757706
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by Benchmark Financial Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 32,288
Value: $9.34M
% of portfolio: 2.3%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Benchmark Financial Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	32,288	$9.34M	2.3%	+1,220+3.9%	Added	Holders
Q1 2026	31,068	$7.88M	2.2%	+392+1.3%	Added	Holders
Q4 2025	30,676	$8.34M	2.4%	+699+2.3%	Added	Holders
Q3 2025	29,977	$7.63M	2.3%	+1,917+6.8%	Added	Holders
Q2 2025	28,060	$5.76M	1.9%	−445−1.6%	Reduced	Holders
Q1 2025	28,505	$6.33M	2.4%	−9,660−25.3%	Reduced	Holders
Q4 2024	38,165	$9.56M	3.1%	+976+2.6%	Added	Holders
Q3 2024	37,189	$8.66M	2.9%	+1,902+5.4%	Added	Holders
Q2 2024	35,287	$7.43M	2.8%	−2,240−6.0%	Reduced	Holders
Q1 2024	37,527	$6.44M	2.5%	+546+1.5%	Added	Holders
Q4 2023	36,981	$7.12M	3.1%	+66+0.2%	Added	Holders
Q3 2023	36,915	$6.32M	3.0%	+166+0.5%	Added	Holders
Q2 2023	36,749	$7.13M	3.3%	−254−0.7%	Reduced	Holders
Q1 2023	37,003	$6.10M	3.1%	−427−1.1%	Reduced	Holders
Q4 2022	37,430	$4.86M	2.6%	−709−1.9%	Reduced	Holders
Q3 2022	38,139	$5.27M	3.1%	−488−1.3%	Reduced	Holders
Q2 2022	38,627	$5.28M	2.7%	+687+1.8%	Added	Holders
Q1 2022	37,940	$6.63M	2.8%	−535−1.4%	Reduced	Holders
Q4 2021	38,475	$6.83M	2.9%	+956+2.5%	Added	Holders
Q3 2021	37,519	$5.31M	2.5%	−125−0.3%	Reduced	Holders
Q2 2021	37,644	$5.16M	2.5%	+150+0.4%	Added	Holders
Q1 2021	37,494	$4.58M	2.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.