Benchmark Financial Wealth Advisors, LLC

SEC CIK: 0001757706
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

GS holding history

Goldman Sachs Group 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.

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

Shares (Q2 2026): 962
Value: $972.6K
% of portfolio: 0.2%
Quarters held: 5; Since Q2 2025

Holdings of GS by Benchmark Financial Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	962	$972.6K	0.2%	+284+41.9%	Added	Holders
Q1 2026	678	$573.6K	0.2%	+13+2.0%	Added	Holders
Q4 2025	665	$584.3K	0.2%	+56+9.2%	Added	Holders
Q3 2025	609	$485.3K	0.1%	−24−3.8%	Reduced	Holders
Q2 2025	633	$447.9K	0.1%	+633	New	Holders