Benchmark Financial Wealth Advisors, LLC
CIK 1757706
13F filing for Q2 2026・No. 4,449
- Holdings
- US$405.48M
- Quarter change
- +US$44.38M
- Entries
- 148
- Net bought (estimate)
- +US$2.94M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 25
- Sold out 13
- Cut 57
- Added 60
- Corporate actions 0
- Unchanged 3
Largest holdings
145 stocks worth US$404.96M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRINTL EQTY ETF | Cut | 1,054,504 | US$29.21M | 7.21% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 77,929 | US$28.84M | 7.12% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 36,538 | US$27.29M | 6.74% |
| DOUBLELINE ETF TRUSTOPPO CORE BD ETF | Cut | 521,491 | US$23.78M | 5.87% |
| ISHARES TRCORE S&P TTL STK | Cut | 119,402 | US$19.61M | 4.84% |
| IVVISHARES TRCORE S&P500 ETF | Added | 21,272 | US$15.93M | 3.93% |
| NVDANvidiaCOM | Cut | 65,497 | US$13.11M | 3.24% |
| ISHARES TRRUS TP200 GR ETF | Cut | 39,277 | US$11.41M | 2.82% |
| PACER FDS TRUS CASH COWS 100 | Cut | 181,078 | US$11.26M | 2.78% |
| ISHARES TRCORE S&P SCP ETF | Added | 74,689 | US$11.08M | 2.74% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.