Benchmark Financial Wealth Advisors, LLC

Institutional manager (13F) · CIK 1757706

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $324M

#	Issuer	Value	Shares
1	SCHWAB STRATEGIC TR	$27M	1,070,991
2	STATE STR SPDR S&P 500 ETF T	$26M	40,305
3	VANGUARD INDEX FDS	$26M	80,034
4	DOUBLELINE ETF TRUST	$24M	522,098
5	ISHARES TR	$17M	119,553
6	ISHARES TR	$13M	19,437
7	PACER FDS TR	$12M	193,073
8	PIMCO ETF TR	$12M	226,526
9	NVIDIA CORPORATION	$12M	66,176
10	ISHARES TR	$10M	40,872
11	SCHWAB STRATEGIC TR	$9M	309,111
12	DBX ETF TR	$9M	188,914
13	ISHARES TR	$9M	74,139
14	LEGG MASON ETF INVT	$8M	205,823
15	APPLE INC	$8M	31,068
16	SELECT SECTOR SPDR TR	$8M	151,983
17	VANGUARD INDEX FDS	$7M	11,413
18	COLUMBIA ETF TR II	$7M	167,036
19	ISHARES TR	$7M	87,975
20	VANGUARD INDEX FDS	$5M	16,919
21	ISHARES TR	$4M	17,964
22	MICROSOFT CORP	$4M	11,950
23	TIDAL TRUST I	$4M	179,977
24	STATE STR SPDR S&P MIDCAP 40	$4M	6,562
25	INVESCO EXCHANGE TRADED FD T	$4M	20,781
26	ALPHABET INC	$4M	13,460
27	AMAZON COM INC	$4M	18,234
28	ISHARES TR	$4M	55,739
29	VANGUARD INTL EQUITY INDEX F	$4M	47,456
30	INVESCO QQQ TR	$3M	4,755
31	PACER FDS TR	$3M	66,497
32	AMPLIFY ETF TR	$2M	55,435
33	SPDR GOLD TR	$2M	5,132
34	META PLATFORMS INC	$2M	3,663
35	BROADCOM INC	$2M	6,442
36	JPMORGAN CHASE & CO	$2M	6,018
37	BRISTOL-MYERS SQUIBB CO	$2M	26,118
38	VANGUARD TAX-MANAGED FDS	$1M	22,694
39	ISHARES TR	$1M	3,331
40	BLACKSTONE INC	$1M	11,595
41	ISHARES TR	$1M	8,213
42	ALTRIA GROUP INC	$1M	18,546
43	ISHARES INC	$1M	11,991
44	ALPHABET INC	$1M	4,247
45	VISA INC	$1M	3,922
46	FIDELITY WISE ORIGIN BITCOIN	$1M	19,663
47	COSTCO WHOLESALE CORPORATION	$1M	1,164
48	CORNING INC	$1M	8,285
49	ISHARES TR	$1M	3,094
50	BERKSHIRE HATHAWAY INC DEL	$1M	2,291

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.