Latest Benchmark Financial Wealth Advisors, LLC Stock Portfolio

Benchmark Financial Wealth Advisors, LLC Performance:

2026 Q1: -2.05%YTD: -2.05%2025: 15.79%

Performance for 2026 Q1 is -2.05%, and YTD is -2.05%, and 2025 is 15.79%.

About Benchmark Financial Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

Benchmark Financial Wealth Advisors, LLC is a hedge fund based in Boca Raton, FL. On 2026-04-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Benchmark Financial Wealth Advisors, LLC reported an equity portfolio of $361.1 Millions as of 31 Mar, 2026.

The top stock holdings of Benchmark Financial Wealth Advisors, LLC are FNDA, SPY, VB. The fund has invested 7.3% of it's portfolio in SCHWAB STRATEGIC TR and 7.3% of portfolio in STATE STR SPDR S&P 500 ETF T.

The fund managers got completely rid off SPDR SERIES TRUST (BIL), SALESFORCE INC (CRM) and LAM RESEARCH CORP (LRCX) stocks. They significantly reduced their stock positions in MASTERCARD INCORPORATED (MA), UNITEDHEALTH GROUP INC (UNH) and TESLA INC (TSLA). Benchmark Financial Wealth Advisors, LLC opened new stock positions in COLUMBIA ETF TR II (ECON), ISHARES GOLD TR (IAU) and PEPSICO INC (PEP). The fund showed a lot of confidence in some stocks as they added substantially to SPDR GOLD TR (GLD), TIDAL TRUST I (ACSI) and AMPLIFY ETF TR (AMLX).

Benchmark Financial Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Benchmark Financial Wealth Advisors, LLC made a return of -2.05% in the last quarter. In trailing 12 months, it's portfolio return was 17.33%.

Performance
S&P 500

New Buys

Ticker	$ Bought
columbia etf tr ii	6,816,740
ishares gold tr	841,752
pepsico inc	309,412
ishares silver tr	299,575
western digital corp	271,926
ge vernova inc	264,482
spotify technology s a	263,052
valero energy corp	262,344

New stocks bought by Benchmark Financial Wealth Advisors, LLC

Additions

Ticker	% Inc.
spdr gold tr	236
tidal trust i	153
amplify etf tr	63.00
pimco etf tr	62.88
linde plc	51.66
legg mason etf invt	50.31
blackstone inc	49.65
ishares tr	48.1

Additions to existing portfolio by Benchmark Financial Wealth Advisors, LLC

Reductions

Ticker	% Reduced
mastercard incorporated	-23.6
unitedhealth group inc	-20.35
tesla inc	-16.85
j p morgan exchange traded f	-16.3
palantir technologies inc	-15.63
state str spdr s&p 500 etf t	-13.13
vanguard intl equity index f	-10.61
pacer fds tr	-8.65

Benchmark Financial Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
spdr series trust	-3,017,700
mp materials corp	-202,080
spdr series trust	-205,185
ishares tr	-223,312
ishares tr	-221,892
citigroup inc	-226,176
lam research corp	-251,784
qualcomm inc	-229,071

Benchmark Financial Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Benchmark Financial Wealth Advisors, LLC has about 79.8% of it's holdings in Others sector.

Sector	%
Others	79.8
Technology	8.5
Healthcare	2.6
Communication Services	2.4
Financial Services	2.1
Consumer Cyclical	1.9
Consumer Defensive	1.3

Market Cap. Distribution

Benchmark Financial Wealth Advisors, LLC has about 19.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	79.8
MEGA-CAP	15.7
LARGE-CAP	3.8

Stocks belong to which Index?

About 19% of the stocks held by Benchmark Financial Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	80.3
S&P 500	19

Top 5 Winners (%)		%
GLW	corning inc	55.0 %
STX	seagate technology hldngs pl	40.3 %
VRME	verifyme inc	34.8 %
XOM	exxon mobil corp	34.2 %
CVX	chevron corporation	29.1 %

Top 5 Winners ($)		$
FNDA	schwab strategic tr	0.9 M
FNDA	schwab strategic tr	0.8 M
INFR	legg mason etf invt	0.6 M
AFTY	pacer fds tr	0.5 M
GLW	corning inc	0.4 M

Top 5 Losers (%)		%
	gen digital inc	-30.0 %
ORCL	oracle corp	-24.2 %
MSFT	microsoft corp	-22.9 %
BX	blackstone inc	-22.1 %
	fidelity wise origin bitcoin	-21.5 %

Top 5 Losers ($)		$
SPY	state str spdr s&p 500 etf t	-1.4 M
MSFT	microsoft corp	-1.3 M
VB	vanguard index fds	-1.2 M
AOA	ishares tr	-1.2 M
NVDA	nvidia corporation	-0.8 M

Benchmark Financial Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Benchmark Financial Wealth Advisors, LLC

Benchmark Financial Wealth Advisors, LLC has 133 stocks in it's portfolio. About 49.2% of the portfolio is in top 10 stocks. SPY proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Benchmark Financial Wealth Advisors, LLC last quarter.

Last Reported on: 27 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.18	31,068	7,884,640	added	1.28

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.23	3,774	820,819	added	14.23

ACSG	dbx etf tr	2.58	188,914	9,332,350	added	13.67

ACSI	tidal trust i	1.19	179,977	4,296,050	added	153

ACWF	ishares tr	0.06	3,323	226,460	unchanged	0.00

ACWV	ishares inc	0.34	11,991	1,220,330	reduced	-5.13

AFK	vaneck etf trust	0.10	916	351,370	reduced	-0.65

AFTY	pacer fds tr	3.35	193,073	12,078,700	reduced	-8.65

AFTY	pacer fds tr	0.74	66,497	2,669,100	added	45.2

AGT	ishares tr	1.86	87,975	6,716,870	added	12.66

AIG	american intl group inc	0.14	6,485	488,014	added	0.19

AMGN	amgen inc	0.18	1,827	642,946	added	37.27

AMLX	amplify etf tr	0.69	55,435	2,486,260	added	63.00

AMPS	ishares tr	0.06	1,593	216,186	new

AMZN	amazon com inc	1.05	18,234	3,797,660	added	5.97

AOA	ishares tr	2.82	40,872	10,170,700	reduced	-3.02

ASML	asml hldg nv	0.21	565	746,589	added	30.18

AVGO	broadcom inc	0.55	6,442	1,993,760	added	6.55

BA	boeing co	0.07	1,245	247,745	added	8.73