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Latest Benchmark Financial Wealth Advisors, LLC Stock Portfolio

$419Million | No. of Holdings #160

Benchmark Financial Wealth Advisors, LLC Performance

2026 Q3+1.04%
YTD+6.16%
2025+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 2026-10-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Benchmark Financial Wealth Advisors, LLC reported an equity portfolio of $419.1 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Benchmark Financial Wealth Advisors, LLC are FNDA, VB, SPY. The fund has invested 7% of it's portfolio in SCHWAB STRATEGIC TR and 6.8% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off PIMCO ETF TR (BOND), ISHARES GOLD TR (IAU) and MARVELL TECHNOLOGY INC (MRVL) stocks. They significantly reduced their stock positions in SPDR GOLD TR (GLD), DOUBLELINE ETF TRUST and STATE STR SPDR S&P MIDCAP 40 (MDY). Benchmark Financial Wealth Advisors, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), BLACKROCK ETF TRUST II (HYMU) and WORLD GOLD TR (GLDM). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY MERRIMACK STR TR (FBND), FREEPORT MCMORAN INC (FCX) and MICRON TECHNOLOGY INC (MU).
Benchmark Financial Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 20 Oct, 2026
$419Million
  as of Oct 20, 2026

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 1.04% in the last quarter. In trailing 12 months, it's portfolio return was 10.08%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
j p morgan exchange traded f4,450,950
blackrock etf trust ii4,133,430
world gold tr2,366,950
spdr series trust1,088,320
grayscale bitcoin trust etf565,098
exxonmobil holdings corp530,264
salesforce inc387,530
spdr series trust325,925
New stocks bought by Benchmark Financial Wealth Advisors, LLC

Additions

Ticker% Inc.
fidelity merrimack str tr138
freeport mcmoran inc78.65
micron technology inc69.39
international business machs62.92
ishares bitcoin trust etf61.23
morgan stanley54.59
intel corp52.44
mastercard incorporated52.28
Additions to existing portfolio by Benchmark Financial Wealth Advisors, LLC

Reductions

Ticker% Reduced
spdr gold tr-73.87
doubleline etf trust-44.54
space exploration techn corp-34.33
state str spdr s&p midcap 40-25.91
netflix inc.-16.62
western digital corp-13.01
corning inc-11.47
linde plc-6.47
Benchmark Financial Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
pimco etf tr-10,964,700
tidal trust ii-84,606
gabelli equity tr inc-90,378
ishares gold tr-703,829
verifyme inc-22,803
exxon mobil corp-366,792
interactive brokers group in-228,306
marvell technology inc-402,908
Benchmark Financial Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Benchmark Financial Wealth Advisors, LLC has about 76.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Consumer Defensive
Sector%
Others76.2
Technology10.9
Healthcare3.1
Financial Services2.4
Communication Services2.4
Consumer Cyclical2
Consumer Defensive1.2

Market Cap. Distribution

Benchmark Financial Wealth Advisors, LLC has about 22.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED76.4
MEGA-CAP18.1
LARGE-CAP4.4
MID-CAP1.1

Stocks belong to which Index?

About 23% of the stocks held by Benchmark Financial Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others76.9
S&P 50021.8
RUSSELL 20001.2
Top 5 Winners (%)%
PLTR
palantir technologies inc
51.3 %
VLO
valero energy corp
44.3 %
fidelity wise origin bitcoin
41.5 %
MSFT
microsoft corp
36.1 %
CRWD
crowdstrike hldgs inc
33.2 %
Top 5 Winners ($)$
NVDA
nvidia corporation
1.9 M
MSFT
microsoft corp
1.7 M
AAPL
apple inc
1.4 M
AFTY
pacer fds tr
0.8 M
META
meta platforms inc
0.6 M
Top 5 Losers (%)%
GLW
corning inc
-37.5 %
WDC
western digital corp
-27.0 %
CAT
caterpillar inc
-23.3 %
LRCX
lam research corp
-22.0 %
HD
home depot inc
-19.2 %
Top 5 Losers ($)$
IJR
ishares tr
-0.9 M
doubleline etf trust
-0.9 M
GLW
corning inc
-0.7 M
AGT
ishares tr
-0.6 M
IJR
ishares tr
-0.4 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 160 stocks in it's portfolio. About 44.5% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Benchmark Financial Wealth Advisors, LLC last quarter.

$418.08MTotal Value
171Positions
20 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Benchmark Financial Wealth Advisors, LLC, last reported on 20 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Benchmark Financial Wealth Advisors, LLC's holding in Dbx Etf Tr over time
2.67%203,880
$11.20M
2.67%
increased 7.27 percentadded
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Benchmark Financial Wealth Advisors, LLC's holding in Tidal Trust I over time
1.54%232,428
$6.47M
1.54%
increased 17.1 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Benchmark Financial Wealth Advisors, LLC's holding in Ishares Tr over time
0.07%3,338
$278.4K
0.07%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Benchmark Financial Wealth Advisors, LLC's holding in Ishares Inc over time
0.23%8,865
$987.0K
0.23%
increased 0.35 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Benchmark Financial Wealth Advisors, LLC's holding in Vaneck Etf Trust over time
0.13%900
$548.4K
0.13%
unchanged 0 percentunchanged
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Benchmark Financial Wealth Advisors, LLC's holding in Pacer Fds Tr over time
2.94%184,654
$12.33M
2.94%
increased 1.97 percentadded
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Benchmark Financial Wealth Advisors, LLC's holding in Pacer Fds Tr over time
1.36%124,468
$5.70M
1.36%
increased 30.01 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Benchmark Financial Wealth Advisors, LLC's holding in Ishares Tr over time
2.08%102,075
$8.73M
2.08%
increased 10.7 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Benchmark Financial Wealth Advisors, LLC's holding in Ishares Tr over time
2.79%39,607
$11.68M
2.79%
increased 0.84 percentadded
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Benchmark Financial Wealth Advisors, LLC's holding in Asml Hldg Nv over time
0.2%453
$820.1K
0.2%
increased 4.86 percentadded