Latest Benchmark Financial Wealth Advisors, LLC Stock Portfolio

Benchmark Financial Wealth Advisors, LLC Performance:

2025 Q3: 4.12%YTD: 5.82%2024: 9.73%

Performance for 2025 Q3 is 4.12%, and YTD is 5.82%, and 2024 is 9.73%.

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 19-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $512.9 Millions. In it's latest 13F Holdings report, Benchmark Financial Wealth Advisors, LLC reported an equity portfolio of $332.3 Millions as of 30 Sep, 2025.

The top stock holdings of Benchmark Financial Wealth Advisors, LLC are SPY, VB, FNDA. The fund has invested 9.7% of it's portfolio in SPDR S&P 500 ETF TR and 8.7% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off PALO ALTO NETWORKS INC (PANW), ACCENTURE PLC IRELAND (ACN) and CHIPOTLE MEXICAN GRILL INC (CMG) stocks. They significantly reduced their stock positions in PALANTIR TECHNOLOGIES INC (PLTR), VANGUARD INDEX FDS (VB) and PIMCO ETF TR (BOND). Benchmark Financial Wealth Advisors, LLC opened new stock positions in ISHARES ETHEREUM TR, PHILLIPS 66 (PSX) and QUALCOMM INC (QCOM). The fund showed a lot of confidence in some stocks as they added substantially to DBX ETF TR (ACSG), UNITEDHEALTH GROUP INC (UNH) and ORACLE CORP (ORCL).

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 4.12% in the last quarter. In trailing 12 months, it's portfolio return was 7.05%.

New Buys

Ticker	$ Bought
ishares ethereum tr	257,342
phillips 66	220,915
qualcomm inc	218,838
caterpillar inc	214,012
rtx corporation	210,296
novartis ag	209,875
citigroup inc	207,228
uber technologies inc	206,227

New stocks bought by Benchmark Financial Wealth Advisors, LLC

Additions

Ticker	% Inc.
dbx etf tr	1,342
unitedhealth group inc	155
oracle corp	64.77
ishares tr	51.87
select sector spdr tr	39.42
legg mason etf invt	35.97
mastercard incorporated	30.28
alphabet inc	24.21

Additions to existing portfolio by Benchmark Financial Wealth Advisors, LLC

Reductions

Ticker	% Reduced
palantir technologies inc	-21.21
vanguard index fds	-14.87
pimco etf tr	-12.93
schwab strategic tr	-10.68
j p morgan exchange traded f	-10.34
procter and gamble co	-9.17
spdr s&p 500 etf tr	-8.83
lockheed martin corp	-7.51

Benchmark Financial Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
direxion shs etf tr	-104,236
chipotle mexican grill inc	-215,038
palo alto networks inc	-341,544
accenture plc ireland	-215,399

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

Sector Distribution

Benchmark Financial Wealth Advisors, LLC has about 80.4% of it's holdings in Others sector.

Sector	%
Others	80.4
Technology	9.3
Financial Services	2.4
Communication Services	2.4
Consumer Cyclical	2.2
Healthcare	1.4
Consumer Defensive	1.2

Market Cap. Distribution

Benchmark Financial Wealth Advisors, LLC has about 19.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	80.4
MEGA-CAP	15.1
LARGE-CAP	4.2

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	81
S&P 500	19

Top 5 Winners (%)		%
GLW	corning inc	55.5 %
TSLA	tesla inc	37.8 %
GOOG	alphabet inc	36.3 %
PLTR	palantir technologies inc	33.8 %
GOOG	alphabet inc	28.0 %

Top 5 Winners ($)		$
SPY	spdr s&p 500 etf tr	2.6 M
NVDA	nvidia corporation	1.6 M
AAPL	apple inc	1.4 M
IJR	ishares tr	1.4 M
GOOG	alphabet inc	0.8 M

Top 5 Losers (%)		%
CRM	salesforce inc	-12.8 %
TXN	texas instrs inc	-11.5 %
PM	philip morris intl inc	-11.0 %
NFLX	netflix inc	-9.8 %
AIG	american intl group inc	-8.2 %

Top 5 Losers ($)		$
NFLX	netflix inc	-0.1 M
COST	costco whsl corp new	-0.1 M
PM	philip morris intl inc	-0.1 M
AIG	american intl group inc	0.0 M
V	visa inc	0.0 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 124 stocks in it's portfolio. About 53.6% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Benchmark Financial Wealth Advisors, LLC last quarter.

Last Reported on: 22 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.30	29,977	7,632,940	added	6.83

ABBV	abbvie inc	0.22	3,136	726,189	reduced	-2.76

ACN	accenture plc ireland	0.00	0.00	0.00	sold off	-100

ACSG	dbx etf tr	2.08	149,080	6,920,300	added	1,342

ACWF	ishares tr	0.07	3,085	221,963	unchanged	0.00

ACWV	ishares inc	0.39	12,572	1,294,510	added	0.43

AFK	vaneck etf trust	0.08	856	279,506	unchanged	0.00

AFTY	pacer fds tr	4.03	232,718	13,374,300	added	0.71

AFTY	pacer fds tr	0.56	44,351	1,858,320	added	18.2

AGT	ishares tr	1.65	74,369	5,483,220	added	4.71

AIG	american intl group inc	0.15	6,423	504,491	added	1.01

AMGN	amgen inc	0.07	855	241,279	reduced	-5.52

AMZN	amazon com inc	1.25	18,981	4,167,660	added	1.51

AOA	ishares tr	3.55	43,060	11,783,500	added	2.09

AVGO	broadcom inc	0.64	6,396	2,110,160	added	0.58

BA	boeing co	0.07	1,148	247,722	added	1.23

BAC	bank america corp	0.34	21,601	1,114,370	added	0.75

BBAX	j p morgan exchange traded f	0.34	19,645	1,121,740	reduced	-10.34

BBAX	j p morgan exchange traded f	0.10	6,423	325,854	added	4.99

BIL	spdr series trust	0.92	51,206	3,042,650	reduced	-0.52