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Latest Benchmark Financial Wealth Advisors, LLC Stock Portfolio

$405Million | No. of Holdings #145

Benchmark Financial Wealth Advisors, LLC Performance

2026 Q2+7.27%
YTD+5.07%
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 2026-07-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Benchmark Financial Wealth Advisors, LLC reported an equity portfolio of $405.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Benchmark Financial Wealth Advisors, LLC are FNDA, VB, SPY. The fund has invested 7.2% of it's portfolio in SCHWAB STRATEGIC TR and 7.1% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), J P MORGAN EXCHANGE TRADED F (BBAX) and FIDELITY COVINGTON TRUST (FBCG) stocks. They significantly reduced their stock positions in WESTERN DIGITAL CORP (WDC), CROWDSTRIKE HLDGS INC (CRWD) and J P MORGAN EXCHANGE TRADED F (BBAX). Benchmark Financial Wealth Advisors, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), ADVANCED MICRO DEVICES INC (AMD) and SPACE EXPLORATION TECHN CORP. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR).
Benchmark Financial Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 17 Jul, 2026
$405Million
  as of Jul 17, 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 7.27% in the last quarter. In trailing 12 months, it's portfolio return was 16.36%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust8,552,600
advanced micro devices inc709,635
space exploration techn corp502,130
marvell technology inc402,908
micron technology inc395,786
ishares tr345,220
intel corp341,140
dell technologies inc313,414
New stocks bought by Benchmark Financial Wealth Advisors, LLC

Additions

Ticker% Inc.
ishares tr395
vanguard index fds299
ishares tr290
proshares tr100
fidelity merrimack str tr53.17
pacer fds tr43.97
goldman sachs group inc41.89
amplify etf tr41.68
Additions to existing portfolio by Benchmark Financial Wealth Advisors, LLC

Reductions

Ticker% Reduced
western digital corp-46.47
crowdstrike hldgs inc-40.53
j p morgan exchange traded f-29.62
seagate technology hldngs pl-28.3
ishares inc-26.33
danaher corp del-25.46
asml hldg nv-23.54
home depot inc-21.57
Benchmark Financial Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
select sector spdr tr-7,503,400
gabelli equity tr inc-107
j p morgan exchange traded f-765,478
fidelity covington trust-634,758
ishares silver tr-299,575
uber technologies inc-258,223
pepsico inc-309,412
vanguard index fds-329,017
Benchmark Financial Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Benchmark Financial Wealth Advisors, LLC has about 78.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Consumer Defensive
Sector%
Others78.6
Technology9.6
Healthcare2.6
Financial Services2.3
Communication Services2.3
Consumer Cyclical2
Consumer Defensive1.1

Market Cap. Distribution

Benchmark Financial Wealth Advisors, LLC has about 20.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED78.6
MEGA-CAP16.1
LARGE-CAP4.4

Stocks belong to which Index?

About 19.9% of the stocks held by Benchmark Financial Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others79.1
S&P 50019.9
Top 5 Winners (%)%
STX
seagate technology hldngs pl
125.6 %
WDC
western digital corp
104.6 %
GLW
corning inc
83.3 %
CRWD
crowdstrike hldgs inc
76.1 %
AFK
vaneck etf trust
70.5 %
Top 5 Winners ($)$
VB
vanguard index fds
3.9 M
SPY
state str spdr s&p 500 etf t
3.7 M
FNDA
schwab strategic tr
3.1 M
IJR
ishares tr
2.6 M
ECON
columbia etf tr ii
2.1 M
Top 5 Losers (%)%
AMPS
ishares tr
-70.4 %
VB
vanguard index fds
-61.6 %
IJR
ishares tr
-60.5 %
BZQ
proshares tr
-39.9 %
VRME
verifyme inc
-24.2 %
Top 5 Losers ($)$
VB
vanguard index fds
-8.7 M
IJR
ishares tr
-2.5 M
AMPS
ishares tr
-0.5 M
BZQ
proshares tr
-0.3 M
GLD
spdr gold tr
-0.3 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 145 stocks in it's portfolio. About 47.2% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Benchmark Financial Wealth Advisors, LLC last quarter.

$404.96MTotal Value
158Positions
17 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Benchmark Financial Wealth Advisors, LLC, last reported on 17 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Benchmark Financial Wealth Advisors, LLC's holding in Dbx Etf Tr over time
2.56%190,058
$10.38M
2.56%
increased 0.61 percentadded
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Benchmark Financial Wealth Advisors, LLC's holding in Tidal Trust I over time
1.35%198,482
$5.49M
1.35%
increased 10.28 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Benchmark Financial Wealth Advisors, LLC's holding in Ishares Tr over time
0.07%3,338
$275.8K
0.07%
increased 0.45 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Benchmark Financial Wealth Advisors, LLC's holding in Ishares Inc over time
0.25%8,834
$1.01M
0.25%
decreased 26.33 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Benchmark Financial Wealth Advisors, LLC's holding in Vaneck Etf Trust over time
0.15%900
$590.6K
0.15%
decreased 1.75 percentreduced
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Benchmark Financial Wealth Advisors, LLC's holding in Pacer Fds Tr over time
2.78%181,078
$11.26M
2.78%
decreased 6.21 percentreduced
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Benchmark Financial Wealth Advisors, LLC's holding in Pacer Fds Tr over time
1.06%95,738
$4.31M
1.06%
increased 43.97 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Benchmark Financial Wealth Advisors, LLC's holding in Ishares Tr over time
2.08%92,212
$8.45M
2.08%
increased 4.82 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Benchmark Financial Wealth Advisors, LLC's holding in Ishares Tr over time
2.82%39,277
$11.41M
2.82%
decreased 3.9 percentreduced
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Benchmark Financial Wealth Advisors, LLC's holding in Asml Hldg Nv over time
0.21%432
$860.2K
0.21%
decreased 23.54 percentreduced