Latest Benchmark Financial Wealth Advisors, LLC Stock Portfolio

Benchmark Financial Wealth Advisors, LLC Performance:

2025 Q4: 0.68%YTD: 12.43%2024: 1.37%

Performance for 2025 Q4 is 0.68%, and YTD is 12.43%, and 2024 is 1.37%.

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 $348.4 Millions as of 31 Dec, 2025.

The top stock holdings of Benchmark Financial Wealth Advisors, LLC are SPY, VB, FNDA. The fund has invested 9.1% of it's portfolio in SPDR S&P 500 ETF TR and 8.2% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off ISHARES TR (IJR), ISHARES ETHEREUM TR and PROCTER AND GAMBLE CO (PG) stocks. They significantly reduced their stock positions in PROSHARES TR (BZQ), ORACLE CORP (ORCL) and INVESCO EXCHANGE TRADED FD T (CSD). Benchmark Financial Wealth Advisors, LLC opened new stock positions in TIDAL TRUST I (ACSI), AMPLIFY ETF TR (AMLX) and DANAHER CORPORATION (DHR). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SELECT SECTOR SPDR TR (XLB) and PIMCO ETF TR (BOND).

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 0.68% in the last quarter. In trailing 12 months, it's portfolio return was 12.43%.

Performance
S&P 500

New Buys

Ticker	$ Bought
tidal trust i	1,758,470
amplify etf tr	1,513,420
danaher corporation	259,386
lam research corp	251,784
ge aerospace	244,045
ishares tr	223,312
seagate technology hldngs pl	218,765
linde plc	205,482

New stocks bought by Benchmark Financial Wealth Advisors, LLC

Additions

Ticker	% Inc.
netflix inc	882
select sector spdr tr	104
select sector spdr tr	100
pimco etf tr	92.53
tesla inc	69.12
asml holding n v	59.56
amgen inc	55.67
merck & co inc	51.56

Additions to existing portfolio by Benchmark Financial Wealth Advisors, LLC

Reductions

Ticker	% Reduced
proshares tr	-51.91
oracle corp	-33.03
invesco exchange traded fd t	-29.65
bank america corp	-27.2
international business machs	-20.16
j p morgan exchange traded f	-17.87
ferrari n v	-13.82
pfizer inc	-11.62

Benchmark Financial Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
proshares tr	-104,967
investment managers ser tr i	-98,087
ishares ethereum tr	-257,342
ishares tr	-275,853
uber technologies inc	-206,227
phillips 66	-220,915
procter and gamble co	-223,715
coinbase global inc	-208,906

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

Sector Distribution

Benchmark Financial Wealth Advisors, LLC has about 79.3% of it's holdings in Others sector.

Sector	%
Others	79.3
Technology	9.7
Communication Services	2.5
Financial Services	2.3
Healthcare	2.1
Consumer Cyclical	2.1
Consumer Defensive	1.1

Market Cap. Distribution

Benchmark Financial Wealth Advisors, LLC has about 20% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	79.3
MEGA-CAP	15.7
LARGE-CAP	4.3

Stocks belong to which Index?

About 19.8% of the stocks held by Benchmark Financial Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	79.8
S&P 500	19.8

Top 5 Winners (%)		%
LLY	eli lilly & co	40.7 %
GOOG	alphabet inc	28.8 %
GOOG	alphabet inc	28.5 %
MRK	merck & co inc	20.2 %
CAT	caterpillar inc	20.0 %

Top 5 Winners ($)		$
GOOG	alphabet inc	0.9 M
FNDA	schwab strategic tr	0.8 M
SPY	spdr s&p 500 etf tr	0.7 M
VB	vanguard index fds	0.6 M
AFTY	pacer fds tr	0.6 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
XLB	select sector spdr tr	-43.9 %
XLB	select sector spdr tr	-41.6 %
VRME	verifyme inc	-32.3 %
ORCL	oracle corp	-25.6 %

Top 5 Losers ($)		$
NFLX	netflix inc	-3.2 M
XLB	select sector spdr tr	-0.8 M
	fidelity wise origin bitcoin	-0.4 M
MSFT	microsoft corp	-0.4 M
XLB	select sector spdr 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 126 stocks in it's portfolio. About 52.7% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Benchmark Financial Wealth Advisors, LLC last quarter.

Last Reported on: 27 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.39	30,676	8,339,580	added	2.33

AAXJ	ishares tr	0.06	2,770	223,312	new

ABBV	abbvie inc	0.22	3,304	754,846	added	5.36

ACSG	dbx etf tr	2.30	166,196	7,995,670	added	11.48

ACSI	tidal trust i	0.50	71,021	1,758,470	new

ACWF	ishares tr	0.07	3,323	231,746	added	7.71

ACWV	ishares inc	0.38	12,640	1,306,550	added	0.54

AFK	vaneck etf trust	0.10	922	332,204	added	7.71

AFTY	pacer fds tr	3.65	211,359	12,717,500	reduced	-9.18

AFTY	pacer fds tr	0.56	45,798	1,945,510	added	3.26

AGT	ishares tr	1.68	78,091	5,852,120	added	5.00

AIG	american intl group inc	0.16	6,473	553,749	added	0.78

AMGN	amgen inc	0.12	1,331	435,755	added	55.67

AMLX	amplify etf tr	0.43	34,010	1,513,420	new

AMZN	amazon com inc	1.14	17,206	3,971,560	reduced	-9.35

AOA	ishares tr	3.35	42,143	11,671,100	reduced	-2.13

AVGO	broadcom inc	0.60	6,046	2,092,590	reduced	-5.47

BA	boeing co	0.07	1,145	248,551	reduced	-0.26

BAC	bank america corp	0.25	15,726	864,924	reduced	-27.2

BBAX	j p morgan exchange traded f	0.26	16,135	923,569	reduced	-17.87