DOSSIER · 13F-HR · Q2 2026

Benchmark Financial, LLC

$123M in tracked AUM across 54 positions as of Q2 2026.

BF
CIK 0002107260 · last filed Jun 30, 2026
Total AUM
$123M
as of Q2 2026
Holdings
54
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Benchmark Financial, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYG
SPDR SERIES TRUST
$19M162K15.7%
02
VCIT
VANGUARD SCOTTSDALE FDS
$15M179K12.1%
03
NOBL
PROSHARES TR
$8M149K6.8%
04
IEI
ISHARES TR
$8M66K6.4%
05
SPDW
SPDR INDEX SHS FDS
$7M148K6.1%
06
IEF
ISHARES TR
$7M74K5.7%
07
SPYV
SPDR SERIES TRUST
$5M86K4.3%
08
SJNK
SPDR SERIES TRUST
$5M198K4.0%
09
SPMD
SPDR SERIES TRUST
$5M68K3.7%
10
IWY
ISHARES TR
$4M12K2.9%

Filing history

2026Q2Jun 30
$123M 10.1%
54 positionsView →
2026Q1Mar 31
$111M 11.1%
52 positionsView →
2025Q4Dec 31
$100M
48 positionsView →