DOSSIER · 13F-HR · Q3 2026

Benchmark Financial, LLC

$130M in tracked AUM across 60 positions as of Q3 2026.

BF
CIK 0002107260 · last filed Sep 30, 2026
Total AUM
$130M
as of Q3 2026
Holdings
60
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Benchmark Financial, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SPYG
SPDR SERIES TRUST
$20M159K15.1%
02
VCIT
VANGUARD SCOTTSDALE FDS
$15M196K11.8%
03
IEI
ISHARES TR
$8M72K6.3%
04
SPDW
SPDR INDEX SHS FDS
$8M153K5.9%
05
IEF
ISHARES TR
$7M78K5.4%
06
NOBL
PROSHARES TR
$7M123K5.1%
07
SPYV
SPDR SERIES TRUST
$5M87K4.1%
08
SJNK
SPDR SERIES TRUST
$5M208K3.9%
09
SPMD
SPDR SERIES TRUST
$4M71K3.4%
10
AIRR
FIRST TR EXCHANGE TRADED FD
$4M35K2.8%

Filing history

2026Q3Sep 30
$130M▲ 6.1%
60 positionsView →
2026Q2Jun 30
$123M▲ 10.1%
54 positionsView →
2026Q1Mar 31
$111M▲ 11.1%
52 positionsView →
2025Q4Dec 31
$100M—
48 positionsView →