13F Insight
DOSSIER · 13F-HR · Q2 2026

Benchmark Financial Wealth Advisors, LLC

$405M in tracked AUM across 148 positions as of Q2 2026.

BF
CIK 0001757706 · last filed Jun 30, 2026
Total AUM
$405M
as of Q2 2026
Holdings
148
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Benchmark Financial Wealth Advisors, 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
SCHF
SCHWAB STRATEGIC TR
$29M1.1M7.2%02
VTI
VANGUARD INDEX FDS
$29M78K7.1%03
SPY
STATE STR SPDR S&P 500 ETF T
$28M37K6.9%04
DBND
DOUBLELINE ETF TRUST
$24M521K5.9%05
ITOT
ISHARES TR
$20M119K4.8%06
IVV
ISHARES TR
$16M21K3.9%07
NVDA
NVIDIA CORPORATION
$13M65K3.2%08
IWY
ISHARES TR
$11M39K2.8%09
COWZ
PACER FDS TR
$11M181K2.8%10
IJR
ISHARES TR
$11M75K2.7%

Filing history

2026Q2Jun 30
$405M▲ 12.3%
148 positionsView →2026Q1Mar 31
$361M▲ 3.6%
133 positionsView →2025Q4Dec 31
$348M▲ 142.3%
126 positionsView →2025Q3Sep 30
$144M▲ 9.0%
58 positionsView →2025Q2Jun 30
$132M▲ 12.9%
55 positionsLocked2025Q1Mar 31
$117M▼ 62.5%
43 positionsLocked2024Q4Dec 31
$312M▲ 4.0%
100 positionsLocked2024Q3Sep 30
$300M▲ 11.1%
100 positionsLocked2024Q2Jun 30
$270M▲ 3.1%
90 positionsLocked2024Q1Mar 31
$262M▲ 12.8%
90 positionsLocked2023Q4Dec 31
$232M▲ 9.1%
79 positionsLocked2023Q3Sep 30
$213M▼ 1.4%
67 positionsLocked
Showing 12 of 32