13F Insight
DOSSIER · 13F-HR · Q3 2026

Benchmark Financial Wealth Advisors, LLC

$419M in tracked AUM across 163 positions as of Q3 2026.

BF
CIK 0001757706 · last filed Sep 30, 2026
Total AUM
$419M
as of Q3 2026
Holdings
163
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Benchmark Financial Wealth Advisors, 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
SCHF
SCHWAB STRATEGIC TR
$29M1.1M7.0%02
SPY
STATE STR SPDR S&P 500 ETF T
$29M38K6.9%03
VTI
VANGUARD INDEX FDS
$29M76K6.8%04
ITOT
ISHARES TR
$19M117K4.6%05
IVV
ISHARES TR
$18M23K4.3%06
NVDA
NVIDIA CORPORATION
$16M68K3.7%07
DBND
DOUBLELINE ETF TRUST
$13M289K3.0%08
COWZ
PACER FDS TR
$12M185K2.9%09
IWY
ISHARES TR
$12M40K2.8%10
LVHI
LEGG MASON ETF INVT
$12M278K2.8%

Filing history

2026Q3Sep 30
$419M▲ 3.4%
163 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 33