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Filers›Hedge Fund›Benchmark Financial Wealth Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

Benchmark Financial Wealth Advisors, LLC

Benchmark Financial Wealth's hedge fund based in London, UK — $361M in tracked AUM across 133 positions as of Q1 2026.

BF
Benchmark Financial Wealth·London, UK·Hedge Fund
CIK 0001757706 · last filed Mar 31, 2026
Total AUM
$361M
▼ 9.0%
vs prior
Holdings
133
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Benchmark Financial Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHF
SCHWAB STRATEGIC TR
$27M1.1M7.3%
02
SPY
STATE STR SPDR S&P 500 ETF T
$26M40K7.3%
03
VTI
VANGUARD INDEX FDS
$26M80K7.1%
04
DBND
DOUBLELINE ETF TRUST
$24M522K6.6%
05
ITOT
ISHARES TR
$17M120K4.7%
06
IVV
ISHARES TR
$13M19K3.5%
07
COWZ
PACER FDS TR
$12M193K3.3%
08
MUNI
PIMCO ETF TR
$12M227K3.3%
09
NVDA
NVIDIA CORPORATION
$12M66K3.2%
10
IWY
ISHARES TR
$10M41K2.8%

Filing history

Filing history loading…
AI Agent · grounded in Benchmark
haiku-4-5 · 133 positions indexed
Sector mix
  • Tech6%
  • Financials12%
  • Health Care23%
  • Communications12%
  • Energy45%
  • Other2%
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