13F Insight
DOSSIER · 13F-HR · Q2 2025

Benchmark Wealth Management, LLC

$225M in tracked AUM across 70 positions as of Q2 2025.

BW
CIK 0001788241 · last filed Jun 30, 2025
Total AUM
$225M
as of Q2 2025
Holdings
70
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2025

Benchmark Wealth Management, LLC filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
Loading holdings…

Filing history

2025Q2Jun 30
$225M▲ 8.9%
70 positionsLocked2025Q1Mar 31
$207M▲ 1.8%
67 positionsLocked2024Q4Dec 31
$203M▲ 0.3%
52 positionsLocked2024Q3Sep 30
$202M▲ 7.9%
54 positionsLocked2024Q2Jun 30
$188M▲ 2.3%
51 positionsLocked2024Q1Mar 31
$183M▲ 8.5%
49 positionsLocked2023Q4Dec 31
$169M▲ 8.0%
47 positionsLocked2023Q3Sep 30
$157M▼ 5.5%
48 positionsLocked2023Q2Jun 30
$166M▲ 5.7%
48 positionsLocked2023Q1Mar 31
$157M▲ 12.9%
51 positionsLocked2022Q4Dec 31
$139M▲ 8.9%
52 positionsLocked2022Q3Sep 30
$128M▼ 6.1%
49 positionsLocked
Showing 12 of 23