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

BENNINGFIELD FINANCIAL ADVISORS, LLC

$138M in tracked AUM across 19 positions as of Q3 2026.

BF
CIK 0002053653 · last filed Sep 30, 2026
Total AUM
$138M
as of Q3 2026
Holdings
19
+0 QoQ
positions
Whale Score
71
71
strong
Activity
10
+0 new, −0 sold
changes this Q
AI Analysis · Q3 2026

BENNINGFIELD FINANCIAL ADVISORS, LLC filed its latest 13F-HR for Q3 2026. 10 position changes this quarter — 0 new, 0 exited, 4 added, 6 trimmed.

Quarter at a glance — Q3 2026

10 material changes this filing.

TRIM
BSVOEA SERIES TRUST
-18K sh
$-1M
10.0%
ADD
IEFISHARES TR
+2K sh
$-905K
14.0%
TRIM
DFUVDIMENSIONAL ETF TRUST
-10K sh
$-535K
19.7%
TRIM
AVUVAMERICAN CENTY ETF TR
-178 sh
$-444K
5.1%
ADD
VTIVANGUARD INDEX FDS
+436 sh
+$383K
14.3%
ADD
VTIPVANGUARD MALVERN FDS
+5K sh
$-209K
15.7%
TRIM
DFIVDIMENSIONAL ETF TRUST
-1K sh
+$105K
3.6%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
DFUV
DIMENSIONAL ETF TRUST
$27M495K19.7%02
VTIP
VANGUARD MALVERN FDS
$22M441K15.7%03
VTI
VANGUARD INDEX FDS
$20M53K14.3%04
IEF
ISHARES TR
$19M216K14.0%05
PLTR
PALANTIR TECHNOLOGIES INC
$16M87K11.8%06
BSVO
EA SERIES TRUST
$14M495K10.0%07
AVUV
AMERICAN CENTY ETF TR
$7M60K5.1%08
DFIV
DIMENSIONAL ETF TRUST
$5M90K3.6%09
VTV
VANGUARD INDEX FDS
$2M11K1.7%10
VGIT
VANGUARD SCOTTSDALE FDS
$2M36K1.5%

Filing history

2026Q3Sep 30
$138M▲ 2.4%
19 positionsView →2026Q2Jun 30
$135M▲ 5.7%
19 positionsView →2025Q4Dec 31
$128M▲ 93.8%
18 positionsView →2025Q3Sep 30
$66M▼ 43.1%
10 positionsLocked2025Q2Jun 30
$116M▲ 11.3%
15 positionsLocked2025Q1Mar 31
$104M▲ 1.8%
15 positionsLocked2024Q4Dec 31
$102M—
14 positionsLocked