13F-HR filed by Benchmark Financial, LLC
Benchmark Financial, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-27, with 48 holding rows worth $100,326,423.
- Accession
- 0001754960-26-000128
- Filer
- CIK 2107260
- Filed
- 2026-01-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 48 entries on the cover page, a total value of $100,326,423 stated on the cover page (in dollars after the unit check, H1), rows summing to $100,326,423 with VALUE read as dollars as filed, 13F file number 028-25988. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 141,202 | $15,066,212 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 155,735 | $13,042,792 | dollars as filed | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 67,811 | $7,057,141 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 54,390 | $6,491,392 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 61,016 | $5,867,312 | dollars as filed | |
| SPDW | 78463X889 | COM | 128,153 | $5,691,273 | dollars as filed | |
| SPDR SERIES TRUST | 78468R408 | ST TERM HIGH ETF | 168,496 | $4,266,319 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 74,552 | $4,235,317 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 63,171 | $3,658,236 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 63,230 | $3,619,298 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 12,010 | $3,325,922 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 40,073 | $2,503,348 | dollars as filed | |
| JPMORGAN INCOME ETF | 46641Q159 | ETF | 43,010 | $1,990,933 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,357 | $1,623,344 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R704 | RBA INDL ETF | 15,635 | $1,537,263 | dollars as filed | |
| ISHARES TR | 46429B598 | MSCI INDIA ETF | 25,827 | $1,395,975 | dollars as filed | |
| JPMORGAN CHASE FINL CO LLC | 48133Q309 | CAL LKD 44 | 45,035 | $1,346,996 | dollars as filed | |
| CLEANSPARK INC | 18452B209 | COM NEW | 124,000 | $1,254,880 | dollars as filed | |
| BONDBLOXX ETF TRUST | 09789C820 | BLOOMBERG SEVEN | 25,744 | $1,236,842 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,858 | $1,165,208 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,247 | $1,129,455 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 20,929 | $1,058,812 | dollars as filed | |
| PIMCO DYNAMIC INCOME FD | 72201Y101 | SHS | 59,542 | $1,054,489 | dollars as filed | |
| GLOBAL X FDS | 37954Y483 | NASDAQ 100 COVER | 50,000 | $883,500 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,194 | $814,212 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,660 | $746,535 | dollars as filed | |
| INCYTE CORP COM | 45337C102 | Stock | 7,446 | $735,441 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 13,158 | $661,716 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 743 | $641,051 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 14,508 | $640,818 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,678 | $554,212 | dollars as filed | |
| Apple Inc | 037833100 | COM | 2,009 | $546,093 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 7,142 | $415,093 | dollars as filed | |
| BENTLEY SYS INC COM CL B | 08265T208 | Stock | 10,590 | $404,167 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,723 | $397,661 | dollars as filed | |
| VWO | 922042858 | SHS | 6,710 | $360,749 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,133 | $354,708 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 3,664 | $342,987 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 296 | $318,105 | dollars as filed | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 2,752 | $266,614 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 680 | $262,889 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 1,961 | $253,047 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,129 | $248,079 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 1,465 | $246,032 | dollars as filed | |
| FIDELITY ENHANCED MID CAP CORE ETF | 31609A503 | ETF | 5,726 | $208,312 | dollars as filed | |
| VTI | 922908769 | COM | 602 | $201,943 | dollars as filed | |
| PIMCO CORPORATE & INCM STRG | 72200U100 | COM | 10,000 | $127,600 | dollars as filed | |
| TIDAL TR II | 88636R602 | INDX FD | 10,000 | $76,100 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000128 | this filing | 2026-01-27 | acceptance time not in the bulk data set |