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Disclosery

13F-HR filed by Benchmark Financial Wealth Advisors, LLC

Benchmark Financial Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-07-25, with 71 holding rows worth $215,710,984.

Accession
0001757706-23-000007
Filer
CIK 1757706
Filed
2023-07-25
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2023

A holdings report, 71 entries on the cover page, a total value of $215,710,984 stated on the cover page (in dollars after the unit check, H1), rows summing to $215,710,984 with VALUE read as dollars as filed, 13F file number 028-18917. 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 filedCUSIPClassAmountValueValue read asType
VTI922908769COM126,463$27,857,318dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF697,290$24,858,378dollars as filed
LEGG MASON ETF INVT52468L406FRANKLIN US LOW647,659$23,749,663dollars as filed
SPY78462F103SHS49,040$21,738,668dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS198,158$19,387,815dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS112,444$11,205,000dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS65,903$8,747,295dollars as filed
Apple Inc037833100COM36,749$7,128,285dollars as filed
Vanguard Mid-Cap ETF922908629SHS28,642$6,305,837dollars as filed
iShares Russell 2000 ETF464287655SHS27,587$5,166,256dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM33,275$4,979,306dollars as filed
LISTED FDS TR53656F847CORE ALT FD156,175$4,361,960dollars as filed
IJH464287507COM15,523$4,058,850dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS72,923$3,967,766dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS8,042$3,851,229dollars as filed
Microsoft Corp594918104COM10,358$3,527,406dollars as filed
Amazon.com, Inc023135106COM22,445$2,925,903dollars as filed
NVIDIA Corp67066G104COM6,506$2,752,328dollars as filed
ISHARES TR46435G268RUSEL 2500 ETF39,919$2,294,136dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM13,009$1,557,117dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock8,171$1,501,019dollars as filed
iShares MSCI USA Equal Weighted ETF464286681SHS17,659$1,391,475dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,971$1,324,415dollars as filed
ISHARES TR464289438RUS TP200 GR ETF6,777$1,074,561dollars as filed
Bristol-Myers Squibb Company110122108COM15,453$988,204dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF10,045$980,815dollars as filed
META PLATFORMS INC CL A30303M102COM3,188$914,892dollars as filed
Visa Inc92826C839COM3,687$875,678dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS5,001$869,501dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK2,988$822,166dollars as filed
ISHARES TR46432F834COM12,997$813,899dollars as filed
Home Depot, Inc437076102COM2,245$697,261dollars as filed
BLACKSTONE INC09260D107COM7,181$667,661dollars as filed
Bank of America Corp060505104COM20,329$583,240dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF3,582$565,309dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock9,088$522,905dollars as filed
Berkshire Hathaway Inc084670702COM1,448$493,863dollars as filed
Costco Wholesale Corporation22160K105COM877$472,104dollars as filed
Waste Management, Inc.94106L109COM2,513$435,810dollars as filed
FLEXSHOPPER INC33939J303COM328,978$421,092dollars as filed
Vanguard S&P 500 ETF922908363COM1,025$417,525dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS8,566$395,598dollars as filed
Walmart Inc.931142103COM2,404$377,894dollars as filed
Merck & Co.,Inc.58933Y105COM3,254$375,514dollars as filed
Eli Lilly and Company532457108COM789$370,252dollars as filed
Boeing Company097023105COM1,737$366,714dollars as filed
Raytheon Technologies Corporation75513E101COM3,706$363,022dollars as filed
FERRARI N VN3167Y103COM1,072$348,732dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS5,170$338,324dollars as filed
UnitedHealth Group Inc91324P102COM701$336,866dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,772$335,281dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS4,120$322,426dollars as filed
Johnson & Johnson478160104COM1,947$322,208dollars as filed
Philip Morris International Inc.718172109COM3,257$317,940dollars as filed
CORNING INC219350105COM8,609$301,675dollars as filed
Wells Fargo & Company949746101COM6,890$294,078dollars as filed
Altria Group Inc02209S103COM6,281$284,534dollars as filed
Broadcom Inc.11135F101COM328$284,090dollars as filed
INVESCO QQQ TR46090E103COM750$277,069dollars as filed
Coca-Cola Company191216100COM4,226$254,479dollars as filed
Vanguard Value ETF922908744SHS1,784$253,458dollars as filed
Lowes Companies,Inc.548661107COM1,121$253,052dollars as filed
Pfizer Inc.717081103COM6,860$251,643dollars as filed
JPMorgan Chase & Co46625H100COM1,716$249,587dollars as filed
Cisco Systems,Inc.17275R102COM4,623$239,219dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,314$234,247dollars as filed
McDonalds Corporation580135101COM754$224,905dollars as filed
Danaher Corporation235851102COM898$215,522dollars as filed
VANECK ETF TRUST92189F676COM1,353$206,049dollars as filed
CUENTAS INC229794300COM10,615$45,432dollars as filed
F45 TRAINING HLDGS INC30322L101COM34,525$17,263dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001757706-23-000007this filing2023-07-25acceptance time not in the bulk data set