13F-HR filed by Benchmark Financial Wealth Advisors, LLC
Benchmark Financial Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-25, with 98 holding rows worth $264,861,301.
- Accession
- 0001757706-25-000006
- Filer
- CIK 1757706
- Filed
- 2025-04-25
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 98 entries on the cover page, a total value of $264,861,301 stated on the cover page (in dollars after the unit check, H1), rows summing to $264,861,301 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 58,563 | $32,759,439 | dollars as filed | |
| VTI | 922908769 | COM | 93,044 | $25,572,154 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 1,194,019 | $23,617,695 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 131,004 | $15,983,809 | dollars as filed | |
| DOUBLELINE ETF TRUST | 25861R105 | OPPO CORE BD ETF | 340,350 | $15,713,974 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 223,174 | $12,221,006 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 46,048 | $9,713,328 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 154,947 | $7,717,923 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 73,075 | $7,641,487 | dollars as filed | |
| SCHD | 808524797 | COM | 271,598 | $7,593,892 | dollars as filed | |
| Apple Inc | 037833100 | COM | 28,505 | $6,331,718 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 55,108 | $5,972,620 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 30,366 | $5,260,284 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 18,052 | $4,668,647 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 8,112 | $4,558,070 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 21,138 | $4,216,739 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 10,929 | $4,102,688 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 7,514 | $4,008,595 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 74,277 | $3,828,957 | dollars as filed | |
| ISHARES TR | 46435G268 | RUSEL 2500 ETF | 59,735 | $3,735,845 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 18,852 | $3,586,745 | dollars as filed | |
| IJH | 464287507 | COM | 56,989 | $3,325,312 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 51,915 | $3,149,175 | dollars as filed | |
| LEGG MASON ETF INVT | 52468L505 | FRANKLIN INTL LW | 87,750 | $2,840,452 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 3,623 | $2,088,430 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 12,562 | $1,942,607 | dollars as filed | |
| SPDR SERIES TRUST | 78464A698 | ST STR SP REGBNK | 28,611 | $1,626,528 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 3,831 | $1,383,282 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 24,088 | $1,376,398 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 22,566 | $1,376,323 | dollars as filed | |
| iShares MSCI USA Equal Weighted ETF | 464286681 | SHS | 12,576 | $1,177,031 | dollars as filed | |
| ISHARES TR | 464288778 | US REGNL BKS ETF | 24,733 | $1,153,300 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,237 | $1,149,397 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 6,788 | $1,136,434 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,106 | $1,088,616 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 8,496 | $1,079,635 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 7,561 | $1,056,934 | dollars as filed | |
| PACER FDS TR | 69374H436 | METAURUS CAP 400 | 28,681 | $1,047,424 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 20,511 | $1,042,596 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,926 | $1,025,839 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 4,138 | $1,015,076 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 14,850 | $891,277 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 917 | $867,135 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 4,058 | $837,941 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 19,276 | $804,373 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,639 | $768,496 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 11,894 | $733,979 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 885 | $731,206 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 3,871 | $728,372 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,930 | $707,306 | dollars as filed | |
| Fidelity Wise Origin Bitcoin Fund | 315948109 | SHS | 9,575 | $689,087 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 7,250 | $636,461 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 3,017 | $632,104 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 12,497 | $570,468 | dollars as filed | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 6,304 | $548,055 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 7,512 | $539,263 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,017 | $532,895 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 2,299 | $532,248 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 6,858 | $491,141 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 2,182 | $483,761 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 1,558 | $477,858 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 18,795 | $476,277 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,001 | $468,834 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 10,286 | $466,575 | dollars as filed | |
| PACKAGING CORP AMER COM | 695156109 | Stock | 2,245 | $444,527 | dollars as filed | |
| WILLIAMS SONOMA INC COM | 969904101 | Stock | 2,790 | $441,086 | dollars as filed | |
| GARMIN LTD SHS | H2906T109 | Stock | 1,961 | $425,844 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 2,315 | $416,033 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 1,699 | $404,766 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 2,512 | $398,671 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 5,375 | $375,203 | dollars as filed | |
| CORNING INC | 219350105 | COM | 8,053 | $368,658 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 1,495 | $353,171 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,214 | $349,802 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 968 | $341,255 | dollars as filed | |
| GEN DIGITAL INC COM | 668771108 | Stock | 12,149 | $322,429 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 3,549 | $318,602 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 735 | $314,324 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 3,672 | $309,953 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 6,049 | $306,242 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,783 | $298,211 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,738 | $296,234 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 658 | $293,878 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 1,188 | $289,939 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 307 | $286,298 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 496 | $271,850 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 3,687 | $268,074 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 947 | $254,010 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 3,115 | $245,618 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 773 | $240,927 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 246 | $232,812 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 740 | $230,860 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,334 | $230,456 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 734 | $229,154 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 4,342 | $218,020 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 1,776 | $211,199 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 816 | $202,845 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 16,833 | $168,834 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001757706-25-000006 | this filing | 2025-04-25 | acceptance time not in the bulk data set |