13F-HR filed by Benchmark Financial Wealth Advisors, LLC
Benchmark Financial Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-27, with 133 holding rows worth $361,104,529.
- Accession
- 0001757706-26-000004
- Filer
- CIK 1757706
- Filed
- 2026-04-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 133 entries on the cover page, a total value of $361,104,529 stated on the cover page (in dollars after the unit check, H1), rows summing to $361,104,529 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 |
|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 1,070,991 | $26,507,039 | dollars as filed | |
| SPY | 78462F103 | SHS | 40,305 | $26,211,849 | dollars as filed | |
| VTI | 922908769 | COM | 80,034 | $25,675,624 | dollars as filed | |
| DOUBLELINE ETF TRUST | 25861R105 | OPPO CORE BD ETF | 522,098 | $23,917,289 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 119,553 | $17,027,876 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 19,437 | $12,696,117 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 193,073 | $12,078,668 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 226,526 | $11,822,397 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 66,176 | $11,541,108 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 40,872 | $10,170,691 | dollars as filed | |
| SCHD | 808524797 | COM | 309,111 | $9,483,536 | dollars as filed | |
| DBX ETF TR | 233051200 | XTRACK MSCI EAFE | 188,914 | $9,332,349 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 74,139 | $9,216,162 | dollars as filed | |
| LEGG MASON ETF INVT | 52468L505 | FRANKLIN INTL LW | 205,823 | $8,344,062 | dollars as filed | |
| Apple Inc | 037833100 | COM | 31,068 | $7,884,642 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 151,983 | $7,503,399 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 11,413 | $6,820,076 | dollars as filed | |
| COLUMBIA ETF TR II | 19762B202 | EM CORE EX ETF | 167,036 | $6,816,739 | dollars as filed | |
| ISHARES TR | 46435G268 | RUSEL 2500 ETF | 87,975 | $6,716,866 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 16,919 | $4,858,855 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 17,964 | $4,455,003 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 11,950 | $4,423,562 | dollars as filed | |
| TIDAL TRUST I | 886364231 | FUND GRAN US ETF | 179,977 | $4,296,049 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 6,562 | $4,047,405 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 20,781 | $3,988,332 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 13,460 | $3,870,698 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 18,234 | $3,797,662 | dollars as filed | |
| IJH | 464287507 | COM | 55,739 | $3,764,068 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 47,456 | $3,563,936 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 4,755 | $2,744,329 | dollars as filed | |
| PACER FDS TR | 69374H436 | METAURUS CAP 400 | 66,497 | $2,669,095 | dollars as filed | |
| AMPLIFY ETF TR | 032108409 | CWP ENHANCED DIV | 55,435 | $2,486,262 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 5,132 | $2,208,388 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 3,663 | $2,095,464 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 6,442 | $1,993,758 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 6,018 | $1,770,211 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 26,118 | $1,584,033 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 22,694 | $1,454,211 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 3,331 | $1,420,255 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 11,595 | $1,333,279 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 8,213 | $1,273,946 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 18,546 | $1,223,821 | dollars as filed | |
| iShares MSCI USA Equal Weighted ETF | 464286681 | SHS | 11,991 | $1,220,334 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 4,247 | $1,218,172 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,922 | $1,185,346 | dollars as filed | |
| Fidelity Wise Origin Bitcoin Fund | 315948109 | SHS | 19,663 | $1,160,709 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,164 | $1,160,217 | dollars as filed | |
| CORNING INC | 219350105 | COM | 8,285 | $1,126,450 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 3,094 | $1,103,373 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,291 | $1,097,972 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 8,477 | $1,053,513 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 13,439 | $1,042,764 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 7,726 | $1,026,794 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 8,360 | $1,005,599 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 20,496 | $999,179 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 19,690 | $898,246 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 966 | $888,258 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 9,548 | $841,752 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 3,774 | $820,819 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 3,622 | $773,861 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 13,505 | $765,478 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 565 | $746,589 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 8,962 | $681,526 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 13,539 | $679,655 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 3,199 | $661,918 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 8,272 | $658,569 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,827 | $642,946 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092501 | MSCI FINLS IDX | 9,042 | $634,758 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 2,313 | $625,772 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 678 | $573,647 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,743 | $573,103 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 1,751 | $572,564 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 2,149 | $562,916 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 882 | $532,868 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,416 | $526,462 | dollars as filed | |
| ROYAL BK CDA COM | 780087102 | Stock | 3,235 | $523,312 | dollars as filed | |
| PACKAGING CORP AMER COM | 695156109 | Stock | 2,444 | $518,696 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 5,390 | $518,274 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 2,202 | $505,947 | dollars as filed | |
| WILLIAMS SONOMA INC COM | 969904101 | Stock | 2,687 | $489,844 | dollars as filed | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 6,485 | $488,014 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 17,157 | $481,758 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 5,489 | $475,541 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 12,291 | $472,202 | dollars as filed | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 4,432 | $469,809 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,558 | $434,034 | dollars as filed | |
| GARMIN LTD SHS | H2906T109 | Stock | 1,867 | $433,186 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 2,552 | $422,005 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 8,721 | $400,229 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 1,924 | $373,429 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 525 | $372,120 | dollars as filed | |
| Linde plc | G54950103 | COM | 731 | $362,368 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 2,467 | $360,839 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 1,453 | $352,471 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 916 | $351,370 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 6,746 | $341,424 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 866 | $338,125 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 985 | $332,844 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 848 | $332,278 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,677 | $329,017 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,646 | $312,099 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 1,992 | $309,412 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 4,396 | $299,575 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,414 | $272,722 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 1,005 | $271,926 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 531 | $265,492 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 854 | $265,481 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 303 | $264,482 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 542 | $263,052 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 1,062 | $262,344 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 3,590 | $258,223 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,050 | $256,659 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 1,669 | $254,910 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,245 | $247,745 | dollars as filed | |
| General Electric Company | 369604301 | COM | 856 | $242,801 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 20,937 | $241,611 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 4,008 | $235,616 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 1,555 | $233,469 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 239 | $229,898 | dollars as filed | |
| ADAMS DIVERSIFIED EQUITY FD | 006212104 | COM | 10,444 | $228,608 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 1,731 | $228,460 | dollars as filed | |
| ISHARES TR | 46434V381 | FUTU EXPO TE ETF | 3,323 | $226,460 | dollars as filed | |
| GEN DIGITAL INC COM | 668771108 | Stock | 11,678 | $219,899 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 3,886 | $219,863 | dollars as filed | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 1,593 | $216,186 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 623 | $210,706 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 1,511 | $210,642 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 1,173 | $203,530 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,383 | $203,396 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 832 | $201,619 | dollars as filed | |
| GABELLI EQUITY TR INC COM | 362397101 | CEF | 15,549 | $87,077 | dollars as filed | |
| VERIFYME INC | 92346X206 | COM NEW | 37,139 | $30,083 | dollars as filed | |
| GABELLI EQUITY TR INC | 362397226 | rt | 15,321 | $107 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001757706-26-000004 | this filing | 2026-04-27 | acceptance time not in the bulk data set |