Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Benchmark Financial Wealth Advisors, LLC (CIK 1757706) reported $361.1M across 133 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHF ($26.5M, 7.34%), SPY ($26.2M, 7.26%), VTI ($25.7M, 7.11%), DBND ($23.9M, 6.62%), ITOT ($17.0M, 4.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | $26.5M | 7.34% | 1.1M | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $26.2M | 7.26% | 40,305 | Trimmed |
| 3 | VTI | VANGUARD INDEX FDS | $25.7M | 7.11% | 80,034 | Trimmed |
| 4 | DBND | DOUBLELINE ETF TRUST | $23.9M | 6.62% | 522,098 | Added |
| 5 | ITOT | ISHARES TR | $17.0M | 4.72% | 119,553 | Trimmed |
| 6 | IVV | ISHARES TR | $12.7M | 3.52% | 19,437 | Added |
| 7 | COWZ | PACER FDS TR | $12.1M | 3.34% | 193,073 | Trimmed |
| 8 | MUNI | PIMCO ETF TR | $11.8M | 3.27% | 226,526 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $11.5M | 3.20% | 66,176 | Trimmed |
| 10 | IWY | ISHARES TR | $10.2M | 2.82% | 40,872 | Trimmed |
| 11 | SCHD | SCHWAB STRATEGIC TR | $9.5M | 2.63% | 309,111 | Added |
| 12 | DBEF | DBX ETF TR | $9.3M | 2.58% | 188,914 | Added |
| 13 | IJR | ISHARES TR | $9.2M | 2.55% | 74,139 | Trimmed |
| 14 | LVHI | LEGG MASON ETF INVT | $8.3M | 2.31% | 205,823 | Added |
| 15 | AAPL | APPLE INC | $7.9M | 2.18% | 31,068 | Added |
| 16 | XLF | SELECT SECTOR SPDR TR | $7.5M | 2.08% | 151,983 | Trimmed |
| 17 | VOO | VANGUARD INDEX FDS | $6.8M | 1.89% | 11,413 | Trimmed |
| 18 | XCEM | COLUMBIA ETF TR II | $6.8M | 1.89% | 167,036 | New |
| 19 | SMMD | ISHARES TR | $6.7M | 1.86% | 87,975 | Added |
| 20 | VO | VANGUARD INDEX FDS | $4.9M | 1.35% | 16,919 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $4.4M | 1.23% | 11,950 | Added |
| 22 | IWM | ISHARES TR | $4.5M | 1.23% | 17,964 | Trimmed |
| 23 | GRNY | TIDAL TRUST I | $4.3M | 1.19% | 179,977 | Added |
| 24 | MDY | STATE STR SPDR S&P MIDCAP 40 | $4.0M | 1.12% | 6,562 | Trimmed |
| 25 | RSP | INVESCO EXCHANGE TRADED FD T | $4.0M | 1.10% | 20,781 | Added |
Source: SEC Form 13F filings · as of 2026-03-31