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 $405.5M across 145 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHF ($29.2M, 7.20%), VTI ($28.8M, 7.11%), SPY ($27.8M, 6.86%), DBND ($23.8M, 5.86%), ITOT ($19.6M, 4.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | $29.2M | 7.20% | 1.1M | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $28.8M | 7.11% | 77,929 | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $27.8M | 6.86% | 37,238 | Trimmed |
| 4 | DBND | DOUBLELINE ETF TRUST | $23.8M | 5.86% | 521,491 | Trimmed |
| 5 | ITOT | ISHARES TR | $19.6M | 4.84% | 119,402 | Trimmed |
| 6 | IVV | ISHARES TR | $15.9M | 3.93% | 21,272 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $13.1M | 3.23% | 65,497 | Trimmed |
| 8 | IWY | ISHARES TR | $11.4M | 2.82% | 39,277 | Trimmed |
| 9 | COWZ | PACER FDS TR | $11.3M | 2.78% | 181,078 | Trimmed |
| 10 | IJR | ISHARES TR | $11.1M | 2.73% | 74,689 | Added |
| 11 | MUNI | PIMCO ETF TR | $11.0M | 2.70% | 208,454 | Trimmed |
| 12 | DBEF | DBX ETF TR | $10.4M | 2.56% | 190,058 | Added |
| 13 | SCHD | SCHWAB STRATEGIC TR | $10.2M | 2.53% | 323,158 | Added |
| 14 | LVHI | LEGG MASON ETF INVT | $9.9M | 2.44% | 243,547 | Added |
| 15 | XCEM | COLUMBIA ETF TR II | $9.5M | 2.34% | 179,048 | Added |
| 16 | AAPL | APPLE INC | $9.3M | 2.30% | 32,288 | Added |
| 17 | DYNF | BLACKROCK ETF TRUST | $8.6M | 2.11% | 125,755 | New |
| 18 | SMMD | ISHARES TR | $8.4M | 2.08% | 92,212 | Added |
| 19 | VOO | VANGUARD INDEX FDS | $7.6M | 1.88% | 11,118 | Trimmed |
| 20 | GRNY | TIDAL TRUST I | $5.5M | 1.35% | 198,482 | Added |
| 21 | VO | VANGUARD INDEX FDS | $5.5M | 1.34% | 67,674 | Added |
| 22 | GOOGL | ALPHABET INC | $4.8M | 1.17% | 13,301 | Trimmed |
| 23 | IWM | ISHARES TR | $4.7M | 1.15% | 15,558 | Trimmed |
| 24 | RSP | INVESCO EXCHANGE TRADED FD T | $4.6M | 1.13% | 21,441 | Added |
| 25 | MSFT | MICROSOFT CORP | $4.5M | 1.11% | 12,014 | Added |
Source: SEC Form 13F filings · as of 2026-06-30