Benchmark Financial Wealth Advisors, LLC

CIK

1757706

Location

BOCA RATON, FL

Portfolio Value

Small $125,685,958

Diversification

Diversified

Filing Date

Global Rank

#5,452 / 8,517 ▲ 155

Top Industry

Semiconductors 21.3%

3Y Alpha vs SPY

+34.7%

Period ended 46 days ago

Filed Jul 17, 2026 · 29d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+273.3%

SPY

+75.3%

Annualised alpha

+34.5%

Max drawdown

−20.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

100 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.1%

−0.0 pts

Top 5

47.3%

+0.7 pts

Top 10

60.2%

−0.3 pts

HHI

743

Diversified+10

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.0%	$40,168,231	26
Unclassified	31.3%	$39,349,098	7
Financial Services	9.3%	$11,719,197	19
Consumer Cyclical	6.3%	$7,927,376	9
Communication Services	6.3%	$7,920,226	4
Healthcare	5.9%	$7,390,326	10
Industrials	3.6%	$4,503,238	13
Consumer Defensive	3.4%	$4,308,955	5
Energy	1.4%	$1,761,882	5
Basic Materials	0.5%	$637,429	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
F	Ford Motor Co	+4,782	25,719	$357,494
BAC	Bank Of America Corp /De/	+1,985	22,481	$1,280,967
VZ	Verizon Communications Inc	+1,661	15,200	$643,568
NFLX	Netflix Inc	+1,470	6,860	$489,804
AAPL	Apple Inc.	+1,220	32,288	$9,342,855
COP	Conocophillips	+673	2,404	$249,919
KO	Coca Cola Co	+544	9,506	$772,552
GAB	Gabelli Equity Trust Inc	+419	15,968	$90,378
BMY	Bristol Myers Squibb Co	+325	26,443	$1,523,645
GLD	Spdr Gold Trust	+307	5,439	$2,003,618
TXN	Texas Instruments Inc	+296	2,220	$661,715
GS	Goldman Sachs Group Inc	+284	962	$972,937
CVX	Chevron Corp	+271	3,470	$575,187
GE	General Electric Co	+269	1,125	$420,446
ORCL	Oracle Corp	+246	1,629	$238,729
TSLA	Tesla, Inc.	+222	1,638	$688,942
PKG	Packaging Corp Of America	+195	2,639	$628,820
VLO	Valero Energy Corp/Tx	+184	1,246	$324,508
GEN	Gen Digital Inc.	+182	11,860	$295,195
PM	Philip Morris International Inc.	+181	2,733	$494,427
JNJ	Johnson & Johnson	+161	1,211	$307,557
BRK-B	Berkshire Hathaway Inc	+148	2,439	$1,220,451
FCX	Freeport-Mcmoran Inc	+137	4,145	$260,679
BX	Blackstone Inc.	+135	11,730	$1,380,269
UNP	Union Pacific Corp	+133	1,586	$431,392
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−4,406	13,301	$4,753,378
SPY	Spdr S&P 500 ETF Trust	−3,067	37,238	$27,808,221
PFE	Pfizer Inc	−2,299	14,858	$357,780
FBTC	Fidelity Wise Origin Bitcoin Fund	−2,257	17,406	$888,576
IBIT	iShares Bitcoin Trust ETF	−1,631	10,660	$354,871
WMT	Walmart Inc.	−1,607	6,870	$778,096
CSCO	Cisco Systems, Inc.	−1,558	11,881	$1,395,542
JPM	Jpmorgan Chase & Co	−953	5,065	$1,657,926
AMZN	Amazon Com Inc	−898	17,336	$4,131,862
GLW	Corning Inc /Ny	−859	7,426	$1,896,823
NVDA	Nvidia Corp	−679	65,497	$13,105,294
MRK	Merck & Co., Inc.	−500	7,860	$1,010,010
WDC	Western Digital Corp	−467	538	$343,631
MDY	Spdr S&P Midcap 400 ETF Trust	−456	6,106	$4,294,594
DHR	Danaher Corp /De/	−419	1,227	$233,718
HD	Home Depot, Inc.	−376	1,367	$482,113
CRWD	CrowdStrike Holdings, Inc.	−351	515	$98,254
QQQ	Invesco Qqq Trust, Series 1	−280	4,475	$3,295,390
STX	Seagate Technology Holdings plc	−240	608	$586,720
WFC	Wells Fargo & Company/Mn	−229	8,043	$664,673
IAU	Ishares Gold Trust	−227	9,321	$703,828
WSM	Williams Sonoma Inc	−203	2,484	$579,020
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−200	785	$374,892
AVGO	Broadcom Inc.	−190	6,252	$2,361,693
COST	Costco Wholesale Corp /New	−175	989	$925,179
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	1,222	$709,872
SPCX	Space Exploration Technologies Corp	2,939	$502,157
MRVL	Marvell Technology, Inc.	1,353	$403,045
MU	Micron Technology Inc	343	$395,921
INTC	Intel Corp	2,443	$341,116
DELL	Dell Technologies Inc.	726	$313,239
PANW	Palo Alto Networks Inc	878	$299,415
KLAC	Kla Corp	874	$263,694
EOG	Eog Resources Inc	1,892	$245,449
ETN	Eaton Corp plc	562	$239,479
TT	Trane Technologies plc	471	$231,336
C	Citigroup Inc	1,645	$230,234
IBKR	Interactive Brokers Group, Inc.	2,623	$228,305
FTNT	Fortinet, Inc.	1,460	$224,285
UPS	United Parcel Service Inc	2,073	$222,847
TROW	Price T Rowe Group Inc	1,878	$213,509
DRI	Darden Restaurants Inc	1,027	$211,572
MS	Morgan Stanley	1,002	$209,458
LRCX	Lam Research Corp	479	$207,565
CB	Chubb Ltd	596	$203,081
AXP	American Express Co	593	$200,582
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
VEU	Vanguard FTSE All-World Ex-US ETF	47,456	$3,563,945
VEA	Vanguard FTSE Developed Markets ETF	22,694	$1,454,231
VB	Vanguard Morningstar Small-Cap ETF	2,149	$562,866
PEP	Pepsico Inc	1,992	$309,337
SLV	iShares Silver Trust	4,396	$299,543
SPOT	Spotify Technology S.A.	542	$262,821
UBER	Uber Technologies, Inc	3,590	$258,228
DASH	DoorDash, Inc.	1,555	$233,483
BLK	BlackRock, Inc.	239	$229,848
RACE	Ferrari N.V.	623	$210,854
GILD	Gilead Sciences, Inc.	1,511	$210,588
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

100 tracked positions · $125,685,958 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 100 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust PUT CALL + SHARES	Reduced	37,238	-3,067	$27,808,221	+6.1%	22.13%
NVDA	Nvidia Corp Technology	Reduced	65,497	-679	$13,105,294	+13.6%	10.43%
AAPL	Apple Inc. Technology	Added	32,288	+1,220	$9,342,855	+18.5%	7.43%
GOOGL	Alphabet Inc. Communication Services	Reduced	13,301	-4,406	$4,753,378	−6.6%	3.78%
MSFT	Microsoft Corp Technology	Added	12,014	+64	$4,481,462	+1.3%	3.57%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	6,106	-456	$4,294,594	+6.1%	3.42%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	17,336	-898	$4,131,862	+8.8%	3.29%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,475	-280	$3,295,390	+20.1%	2.62%
AVGO	Broadcom Inc. Technology	Reduced	6,252	-190	$2,361,693	+18.4%	1.88%
META	Meta Platforms, Inc. Communication Services	Reduced	3,610	-53	$2,033,476	−3.0%	1.62%
GLD	Spdr Gold Trust	Added	5,439	+307	$2,003,618	−9.3%	1.59%
GLW	Corning Inc /Ny Technology	Reduced	7,426	-859	$1,896,823	+68.4%	1.51%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,065	-953	$1,657,926	−6.3%	1.32%
BMY	Bristol Myers Squibb Co Healthcare	Added	26,443	+325	$1,523,645	−3.8%	1.21%
CSCO	Cisco Systems, Inc. Technology	Reduced	11,881	-1,558	$1,395,542	+33.8%	1.11%
BX	Blackstone Inc. Financial Services	Added	11,730	+135	$1,380,269	+3.5%	1.10%
MO	Altria Group, Inc. Consumer Defensive	Added	18,606	+60	$1,338,701	+9.4%	1.07%
V	Visa Inc. Financial Services	Reduced	3,785	-137	$1,298,595	+9.6%	1.03%
BAC	Bank Of America Corp /De/ Financial Services	Added	22,481	+1,985	$1,280,967	+28.2%	1.02%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,439	+148	$1,220,451	+11.2%	0.97%
LLY	ELI LILLY & Co Healthcare	Added	976	+10	$1,170,643	+31.8%	0.93%
MRK	Merck & Co., Inc. Healthcare	Reduced	7,860	-500	$1,010,010	+0.4%	0.80%
ABBV	AbbVie Inc. Healthcare	Added	3,881	+107	$976,614	+19.0%	0.78%
GS	Goldman Sachs Group Inc Financial Services	Added	962	+284	$972,937	+69.6%	0.77%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	989	-175	$925,179	−20.2%	0.74%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,158	-155	$896,929	+43.3%	0.71%
FBTC	Fidelity Wise Origin Bitcoin Fund	Reduced	17,406	-2,257	$888,576	−23.4%	0.71%
ASML	Asml Holding NV Technology	Reduced	432	-133	$859,438	+15.2%	0.68%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,870	-1,607	$778,096	−26.1%	0.62%
KO	Coca Cola Co Consumer Defensive	Added	9,506	+544	$772,552	+13.4%	0.61%
AMD	Advanced Micro Devices Inc Technology	NEW	1,222	NEW	$709,872	NEW	0.56%
IAU	Ishares Gold Trust	Reduced	9,321	-227	$703,828	−16.4%	0.56%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,638	+222	$688,942	+30.9%	0.55%
RY	Royal Bank Of Canada Financial Services	Held	3,235	0	$669,547	+27.9%	0.53%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	8,043	-229	$664,673	+0.9%	0.53%
TXN	Texas Instruments Inc Technology	Added	2,220	+296	$661,715	+77.2%	0.53%
AMGN	Amgen Inc Healthcare	Reduced	1,801	-26	$652,178	+1.5%	0.52%
VZ	Verizon Communications Inc Communication Services	Added	15,200	+1,661	$643,568	−5.3%	0.51%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	1,713	-38	$634,820	+10.8%	0.51%
PKG	Packaging Corp Of America Consumer Cyclical	Added	2,639	+195	$628,820	+21.2%	0.50%
STX	Seagate Technology Holdings plc Technology	Reduced	608	-240	$586,720	+76.6%	0.47%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	2,484	-203	$579,020	+18.2%	0.46%
CVX	Chevron Corp Energy	Added	3,470	+271	$575,187	−13.1%	0.46%
CAT	Caterpillar Inc Industrials	Reduced	486	-39	$517,541	+39.1%	0.41%
SPCX	Space Exploration Technologies Corp Industrials	NEW	2,939	NEW	$502,157	NEW	0.40%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,733	+181	$494,427	+17.2%	0.39%
AIG	American International Group, Inc. Financial Services	Added	6,581	+96	$490,481	+0.5%	0.39%
NFLX	Netflix Inc Communication Services	Added	6,860	+1,470	$489,804	−5.5%	0.39%
WM	Waste Management Inc Industrials	Reduced	2,171	-31	$483,872	−4.4%	0.38%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,367	-376	$482,113	−15.9%	0.38%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.