Benchmark Financial Wealth Advisors, LLC

CIK

1757706

Location

BOCA RATON, FL

Portfolio Value

Small $405,395,810

Diversification

Diversified

Filing Date

Global Rank

#4,371 / 8,798 ▲ 140 · as of Jun 2026

Top Industry

Semiconductors 20.9%

Period ended 3 months ago

Filed Jul 17, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

17.6%

+5.5 pts

Top 5

50.6%

+4.9 pts

Top 10

65.8%

+2.9 pts

HHI

681

Diversified+129

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	78.3%	$317,437,787	31
Technology	10.0%	$40,485,797	27
Financial Services	2.9%	$11,719,197	19
Communication Services	2.3%	$9,246,626	4
Consumer Cyclical	2.0%	$7,927,376	9
Healthcare	1.8%	$7,390,326	10
Industrials	1.1%	$4,480,435	12
Consumer Defensive	1.1%	$4,308,955	5
Energy	0.4%	$1,761,882	5
Basic Materials	0.2%	$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
VB	Vanguard Morningstar Small-Cap ETF	+46,952	159,144	$42,659,753
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	+37,724	243,547	$9,884,354
AIEQ	Amplify AI Powered Equity ETF	+23,107	78,542	$3,589,369
—		+18,505	198,482	$5,488,027
AAAP	Pacer Barings CLO Market Flex ETF	+17,246	276,816	$15,577,962
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+14,153	428,023	$71,440,667
INCO	Columbia India Consumer ETF	+12,012	179,048	$9,468,058
FAAA	Fidelity AAA CLO ETF	+10,469	30,159	$1,371,932
F	Ford Motor Co	+4,782	25,719	$357,494
—		+4,713	47,178	$11,631,247
—		+4,471	8,903	$499,992
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
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	+1,144	190,058	$10,382,868
COP	Conocophillips	+673	2,404	$249,919
ABI	VictoryShares Pioneer Asset-Based Income ETF	+660	21,441	$4,562,001
KO	Coca Cola Co	+544	9,506	$772,552
GAB	Gabelli Equity Trust Inc	+419	15,968	$90,378
VEU	Vanguard FTSE All-World Ex-US ETF	+336	47,792	$4,002,580
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
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BILZ	PIMCO Ultra Short Government Active ETF	−18,072	208,454	$10,964,680
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−15,503	4,748	$240,106
SPY	Spdr S&P 500 ETF Trust	−3,767	36,538	$27,285,482
FNDA	Schwab Fundamental U.S. Small Company ETF	−2,440	1,377,662	$39,457,100
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
GOOGL	Alphabet Inc.	−652	17,055	$6,079,778
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	−607	521,491	$23,775,296
MRK	Merck & Co., Inc.	−500	7,860	$1,010,010
WDC	Western Digital Corp	−467	538	$343,631
VEA	Vanguard FTSE Developed Markets ETF	−465	22,229	$1,583,816
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	$393,017
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

24 positions

Ticker	Company	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	125,755	$8,552,597
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
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	5,302	$294,632
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
AIPO	Defiance AI & Power Infrastructure ETF	60,004	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
STT	State Street Corp	151,983	$7,503,400
FBCG	Fidelity Blue Chip Growth ETF	9,042	$634,748
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

124 tracked positions · $405,395,810 total · filing declares 148 positions · $405,479,707 · 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 124 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	428,023	+14,153	$71,440,667	—	17.62%
VB	Vanguard Morningstar Small-Cap ETF	Added	159,144	+46,952	$42,659,753	+23.3%	10.52%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	1,377,662	-2,440	$39,457,100	+9.6%	9.73%
SPY	Spdr S&P 500 ETF Trust PUT CALL + SHARES	Reduced	37,238	-3,067	$27,808,221	+6.1%	6.86%
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	Reduced	521,491	-607	$23,775,296	−0.6%	5.86%
AAAP	Pacer Barings CLO Market Flex ETF	Added	276,816	+17,246	$15,577,962	+5.6%	3.84%
NVDA	Nvidia Corp Technology	Reduced	65,497	-679	$13,105,294	+13.6%	3.23%
		Added	47,178	+4,713	$11,631,247	+13.9%	2.87%
BILZ	PIMCO Ultra Short Government Active ETF	Reduced	208,454	-18,072	$10,964,680	−7.3%	2.70%
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	Added	190,058	+1,144	$10,382,868	+11.3%	2.56%
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	Added	243,547	+37,724	$9,884,354	+18.5%	2.44%
INCO	Columbia India Consumer ETF	Added	179,048	+12,012	$9,468,058	+38.9%	2.34%
AAPL	Apple Inc. Technology	Added	32,288	+1,220	$9,342,855	+18.5%	2.30%
BAI	iShares A.I. Innovation and Tech Active ETF	NEW	125,755	NEW	$8,552,597	NEW	2.11%
GOOGL	Alphabet Inc. Communication Services	Reduced	17,055	-652	$6,079,778	+19.5%	1.50%
		Added	198,482	+18,505	$5,488,027	+27.7%	1.35%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	21,441	+660	$4,562,001	+14.4%	1.13%
MSFT	Microsoft Corp Technology	Added	12,014	+64	$4,481,462	+1.3%	1.11%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	6,106	-456	$4,294,594	+6.1%	1.06%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	17,336	-898	$4,131,862	+8.8%	1.02%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	47,792	+336	$4,002,580	+12.3%	0.99%
AIEQ	Amplify AI Powered Equity ETF	Added	78,542	+23,107	$3,589,369	+44.4%	0.89%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,475	-280	$3,295,390	+20.1%	0.81%
AVGO	Broadcom Inc. Technology	Reduced	6,252	-190	$2,361,693	+18.4%	0.58%
META	Meta Platforms, Inc. Communication Services	Reduced	3,610	-53	$2,033,476	−3.0%	0.50%
GLD	Spdr Gold Trust	Added	5,439	+307	$2,003,618	−9.3%	0.49%
GLW	Corning Inc /Ny Technology	Reduced	7,426	-859	$1,896,823	+68.4%	0.47%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	16,315	-132	$1,834,088	+28.5%	0.45%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,065	-953	$1,657,926	−6.3%	0.41%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	22,229	-465	$1,583,816	+8.9%	0.39%
BMY	Bristol Myers Squibb Co Healthcare	Added	26,443	+325	$1,523,645	−3.8%	0.38%
CSCO	Cisco Systems, Inc. Technology	Reduced	11,881	-1,558	$1,395,542	+33.8%	0.34%
BX	Blackstone Inc. Financial Services	Added	11,730	+135	$1,380,269	+3.5%	0.34%
FAAA	Fidelity AAA CLO ETF	Added	30,159	+10,469	$1,371,932	+52.7%	0.34%
MO	Altria Group, Inc. Consumer Defensive	Added	18,606	+60	$1,338,701	+9.4%	0.33%
V	Visa Inc. Financial Services	Reduced	3,785	-137	$1,298,595	+9.6%	0.32%
BAC	Bank Of America Corp /De/ Financial Services	Added	22,481	+1,985	$1,280,967	+28.2%	0.32%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,439	+148	$1,220,451	+11.2%	0.30%
LLY	ELI LILLY & Co Healthcare	Added	976	+10	$1,170,643	+31.8%	0.29%
MRK	Merck & Co., Inc. Healthcare	Reduced	7,860	-500	$1,010,010	+0.4%	0.25%
ABBV	AbbVie Inc. Healthcare	Added	3,881	+107	$976,614	+19.0%	0.24%
GS	Goldman Sachs Group Inc Financial Services	Added	962	+284	$972,937	+69.6%	0.24%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	989	-175	$925,179	−20.2%	0.23%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,158	-155	$896,929	+43.3%	0.22%
FBTC	Fidelity Wise Origin Bitcoin Fund	Reduced	17,406	-2,257	$888,576	−23.4%	0.22%
ASML	Asml Holding NV Technology	Reduced	432	-133	$859,438	+15.2%	0.21%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,870	-1,607	$778,096	−26.1%	0.19%
KO	Coca Cola Co Consumer Defensive	Added	9,506	+544	$772,552	+13.4%	0.19%
AMD	Advanced Micro Devices Inc Technology	NEW	1,222	NEW	$709,872	NEW	0.18%
IAU	Ishares Gold Trust	Reduced	9,321	-227	$703,828	−16.4%	0.17%

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.