Benchmark Financial Wealth Advisors, LLC

CIK

1757706

Location

BOCA RATON, FL

Portfolio Value

Small $110,823,847

Diversification

Diversified

Filing Date

Global Rank

#5,463 / 8,603 ▲ 131 · as of Mar 2026

Top Industry

Semiconductors 19.6%

3Y Alpha vs SPY

+0.2%

Period ended 3 months ago

Filed Apr 27, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+76.4%

SPY

+76.5%

Annualised alpha

0.0%

Max drawdown

−20.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

86 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.7%

−4.2 pts

Top 5

48.8%

−6.4 pts

Top 10

62.1%

−6.8 pts

HHI

814

Diversified−246

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	34.3%	$37,986,090	8
Technology	28.7%	$31,831,007	18
Financial Services	8.7%	$9,643,759	14
Consumer Cyclical	6.7%	$7,429,895	10
Communication Services	6.7%	$7,426,995	5
Healthcare	6.4%	$7,083,725	11
Consumer Defensive	4.4%	$4,850,059	6
Industrials	2.5%	$2,821,564	9
Energy	1.0%	$1,152,763	3
Basic Materials	0.5%	$597,990	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	+4,770	20,496	$999,180
BX	Blackstone Inc.	+3,847	11,595	$1,333,309
GLD	Spdr Gold Trust	+3,605	5,132	$2,208,248
CSCO	Cisco Systems, Inc.	+2,468	13,439	$1,042,732
FBTC	Fidelity Wise Origin Bitcoin Fund	+2,335	19,663	$1,160,706
BMY	Bristol Myers Squibb Co	+2,151	26,118	$1,584,056
MRK	Merck & Co., Inc.	+1,896	8,360	$1,005,624
IBIT	iShares Bitcoin Trust ETF	+1,780	12,291	$472,220
VZ	Verizon Communications Inc	+1,732	13,539	$679,657
KO	Coca Cola Co	+1,548	8,962	$681,560
MO	Altria Group, Inc.	+1,277	18,546	$1,223,850
F	Ford Motor Co	+1,230	20,937	$241,612
AMZN	Amazon Com Inc	+1,028	18,234	$3,797,595
CVX	Chevron Corp	+929	3,199	$661,873
MSFT	Microsoft Corp	+668	11,950	$4,423,531
GOOGL	Alphabet Inc.	+665	13,460	$3,870,557
DHR	Danaher Corp /De/	+513	1,646	$312,081
AMGN	Amgen Inc	+496	1,827	$642,829
V	Visa Inc.	+472	3,922	$1,185,385
ABBV	AbbVie Inc.	+470	3,774	$820,807
PFE	Pfizer Inc	+430	17,157	$481,768
JPM	Jpmorgan Chase & Co	+415	6,018	$1,770,254
TXN	Texas Instruments Inc	+398	1,924	$373,525
AVGO	Broadcom Inc.	+396	6,442	$1,993,863
AAPL	Apple Inc.	+392	31,068	$7,884,747
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−6,093	40,305	$26,211,953
NVDA	Nvidia Corp	−5,260	66,176	$11,541,094
GEN	Gen Digital Inc.	−631	11,678	$219,896
UNH	Unitedhealth Group Inc	−591	2,313	$625,874
WFC	Wells Fargo & Company/Mn	−498	8,272	$658,533
PLTR	Palantir Technologies Inc.	−457	2,467	$360,872
QQQ	Invesco Qqq Trust, Series 1	−404	4,755	$2,744,490
TSLA	Tesla, Inc.	−287	1,416	$526,398
MA	Mastercard Inc	−164	531	$265,319
MDY	Spdr S&P Midcap 400 ETF Trust	−141	6,562	$4,047,179
WMT	Walmart Inc.	−128	8,477	$1,053,521
BRK-B	Berkshire Hathaway Inc	−75	2,291	$1,097,847
JNJ	Johnson & Johnson	−67	1,050	$256,662
ORCL	Oracle Corp	−36	1,383	$203,453
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−13	985	$332,880
RACE	Ferrari N.V.	−13	623	$210,854
META	Meta Platforms, Inc.	−7	3,663	$2,095,712
MRSH	Marsh & Mclennan Companies, Inc.	−2	1,173	$203,456
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
IAU	Ishares Gold Trust	9,548	$841,751
PEP	Pepsico Inc	1,992	$309,337
SLV	iShares Silver Trust	4,396	$299,543
WDC	Western Digital Corp	1,005	$271,842
GEV	GE Vernova Inc.	303	$264,488
SPOT	Spotify Technology S.A.	542	$262,821
VLO	Valero Energy Corp/Tx	1,062	$262,398
UBER	Uber Technologies, Inc	3,590	$258,228
FCX	Freeport-Mcmoran Inc	4,008	$235,590
DASH	DoorDash, Inc.	1,555	$233,483
COP	Conocophillips	1,731	$228,492
GILD	Gilead Sciences, Inc.	1,511	$210,588
GAB	Gabelli Equity Trust Inc	15,549	$87,074
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	978	$259,081
LRCX	Lam Research Corp	1,471	$251,805
QCOM	Qualcomm Inc/De	1,339	$229,035
C	Citigroup Inc	1,938	$226,145
MP	MP Materials Corp. / DE	4,000	$202,080
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

86 positions · $110,823,847 total · as of Mar 31, 2026

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

Showing 1–50 of 86 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	Reduced	40,305	-6,093	$26,211,953	−17.2%	23.65%
NVDA	Nvidia Corp Technology	Reduced	66,176	-5,260	$11,541,094	−13.4%	10.41%
AAPL	Apple Inc. Technology	Added	31,068	+392	$7,884,747	−5.5%	7.11%
MSFT	Microsoft Corp Technology	Added	11,950	+668	$4,423,531	−18.9%	3.99%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	6,562	-141	$4,047,179	+0.1%	3.65%
GOOGL	Alphabet Inc. Communication Services	Added	13,460	+665	$3,870,557	−3.4%	3.49%
AMZN	Amazon Com Inc Consumer Cyclical	Added	18,234	+1,028	$3,797,595	−4.4%	3.43%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,755	-404	$2,744,490	−13.4%	2.48%
GLD	Spdr Gold Trust	Added	5,132	+3,605	$2,208,248	+264.9%	1.99%
META	Meta Platforms, Inc. Communication Services	Reduced	3,663	-7	$2,095,712	−13.5%	1.89%
AVGO	Broadcom Inc. Technology	Added	6,442	+396	$1,993,863	−4.7%	1.80%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,018	+415	$1,770,254	−1.9%	1.60%
BMY	Bristol Myers Squibb Co Healthcare	Added	26,118	+2,151	$1,584,056	+22.5%	1.43%
BX	Blackstone Inc. Financial Services	Added	11,595	+3,847	$1,333,309	+11.6%	1.20%
MO	Altria Group, Inc. Consumer Defensive	Added	18,546	+1,277	$1,223,850	+22.9%	1.10%
V	Visa Inc. Financial Services	Added	3,922	+472	$1,185,385	−2.0%	1.07%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	19,663	+2,335	$1,160,706	−12.1%	1.05%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,164	+48	$1,159,844	+20.5%	1.05%
GLW	Corning Inc /Ny Technology	Added	8,285	+50	$1,126,511	+56.2%	1.02%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,291	-75	$1,097,847	−7.7%	0.99%
WMT	Walmart Inc. Consumer Defensive	Reduced	8,477	-128	$1,053,521	+9.9%	0.95%
CSCO	Cisco Systems, Inc. Technology	Added	13,439	+2,468	$1,042,732	+23.4%	0.94%
MRK	Merck & Co., Inc. Healthcare	Added	8,360	+1,896	$1,005,624	+47.8%	0.91%
BAC	Bank Of America Corp /De/ Financial Services	Added	20,496	+4,770	$999,180	+15.5%	0.90%
LLY	ELI LILLY & Co Healthcare	Added	966	+87	$888,497	−5.9%	0.80%
IAU	Ishares Gold Trust	NEW	9,548	NEW	$841,751	NEW	0.76%
ABBV	AbbVie Inc. Healthcare	Added	3,774	+470	$820,807	+8.7%	0.74%
ASML	Asml Holding NV Technology	Added	565	+131	$746,268	+60.7%	0.67%
KO	Coca Cola Co Consumer Defensive	Added	8,962	+1,548	$681,560	+31.5%	0.61%
VZ	Verizon Communications Inc Communication Services	Added	13,539	+1,732	$679,657	+41.3%	0.61%
CVX	Chevron Corp Energy	Added	3,199	+929	$661,873	+91.3%	0.60%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	8,272	-498	$658,533	−19.4%	0.59%
AMGN	Amgen Inc Healthcare	Added	1,827	+496	$642,829	+47.6%	0.58%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,313	-591	$625,874	−34.7%	0.56%
GS	Goldman Sachs Group Inc Financial Services	Added	678	+13	$573,581	−1.9%	0.52%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,743	+169	$573,255	+5.8%	0.52%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	1,751	+12	$572,699	+6.2%	0.52%
LMT	Lockheed Martin Corp Industrials	Added	882	+174	$533,071	+55.7%	0.48%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,416	-287	$526,398	−31.3%	0.47%
RY	Royal Bank Of Canada Financial Services	Held	3,235	0	$523,358	−5.1%	0.47%
PKG	Packaging Corp Of America Consumer Cyclical	Added	2,444	+99	$518,665	+7.2%	0.47%
NFLX	Netflix Inc Communication Services	Added	5,390	+193	$518,248	+6.4%	0.47%
WM	Waste Management Inc Industrials	Added	2,202	+6	$505,997	+4.9%	0.46%
WSM	Williams Sonoma Inc Consumer Cyclical	Added	2,687	+8	$489,920	+2.4%	0.44%
AIG	American International Group, Inc. Financial Services	Added	6,485	+12	$487,996	−11.9%	0.44%
PFE	Pfizer Inc Healthcare	Added	17,157	+430	$481,768	+15.7%	0.43%
IBIT	iShares Bitcoin Trust ETF	Added	12,291	+1,780	$472,220	−9.5%	0.43%
GRMN	Garmin Ltd Technology	Added	1,867	+7	$433,162	+14.8%	0.39%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,552	+89	$421,947	+6.8%	0.38%
TXN	Texas Instruments Inc Technology	Added	1,924	+398	$373,525	+41.1%	0.34%