Benchmark Wealth Management, LLC
Filing Date
Global Rank
#7,704
/ 7,994
▼ 45
Top Industry
Farm & Heavy Construction Machinery
32.1%
3Y Alpha vs SPY
-7.3%
Period ended 12 months ago
Filed Jul 18, 2025 · 11mo
22 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+47.7%
SPY
+78.1%
Annualised alpha
-7.3%
Max drawdown
−12.8%
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
13 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Top Position
22.3%
+2.5 pts
Top 5
65.2%
+3.5 pts
Top 10
90.0%
+5.5 pts
HHI
1,183
Diversified+79
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 40.8% | $2,885,725 |
| Financial Services | 20.3% | $1,431,559 |
| Technology | 12.4% | $876,905 |
| Healthcare | 9.7% | $683,725 |
| Energy | 8.8% | $625,024 |
| Consumer Defensive | 8.0% | $563,931 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CAT | Caterpillar Inc | +1 | 1,788 | $694,119 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
4 positions
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
13 positions ·
$7,066,869 total
· as of Jun 30, 2025
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DE |
Deere & Co
Industrials
|
Held | 3,100 | $1,576,319 | 22.31% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,556 | $1,241,628 | 17.57% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,788 | $694,119 | 9.82% | |
| XOM |
Exxon Mobil Corp
Energy
|
Held | 5,798 | $625,024 | 8.84% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 953 | $474,031 | 6.71% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,550 | $402,874 | 5.70% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 14,488 | $351,189 | 4.97% | |
| BA |
Boeing Co
Industrials
|
Held | 1,665 | $348,867 | 4.94% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 2,177 | $332,536 | 4.71% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Held | 2,458 | $316,885 | 4.48% | |
| MMM |
3M Co
Industrials
|
Held | 1,750 | $266,420 | 3.77% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 1,871 | $247,046 | 3.50% | |
| RVT |
Royce Small-Cap Trust, Inc.
Financial Services
|
Reduced | 12,620 | $189,931 | 2.69% |