Benchmark Wealth Management, LLC
Filing Date
Global Rank
#7,708
/ 7,998
▼ 17
· as of Jun 2025
Top Industry
Farm & Heavy Construction Machinery
35.2%
3Y Alpha vs SPY
-4.9%
Period ended 1 year ago
Filed Jul 18, 2025 · 12mo
22 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+54.1%
SPY
+76.0%
Annualised alpha
-5.2%
Max drawdown
−13.2%
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
12 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Top Position
24.5%
+2.6 pts
Top 5
68.1%
+4.9 pts
Top 10
93.2%
+6.0 pts
HHI
1,330
Diversified+93
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 44.8% | $2,885,725 |
| Financial Services | 22.2% | $1,431,559 |
| Technology | 13.6% | $876,905 |
| Healthcare | 10.6% | $683,725 |
| Consumer Defensive | 8.8% | $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.
12 positions ·
$6,441,845 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 | 24.47% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,556 | $1,241,628 | 19.27% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,788 | $694,119 | 10.78% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 953 | $474,031 | 7.36% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,550 | $402,874 | 6.25% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 14,488 | $351,189 | 5.45% | |
| BA |
Boeing Co
Industrials
|
Held | 1,665 | $348,867 | 5.42% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 2,177 | $332,536 | 5.16% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Held | 2,458 | $316,885 | 4.92% | |
| MMM |
3M Co
Industrials
|
Held | 1,750 | $266,420 | 4.14% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 1,871 | $247,046 | 3.84% | |
| RVT |
Royce Small-Cap Trust, Inc.
Financial Services
|
Reduced | 12,620 | $189,931 | 2.95% |