Benchmark Financial, LLC
•CIK: 2107260•Filing: Q4 2025
**Benchmark Financial, LLC** manages $100M across a diversified portfolio of 48 positions. The strategy exhibits a notable tilt toward fixed income and dividend-paying equity, evidenced by top holdings including SPYG ($15.1M) and VCIT ($13.0M). Further allocations are concentrated in core fixed income products such as NOBL ($7.1M), IEI ($6.5M), and IEF ($5.9M). This structure suggests a focus on income generation and relative stability within the current market cycle.
Total AUM
$100.3M
QoQ Performance
N/A
Positions
35
Top 10 Concentration
68.8%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYG
VCIT
NOBL
IEI
IEF
SPDW
SPYG15.0%
VCIT13.0%
NOBL7.0%
IEI6.5%
IEF5.8%
SPDW5.7%
SJNK4.3%
SPYV4.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other91.4%
Technology2.5%
ETF2.0%
Consumer1.8%
Financial1.1%
Healthcare0.9%
Energy0.3%