Benchmark Financial Wealth Advisors, LLC
•CIK: 1757706•Filing: Q4 2025
**Benchmark Financial Wealth Advisors, LLC** manages $348M across a diversified portfolio of 126 positions. The strategy exhibits a significant allocation to broad market indices, notably holding SPY ($31.6M) and VTI ($28.6M). Further diversification is evident with substantial exposure to fixed income via DBND ($22.8M) and SCHF ($26.8M). Key technology and sector bets include NVDA ($13.3M) and COWZ ($12.7M).
Total AUM
$348.4M
QoQ Performance
+4.8%
Positions
100
Top 10 Concentration
52.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
VTI
SCHF
DBND
ITOT
SPY9.1%
VTI8.2%
SCHF7.7%
DBND6.6%
ITOT5.2%
NVDA3.8%
COWZ3.7%
IWY3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.6%
ETF13.8%
Technology11.3%
Consumer2.3%
Financial2.2%
Healthcare1.7%
Industrial0.5%
Consumer Staples0.4%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW10 new positions
↑71 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023