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Showing Q2 2025 data
Benchmark Wealth Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Benchmark Wealth Management, LLC
•CIK: 1788241•Filing: Q2 2025
Benchmark Wealth Management, LLC manages $225M across a diversified portfolio of 70 positions. The strategy exhibits a notable tilt toward large-cap growth and value, evidenced by top holdings including VUG ($33.4M) and VOO ($25.7M). Significant allocations are also maintained in fixed income (BND at $25.7M) and dividend-focused equities (VYM at $17.1M). This structure suggests a core mandate balancing growth potential with defensive income streams.
Total AUM
$225.0M
QoQ Performance
+8.9%
Positions
35
Top 10 Concentration
68.6%
Latest Filing
Q2 2025
Top Holdings Allocation
VUG
BND
VOO
VYM
VTV
VUG14.8%
BND11.4%
VOO11.4%
VYM7.6%
VTV7.3%
VEU4.0%
VB3.6%
VIG2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.8%
ETF11.4%
Financial3.5%
Industrial1.3%
Technology0.4%
Healthcare0.3%
Energy0.3%
Consumer Staples0.1%
🚪 Exited Positionssold since Q1 2025
Changes from Q1 2025
NEW6 new positions
↑26 increased
↓21 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023