Benchmark Financial Wealth Advisors, LLC — 13F holdings

Benchmark Financial Wealth Advisors, LLC reported 163 holdings worth $419M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

  1. SCHF SCHWAB STRATEGIC TR — $29.3M (7.0%)
  2. SPY SPDR S&P 500 ETF TR — $28.7M (6.9%)
  3. VTI VANGUARD INDEX FDS — $28.5M (6.8%)
  4. ITOT ISHARES TR — $19.4M (4.6%)
  5. IVV ISHARES TR — $18.0M (4.3%)
  6. NVDA NVIDIA CORPORATION — $15.6M (3.7%)
  7. DBND DOUBLELINE ETF TRUST — $12.6M (3.0%)
  8. COWZ PACER FDS TR — $12.3M (2.9%)
  9. IWY ISHARES TR — $11.7M (2.8%)
  10. LVHI LEGG MASON ETF INVT — $11.6M (2.8%)