Benchmark Wealth Management, LLC — 13F holdings
Benchmark Wealth Management, LLC reported 70 holdings worth $225M in its 13F filing for Q2 2025, filed July 18, 2025.
Largest positions
- VUG VANGUARD INDEX FDS — $33.4M (14.8%)
- BND VANGUARD BD INDEX FDS — $25.7M (11.4%)
- VOO VANGUARD INDEX FDS — $25.7M (11.4%)
- VYM VANGUARD WHITEHALL FDS — $17.1M (7.6%)
- VTV VANGUARD INDEX FDS — $16.4M (7.3%)
- VEU VANGUARD INTL EQUITY INDEX F — $9.10M (4.0%)
- VB VANGUARD INDEX FDS — $7.99M (3.6%)
- VIG VANGUARD SPECIALIZED FUNDS — $6.58M (2.9%)
- BRK.A BERKSHIRE HATHAWAY INC DEL — $6.56M (2.9%)
- VO VANGUARD INDEX FDS — $5.89M (2.6%)