Q3 2026 13F · SEC CIK 1757706

Benchmark Financial Wealth Advisors, LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $418.1M
Reported positions: 160
Top holdings a year, 3 yrs: +16.6%
Assets under management: $766.1M

Benchmark Financial Wealth Advisors, LLC is a wealth manager that reported 160 positions worth $418.1M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Schwab Strategic Tr (SCHF, 7.0%), Vanguard Index Fds (VTI, 6.8%), State Str Spdr S&p 500 ETF T (SPY, 6.6%). A portfolio copying its top holdings returned 16.6% a year over the last 3 years, against 20.4% for the S&P 500.

Benchmark Financial Wealth Advisors, LLC holdings largest 50 of 160 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Benchmark Financial Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SCHFSchwab Strategic Tr	7.0%	7.2%	1,068,346	+1.3%	$29.3M
VTIVanguard Index Fds	6.8%	7.1%	76,177	-2.2%	$28.5M
SPYState Str Spdr S&p 500 ETF T	6.6%	6.7%	36,283	-0.7%	$27.7M
ITOTIshares Tr	4.6%	4.8%	116,776	-2.2%	$19.4M
IVVIshares Tr	4.3%	3.9%	23,488	+10.4%	$18.0M
NVDANvidia Corporation	3.7%	3.2%	68,166	+4.1%	$15.6M
DBNDDoubleline ETF Trust	3.0%	5.9%	289,203	-44.5%	$12.6M
COWZPacer Fds Tr	2.9%	2.8%	184,654	+2.0%	$12.3M
IWYIshares Tr	2.8%	2.8%	39,607	+0.8%	$11.7M
LVHILegg Mason ETF Invt	2.8%	2.4%	278,180	+14.2%	$11.6M
AAPLApple Inc	2.7%	2.3%	33,844	+4.8%	$11.3M
DBEFDbx ETF Tr	2.7%	2.6%	203,880	+7.3%	$11.2M
SCHDSchwab Strategic Tr	2.6%	2.5%	340,535	+5.4%	$11.1M
XCEMColumbia ETF Tr II	2.5%	2.3%	199,799	+11.6%	$10.3M
IJRIshares Tr	2.4%	2.7%	73,818	-1.2%	$10.0M
DYNFBlackrock ETF Trust	2.3%	2.1%	138,689	+10.3%	$9.6M
SMMDIshares Tr	2.1%	2.1%	102,075	+10.7%	$8.7M
VOOVanguard Index Fds	1.8%	1.9%	10,853	-2.4%	$7.6M
MSFTMicrosoft Corp	1.6%	1.1%	12,684	+5.6%	$6.5M
GRNYTidal Trust I	1.5%	1.4%	232,428	+17.1%	$6.5M
QDPLPacer Fds Tr	1.4%	1.1%	124,468	+30.0%	$5.7M
VOVanguard Index Fds	1.3%	1.3%	66,914	-1.1%	$5.2M
GOOGLAlphabet Inc	1.2%	1.2%	14,047	+5.6%	$4.8M
AMZNAmazon Com Inc	1.1%	1.0%	19,051	+9.9%	$4.7M
RSPInvesco Exchange Traded Fd T	1.1%	1.1%	22,612	+5.5%	$4.7M
DIVOAmplify ETF Tr	1.1%	0.9%	100,574	+28.1%	$4.7M
JMUBJ P Morgan Exchange Traded F	1.1%	—	93,547	—	$4.5M
IWMIshares Tr	1.0%	1.2%	15,588	+0.2%	$4.3M
INMUBlackrock ETF Trust II	1.0%	—	180,578	—	$4.1M
IJHIshares Tr	1.0%	1.1%	55,916	+1.3%	$4.0M
VEUVanguard Intl Equity Index F	0.9%	1.0%	46,804	-2.1%	$3.9M
QQQInvesco Qqq Tr	0.8%	0.8%	4,386	-2.0%	$3.2M
FBNDFidelity Merrimack Str Tr	0.7%	0.3%	72,006	+138.8%	$3.1M
MDYState Str Spdr S&p Midcap 40	0.7%	1.1%	4,524	-25.9%	$3.0M
METAMeta Platforms Inc	0.6%	0.5%	3,519	-2.5%	$2.6M
GLDMWorld Gold Tr	0.6%	—	28,802	—	$2.4M
AVGOBroadcom Inc	0.5%	0.6%	6,393	+2.3%	$2.2M
BMYBristol-Myers Squibb Co	0.4%	0.4%	28,255	+6.9%	$1.8M
JPMJpmorgan Chase & Co	0.4%	0.4%	5,027	-0.8%	$1.7M
IWFIshares Tr	0.4%	0.4%	13,007	+0.0%	$1.6M
IUSGIshares Tr	0.4%	0.4%	8,229	+0.1%	$1.6M
VEAVanguard Ftse Developed Markets Index Fu	0.4%	0.4%	22,380	+0.7%	$1.6M
XLKSelect Sector Spdr Tr	0.4%	0.4%	7,770	+3.1%	$1.5M
VVisa Inc	0.3%	0.3%	4,048	+6.9%	$1.5M
GOOGAlphabet Inc	0.3%	0.3%	4,210	+12.1%	$1.4M
BXBlackstone Inc	0.3%	0.3%	11,823	+0.8%	$1.3M
CSCOCisco Sys Inc	0.3%	0.3%	12,219	+2.8%	$1.3M
IWBIshares Tr	0.3%	0.3%	3,109	+0.3%	$1.3M
BACBank of Amer Corp	0.3%	0.3%	23,071	+2.6%	$1.3M
LLYEli Lilly & Co	0.3%	—	1,083	—	$1.3M

What Benchmark Financial Wealth Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

FBND Fidelity Merrimack Str Tr+138.8% shares
QDPL Pacer Fds Tr+30.0% shares
DIVO Amplify ETF Tr+28.1% shares
GRNY Tidal Trust I+17.1% shares
LVHI Legg Mason ETF Invt+14.2% shares
GOOG Alphabet Inc+12.1% shares
XCEM Columbia ETF Tr II+11.6% shares
SMMD Ishares Tr+10.7% shares

Reduced

DBND Doubleline ETF Trust-44.5% shares
MDY State Str Spdr S&p Midcap 40-25.9% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.4% /yr; S&P 500 +20.1%
3 years: +16.6% /yr; S&P 500 +20.4%
5 years: +8.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$418.1M	160
Q2 2026	$405.0M	145
Q1 2026	$361.1M	133
Q4 2025	$348.4M	126
Q3 2025	$332.3M	124
Q2 2025	$302.5M	117
Q1 2025	$264.9M	98
Q4 2024	$312.0M	100
Q3 2024	$299.9M	100
Q2 2024	$269.9M	90
Q1 2024	$261.7M	90
Q4 2023	$232.1M	79

Questions about Benchmark Financial Wealth Advisors, LLC's portfolio

What stocks does Benchmark Financial Wealth Advisors, LLC own?

Benchmark Financial Wealth Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 160 positions worth $418.1M. The largest are Schwab Strategic Tr (SCHF) at 7.0%, Vanguard Index Fds (VTI) at 6.8%, State Str Spdr S&p 500 ETF T (SPY) at 6.6%, Ishares Tr (ITOT) at 4.6% and Ishares Tr (IVV) at 4.3%.

What did Benchmark Financial Wealth Advisors, LLC buy last quarter?

In Q3 2026, Benchmark Financial Wealth Advisors, LLC added Fidelity Merrimack Str Tr (FBND) (+138.8% shares), Pacer Fds Tr (QDPL) (+30.0% shares) and Amplify ETF Tr (DIVO) (+28.1% shares), compared with its Q2 2026 filing.

What did Benchmark Financial Wealth Advisors, LLC sell last quarter?

In Q3 2026, Benchmark Financial Wealth Advisors, LLC cut from its top 50 Pimco ETF Tr (MUNI), cut from its top 50 Spdr Gold Tr (GLD), cut from its top 50 Corning Inc (GLW), cut from its top 50 Altria Group Inc (MO), Doubleline ETF Trust (DBND) (-44.5% shares) and State Str Spdr S&p Midcap 40 (MDY) (-25.9% shares), compared with its Q2 2026 filing.

How has Benchmark Financial Wealth Advisors, LLC's portfolio performed?

A portfolio copying Benchmark Financial Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.4% against +20.1%. Over 5 years: +8.3% a year against +11.6%.

When is Benchmark Financial Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Benchmark Financial Wealth Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Benchmark Financial Wealth Advisors, LLC manage?

Benchmark Financial Wealth Advisors, LLC reported $766.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $418.1M.