Benchmark Financial Wealth Advisors, LLC: 13F holdings
CIK 17577062026Q2
| Positions | 145 |
|---|
| Reported value | $405.5m |
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| Filed | 2026-07-17 |
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Change since last quarter
| Positions | 145 (+12 vs prior quarter) |
|---|
| Reported value | $405.5m (+12.3%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHF SCHWAB STRATEGIC TR | 1,054,504 | $29.2m | 7.2% |
| VTI VANGUARD INDEX FDS | 77,929 | $28.8m | 7.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 36,538 | $27.3m | 6.7% |
| DBND DOUBLELINE ETF TRUST | 521,491 | $23.8m | 5.9% |
| ITOT ISHARES TR | 119,402 | $19.6m | 4.8% |
| IVV ISHARES TR | 21,272 | $15.9m | 3.9% |
| NVDA NVIDIA CORPORATION | 65,497 | $13.1m | 3.2% |
| IWY ISHARES TR | 39,277 | $11.4m | 2.8% |
| COWZ PACER FDS TR | 181,078 | $11.3m | 2.8% |
| IJR ISHARES TR | 74,689 | $11.1m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1757706")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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