Benchmark Financial, LLC: 13F holdings

CIK 21072602026Q2

Positions54
Reported value$122.7m
Filed2026-07-22

Change since last quarter

Positions54 (+2 vs prior quarter)
Reported value$122.7m (+10.1%)

Top 10 holdings

SecuritySharesValueWeight
SPYG SPDR SERIES TRUST162,245$19.3m15.7%
VCIT VANGUARD SCOTTSDALE FDS179,426$14.8m12.1%
NOBL PROSHARES TR149,267$8.4m6.8%
IEI ISHARES TR66,408$7.8m6.4%
EWU SPDR INDEX SHS FDS148,127$7.5m6.1%
IEF ISHARES TR73,813$7.0m5.7%
SPYV SPDR SERIES TRUST86,110$5.2m4.3%
SJNK SPDR SERIES TRUST198,189$5.0m4.0%
SPMD SPDR SERIES TRUST68,015$4.6m3.7%
IWY ISHARES TR12,364$3.6m2.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2107260")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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