StockDriftsStockDriftsTop 50 Benchmark Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 15.73% | 162.2K | $19.3M | +0.67%(+1.07K) | $105.20(+16.71%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 12.09% | 179.4K | $14.8M | +1.82%(+3.21K) | $83.83(-3.09%) | 2026-06-30 | |
| NOBL | PROSHARES TR | 6.83% | 149.3K | $8.4M | +0.41%(+605) | $51.86(+12.84%) | 2026-06-30 | |
| IEI | ISHARES TR | 6.36% | 66.4K | $7.8M | +2.20%(+1.43K) | $119.33(-2.39%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 6.08% | 148.1K | $7.5M | -0.23%(-340) | $43.80(+18.11%) | 2026-06-30 | |
| IEF | ISHARES TR | 5.69% | 73.8K | $7.0M | +1.43%(+1.04K) | $96.21(-3.30%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 4.27% | 86.1K | $5.2M | -1.77%(-1.55K) | $56.16(+12.88%) | 2026-06-30 | |
| SJNK | SPDR SERIES TRUST | 4.04% | 198.2K | $5.0M | +2.41%(+4.67K) | $25.41(-2.23%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 3.74% | 68.0K | $4.6M | -1.97%(-1.36K) | $57.64(+18.44%) | 2026-06-30 | |
| IWY | ISHARES TR | 2.93% | 12.4K | $3.6M | +1.64%(+199) | $274.98(+5.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +4.72% |
| Top 20 Holdings Unweighted | — | — | — | — | +3.90% |
Benchmark Financial, LLC reports $122.70M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (15.7%), VCIT (12.1%) and NOBL (6.8%). The top 20 holdings account for 84.4% of reported assets. Its disclosed equity book has returned +4.72% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Benchmark Financial, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2107260). View Benchmark Financial, LLC’s 13F filings on SEC