StockDriftsStockDriftsTop 50 Benchmark Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 15.07% | 159.3K | $19.6M | -1.78%(-2.90K) | $105.20(+15.34%) | 2026-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 11.79% | 196.1K | $15.4M | +9.27%(+16.64K) | $83.54(-5.86%) | 2026-09-30 | |
| IEI | ISHARES TR | 6.3% | 72.3K | $8.2M | +8.84%(+5.87K) | $119.01(-4.21%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 5.9% | 153.0K | $7.7M | +3.26%(+4.83K) | $44.00(+11.95%) | 2026-09-30 | |
| IEF | ISHARES TR | 5.38% | 78.5K | $7.0M | +6.30%(+4.65K) | $95.96(-6.12%) | 2026-09-30 | |
| NOBL | PROSHARES TR | 5.1% | 122.7K | $6.6M | -17.80%(-26.58K) | $51.86(+9.51%) | 2026-09-30 | |
| SPYV | SPDR SERIES TRUST | 4.1% | 87.4K | $5.3M | +1.51%(+1.30K) | $56.23(+12.01%) | 2026-09-30 | |
| SJNK | SPDR SERIES TRUST | 3.88% | 208.5K | $5.1M | +5.19%(+10.28K) | $25.37(-5.16%) | 2026-09-30 | |
| SPMD | SPDR SERIES TRUST | 3.43% | 70.9K | $4.5M | +4.18%(+2.84K) | $57.95(+9.44%) | 2026-09-30 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 2.78% | 35.1K | $3.6M | +80.27%(+15.63K) | $107.75(-8.33%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +2.94% |
| Top 20 Holdings Unweighted | — | — | — | — | +3.17% |
Benchmark Financial LLC reports $130.18M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (15.1%), VCIT (11.8%) and IEI (6.3%). The top 20 holdings account for 82.08% of reported assets. Its disclosed equity book has returned +2.94% cumulatively over 3 quarters. Figures reflect the Q3 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