StockDriftsStockDriftsTop 50 Benchmark Financial Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 7.02% | 1.07M | $29.3M | +1.31%(+13.84K) | $17.22(+57.29%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 6.82% | 76.2K | $28.5M | -2.25%(-1.75K) | $131.94(+185.94%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.62% | 36.3K | $27.7M | -0.70%(-255) | $443.51(+73.46%) | 2026-09-30 | |
| ITOT | ISHARES TR | 4.64% | 116.8K | $19.4M | -2.20%(-2.63K) | $73.46(+127.98%) | 2026-09-30 | |
| IVV | ISHARES TR | 4.3% | 23.5K | $18.0M | +10.42%(+2.22K) | $619.08(+24.81%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.72% | 68.2K | $15.6M | +4.07%(+2.67K) | $59.16(+266.47%) | 2026-09-30 | |
| DBND | DOUBLELINE ETF TRUST | 3.01% | 289.2K | $12.6M | -44.54%(-232.29K) | $45.94(-4.86%) | 2026-09-30 | |
| COWZ | PACER FDS TR | 2.95% | 184.7K | $12.3M | +1.97%(+3.58K) | $52.71(+34.77%) | 2026-09-30 | |
| IWY | ISHARES TR | 2.79% | 39.6K | $11.7M | +0.84%(+330) | $180.73(+59.64%) | 2026-09-30 | |
| LVHI | LEGG MASON ETF INVT | 2.78% | 278.2K | $11.6M | +14.22%(+34.63K) | $35.22(+21.72%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.64% | +62.80% | +8.82% | +52.63% |
| Top 20 Holdings Unweighted | +19.10% | +68.94% | +10.52% | +64.92% |
Benchmark Financial Wealth Advisors LLC reports $419.15M in US-listed equity holdings across 160 positions in its most recent 13F filing. Its largest disclosed positions are SCHF (7.0%), VTI (6.8%) and SPY (6.6%). The top 20 holdings account for 66.86% of reported assets. Its disclosed equity book has returned +62.80% on a three-year cumulative basis. 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 Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1757706). View Benchmark Financial Wealth Advisors LLC’s 13F filings on SEC