StockDriftsStockDriftsTop 50 Benchmark Financial Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 7.21% | 1.05M | $29.2M | -1.54%(-16.49K) | $17.08(+67.73%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 7.12% | 77.9K | $28.8M | -2.63%(-2.10K) | $131.94(+190.56%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.74% | 36.5K | $27.3M | -9.35%(-3.77K) | $443.51(+74.82%) | 2026-06-30 | |
| DBND | DOUBLELINE ETF TRUST | 5.87% | 521.5K | $23.8M | -0.12%(-607) | $45.94(-1.83%) | 2026-06-30 | |
| ITOT | ISHARES TR | 4.84% | 119.4K | $19.6M | -0.13%(-151) | $73.46(+131.18%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.93% | 21.3K | $15.9M | +9.44%(+1.83K) | $604.67(+28.82%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.24% | 65.5K | $13.1M | -1.03%(-679) | $52.84(+327.81%) | 2026-06-30 | |
| IWY | ISHARES TR | 2.82% | 39.3K | $11.4M | -3.90%(-1.59K) | $179.79(+63.01%) | 2026-06-30 | |
| COWZ | PACER FDS TR | 2.78% | 181.1K | $11.3M | -6.21%(-11.99K) | $52.48(+33.24%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.74% | 74.7K | $11.1M | +0.74%(+550) | $77.39(+93.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.69% | +54.86% | +8.32% | +49.13% |
| Top 20 Holdings Unweighted | +17.56% | +62.47% | +9.97% | +60.83% |
Benchmark Financial Wealth Advisors, LLC reports $405.48M in US-listed equity holdings across 145 positions in its most recent 13F filing. Its largest disclosed positions are SCHF (7.2%), VTI (7.1%) and SPY (6.7%). The top 20 holdings account for 69.63% of reported assets. Its disclosed equity book has returned +54.86% on a three-year cumulative basis. 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 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