StockDriftsStockDriftsTop 50 Benchmark Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 14.84% | 76.2K | $33.4M | -5.07%(-4.07K) | — | 2025-06-30 | |
| BND | VANGUARD BD INDEX FDS | 11.41% | 348.7K | $25.7M | +0.35%(+1.21K) | — | 2025-06-30 | |
| VOO | VANGUARD INDEX FDS | 11.4% | 45.2K | $25.7M | +12.58%(+5.05K) | — | 2025-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 7.61% | 128.4K | $17.1M | -2.82%(-3.72K) | — | 2025-06-30 | |
| VTV | VANGUARD INDEX FDS | 7.3% | 93.0K | $16.4M | -2.78%(-2.66K) | — | 2025-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 4.04% | 135.4K | $9.1M | -0.18%(-248) | — | 2025-06-30 | |
| VB | VANGUARD INDEX FDS | 3.55% | 33.7K | $8.0M | -3.03%(-1.05K) | — | 2025-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.93% | 32.2K | $6.6M | +0.60%(+191) | — | 2025-06-30 | |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 2.91% | 9 | $6.6M | +0.00%(+0) | — | 2025-06-30 | |
| VO | VANGUARD INDEX FDS | 2.62% | 21.1K | $5.9M | +1.97%(+406) | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +45.76% |
| Top 20 Holdings Unweighted | — | — | — | — | +43.99% |
Benchmark Wealth Management, Llc reports $225.03M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are VUG (14.8%), BND (11.4%) and VOO (11.4%). The top 20 holdings account for 85.93% of reported assets. Its disclosed equity book has returned +45.76% cumulatively over 11 quarters. Figures reflect the Q2 2025 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 Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1788241). View Benchmark Wealth Management, Llc’s 13F filings on SEC