Institution
Benchmark Financial Wealth Advisors, LLC
CIK 0001757706 - 2026Q2 report dated 2026-06-30
Shown positions
100
Shown market value
$393,841,493
Net value change
+$79,751,312
99 changed positions shown
Latest filing
0001757706-26-000006Largest reported increase
DBND
DOUBLELINE ETF TRUST
+$23,775,018
Largest reported decrease
MUNI
PIMCO ETF TR
-$857,723
Latest 13F holdings
Top reported positions by market value. 13F filings are delayed and may not reflect current holdings.
| Ticker | Issuer | Value | Shares | Change | Value change | Report |
|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR 808524805 | $29,209,756 | 1,054,504 | REDUCED -1.5% | +$2,702,717 | 2026-06-30SEC filing |
| VTI | VANGUARD INDEX FDS 922908769 | $28,836,865 | 77,929 | REDUCED -2.6% | +$3,161,241 | 2026-06-30SEC filing |
| SPY | STATE STR SPDR S&P 500 ETF T 78462F103 | $27,285,529 | 36,538 | REDUCED -9.3% | +$1,073,680 | 2026-06-30SEC filing |
| DBND | DOUBLELINE ETF TRUST 25861R105 | $23,775,018 | 521,491 | NEW new | +$23,775,018 | 2026-06-30SEC filing |
| ITOT | ISHARES TR 464287150 | $19,614,224 | 119,402 | REDUCED -0.1% | +$2,586,348 | 2026-06-30SEC filing |
| IVV | ISHARES TR 464287200 | $15,930,186 | 21,272 | INCREASED +9.4% | +$3,234,069 | 2026-06-30SEC filing |
| NVDA | NVIDIA CORPORATION 67066G104 | $13,105,214 | 65,497 | REDUCED -1.0% | +$1,564,106 | 2026-06-30SEC filing |
| IWY | ISHARES TR 464289438 | $11,414,629 | 39,277 | REDUCED -3.9% | +$1,243,938 | 2026-06-30SEC filing |
| COWZ | PACER FDS TR 69374H881 | $11,263,073 | 181,078 | REDUCED -6.2% | -$815,595 | 2026-06-30SEC filing |
| IJR | ISHARES TR 464287804 | $11,077,128 | 74,689 | INCREASED +0.7% | +$1,860,966 | 2026-06-30SEC filing |
| MUNI | PIMCO ETF TR 72201R866 | $10,964,674 | 208,454 | REDUCED -8.0% | -$857,723 | 2026-06-30SEC filing |
| DBEF | DBX ETF TR 233051200 | $10,382,846 | 190,058 | INCREASED +0.6% | +$1,050,497 | 2026-06-30SEC filing |
| SCHD | SCHWAB STRATEGIC TR 808524797 | $10,247,349 | 323,158 | INCREASED +4.5% | +$763,813 | 2026-06-30SEC filing |
| LVHI | LEGG MASON ETF INVT 52468L505 | $9,884,344 | 243,547 | INCREASED +18.3% | +$1,540,282 | 2026-06-30SEC filing |
| XCEM | COLUMBIA ETF TR II 19762B202 | $9,468,058 | 179,048 | INCREASED +7.2% | +$2,651,319 | 2026-06-30SEC filing |
| AAPL | APPLE INC 037833100 | $9,342,864 | 32,288 | INCREASED +3.9% | +$1,458,222 | 2026-06-30SEC filing |
| DYNF | BLACKROCK ETF TRUST 09290C103 | $8,552,598 | 125,755 | NEW new | +$8,552,598 | 2026-06-30SEC filing |
| SMMD | ISHARES TR 46435G268 | $8,449,367 | 92,212 | INCREASED +4.8% | +$1,732,501 | 2026-06-30SEC filing |
| VOO | VANGUARD INDEX FDS 922908363 | $7,635,741 | 11,118 | REDUCED -2.6% | +$815,665 | 2026-06-30SEC filing |
| GRNY | TIDAL TRUST I 886364231 | $5,488,016 | 198,482 | NEW new | +$5,488,016 | 2026-06-30SEC filing |
| VO | VANGUARD INDEX FDS 922908629 | $5,452,504 | 67,674 | INCREASED +300.0% | +$593,649 | 2026-06-30SEC filing |
| GOOGL | ALPHABET INC 02079K305 | $4,753,421 | 13,301 | REDUCED -1.2% | +$882,723 | 2026-06-30SEC filing |
| IWM | ISHARES TR 464287655 | $4,674,335 | 15,558 | REDUCED -13.4% | +$219,332 | 2026-06-30SEC filing |
| RSP | INVESCO EXCHANGE TRADED FD T 46137V357 | $4,561,934 | 21,441 | INCREASED +3.2% | +$573,602 | 2026-06-30SEC filing |
| MSFT | MICROSOFT CORP 594918104 | $4,481,465 | 12,014 | INCREASED +0.5% | +$57,903 | 2026-06-30SEC filing |