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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Benchmark Financial Wealth Advisors, LLC

Quarter ended Q3 2025 · Filed October 22, 2025 · Accession 0001757706-25-000016

Total Value
$332.3M
Positions
124
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (124)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY48,530$32.3M9.73%
2VANGUARD INDEX FDS92290876987,871$28.8M8.68%
3SCHWAB STRATEGIC TR8085248051,118,815$26.0M7.84%
4DOUBLELINE ETF TRUST25861R105414,817$19.3M5.81%
5ISHARES TR464287150124,625$18.2M5.46%
6PACER FDS TR69374H881232,718$13.4M4.02%
7ISHARES TR46428943843,060$11.8M3.55%
8NVIDIA CORPORATIONNVDA58,608$10.9M3.29%
9ISHARES TR46428780474,743$8.9M2.67%
10SELECT SECTOR SPDR TR81369Y605160,083$8.6M2.60%
11APPLE INCAAPL29,977$7.6M2.30%
12SCHWAB STRATEGIC TR808524797276,192$7.5M2.27%
13ISHARES TR46428720010,704$7.2M2.16%
14VANGUARD INDEX FDS92290836311,639$7.1M2.14%
15DBX ETF TR233051200149,080$6.9M2.08%
16INVESCO EXCHANGE TRADED FD TIVZ29,273$5.6M1.67%
17MICROSOFT CORPMSFT10,677$5.5M1.66%
18ISHARES TR46435G26874,369$5.5M1.65%
19VANGUARD INDEX FDS92290862917,458$5.1M1.54%
20ISHARES TR46428765521,126$5.1M1.54%
21LEGG MASON ETF INVT52468L505129,660$4.5M1.36%
22AMAZON COM INCAMZN18,981$4.2M1.25%
23SPDR S&P MIDCAP 400 ETF TRMDY6,914$4.1M1.24%
24PIMCO ETF TR72201R86672,237$3.8M1.14%
25ISHARES TR46428750757,252$3.7M1.12%
26VANGUARD INTL EQUITY INDEX F92204277552,156$3.7M1.12%
27ALPHABET INCGOOG12,997$3.2M0.95%
28SPDR SERIES TRUST78464A79751,206$3.0M0.92%
29INVESCO QQQ TRIVZ5,064$3.0M0.91%
30META PLATFORMS INCMETA3,630$2.7M0.80%
31BROADCOM INCAVGO6,396$2.1M0.64%
32PACER FDS TR69374H43644,351$1.9M0.56%
33ISHARES TR4642876143,682$1.7M0.52%
34FIDELITY WISE ORIGIN BITCOINFBTC16,510$1.6M0.50%
35JPMORGAN CHASE & CO.VYLD5,111$1.6M0.49%
36ISHARES TR4642876718,607$1.4M0.43%
37VANGUARD TAX-MANAGED FDS92194385822,727$1.4M0.41%
38BLACKSTONE INCBX7,679$1.3M0.39%
39ISHARES INC46428668112,572$1.3M0.39%
40BERKSHIRE HATHAWAY INC DELBRK-A2,409$1.2M0.36%
41ISHARES TR4642876223,304$1.2M0.36%
42J P MORGAN EXCHANGE TRADED F46641Q33219,645$1.1M0.34%
43BANK AMERICA CORP06050510421,601$1.1M0.34%
44VISA INCV3,244$1.1M0.33%
45SELECT SECTOR SPDR TR81369Y8033,857$1.1M0.33%
46BRISTOL-MYERS SQUIBB COCELG-RI23,744$1.1M0.32%
47ALTRIA GROUP INCMO15,599$1.0M0.31%
48ALPHABET INCGOOG3,966$965,8090.29%
49PROSHARES TR74348A4679,175$945,6970.28%
50UNITEDHEALTH GROUP INCUNH2,675$923,6880.28%
51WALMART INCWMT8,577$883,9520.27%
52COSTCO WHSL CORP NEW22160K105928$859,1610.26%
53ISHARES TR4642875983,831$780,0480.23%
54WELLS FARGO CO NEW9497461018,823$739,5680.22%
55ABBVIE INCABBV3,136$726,1890.22%
56CISCO SYS INCCSCO10,449$714,8870.22%
57CORNING INCGLW8,176$670,7000.20%
58FIDELITY COVINGTON TRUST3160925018,782$670,3900.20%
59HOME DEPOT INCHD1,651$669,1060.20%
60ELI LILLY & COLLY874$666,8030.20%
61FIDELITY MERRIMACK STR TR31618830913,825$639,2900.19%
62NETFLIX INCNFLX529$634,5090.19%
63ORACLE CORPORCL-PD2,119$596,0660.18%
64ISHARES BITCOIN TRUST ETFIBIT8,580$557,7000.17%
65VANGUARD INDEX FDS9229087512,088$530,9930.16%
66PALANTIR TECHNOLOGIES INCPLTR2,883$525,9900.16%
67WILLIAMS SONOMA INCWSM2,670$521,7680.16%
68AMERICAN INTL GROUP INC0268747846,423$504,4910.15%
69PACKAGING CORP AMER6951561092,297$500,6670.15%
70GOLDMAN SACHS GROUP INCGSCE609$485,3040.15%
71WASTE MGMT INC DEL94106L1092,192$484,0460.15%
72PFIZER INCPFE18,927$482,2540.15%
73ROYAL BK CDA7800871023,235$476,5380.14%
74COCA COLA COKO7,165$475,1730.14%
75VERIZON COMMUNICATIONS INCVZ10,672$469,0380.14%
76GARMIN LTDGRMN1,856$456,9330.14%
77MARRIOTT INTL INC NEW5719032021,740$453,2450.14%
78ISHARES TR46432F8345,435$448,8620.14%
79TESLA INCTSLA1,007$447,8370.13%
80SPDR GOLD TRGLD1,236$439,3610.13%
81PHILIP MORRIS INTL INC7181721092,562$415,5140.13%
82MASTERCARD INCORPORATEDMA710$403,5810.12%
83CROWDSTRIKE HLDGS INCCRWD778$381,6770.11%
84SELECT SECTOR SPDR TR81369Y8864,343$378,7640.11%
85FERRARI N VRACE738$358,0340.11%
86MERCK & CO INCMRK4,265$357,9220.11%
87GEN DIGITAL INCGENVR12,285$348,7700.10%
88UNION PAC CORPUNP1,470$347,5330.10%
89LOCKHEED MARTIN CORPLMT665$331,8680.10%
90J P MORGAN EXCHANGE TRADED F46641Q8376,423$325,8540.10%
91CHEVRON CORP NEWCVX2,019$313,4690.09%
92TEXAS INSTRS INC8825081041,668$306,4540.09%
93VANECK ETF TRUST92189F676856$279,5060.08%
94ISHARES TR4642877703,077$275,8530.08%
95VANGUARD INDEX FDS9229087441,443$269,1460.08%
96BLACKROCK INCBLK231$269,0650.08%
97ASML HOLDING N VASMLF272$263,6630.08%
98TAIWAN SEMICONDUCTOR MFG LTD874039100944$263,6630.08%
99ISHARES ETHEREUM TR46438R1058,167$257,3420.08%
100BOEING COBA-PA1,148$247,7220.07%
101AMGEN INCAMGN855$241,2790.07%
102INTERNATIONAL BUSINESS MACHSINTR853$240,7680.07%
103SALESFORCE INCCRM1,009$239,1120.07%
104MARSH & MCLENNAN COS INC5717481021,172$236,2660.07%
105MCDONALDS CORPMCD761$231,3510.07%
106FORD MTR CO34537086018,893$225,9630.07%
107ADAMS DIVERSIFIED EQUITY FD00621210410,035$223,7840.07%
108PROCTER AND GAMBLE CO7427181091,456$223,7150.07%
109ISHARES TR46434V3813,085$221,9630.07%
110ISHARES TR4642874992,296$221,6350.07%
111PHILLIPS 66PSX1,624$220,9150.07%
112QUALCOMM INCQCOM1,315$218,8380.07%
113CATERPILLAR INCCAT449$214,0120.06%
114SPDR SERIES TRUST78464A5083,850$213,0430.06%
115EXXON MOBIL CORPXOM1,888$212,8190.06%
116RTX CORPORATIONRTX1,257$210,2960.06%
117NOVARTIS AGNVSEF1,637$209,8750.06%
118COINBASE GLOBAL INCCOIN619$208,9060.06%
119CITIGROUP INCC-PR2,042$207,2280.06%
120UBER TECHNOLOGIES INCUBER2,105$206,2270.06%
121JOHNSON & JOHNSONJNJ1,099$203,7040.06%
122PROSHARES TR74349Y85217,776$104,9670.03%
123INVESTMENT MANAGERS SER TR I46144X12312,185$98,0870.03%
124VERIFYME INCVRME37,139$32,9650.01%