13F HOLDINGS REPORT
Benchmark Financial Wealth Advisors, LLC
Quarter ended Q4 2025 · Filed January 27, 2026 · Accession 0001757706-26-000002
Total Value
$348.4M
Positions
126
Other Managers
0
Confidential Omitted
No
Holdings (126)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 46,398 | $31.6M | 9.08% |
| 2 | VANGUARD INDEX FDS | 922908769 | 85,361 | $28.6M | 8.21% |
| 3 | SCHWAB STRATEGIC TR | 808524805 | 1,112,901 | $26.8M | 7.68% |
| 4 | DOUBLELINE ETF TRUST | 25861R105 | 492,384 | $22.8M | 6.55% |
| 5 | ISHARES TR | 464287150 | 122,276 | $18.2M | 5.22% |
| 6 | NVIDIA CORPORATION | NVDA | 71,436 | $13.3M | 3.82% |
| 7 | PACER FDS TR | 69374H881 | 211,359 | $12.7M | 3.65% |
| 8 | ISHARES TR | 464289438 | 42,143 | $11.7M | 3.35% |
| 9 | ISHARES TR | 464287200 | 13,124 | $9.0M | 2.58% |
| 10 | ISHARES TR | 464287804 | 74,487 | $9.0M | 2.57% |
| 11 | SELECT SECTOR SPDR TR | 81369Y605 | 152,401 | $8.3M | 2.40% |
| 12 | APPLE INC | AAPL | 30,676 | $8.3M | 2.39% |
| 13 | DBX ETF TR | 233051200 | 166,196 | $8.0M | 2.29% |
| 14 | SCHWAB STRATEGIC TR | 808524797 | 269,617 | $7.4M | 2.12% |
| 15 | VANGUARD INDEX FDS | 922908363 | 11,738 | $7.4M | 2.11% |
| 16 | PIMCO ETF TR | 72201R866 | 139,075 | $7.3M | 2.09% |
| 17 | ISHARES TR | 46435G268 | 78,091 | $5.9M | 1.68% |
| 18 | MICROSOFT CORP | MSFT | 11,282 | $5.5M | 1.57% |
| 19 | LEGG MASON ETF INVT | 52468L505 | 136,935 | $5.0M | 1.45% |
| 20 | VANGUARD INDEX FDS | 922908629 | 17,268 | $5.0M | 1.44% |
| 21 | ISHARES TR | 464287655 | 19,462 | $4.8M | 1.38% |
| 22 | SPDR S&P MIDCAP 400 ETF TR | MDY | 6,703 | $4.0M | 1.16% |
| 23 | ALPHABET INC | GOOG | 12,795 | $4.0M | 1.15% |
| 24 | AMAZON COM INC | AMZN | 17,206 | $4.0M | 1.14% |
| 25 | INVESCO EXCHANGE TRADED FD T | IVZ | 20,593 | $3.9M | 1.13% |
| 26 | VANGUARD INTL EQUITY INDEX F | 922042775 | 53,091 | $3.9M | 1.12% |
| 27 | ISHARES TR | 464287507 | 57,741 | $3.8M | 1.09% |
| 28 | INVESCO QQQ TR | IVZ | 5,159 | $3.2M | 0.91% |
| 29 | SPDR SERIES TRUST | 78464A797 | 49,723 | $3.0M | 0.87% |
| 30 | META PLATFORMS INC | META | 3,670 | $2.4M | 0.70% |
| 31 | BROADCOM INC | AVGO | 6,046 | $2.1M | 0.60% |
| 32 | PACER FDS TR | 69374H436 | 45,798 | $1.9M | 0.56% |
| 33 | JPMORGAN CHASE & CO. | VYLD | 5,603 | $1.8M | 0.52% |
| 34 | TIDAL TRUST I | 886364231 | 71,021 | $1.8M | 0.50% |
| 35 | ISHARES TR | 464287614 | 3,403 | $1.6M | 0.46% |
| 36 | AMPLIFY ETF TR | 032108409 | 34,010 | $1.5M | 0.43% |
| 37 | VANGUARD TAX-MANAGED FDS | 921943858 | 22,692 | $1.4M | 0.41% |
| 38 | ISHARES TR | 464287671 | 8,273 | $1.4M | 0.40% |
| 39 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 17,328 | $1.3M | 0.38% |
| 40 | ISHARES INC | 464286681 | 12,640 | $1.3M | 0.37% |
| 41 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 23,967 | $1.3M | 0.37% |
| 42 | ALPHABET INC | GOOG | 3,979 | $1.2M | 0.36% |
| 43 | VISA INC | V | 3,450 | $1.2M | 0.35% |
| 44 | BLACKSTONE INC | BX | 7,748 | $1.2M | 0.34% |
| 45 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,366 | $1.2M | 0.34% |
| 46 | ISHARES TR | 464287622 | 3,087 | $1.2M | 0.33% |
| 47 | SELECT SECTOR SPDR TR | 81369Y803 | 7,883 | $1.1M | 0.33% |
| 48 | ALTRIA GROUP INC | MO | 17,269 | $995,743 | 0.29% |
| 49 | COSTCO WHSL CORP NEW | 22160K105 | 1,116 | $962,482 | 0.28% |
| 50 | UNITEDHEALTH GROUP INC | UNH | 2,904 | $958,770 | 0.28% |
| 51 | WALMART INC | WMT | 8,605 | $958,712 | 0.28% |
| 52 | ELI LILLY & CO | LLY | 879 | $944,896 | 0.27% |
| 53 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 16,135 | $923,569 | 0.27% |
| 54 | BANK AMERICA CORP | 060505104 | 15,726 | $864,924 | 0.25% |
| 55 | CISCO SYS INC | CSCO | 10,971 | $845,068 | 0.24% |
| 56 | WELLS FARGO CO NEW | 949746101 | 8,770 | $817,395 | 0.23% |
| 57 | ISHARES TR | 464287598 | 3,745 | $787,722 | 0.23% |
| 58 | TESLA INC | TSLA | 1,703 | $765,950 | 0.22% |
| 59 | FIDELITY COVINGTON TRUST | 316092501 | 9,733 | $756,665 | 0.22% |
| 60 | ABBVIE INC | ABBV | 3,304 | $754,846 | 0.22% |
| 61 | FIDELITY MERRIMACK STR TR | 316188309 | 15,753 | $725,285 | 0.21% |
| 62 | CORNING INC | GLW | 8,235 | $721,085 | 0.21% |
| 63 | MERCK & CO INC | MRK | 6,464 | $680,355 | 0.20% |
| 64 | SPDR GOLD TR | GLD | 1,527 | $605,247 | 0.17% |
| 65 | GOLDMAN SACHS GROUP INC | GSCE | 665 | $584,277 | 0.17% |
| 66 | VANGUARD INDEX FDS | 922908751 | 2,150 | $554,669 | 0.16% |
| 67 | AMERICAN INTL GROUP INC | 026874784 | 6,473 | $553,749 | 0.16% |
| 68 | ROYAL BK CDA | 780087102 | 3,235 | $551,486 | 0.16% |
| 69 | HOME DEPOT INC | HD | 1,574 | $541,730 | 0.16% |
| 70 | MARRIOTT INTL INC NEW | 571903202 | 1,739 | $539,652 | 0.15% |
| 71 | ISHARES BITCOIN TRUST ETF | IBIT | 10,511 | $521,871 | 0.15% |
| 72 | PALANTIR TECHNOLOGIES INC | PLTR | 2,924 | $519,699 | 0.15% |
| 73 | COCA COLA CO | KO | 7,414 | $518,292 | 0.15% |
| 74 | NETFLIX INC | NFLX | 5,197 | $487,308 | 0.14% |
| 75 | PACKAGING CORP AMER | 695156109 | 2,345 | $483,539 | 0.14% |
| 76 | WASTE MGMT INC DEL | 94106L109 | 2,196 | $482,583 | 0.14% |
| 77 | VERIZON COMMUNICATIONS INC | VZ | 11,807 | $480,914 | 0.14% |
| 78 | WILLIAMS SONOMA INC | WSM | 2,679 | $478,406 | 0.14% |
| 79 | ISHARES TR | 46432F834 | 5,489 | $464,564 | 0.13% |
| 80 | ASML HOLDING N V | ASMLF | 434 | $463,871 | 0.13% |
| 81 | PROSHARES TR | 74348A467 | 4,412 | $459,118 | 0.13% |
| 82 | AMGEN INC | AMGN | 1,331 | $435,755 | 0.13% |
| 83 | PFIZER INC | PFE | 16,727 | $416,492 | 0.12% |
| 84 | MASTERCARD INCORPORATED | MA | 695 | $396,961 | 0.11% |
| 85 | PHILIP MORRIS INTL INC | 718172109 | 2,463 | $395,003 | 0.11% |
| 86 | GARMIN LTD | GRMN | 1,860 | $377,280 | 0.11% |
| 87 | SELECT SECTOR SPDR TR | 81369Y886 | 8,705 | $371,596 | 0.11% |
| 88 | CROWDSTRIKE HLDGS INC | CRWD | 778 | $364,850 | 0.10% |
| 89 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 6,999 | $354,066 | 0.10% |
| 90 | CHEVRON CORP NEW | CVX | 2,270 | $345,901 | 0.10% |
| 91 | LOCKHEED MARTIN CORP | LMT | 708 | $342,464 | 0.10% |
| 92 | GEN DIGITAL INC | GENVR | 12,309 | $334,671 | 0.10% |
| 93 | VANECK ETF TRUST | 92189F676 | 922 | $332,204 | 0.10% |
| 94 | VANGUARD INDEX FDS | 922908744 | 1,675 | $320,001 | 0.09% |
| 95 | UNION PAC CORP | UNP | 1,365 | $315,846 | 0.09% |
| 96 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 998 | $303,379 | 0.09% |
| 97 | ORACLE CORP | ORCL-PD | 1,419 | $276,555 | 0.08% |
| 98 | TEXAS INSTRS INC | 882508104 | 1,526 | $264,697 | 0.08% |
| 99 | CATERPILLAR INC | CAT | 454 | $260,034 | 0.07% |
| 100 | DANAHER CORPORATION | 235851102 | 1,133 | $259,386 | 0.07% |
| 101 | SALESFORCE INC | CRM | 978 | $258,975 | 0.07% |
| 102 | FORD MTR CO | 345370860 | 19,707 | $258,560 | 0.07% |
| 103 | LAM RESEARCH CORP | LRCX | 1,471 | $251,784 | 0.07% |
| 104 | BOEING CO | BA-PA | 1,145 | $248,551 | 0.07% |
| 105 | GE AEROSPACE | 369604301 | 792 | $244,045 | 0.07% |
| 106 | BLACKROCK INC | BLK | 225 | $240,911 | 0.07% |
| 107 | ADAMS DIVERSIFIED EQUITY FD | 006212104 | 10,237 | $238,721 | 0.07% |
| 108 | MCDONALDS CORP | MCD | 776 | $237,106 | 0.07% |
| 109 | FERRARI N V | RACE | 636 | $234,977 | 0.07% |
| 110 | RTX CORPORATION | RTX | 1,278 | $234,376 | 0.07% |
| 111 | EXXON MOBIL CORP | XOM | 1,929 | $232,194 | 0.07% |
| 112 | ISHARES TR | 46434V381 | 3,323 | $231,746 | 0.07% |
| 113 | JOHNSON & JOHNSON | JNJ | 1,117 | $231,119 | 0.07% |
| 114 | QUALCOMM INC | QCOM | 1,339 | $229,071 | 0.07% |
| 115 | CITIGROUP INC | C-PR | 1,938 | $226,176 | 0.06% |
| 116 | NOVARTIS AG | NVSEF | 1,637 | $225,635 | 0.06% |
| 117 | ISHARES TR | 464288513 | 2,770 | $223,312 | 0.06% |
| 118 | ISHARES TR | 464287499 | 2,305 | $221,892 | 0.06% |
| 119 | SPDR SERIES TRUST | 78464A508 | 3,872 | $219,945 | 0.06% |
| 120 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 794 | $218,765 | 0.06% |
| 121 | MARSH & MCLENNAN COS INC | 571748102 | 1,175 | $218,016 | 0.06% |
| 122 | LINDE PLC | LIN | 482 | $205,482 | 0.06% |
| 123 | SPDR SERIES TRUST | 78464A698 | 3,166 | $205,185 | 0.06% |
| 124 | MP MATERIALS CORP | MP | 4,000 | $202,080 | 0.06% |
| 125 | INTERNATIONAL BUSINESS MACHS | INTR | 681 | $201,678 | 0.06% |
| 126 | VERIFYME INC | VRME | 37,139 | $22,313 | 0.01% |