Benchmark Financial Wealth Advisors, LLC
134 holdingsFiling period: 2026-03-31Current AUM: $403.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | 1.07M | $26.5M | $29.4M | 7.28% | -41,910 | 2026-03-31 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 40.3K | $26.2M | $30.1M | 7.46% | -6,093 | 2026-03-31 |
| 3 | VTI | VANGUARD INDEX FDS | 80.0K | $25.7M | $29.5M | 7.30% | -5,327 | 2026-03-31 |
| 4 | DBND | DOUBLELINE ETF TRUST | 522.1K | $23.9M | $23.4M | 5.81% | +29.7K | 2026-03-31 |
| 5 | ITOT | ISHARES TR | 119.6K | $17.0M | $19.6M | 4.85% | -2,723 | 2026-03-31 |
| 6 | IVV | ISHARES TR | 19.4K | $12.7M | $14.6M | 3.61% | +6.3K | 2026-03-31 |
| 7 | COWZ | PACER FDS TR | 193.1K | $12.1M | $12.9M | 3.20% | -18,286 | 2026-03-31 |
| 8 | MUNI | PIMCO ETF TR | 226.5K | $11.8M | $11.7M | 2.90% | +87.5K | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 66.2K | $11.5M | $13.3M | 3.29% | -5,260 | 2026-03-31 |
| 10 | IWY | ISHARES TR | 40.9K | $10.2M | $11.3M | 2.80% | -1,271 | 2026-03-31 |
| 11 | SCHD | SCHWAB STRATEGIC TR | 309.1K | $9.5M | $10.3M | 2.56% | +39.5K | 2026-03-31 |
| 12 | DBEF | DBX ETF TR | 188.9K | $9.3M | $10.4M | 2.57% | +22.7K | 2026-03-31 |
| 13 | IJR | ISHARES TR | 74.1K | $9.2M | $10.8M | 2.67% | -348 | 2026-03-31 |
| 14 | LVHI | LEGG MASON ETF INVT | 205.8K | $8.3M | $8.8M | 2.18% | +68.9K | 2026-03-31 |
| 15 | AAPL | APPLE INC | 31.1K | $7.9M | $9.6M | 2.38% | +392 | 2026-03-31 |
| 16 | XLF | SELECT SECTOR SPDR TR | 152.0K | $7.5M | $8.7M | 2.14% | -418 | 2026-03-31 |
| 17 | VOO | VANGUARD INDEX FDS | 11.4K | $6.8M | $7.8M | 1.94% | -325 | 2026-03-31 |
| 18 | XCEM | COLUMBIA ETF TR II | 167.0K | $6.8M | $7.9M | 1.96% | -- | 2026-03-31 |
| 19 | SMMD | ISHARES TR | 88.0K | $6.7M | $7.8M | 1.94% | +9.9K | 2026-03-31 |
| 20 | VO | VANGUARD INDEX FDS | 16.9K | $4.9M | $5.5M | 1.36% | -349 | 2026-03-31 |
| 21 | IWM | ISHARES TR | 18.0K | $4.5M | $5.2M | 1.30% | -1,498 | 2026-03-31 |
| 22 | MSFT | MICROSOFT CORP | 11.9K | $4.4M | $5.6M | 1.38% | +668 | 2026-03-31 |
| 23 | GRNY | TIDAL TRUST I | 180.0K | $4.3M | $4.9M | 1.20% | +109.0K | 2026-03-31 |
| 24 | MDY | STATE STR SPDR S&P MIDCAP 40 | 6.6K | $4.0M | $4.5M | 1.12% | -141 | 2026-03-31 |
| 25 | RSP | INVESCO EXCHANGE TRADED FD T | 20.8K | $4.0M | $4.5M | 1.11% | +188 | 2026-03-31 |
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