Institutional Fund
Benchmark Financial Wealth Advisors, LLC
Boca Raton, FLCIK 17577065 filings on record
Portfolio Value
$361.10M
Q1 2026
Holdings
133
Reported positions
New Buys
16
Opened this quarter
QoQ Change
+3.6%
from $348.41M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr7.3%
- Spdr S&P 500 ETF Tr7.3%
- Vanguard Index Fds7.1%
- Doubleline ETF Trust6.6%
- Ishares Tr4.7%
- Ishares Tr3.5%
- Other63.4%
Portfolio Holdings
133 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.07M | $26.51M | 7.3% | −41.9K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 40.3K | $26.21M | 7.3% | −6.1K | Reduced |
| 3 | Vanguard Index Fds | 80.0K | $25.68M | 7.1% | −5.3K | Reduced |
| 4 | Doubleline ETF Trust | 522.1K | $23.92M | 6.6% | +29.7K | Added |
| 5 | Ishares Tr | 119.6K | $17.03M | 4.7% | −2.7K | Reduced |
| 6 | Ishares Tr | 19.4K | $12.70M | 3.5% | +6.3K | Added |
| 7 | Pacer Fds Tr | 193.1K | $12.08M | 3.3% | −18.3K | Reduced |
| 8 | Pimco ETF Tr | 226.5K | $11.82M | 3.3% | +87.5K | Added |
| 9 | Nvidia Corporation | 66.2K | $11.54M | 3.2% | −5.3K | Reduced |
| 10 | Ishares Tr | 40.9K | $10.17M | 2.8% | −1.3K | Reduced |
123 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio