Institutional Fund
Benchmark Financial, LLC
Wilmington, DECIK 21072602 filings on record
Portfolio Value
$111.44M
Q1 2026
Holdings
52
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+11.1%
from $100.33M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust14.2%
- Vanguard Scottsdale Fds13.1%
- Proshares Tr7.1%
- Ishares Tr6.9%
- Ishares Tr6.2%
- Spdr Index Shs Fds6.1%
- Other46.5%
Portfolio Holdings
52 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 161.2K | $15.78M | 14.2% | +20.0K | Added |
| 2 | Vanguard Scottsdale Fds | 176.2K | $14.58M | 13.1% | +20.5K | Added |
| 3 | Proshares Tr | 74.3K | $7.88M | 7.1% | +6.5K | Added |
| 4 | Ishares Tr | 65.0K | $7.71M | 6.9% | +10.6K | Added |
| 5 | Ishares Tr | 72.8K | $6.95M | 6.2% | +11.8K | Added |
| 6 | Spdr Index Shs Fds | 148.5K | $6.78M | 6.1% | +20.3K | Added |
| 7 | Spdr Series Trust | 87.7K | $4.96M | 4.5% | +13.1K | Added |
| 8 | Spdr Series Trust | 193.5K | $4.83M | 4.3% | +25.0K | Added |
| 9 | Spdr Series Trust | 69.4K | $4.11M | 3.7% | +6.2K | Added |
| 10 | J P Morgan Exchange Traded F | 68.5K | $3.88M | 3.5% | +5.3K | Added |
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