Filed: 1/27/2026ACC: 0001754960-26-000128
📋 What this filing means
BENCHMARK FINANCIAL, LLC filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $100.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$100.33M
Total AUM (reported)
1.56M
Total Shares
Allocation by class
STATE STREET SPD$27.23M27.1%
INT-TERM CORP$13.04M13.0%
S&P 500 DV ARIST$7.06M7.0%
3 7 YR TREAS BD$6.49M6.5%
COM$6.29M6.3%
7-10 YR TRSY BD$5.87M5.8%
PORTFOLIO DEVLPD$5.69M5.7%
Portfolio Concentration
Top 3$35.17M35.1%
4–10$33.83M33.7%
11–25$22.32M22.2%
Rest$9.01M9.0%
Top 3 weight
35.1%
Top 10 weight
68.8%
Voting Authority Distribution
Total shares with voting rights: 1.56M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.56M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings48
Rows:
SPDR SERIES TRUST
SOLEShares141.20K
TypeSH
Market value$15.07M
15.02%
Sole
0.00
Shared
0.00
None
141.20K
VANGUARD SCOTTSDALE FDS
SOLEShares155.74K
TypeSH
Market value$13.04M
13.00%
Sole
0.00
Shared
0.00
None
155.74K
PROSHARES TR
SOLEShares67.81K
TypeSH
Market value$7.06M
7.03%
Sole
0.00
Shared
0.00
None
67.81K
ISHARES TR
SOLEShares54.39K
TypeSH
Market value$6.49M
6.47%
Sole
0.00
Shared
0.00
None
54.39K
ISHARES TR
SOLEShares61.02K
TypeSH
Market value$5.87M
5.85%
Sole
0.00
Shared
0.00
None
61.02K
SPDR INDEX SHS FDS
SOLEShares128.15K
TypeSH
Market value$5.69M
5.67%
Sole
0.00
Shared
0.00
None
128.15K
SPDR SERIES TRUST
SOLEShares168.50K
TypeSH
Market value$4.27M
4.25%
Sole
0.00
Shared
0.00
None
168.50K
SPDR SERIES TRUST
SOLEShares74.55K
TypeSH
Market value$4.24M
4.22%
Sole
0.00
Shared
0.00
None
74.55K
SPDR SERIES TRUST
SOLEShares63.17K
TypeSH
Market value$3.66M
3.65%
Sole
0.00
Shared
0.00
None
63.17K
J P MORGAN EXCHANGE TRADED F
SOLEShares63.23K
TypeSH
Market value$3.62M
3.61%
Sole
0.00
Shared
0.00
None
63.23K
ISHARES TR
SOLEShares12.01K
TypeSH
Market value$3.33M
3.32%
Sole
0.00
Shared
0.00
None
12.01K
VANGUARD TAX-MANAGED FDS
SOLEShares40.07K
TypeSH
Market value$2.50M
2.50%
Sole
0.00
Shared
0.00
None
40.07K
J P MORGAN EXCHANGE TRADED F
SOLEShares43.01K
TypeSH
Market value$1.99M
1.98%
Sole
0.00
Shared
0.00
None
43.01K
MICROSOFT CORP
SOLEShares3.36K
TypeSH
Market value$1.62M
1.62%
Sole
0.00
Shared
0.00
None
3.36K
FIRST TR EXCHANGE TRADED FD
SOLEShares15.63K
TypeSH
Market value$1.54M
1.53%
Sole
0.00
Shared
0.00
None
15.63K
ISHARES TR
SOLEShares25.83K
TypeSH
Market value$1.40M
1.39%
Sole
0.00
Shared
0.00
None
25.83K
JPMORGAN CHASE FINL CO LLC
SOLEShares45.03K
TypeSH
Market value$1.35M
1.34%
Sole
0.00
Shared
0.00
None
45.03K
CLEANSPARK INC
SOLEShares124K
TypeSH
Market value$1.25M
1.25%
Sole
0.00
Shared
0.00
None
124K
BONDBLOXX ETF TRUST
SOLEShares25.74K
TypeSH
Market value$1.24M
1.23%
Sole
0.00
Shared
0.00
None
25.74K
VANGUARD INDEX FDS
SOLEShares1.86K
TypeSH
Market value$1.17M
1.16%
Sole
0.00
Shared
0.00
None
1.86K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.25K
TypeSH
Market value$1.13M
1.13%
Sole
0.00
Shared
0.00
None
2.25K
J P MORGAN EXCHANGE TRADED F
SOLEShares20.93K
TypeSH
Market value$1.06M
1.06%
Sole
0.00
Shared
0.00
None
20.93K
PIMCO DYNAMIC INCOME FD
SOLEShares59.54K
TypeSH
Market value$1.05M
1.05%
Sole
0.00
Shared
0.00
None
59.54K
GLOBAL X FDS
SOLEShares50K
TypeSH
Market value$883.5K
0.88%
Sole
0.00
Shared
0.00
None
50K
SPDR S&P 500 ETF TR
SOLEShares1.19K
TypeSH
Market value$814.2K
0.81%
Sole
0.00
Shared
0.00
None
1.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 141.20K | SH | $15.07M 15.02% | 0.00 | 0.00 | 141.20K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 155.74K | SH | $13.04M 13.00% | 0.00 | 0.00 | 155.74K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 67.81K | SH | $7.06M 7.03% | 0.00 | 0.00 | 67.81K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 54.39K | SH | $6.49M 6.47% | 0.00 | 0.00 | 54.39K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 61.02K | SH | $5.87M 5.85% | 0.00 | 0.00 | 61.02K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 128.15K | SH | $5.69M 5.67% | 0.00 | 0.00 | 128.15K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 168.50K | SH | $4.27M 4.25% | 0.00 | 0.00 | 168.50K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 74.55K | SH | $4.24M 4.22% | 0.00 | 0.00 | 74.55K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 63.17K | SH | $3.66M 3.65% | 0.00 | 0.00 | 63.17K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 63.23K | SH | $3.62M 3.61% | 0.00 | 0.00 | 63.23K |
ISHARES TRSOLE | RUS TP200 GR ETF | 12.01K | SH | $3.33M 3.32% | 0.00 | 0.00 | 12.01K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 40.07K | SH | $2.50M 2.50% | 0.00 | 0.00 | 40.07K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 43.01K | SH | $1.99M 1.98% | 0.00 | 0.00 | 43.01K |
MICROSOFT CORPSOLE | COM | 3.36K | SH | $1.62M 1.62% | 0.00 | 0.00 | 3.36K |
FIRST TR EXCHANGE TRADED FDSOLE | RBA INDL ETF | 15.63K | SH | $1.54M 1.53% | 0.00 | 0.00 | 15.63K |
ISHARES TRSOLE | MSCI INDIA ETF | 25.83K | SH | $1.40M 1.39% | 0.00 | 0.00 | 25.83K |
JPMORGAN CHASE FINL CO LLCSOLE | CAL LKD 44 | 45.03K | SH | $1.35M 1.34% | 0.00 | 0.00 | 45.03K |
CLEANSPARK INCSOLE | COM NEW | 124K | SH | $1.25M 1.25% | 0.00 | 0.00 | 124K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG SEVEN | 25.74K | SH | $1.24M 1.23% | 0.00 | 0.00 | 25.74K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.86K | SH | $1.17M 1.16% | 0.00 | 0.00 | 1.86K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.25K | SH | $1.13M 1.13% | 0.00 | 0.00 | 2.25K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 20.93K | SH | $1.06M 1.06% | 0.00 | 0.00 | 20.93K |
PIMCO DYNAMIC INCOME FDSOLE | SHS | 59.54K | SH | $1.05M 1.05% | 0.00 | 0.00 | 59.54K |
GLOBAL X FDSSOLE | NASDAQ 100 COVER | 50K | SH | $883.5K 0.88% | 0.00 | 0.00 | 50K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.19K | SH | $814.2K 0.81% | 0.00 | 0.00 | 1.19K |
Page 1 of 2