BENCHMARK FINANCIAL WEALTH ADVISORS, LLC

Filed: 1/27/2026ACC: 0001757706-26-000002

📋 What this filing means

BENCHMARK FINANCIAL WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 126 equity positions with a total reported market value of $348.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

126

Positions

$348.41M

Total AUM (reported)

4.18M

Total Shares

Allocation by class

COM$59.06M17.0%

TR UNIT$31.64M9.1%

TOTAL STK MKT$28.62M8.2%

INTL EQTY ETF$26.75M7.7%

OPPORTUNISTIC CO$22.83M6.6%

CORE S&P TTL STK$18.18M5.2%

US CASH COWS 100$12.72M3.7%

Portfolio Concentration

Top 3$87.01M25.0%

4–10$96.66M27.7%

11–25$88.85M25.5%

Rest$75.89M21.8%

Top 3 weight

25.0%

Top 10 weight

52.7%

Voting Authority Distribution

Total shares with voting rights: 4.18M

Sole

Full voting authority

11.54K

% of voting shares0.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.17M

% of voting shares99.7%

Investment Discretion (by position count)

Sole126

Shared0

Other0

Dominant voting typeNone · 99.7% of voting shares

Institutional Holdings126

Rows:

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares46.40K

TypeSH

Market value$31.64M

9.08%

Sole

187.00

Shared

0.00

None

46.21K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares85.36K

TypeSH

Market value$28.62M

8.21%

Sole

0.00

Shared

0.00

None

85.36K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares1.11M

TypeSH

Market value$26.75M

7.68%

Sole

4.13K

Shared

0.00

None

1.11M

DOUBLELINE ETF TRUST

SOLE

OPPORTUNISTIC CO

Shares492.38K

TypeSH

Market value$22.83M

6.55%

Sole

1.43K

Shared

0.00

None

490.95K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares122.28K

TypeSH

Market value$18.18M

5.22%

Sole

0.00

Shared

0.00

None

122.28K

NVIDIA CORPORATION

SOLE

COM

Shares71.44K

TypeSH

Market value$13.32M

3.82%

Sole

0.00

Shared

0.00

None

71.44K

PACER FDS TR

SOLE

US CASH COWS 100

Shares211.36K

TypeSH

Market value$12.72M

3.65%

Sole

640.00

Shared

0.00

None

210.72K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares42.14K

TypeSH

Market value$11.67M

3.35%

Sole

118.00

Shared

0.00

None

42.02K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares13.12K

TypeSH

Market value$8.99M

2.58%

Sole

157.00

Shared

0.00

None

12.97K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares74.49K

TypeSH

Market value$8.95M

2.57%

Sole

0.00

Shared

0.00

None

74.49K

SELECT SECTOR SPDR TR

SOLE

STATE STREET FIN

Shares152.40K

TypeSH

Market value$8.35M

2.40%

Sole

640.00

Shared

0.00

None

151.76K

APPLE INC

SOLE

COM

Shares30.68K

TypeSH

Market value$8.34M

2.39%

Sole

0.00

Shared

0.00

None

30.68K

DBX ETF TR

SOLE

XTRACK MSCI EAFE

Shares166.20K

TypeSH

Market value$8.00M

2.29%

Sole

638.00

Shared

0.00

None

165.56K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares269.62K

TypeSH

Market value$7.40M

2.12%

Sole

0.00

Shared

0.00

None

269.62K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares11.74K

TypeSH

Market value$7.36M

2.11%

Sole

0.00

Shared

0.00

None

11.74K

PIMCO ETF TR

SOLE

INTER MUN BD ACT

Shares139.07K

TypeSH

Market value$7.29M

2.09%

Sole

0.00

Shared

0.00

None

139.07K

ISHARES TR

SOLE

RUSEL 2500 ETF

Shares78.09K

TypeSH

Market value$5.85M

1.68%

Sole

1.06K

Shared

0.00

None

77.03K

MICROSOFT CORP

SOLE

COM

Shares11.28K

TypeSH

Market value$5.46M

1.57%

Sole

107.00

Shared

0.00

None

11.18K

LEGG MASON ETF INVT

SOLE

FRANKLIN INTL LW

Shares136.94K

TypeSH

Market value$5.04M

1.45%

Sole

0.00

Shared

0.00

None

136.94K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares17.27K

TypeSH

Market value$5.01M

1.44%

Sole

0.00

Shared

0.00

None

17.27K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares19.46K

TypeSH

Market value$4.79M

1.38%

Sole

0.00

Shared

0.00

None

19.46K

SPDR S&P MIDCAP 400 ETF TR

SOLE

UTSER1 S&PDCRP

Shares6.70K

TypeSH

Market value$4.04M

1.16%

Sole

0.00

Shared

0.00

None

6.70K

ALPHABET INC

SOLE

CAP STK CL A

Shares12.79K

TypeSH

Market value$4.00M

1.15%

Sole

0.00

Shared

0.00

None

12.79K

AMAZON COM INC

SOLE

COM

Shares17.21K

TypeSH

Market value$3.97M

1.14%

Sole

417.00

Shared

0.00

None

16.79K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares20.59K

TypeSH

Market value$3.94M

1.13%

Sole

0.00

Shared

0.00

None

20.59K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR S&P 500 ETF TRSOLE	TR UNIT	46.40K	SH	$31.64M 9.08%	187.00	46.21K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	85.36K	SH	$28.62M 8.21%	0.00	85.36K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	1.11M	SH	$26.75M 7.68%	4.13K	1.11M
DOUBLELINE ETF TRUSTSOLE	OPPORTUNISTIC CO	492.38K	SH	$22.83M 6.55%	1.43K	490.95K
ISHARES TRSOLE	CORE S&P TTL STK	122.28K	SH	$18.18M 5.22%	0.00	122.28K
NVIDIA CORPORATIONSOLE	COM	71.44K	SH	$13.32M 3.82%	0.00	71.44K
PACER FDS TRSOLE	US CASH COWS 100	211.36K	SH	$12.72M 3.65%	640.00	210.72K
ISHARES TRSOLE	RUS TP200 GR ETF	42.14K	SH	$11.67M 3.35%	118.00	42.02K
ISHARES TRSOLE	CORE S&P500 ETF	13.12K	SH	$8.99M 2.58%	157.00	12.97K
ISHARES TRSOLE	CORE S&P SCP ETF	74.49K	SH	$8.95M 2.57%	0.00	74.49K
SELECT SECTOR SPDR TRSOLE	STATE STREET FIN	152.40K	SH	$8.35M 2.40%	640.00	151.76K
APPLE INCSOLE	COM	30.68K	SH	$8.34M 2.39%	0.00	30.68K
DBX ETF TRSOLE	XTRACK MSCI EAFE	166.20K	SH	$8.00M 2.29%	638.00	165.56K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	269.62K	SH	$7.40M 2.12%	0.00	269.62K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	11.74K	SH	$7.36M 2.11%	0.00	11.74K
PIMCO ETF TRSOLE	INTER MUN BD ACT	139.07K	SH	$7.29M 2.09%	0.00	139.07K
ISHARES TRSOLE	RUSEL 2500 ETF	78.09K	SH	$5.85M 1.68%	1.06K	77.03K
MICROSOFT CORPSOLE	COM	11.28K	SH	$5.46M 1.57%	107.00	11.18K
LEGG MASON ETF INVTSOLE	FRANKLIN INTL LW	136.94K	SH	$5.04M 1.45%	0.00	136.94K
VANGUARD INDEX FDSSOLE	MID CAP ETF	17.27K	SH	$5.01M 1.44%	0.00	17.27K
ISHARES TRSOLE	RUSSELL 2000 ETF	19.46K	SH	$4.79M 1.38%	0.00	19.46K
SPDR S&P MIDCAP 400 ETF TRSOLE	UTSER1 S&PDCRP	6.70K	SH	$4.04M 1.16%	0.00	6.70K
ALPHABET INCSOLE	CAP STK CL A	12.79K	SH	$4.00M 1.15%	0.00	12.79K
AMAZON COM INCSOLE	COM	17.21K	SH	$3.97M 1.14%	417.00	16.79K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	20.59K	SH	$3.94M 1.13%	0.00	20.59K

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