BENCHMARK FINANCIAL WEALTH ADVISORS, LLC

Filed: 4/27/2026ACC: 0001757706-26-000004

📋 What this filing means

BENCHMARK FINANCIAL WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 133 equity positions with a total reported market value of $361.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

133

Positions

$361.10M

Total AUM (reported)

4.71M

Total Shares

Allocation by class

COM$59.78M16.6%

INTL EQTY ETF$26.51M7.3%

TR UNIT$26.21M7.3%

TOTAL STK MKT$25.68M7.1%

OPPORTUNISTIC CO$23.92M6.6%

CORE S&P TTL STK$17.03M4.7%

CORE S&P500 ETF$12.70M3.5%

Portfolio Concentration

Top 3$78.39M21.7%

4–10$99.25M27.5%

11–25$98.19M27.2%

Rest$85.27M23.6%

Top 3 weight

21.7%

Top 10 weight

49.2%

Voting Authority Distribution

Total shares with voting rights: 4.71M

Sole

Full voting authority

52.10K

% of voting shares1.1%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.65M

% of voting shares98.9%

Investment Discretion (by position count)

Sole133

Shared0

Other0

Dominant voting typeNone · 98.9% of voting shares

Institutional Holdings133

Rows:

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares1.07M

TypeSH

Market value$26.51M

7.34%

Sole

14.13K

Shared

0.00

None

1.06M

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares40.30K

TypeSH

Market value$26.21M

7.26%

Sole

145.00

Shared

0.00

None

40.16K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares80.03K

TypeSH

Market value$25.68M

7.11%

Sole

0.00

Shared

0.00

None

80.03K

DOUBLELINE ETF TRUST

SOLE

OPPORTUNISTIC CO

Shares522.10K

TypeSH

Market value$23.92M

6.62%

Sole

7.75K

Shared

0.00

None

514.35K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares119.55K

TypeSH

Market value$17.03M

4.72%

Sole

0.00

Shared

0.00

None

119.55K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares19.44K

TypeSH

Market value$12.70M

3.52%

Sole

1.26K

Shared

0.00

None

18.17K

PACER FDS TR

SOLE

US CASH COWS 100

Shares193.07K

TypeSH

Market value$12.08M

3.34%

Sole

0.00

Shared

0.00

None

193.07K

PIMCO ETF TR

SOLE

INTER MUN BD ACT

Shares226.53K

TypeSH

Market value$11.82M

3.27%

Sole

0.00

Shared

0.00

None

226.53K

NVIDIA CORPORATION

SOLE

COM

Shares66.18K

TypeSH

Market value$11.54M

3.20%

Sole

0.00

Shared

0.00

None

66.18K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares40.87K

TypeSH

Market value$10.17M

2.82%

Sole

1.03K

Shared

0.00

None

39.85K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares309.11K

TypeSH

Market value$9.48M

2.63%

Sole

0.00

Shared

0.00

None

309.11K

DBX ETF TR

SOLE

XTRACK MSCI EAFE

Shares188.91K

TypeSH

Market value$9.33M

2.58%

Sole

4.62K

Shared

0.00

None

184.30K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares74.14K

TypeSH

Market value$9.22M

2.55%

Sole

0.00

Shared

0.00

None

74.14K

LEGG MASON ETF INVT

SOLE

FRANKLIN INTL LW

Shares205.82K

TypeSH

Market value$8.34M

2.31%

Sole

0.00

Shared

0.00

None

205.82K

APPLE INC

SOLE

COM

Shares31.07K

TypeSH

Market value$7.88M

2.18%

Sole

0.00

Shared

0.00

None

31.07K

SELECT SECTOR SPDR TR

SOLE

STATE STREET FIN

Shares151.98K

TypeSH

Market value$7.50M

2.08%

Sole

5.08K

Shared

0.00

None

146.90K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares11.41K

TypeSH

Market value$6.82M

1.89%

Sole

0.00

Shared

0.00

None

11.41K

COLUMBIA ETF TR II

SOLE

EM CORE EX ETF

Shares167.04K

TypeSH

Market value$6.82M

1.89%

Sole

340.00

Shared

0.00

None

166.70K

ISHARES TR

SOLE

RUSEL 2500 ETF

Shares87.97K

TypeSH

Market value$6.72M

1.86%

Sole

4.16K

Shared

0.00

None

83.82K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares16.92K

TypeSH

Market value$4.86M

1.35%

Sole

0.00

Shared

0.00

None

16.92K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares17.96K

TypeSH

Market value$4.46M

1.23%

Sole

0.00

Shared

0.00

None

17.96K

MICROSOFT CORP

SOLE

COM

Shares11.95K

TypeSH

Market value$4.42M

1.23%

Sole

85.00

Shared

0.00

None

11.87K

TIDAL TRUST I

SOLE

FUNDSTRAT GRANNY

Shares179.98K

TypeSH

Market value$4.30M

1.19%

Sole

10.80K

Shared

0.00

None

169.18K

STATE STR SPDR S&P MIDCAP 40

SOLE

UTSER1 S&PDCRP

Shares6.56K

TypeSH

Market value$4.05M

1.12%

Sole

0.00

Shared

0.00

None

6.56K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares20.78K

TypeSH

Market value$3.99M

1.10%

Sole

0.00

Shared

0.00

None

20.78K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	1.07M	SH	$26.51M 7.34%	14.13K	1.06M
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	40.30K	SH	$26.21M 7.26%	145.00	40.16K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	80.03K	SH	$25.68M 7.11%	0.00	80.03K
DOUBLELINE ETF TRUSTSOLE	OPPORTUNISTIC CO	522.10K	SH	$23.92M 6.62%	7.75K	514.35K
ISHARES TRSOLE	CORE S&P TTL STK	119.55K	SH	$17.03M 4.72%	0.00	119.55K
ISHARES TRSOLE	CORE S&P500 ETF	19.44K	SH	$12.70M 3.52%	1.26K	18.17K
PACER FDS TRSOLE	US CASH COWS 100	193.07K	SH	$12.08M 3.34%	0.00	193.07K
PIMCO ETF TRSOLE	INTER MUN BD ACT	226.53K	SH	$11.82M 3.27%	0.00	226.53K
NVIDIA CORPORATIONSOLE	COM	66.18K	SH	$11.54M 3.20%	0.00	66.18K
ISHARES TRSOLE	RUS TP200 GR ETF	40.87K	SH	$10.17M 2.82%	1.03K	39.85K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	309.11K	SH	$9.48M 2.63%	0.00	309.11K
DBX ETF TRSOLE	XTRACK MSCI EAFE	188.91K	SH	$9.33M 2.58%	4.62K	184.30K
ISHARES TRSOLE	CORE S&P SCP ETF	74.14K	SH	$9.22M 2.55%	0.00	74.14K
LEGG MASON ETF INVTSOLE	FRANKLIN INTL LW	205.82K	SH	$8.34M 2.31%	0.00	205.82K
APPLE INCSOLE	COM	31.07K	SH	$7.88M 2.18%	0.00	31.07K
SELECT SECTOR SPDR TRSOLE	STATE STREET FIN	151.98K	SH	$7.50M 2.08%	5.08K	146.90K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	11.41K	SH	$6.82M 1.89%	0.00	11.41K
COLUMBIA ETF TR IISOLE	EM CORE EX ETF	167.04K	SH	$6.82M 1.89%	340.00	166.70K
ISHARES TRSOLE	RUSEL 2500 ETF	87.97K	SH	$6.72M 1.86%	4.16K	83.82K
VANGUARD INDEX FDSSOLE	MID CAP ETF	16.92K	SH	$4.86M 1.35%	0.00	16.92K
ISHARES TRSOLE	RUSSELL 2000 ETF	17.96K	SH	$4.46M 1.23%	0.00	17.96K
MICROSOFT CORPSOLE	COM	11.95K	SH	$4.42M 1.23%	85.00	11.87K
TIDAL TRUST ISOLE	FUNDSTRAT GRANNY	179.98K	SH	$4.30M 1.19%	10.80K	169.18K
STATE STR SPDR S&P MIDCAP 40SOLE	UTSER1 S&PDCRP	6.56K	SH	$4.05M 1.12%	0.00	6.56K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	20.78K	SH	$3.99M 1.10%	0.00	20.78K

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