BENCHMARK WEALTH MANAGEMENT, LLC

Filed: 1/7/2025ACC: 0001788241-25-000002

📋 What this filing means

BENCHMARK WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $203.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$203.14M

Total AUM (reported)

1.98M

Total Shares

Allocation by class

GROWTH ETF$39.15M19.3%

TOTAL BND MRKT$25.36M12.5%

S&P 500 ETF SHS$20.39M10.0%

VALUE ETF$20.26M10.0%

HIGH DIV YLD$17.31M8.5%

SMALL CP ETF$8.83M4.3%

ALLWRLD EX US$7.48M3.7%

Portfolio Concentration

Top 3$84.91M41.8%

4–10$72.55M35.7%

11–25$34.42M16.9%

Rest$11.26M5.5%

Top 3 weight

41.8%

Top 10 weight

77.5%

Voting Authority Distribution

Total shares with voting rights: 1.98M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.98M

% of voting shares100.0%

Investment Discretion (by position count)

Sole52

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings52

Rows:

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares95.39K

TypeSH

Market value$39.15M

19.27%

Sole

0.00

Shared

0.00

None

95.39K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares352.64K

TypeSH

Market value$25.36M

12.48%

Sole

0.00

Shared

0.00

None

352.64K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares37.85K

TypeSH

Market value$20.39M

10.04%

Sole

0.00

Shared

0.00

None

37.85K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares119.64K

TypeSH

Market value$20.26M

9.97%

Sole

0.00

Shared

0.00

None

119.64K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares135.69K

TypeSH

Market value$17.31M

8.52%

Sole

0.00

Shared

0.00

None

135.69K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares36.73K

TypeSH

Market value$8.83M

4.34%

Sole

0.00

Shared

0.00

None

36.73K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares130.37K

TypeSH

Market value$7.48M

3.68%

Sole

0.00

Shared

0.00

None

130.37K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares238.09K

TypeSH

Market value$6.50M

3.20%

Sole

0.00

Shared

0.00

None

238.09K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares33.18K

TypeSH

Market value$6.50M

3.20%

Sole

0.00

Shared

0.00

None

33.18K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares21.46K

TypeSH

Market value$5.67M

2.79%

Sole

0.00

Shared

0.00

None

21.46K

ISHARES TR

SOLE

MORNINGSTR US EQ

Shares66.70K

TypeSH

Market value$5.41M

2.66%

Sole

0.00

Shared

0.00

None

66.70K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares98.15K

TypeSH

Market value$4.92M

2.42%

Sole

0.00

Shared

0.00

None

98.15K

SCHWAB STRATEGIC TR

SOLE

US BRD MKT ETF

Shares199.66K

TypeSH

Market value$4.53M

2.23%

Sole

0.00

Shared

0.00

None

199.66K

ISHARES TR

SOLE

MRGSTR MD CP ETF

Shares55.48K

TypeSH

Market value$4.22M

2.08%

Sole

0.00

Shared

0.00

None

55.48K

PIMCO ETF TR

SOLE

ENHAN SHRT MA AC

Shares29.34K

TypeSH

Market value$2.94M

1.45%

Sole

0.00

Shared

0.00

None

29.34K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares30.75K

TypeSH

Market value$2.40M

1.18%

Sole

0.00

Shared

0.00

None

30.75K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares52.06K

TypeSH

Market value$1.44M

0.71%

Sole

0.00

Shared

0.00

None

52.06K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares4.58K

TypeSH

Market value$1.33M

0.65%

Sole

0.00

Shared

0.00

None

4.58K

DEERE & CO

SOLE

COM

Shares3.10K

TypeSH

Market value$1.31M

0.65%

Sole

0.00

Shared

0.00

None

3.10K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares2.73K

TypeSH

Market value$1.24M

0.61%

Sole

0.00

Shared

0.00

None

2.73K

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares9.73K

TypeSH

Market value$1.14M

0.56%

Sole

0.00

Shared

0.00

None

9.73K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares17.95K

TypeSH

Market value$1.04M

0.51%

Sole

0.00

Shared

0.00

None

17.95K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares9.14K

TypeSH

Market value$885.3K

0.44%

Sole

0.00

Shared

0.00

None

9.14K

SCHWAB STRATEGIC TR

SOLE

US TIPS ETF

Shares31.12K

TypeSH

Market value$803.8K

0.40%

Sole

0.00

Shared

0.00

None

31.12K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares16.11K

TypeSH

Market value$790.5K

0.39%

Sole

0.00

Shared

0.00

None

16.11K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	GROWTH ETF	95.39K	SH	$39.15M 19.27%	95.39K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	352.64K	SH	$25.36M 12.48%	352.64K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	37.85K	SH	$20.39M 10.04%	37.85K
VANGUARD INDEX FDSSOLE	VALUE ETF	119.64K	SH	$20.26M 9.97%	119.64K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	135.69K	SH	$17.31M 8.52%	135.69K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	36.73K	SH	$8.83M 4.34%	36.73K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	130.37K	SH	$7.48M 3.68%	130.37K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	238.09K	SH	$6.50M 3.20%	238.09K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	33.18K	SH	$6.50M 3.20%	33.18K
VANGUARD INDEX FDSSOLE	MID CAP ETF	21.46K	SH	$5.67M 2.79%	21.46K
ISHARES TRSOLE	MORNINGSTR US EQ	66.70K	SH	$5.41M 2.66%	66.70K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	98.15K	SH	$4.92M 2.42%	98.15K
SCHWAB STRATEGIC TRSOLE	US BRD MKT ETF	199.66K	SH	$4.53M 2.23%	199.66K
ISHARES TRSOLE	MRGSTR MD CP ETF	55.48K	SH	$4.22M 2.08%	55.48K
PIMCO ETF TRSOLE	ENHAN SHRT MA AC	29.34K	SH	$2.94M 1.45%	29.34K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	30.75K	SH	$2.40M 1.18%	30.75K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	52.06K	SH	$1.44M 0.71%	52.06K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	4.58K	SH	$1.33M 0.65%	4.58K
DEERE & COSOLE	COM	3.10K	SH	$1.31M 0.65%	3.10K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	2.73K	SH	$1.24M 0.61%	2.73K
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	9.73K	SH	$1.14M 0.56%	9.73K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	17.95K	SH	$1.04M 0.51%	17.95K
ISHARES TRSOLE	CORE US AGGBD ET	9.14K	SH	$885.3K 0.44%	9.14K
SCHWAB STRATEGIC TRSOLE	US TIPS ETF	31.12K	SH	$803.8K 0.40%	31.12K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	16.11K	SH	$790.5K 0.39%	16.11K

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