BENCHMARK WEALTH MANAGEMENT, LLC

Filed: 4/7/2025ACC: 0001788241-25-000003

📋 What this filing means

BENCHMARK WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $206.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$206.71M

Total AUM (reported)

2.14M

Total Shares

Allocation by class

GROWTH ETF$29.76M14.4%

TOTAL BND MRKT$25.53M12.3%

S&P 500 ETF SHS$20.62M10.0%

HIGH DIV YLD$17.04M8.2%

VALUE ETF$16.52M8.0%

ALLWRLD EX US$8.23M4.0%

SMALL CP ETF$7.71M3.7%

Portfolio Concentration

Top 3$75.91M36.7%

4–10$69.23M33.5%

11–25$42.21M20.4%

Rest$19.36M9.4%

Top 3 weight

36.7%

Top 10 weight

70.2%

Voting Authority Distribution

Total shares with voting rights: 2.14M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.14M

% of voting shares100.0%

Investment Discretion (by position count)

Sole67

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings67

Rows:

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares80.27K

TypeSH

Market value$29.76M

14.40%

Sole

0.00

Shared

0.00

None

80.27K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares347.54K

TypeSH

Market value$25.53M

12.35%

Sole

0.00

Shared

0.00

None

347.54K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares40.12K

TypeSH

Market value$20.62M

9.98%

Sole

0.00

Shared

0.00

None

40.12K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares132.10K

TypeSH

Market value$17.04M

8.24%

Sole

0.00

Shared

0.00

None

132.10K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares95.63K

TypeSH

Market value$16.52M

7.99%

Sole

0.00

Shared

0.00

None

95.63K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares135.63K

TypeSH

Market value$8.23M

3.98%

Sole

0.00

Shared

0.00

None

135.63K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares34.79K

TypeSH

Market value$7.71M

3.73%

Sole

0.00

Shared

0.00

None

34.79K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares9.00

TypeSH

Market value$7.19M

3.48%

Sole

0.00

Shared

0.00

None

9.00

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares227.06K

TypeSH

Market value$6.35M

3.07%

Sole

0.00

Shared

0.00

None

227.06K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares31.97K

TypeSH

Market value$6.20M

3.00%

Sole

0.00

Shared

0.00

None

31.97K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares20.65K

TypeSH

Market value$5.34M

2.58%

Sole

0.00

Shared

0.00

None

20.65K

ISHARES TR

SOLE

MORNINGSTR US EQ

Shares64.49K

TypeSH

Market value$4.98M

2.41%

Sole

0.00

Shared

0.00

None

64.49K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares97.39K

TypeSH

Market value$4.83M

2.34%

Sole

0.00

Shared

0.00

None

97.39K

SCHWAB STRATEGIC TR

SOLE

US BRD MKT ETF

Shares197.17K

TypeSH

Market value$4.25M

2.05%

Sole

0.00

Shared

0.00

None

197.17K

ISHARES TR

SOLE

MRGSTR MD CP ETF

Shares55.38K

TypeSH

Market value$4.10M

1.98%

Sole

0.00

Shared

0.00

None

55.38K

PIMCO ETF TR

SOLE

ENHAN SHRT MA AC

Shares40.59K

TypeSH

Market value$4.08M

1.98%

Sole

0.00

Shared

0.00

None

40.59K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares30.54K

TypeSH

Market value$2.41M

1.17%

Sole

0.00

Shared

0.00

None

30.54K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares21.95K

TypeSH

Market value$2.17M

1.05%

Sole

0.00

Shared

0.00

None

21.95K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares20.76K

TypeSH

Market value$1.63M

0.79%

Sole

0.00

Shared

0.00

None

20.76K

DEERE & CO

SOLE

COM

Shares3.10K

TypeSH

Market value$1.45M

0.70%

Sole

0.00

Shared

0.00

None

3.10K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares29.58K

TypeSH

Market value$1.44M

0.70%

Sole

0.00

Shared

0.00

None

29.58K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares2.69K

TypeSH

Market value$1.44M

0.69%

Sole

0.00

Shared

0.00

None

2.69K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares24.43K

TypeSH

Market value$1.43M

0.69%

Sole

0.00

Shared

0.00

None

24.43K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares52.06K

TypeSH

Market value$1.36M

0.66%

Sole

0.00

Shared

0.00

None

52.06K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares25.15K

TypeSH

Market value$1.28M

0.62%

Sole

0.00

Shared

0.00

None

25.15K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	GROWTH ETF	80.27K	SH	$29.76M 14.40%	80.27K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	347.54K	SH	$25.53M 12.35%	347.54K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	40.12K	SH	$20.62M 9.98%	40.12K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	132.10K	SH	$17.04M 8.24%	132.10K
VANGUARD INDEX FDSSOLE	VALUE ETF	95.63K	SH	$16.52M 7.99%	95.63K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	135.63K	SH	$8.23M 3.98%	135.63K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	34.79K	SH	$7.71M 3.73%	34.79K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	9.00	SH	$7.19M 3.48%	9.00
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	227.06K	SH	$6.35M 3.07%	227.06K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	31.97K	SH	$6.20M 3.00%	31.97K
VANGUARD INDEX FDSSOLE	MID CAP ETF	20.65K	SH	$5.34M 2.58%	20.65K
ISHARES TRSOLE	MORNINGSTR US EQ	64.49K	SH	$4.98M 2.41%	64.49K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	97.39K	SH	$4.83M 2.34%	97.39K
SCHWAB STRATEGIC TRSOLE	US BRD MKT ETF	197.17K	SH	$4.25M 2.05%	197.17K
ISHARES TRSOLE	MRGSTR MD CP ETF	55.38K	SH	$4.10M 1.98%	55.38K
PIMCO ETF TRSOLE	ENHAN SHRT MA AC	40.59K	SH	$4.08M 1.98%	40.59K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	30.54K	SH	$2.41M 1.17%	30.54K
ISHARES TRSOLE	CORE US AGGBD ET	21.95K	SH	$2.17M 1.05%	21.95K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	20.76K	SH	$1.63M 0.79%	20.76K
DEERE & COSOLE	COM	3.10K	SH	$1.45M 0.70%	3.10K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	29.58K	SH	$1.44M 0.70%	29.58K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	2.69K	SH	$1.44M 0.69%	2.69K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	24.43K	SH	$1.43M 0.69%	24.43K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	52.06K	SH	$1.36M 0.66%	52.06K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	25.15K	SH	$1.28M 0.62%	25.15K

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