Filed: 7/18/2025ACC: 0001788241-25-000004
📋 What this filing means
BENCHMARK WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $225.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$225.03M
Total AUM (reported)
2.25M
Total Shares
Allocation by class
GROWTH ETF$33.40M14.8%
TOTAL BND MRKT$25.68M11.4%
S&P 500 ETF SHS$25.66M11.4%
HIGH DIV YLD$17.11M7.6%
VALUE ETF$16.43M7.3%
ALLWRLD EX US$9.10M4.0%
SMALL CP ETF$7.99M3.6%
Portfolio Concentration
Top 3$84.74M37.7%
4–10$69.67M31.0%
11–25$46.94M20.9%
Rest$23.68M10.5%
Top 3 weight
37.7%
Top 10 weight
68.6%
Voting Authority Distribution
Total shares with voting rights: 2.25M
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
2.25M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole70
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings70
Rows:
VANGUARD INDEX FDS
SOLEShares76.19K
TypeSH
Market value$33.40M
14.84%
Sole
0.00
Shared
0.00
None
76.19K
VANGUARD BD INDEX FDS
SOLEShares348.75K
TypeSH
Market value$25.68M
11.41%
Sole
0.00
Shared
0.00
None
348.75K
VANGUARD INDEX FDS
SOLEShares45.17K
TypeSH
Market value$25.66M
11.40%
Sole
0.00
Shared
0.00
None
45.17K
VANGUARD WHITEHALL FDS
SOLEShares128.38K
TypeSH
Market value$17.11M
7.61%
Sole
0.00
Shared
0.00
None
128.38K
VANGUARD INDEX FDS
SOLEShares92.97K
TypeSH
Market value$16.43M
7.30%
Sole
0.00
Shared
0.00
None
92.97K
VANGUARD INTL EQUITY INDEX F
SOLEShares135.38K
TypeSH
Market value$9.10M
4.04%
Sole
0.00
Shared
0.00
None
135.38K
VANGUARD INDEX FDS
SOLEShares33.73K
TypeSH
Market value$7.99M
3.55%
Sole
0.00
Shared
0.00
None
33.73K
VANGUARD SPECIALIZED FUNDS
SOLEShares32.16K
TypeSH
Market value$6.58M
2.93%
Sole
0.00
Shared
0.00
None
32.16K
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.00
TypeSH
Market value$6.56M
2.91%
Sole
0.00
Shared
0.00
None
9.00
VANGUARD INDEX FDS
SOLEShares21.05K
TypeSH
Market value$5.89M
2.62%
Sole
0.00
Shared
0.00
None
21.05K
SCHWAB STRATEGIC TR
SOLEShares221.41K
TypeSH
Market value$5.87M
2.61%
Sole
0.00
Shared
0.00
None
221.41K
ISHARES TR
SOLEShares64.54K
TypeSH
Market value$5.54M
2.46%
Sole
0.00
Shared
0.00
None
64.54K
SCHWAB STRATEGIC TR
SOLEShares197.13K
TypeSH
Market value$4.70M
2.09%
Sole
0.00
Shared
0.00
None
197.13K
VANGUARD MUN BD FDS
SOLEShares91.35K
TypeSH
Market value$4.48M
1.99%
Sole
0.00
Shared
0.00
None
91.35K
ISHARES TR
SOLEShares55.40K
TypeSH
Market value$4.41M
1.96%
Sole
0.00
Shared
0.00
None
55.40K
ISHARES TR
SOLEShares37.93K
TypeSH
Market value$3.76M
1.67%
Sole
0.00
Shared
0.00
None
37.93K
PIMCO ETF TR
SOLEShares28.87K
TypeSH
Market value$2.90M
1.29%
Sole
0.00
Shared
0.00
None
28.87K
VANGUARD TAX-MANAGED FDS
SOLEShares45.46K
TypeSH
Market value$2.59M
1.15%
Sole
0.00
Shared
0.00
None
45.46K
VANGUARD SCOTTSDALE FDS
SOLEShares30.76K
TypeSH
Market value$2.45M
1.09%
Sole
0.00
Shared
0.00
None
30.76K
VANGUARD CHARLOTTE FDS
SOLEShares45.85K
TypeSH
Market value$2.27M
1.01%
Sole
0.00
Shared
0.00
None
45.85K
VANGUARD BD INDEX FDS
SOLEShares25.45K
TypeSH
Market value$2.00M
0.89%
Sole
0.00
Shared
0.00
None
25.45K
DEERE & CO
SOLEShares3.10K
TypeSH
Market value$1.58M
0.70%
Sole
0.00
Shared
0.00
None
3.10K
DIMENSIONAL ETF TRUST
SOLEShares41.24K
TypeSH
Market value$1.48M
0.66%
Sole
0.00
Shared
0.00
None
41.24K
SCHWAB STRATEGIC TR
SOLEShares52.06K
TypeSH
Market value$1.46M
0.65%
Sole
0.00
Shared
0.00
None
52.06K
VANGUARD SCOTTSDALE FDS
SOLEShares24.84K
TypeSH
Market value$1.46M
0.65%
Sole
0.00
Shared
0.00
None
24.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 76.19K | SH | $33.40M 14.84% | 0.00 | 0.00 | 76.19K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 348.75K | SH | $25.68M 11.41% | 0.00 | 0.00 | 348.75K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 45.17K | SH | $25.66M 11.40% | 0.00 | 0.00 | 45.17K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 128.38K | SH | $17.11M 7.61% | 0.00 | 0.00 | 128.38K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 92.97K | SH | $16.43M 7.30% | 0.00 | 0.00 | 92.97K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 135.38K | SH | $9.10M 4.04% | 0.00 | 0.00 | 135.38K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 33.73K | SH | $7.99M 3.55% | 0.00 | 0.00 | 33.73K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 32.16K | SH | $6.58M 2.93% | 0.00 | 0.00 | 32.16K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 9.00 | SH | $6.56M 2.91% | 0.00 | 0.00 | 9.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 21.05K | SH | $5.89M 2.62% | 0.00 | 0.00 | 21.05K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 221.41K | SH | $5.87M 2.61% | 0.00 | 0.00 | 221.41K |
ISHARES TRSOLE | MORNINGSTR US EQ | 64.54K | SH | $5.54M 2.46% | 0.00 | 0.00 | 64.54K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 197.13K | SH | $4.70M 2.09% | 0.00 | 0.00 | 197.13K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 91.35K | SH | $4.48M 1.99% | 0.00 | 0.00 | 91.35K |
ISHARES TRSOLE | MRGSTR MD CP ETF | 55.40K | SH | $4.41M 1.96% | 0.00 | 0.00 | 55.40K |
ISHARES TRSOLE | CORE US AGGBD ET | 37.93K | SH | $3.76M 1.67% | 0.00 | 0.00 | 37.93K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 28.87K | SH | $2.90M 1.29% | 0.00 | 0.00 | 28.87K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 45.46K | SH | $2.59M 1.15% | 0.00 | 0.00 | 45.46K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 30.76K | SH | $2.45M 1.09% | 0.00 | 0.00 | 30.76K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 45.85K | SH | $2.27M 1.01% | 0.00 | 0.00 | 45.85K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 25.45K | SH | $2.00M 0.89% | 0.00 | 0.00 | 25.45K |
DEERE & COSOLE | COM | 3.10K | SH | $1.58M 0.70% | 0.00 | 0.00 | 3.10K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 41.24K | SH | $1.48M 0.66% | 0.00 | 0.00 | 41.24K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 52.06K | SH | $1.46M 0.65% | 0.00 | 0.00 | 52.06K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 24.84K | SH | $1.46M 0.65% | 0.00 | 0.00 | 24.84K |
Page 1 of 3