Benchmark Financial Wealth Advisors, LLC

13F filer · CIK 0001757706

Reported Jul 17, 2026

Net seller this quarter

13F portfolio value$405MU.S. long equity reported on 13F

Positions10321 new · 8 closed

Net flow last quarter-$825KBuys minus sells

Top 10 positions weight18.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 17, 2026103 positions
SPYSPDR S&P 500 ETF Trust	$27.3M	6.73%	Not reported	-9.4%	Q4 2018
NVDANvidia Corp	$13.1M	3.23%	0.00%	-1.0%	Q4 2018
AAPLApple Inc.	$9.34M	2.30%	0.00%	+3.9%	Q4 2018
GOOGLAlphabet Inc.	$4.75M	1.17%	0.00%	-1.2%	Q4 2018
MSFTMicrosoft Corp	$4.48M	1.11%	0.00%	+0.5%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$4.29M	1.06%	Not reported	-7.0%	Q4 2018
AMZNAmazon Com Inc	$4.13M	1.02%	0.00%	-4.9%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$3.3M	0.81%	Not reported	-5.9%	Q1 2021
AVGOBroadcom Inc.	$2.36M	0.58%	0.00%	-3.0%	Q2 2023
METAMeta Platforms, Inc.	$2.03M	0.50%	Not reported	-1.5%	Q4 2018
GLDSPDR Gold Trust	$2M	0.49%	0.00%	+6.0%	Q1 2022
GLWCorning Inc	$1.9M	0.47%	0.00%	-10.4%	Q1 2019
JPMJPMorgan Chase & Co	$1.66M	0.41%	0.00%	-15.8%	Q4 2021
BMYBristol Myers Squibb Co	$1.52M	0.38%	0.00%	+1.2%	Q1 2021
CSCOCisco Systems, Inc.	$1.4M	0.34%	0.00%	-11.6%	Q2 2023
BXBlackstone Inc.	$1.38M	0.34%	0.00%	+1.2%	Q1 2021
MOAltria Group, Inc.	$1.34M	0.33%	0.00%	+0.3%	Q4 2022
GOOGAlphabet Inc.	$1.33M	0.33%	Not reported	-11.6%	Q4 2021
VVisa Inc.	$1.3M	0.32%	0.00%	-3.5%	Q4 2018
BACBank of America Corp	$1.28M	0.32%	0.00%	+9.7%	Q1 2021
BRK.BBerkshire Hathaway Inc	$1.22M	0.30%	Not reported	+6.5%	Q1 2021
LLYELI LILLY & Co	$1.17M	0.29%	0.00%	+1.0%	Q2 2023
MRKMerck & Co., Inc.	$1.01M	0.25%	0.00%	-6.0%	Q4 2022
ABBVAbbVie Inc.	$977K	0.24%	0.00%	+2.8%	Q4 2023
GSGoldman Sachs Group Inc	$973K	0.24%	0.00%	+41.9%	Q2 2025
COSTCostco Wholesale Corp	$925K	0.23%	0.00%	-15.0%	Q1 2019
UNHUnitedhealth Group Inc	$897K	0.22%	0.00%	-6.7%	Q4 2021
FBTCFidelity Wise Origin Bitcoin Fund	$889K	0.22%	0.01%	-11.5%	Q3 2024
ASMLAsml Holding NV	$860K	0.21%	0.00%	-23.5%	Q2 2025
WMTWalmart Inc.	$778K	0.19%	0.00%	-19.0%	Q4 2021
KOCoca Cola Co	$773K	0.19%	0.00%	+6.1%	Q1 2021
AMDAdvanced Micro Devices Inc	$710K	0.18%	0.00%	New	Q2 2026
IAUIshares Gold Trust	$704K	0.17%	0.00%	-2.4%	Q1 2026
TSLATesla, Inc.	$689K	0.17%	0.00%	+15.7%	Q1 2022
RYRoyal Bank of Canada	$669K	0.17%	0.00%	Not reported	Q2 2025
WFCWells Fargo & Company	$665K	0.16%	0.00%	-2.8%	Q1 2021
TXNTexas Instruments Inc	$662K	0.16%	0.00%	+15.4%	Q1 2024
AMGNAmgen Inc	$652K	0.16%	0.00%	-1.4%	Q3 2023
VZVerizon Communications Inc	$644K	0.16%	0.00%	+12.3%	Q4 2018
MARMarriott International Inc	$635K	0.16%	0.00%	-2.2%	Q4 2018
PKGPackaging Corp of America	$629K	0.16%	0.00%	+8.0%	Q1 2024
SMHMarket Vectors ETF Trust	$591K	0.15%	Not reported	-1.8%	Q2 2023
STXSeagate Technology Holdings plc	$587K	0.14%	0.00%	-28.3%	Q4 2025
WSMWilliams Sonoma Inc	$579K	0.14%	0.00%	-7.6%	Q1 2024
CVXChevron Corp	$575K	0.14%	0.00%	+8.5%	Q1 2019
CATCaterpillar Inc	$517K	0.13%	0.00%	-7.4%	Q3 2025
SPCXSpace Exploration Technologies Corp	$502K	0.12%	Not reported	New	Q2 2026
NOBLNoble International, Ltd.	$500K	0.12%	Not reported	+0.4%	Q3 2018
PMPhilip Morris International Inc.	$494K	0.12%	0.00%	+7.1%	Q4 2022
AIGAmerican International Group, Inc.	$490K	0.12%	0.00%	+1.5%	Q1 2022

Q1 2026Reported Apr 27, 202690 positions
SPYSPDR S&P 500 ETF Trust	$26.2M	7.26%	Not reported	-13.1%	Q4 2018
NVDANvidia Corp	$11.5M	3.20%	0.00%	-7.4%	Q4 2018
AAPLApple Inc.	$7.88M	2.18%	0.00%	+1.3%	Q4 2018
MSFTMicrosoft Corp	$4.42M	1.23%	0.00%	+5.9%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$4.05M	1.12%	Not reported	-2.1%	Q4 2018
GOOGLAlphabet Inc.	$3.87M	1.07%	0.00%	+5.2%	Q4 2018
AMZNAmazon Com Inc	$3.8M	1.05%	0.00%	+6.0%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$2.74M	0.76%	Not reported	-7.8%	Q1 2021
GLDSPDR Gold Trust	$2.21M	0.61%	0.00%	+236.1%	Q1 2022
METAMeta Platforms, Inc.	$2.1M	0.58%	Not reported	-0.2%	Q4 2018
AVGOBroadcom Inc.	$1.99M	0.55%	0.00%	+6.6%	Q2 2023
JPMJPMorgan Chase & Co	$1.77M	0.49%	0.00%	+7.4%	Q4 2021
BMYBristol Myers Squibb Co	$1.58M	0.44%	0.00%	+9.0%	Q1 2021
BXBlackstone Inc.	$1.33M	0.37%	0.00%	+49.7%	Q1 2021
MOAltria Group, Inc.	$1.22M	0.34%	0.00%	+7.4%	Q4 2022
GOOGAlphabet Inc.	$1.22M	0.34%	Not reported	+6.7%	Q4 2021
VVisa Inc.	$1.19M	0.33%	0.00%	+13.7%	Q4 2018
FBTCFidelity Wise Origin Bitcoin Fund	$1.16M	0.32%	0.01%	+13.5%	Q3 2024
COSTCostco Wholesale Corp	$1.16M	0.32%	0.00%	+4.3%	Q1 2019
GLWCorning Inc	$1.13M	0.31%	0.00%	+0.6%	Q1 2019
BRK.BBerkshire Hathaway Inc	$1.1M	0.30%	Not reported	-3.2%	Q1 2021
WMTWalmart Inc.	$1.05M	0.29%	0.00%	-1.5%	Q4 2021
CSCOCisco Systems, Inc.	$1.04M	0.29%	0.00%	+22.5%	Q2 2023
MRKMerck & Co., Inc.	$1.01M	0.28%	0.00%	+29.3%	Q4 2022
BACBank of America Corp	$999K	0.28%	0.00%	+30.3%	Q1 2021
LLYELI LILLY & Co	$888K	0.25%	0.00%	+9.9%	Q2 2023
IAUIshares Gold Trust	$842K	0.23%	0.00%	New	Q1 2026
ABBVAbbVie Inc.	$821K	0.23%	0.00%	+14.2%	Q4 2023
ASMLAsml Holding NV	$747K	0.21%	0.00%	+30.2%	Q2 2025
KOCoca Cola Co	$682K	0.19%	0.00%	+20.9%	Q1 2021
VZVerizon Communications Inc	$680K	0.19%	0.00%	+14.7%	Q4 2018
CVXChevron Corp	$662K	0.18%	0.00%	+40.9%	Q1 2019
WFCWells Fargo & Company	$659K	0.18%	0.00%	-5.7%	Q1 2021
AMGNAmgen Inc	$643K	0.18%	0.00%	+37.3%	Q3 2023
UNHUnitedhealth Group Inc	$626K	0.17%	0.00%	-20.4%	Q4 2021
GSGoldman Sachs Group Inc	$574K	0.16%	0.00%	+2.0%	Q2 2025
HDHome Depot, Inc.	$573K	0.16%	0.00%	+10.7%	Q1 2019
MARMarriott International Inc	$573K	0.16%	0.00%	+0.7%	Q4 2018
LMTLockheed Martin Corp	$533K	0.15%	0.00%	+24.6%	Q3 2024
TSLATesla, Inc.	$526K	0.15%	0.00%	-16.9%	Q1 2022
RYRoyal Bank of Canada	$523K	0.14%	0.00%	Not reported	Q2 2025
PKGPackaging Corp of America	$519K	0.14%	0.00%	+4.2%	Q1 2024
NFLXNetflix Inc	$518K	0.14%	0.00%	+3.7%	Q4 2018
WMWaste Management Inc	$506K	0.14%	0.00%	+0.3%	Q4 2021
WSMWilliams Sonoma Inc	$490K	0.14%	0.00%	+0.3%	Q1 2024
AIGAmerican International Group, Inc.	$488K	0.14%	0.00%	+0.2%	Q1 2022
PFEPfizer Inc	$482K	0.13%	0.00%	+2.6%	Q1 2021
IBITiShares Bitcoin Trust ETF	$472K	0.13%	0.00%	+16.9%	Q2 2025
NOBLNoble International, Ltd.	$470K	0.13%	Not reported	+0.5%	Q3 2018
XOMExxonMobil Holdings Corp	$434K	0.12%	0.00%	+32.6%	Q1 2024

Q4 2025Reported Jan 27, 202682 positions
SPYSPDR S&P 500 ETF Trust	$31.6M	9.08%	Not reported	-4.4%	Q4 2018
NVDANvidia Corp	$13.3M	3.82%	0.00%	+21.9%	Q4 2018
AAPLApple Inc.	$8.34M	2.39%	0.00%	+2.3%	Q4 2018
MSFTMicrosoft Corp	$5.46M	1.57%	0.00%	+5.7%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$4.04M	1.16%	Not reported	-3.1%	Q4 2018
GOOGLAlphabet Inc.	$4M	1.15%	0.00%	-1.6%	Q4 2018
AMZNAmazon Com Inc	$3.97M	1.14%	0.00%	-9.4%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$3.17M	0.91%	Not reported	+1.9%	Q1 2021
METAMeta Platforms, Inc.	$2.42M	0.70%	Not reported	+1.1%	Q4 2018
AVGOBroadcom Inc.	$2.09M	0.60%	0.00%	-5.5%	Q2 2023
JPMJPMorgan Chase & Co	$1.81M	0.52%	0.00%	+9.6%	Q4 2021
FBTCFidelity Wise Origin Bitcoin Fund	$1.32M	0.38%	0.01%	+5.0%	Q3 2024
BMYBristol Myers Squibb Co	$1.29M	0.37%	0.00%	+0.9%	Q1 2021
GOOGAlphabet Inc.	$1.25M	0.36%	Not reported	+0.3%	Q4 2021
VVisa Inc.	$1.21M	0.35%	0.00%	+6.4%	Q4 2018
BXBlackstone Inc.	$1.19M	0.34%	0.00%	+0.9%	Q1 2021
BRK.BBerkshire Hathaway Inc	$1.19M	0.34%	Not reported	-1.8%	Q1 2021
MOAltria Group, Inc.	$996K	0.29%	0.00%	+10.7%	Q4 2022
COSTCostco Wholesale Corp	$962K	0.28%	0.00%	+20.3%	Q1 2019
UNHUnitedhealth Group Inc	$959K	0.28%	0.00%	+8.6%	Q4 2021
WMTWalmart Inc.	$959K	0.28%	0.00%	+0.3%	Q4 2021
LLYELI LILLY & Co	$945K	0.27%	0.00%	+0.6%	Q2 2023
BACBank of America Corp	$865K	0.25%	0.00%	-27.2%	Q1 2021
CSCOCisco Systems, Inc.	$845K	0.24%	0.00%	+5.0%	Q2 2023
WFCWells Fargo & Company	$817K	0.23%	0.00%	-0.6%	Q1 2021
TSLATesla, Inc.	$766K	0.22%	0.00%	+69.1%	Q1 2022
ABBVAbbVie Inc.	$755K	0.22%	0.00%	+5.4%	Q4 2023
GLWCorning Inc	$721K	0.21%	0.00%	+0.7%	Q1 2019
MRKMerck & Co., Inc.	$680K	0.20%	0.00%	+51.6%	Q4 2022
GLDSPDR Gold Trust	$605K	0.17%	0.00%	+23.5%	Q1 2022
GSGoldman Sachs Group Inc	$584K	0.17%	0.00%	+9.2%	Q2 2025
AIGAmerican International Group, Inc.	$554K	0.16%	0.00%	+0.8%	Q1 2022
RYRoyal Bank of Canada	$551K	0.16%	0.00%	Not reported	Q2 2025
HDHome Depot, Inc.	$542K	0.16%	0.00%	-4.7%	Q1 2019
MARMarriott International Inc	$540K	0.15%	0.00%	-0.1%	Q4 2018
IBITiShares Bitcoin Trust ETF	$522K	0.15%	0.00%	+22.5%	Q2 2025
PLTRPalantir Technologies Inc.	$520K	0.15%	0.00%	+1.4%	Q4 2024
KOCoca Cola Co	$518K	0.15%	0.00%	+3.5%	Q1 2021
NFLXNetflix Inc	$487K	0.14%	0.00%	-1.8%	Q4 2018
PKGPackaging Corp of America	$484K	0.14%	0.00%	+2.1%	Q1 2024
WMWaste Management Inc	$483K	0.14%	0.00%	+0.2%	Q4 2021
VZVerizon Communications Inc	$481K	0.14%	0.00%	+10.6%	Q4 2018
WSMWilliams Sonoma Inc	$478K	0.14%	0.00%	+0.3%	Q1 2024
ASMLAsml Holding NV	$464K	0.13%	0.00%	+59.6%	Q2 2025
NOBLNoble International, Ltd.	$459K	0.13%	Not reported	-51.9%	Q3 2018
AMGNAmgen Inc	$436K	0.13%	0.00%	+55.7%	Q3 2023
PFEPfizer Inc	$416K	0.12%	0.00%	-11.6%	Q1 2021
MAMastercard Inc	$397K	0.11%	0.00%	-2.1%	Q1 2021
PMPhilip Morris International Inc.	$395K	0.11%	0.00%	-3.9%	Q4 2022
GRMNGarmin Ltd	$377K	0.11%	0.00%	+0.2%	Q2 2024

Q3 2025Reported Oct 22, 202581 positions
SPYSPDR S&P 500 ETF Trust	$32.3M	9.73%	Not reported	-8.8%	Q4 2018
NVDANvidia Corp	$10.9M	3.29%	0.00%	+6.3%	Q4 2018
AAPLApple Inc.	$7.63M	2.30%	0.00%	+6.8%	Q4 2018
MSFTMicrosoft Corp	$5.53M	1.66%	0.00%	+2.2%	Q4 2018
AMZNAmazon Com Inc	$4.17M	1.25%	0.00%	+1.5%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$4.12M	1.24%	Not reported	+1.2%	Q4 2018
GOOGLAlphabet Inc.	$3.16M	0.95%	0.00%	+3.2%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$3.04M	0.91%	Not reported	+2.8%	Q1 2021
METAMeta Platforms, Inc.	$2.67M	0.80%	Not reported	-0.9%	Q4 2018
AVGOBroadcom Inc.	$2.11M	0.64%	0.00%	+0.6%	Q2 2023
FBTCFidelity Wise Origin Bitcoin Fund	$1.65M	0.50%	0.01%	+24.0%	Q3 2024
JPMJPMorgan Chase & Co	$1.61M	0.49%	0.00%	-0.1%	Q4 2021
BXBlackstone Inc.	$1.31M	0.39%	0.00%	+1.0%	Q1 2021
BRK.BBerkshire Hathaway Inc	$1.21M	0.36%	Not reported	+13.1%	Q1 2021
BACBank of America Corp	$1.11M	0.34%	0.00%	+0.8%	Q1 2021
VVisa Inc.	$1.11M	0.33%	0.00%	+1.4%	Q4 2018
BMYBristol Myers Squibb Co	$1.07M	0.32%	0.00%	-3.1%	Q1 2021
MOAltria Group, Inc.	$1.03M	0.31%	0.00%	+0.8%	Q4 2022
GOOGAlphabet Inc.	$966K	0.29%	Not reported	+24.2%	Q4 2021
NOBLNoble International, Ltd.	$946K	0.28%	Not reported	-3.1%	Q3 2018
UNHUnitedhealth Group Inc	$924K	0.28%	0.00%	+155.7%	Q4 2021
WMTWalmart Inc.	$884K	0.27%	0.00%	+14.0%	Q4 2021
COSTCostco Wholesale Corp	$859K	0.26%	0.00%	-1.2%	Q1 2019
WFCWells Fargo & Company	$740K	0.22%	0.00%	-0.1%	Q1 2021
ABBVAbbVie Inc.	$726K	0.22%	0.00%	-2.8%	Q4 2023
CSCOCisco Systems, Inc.	$715K	0.22%	0.00%	+1.4%	Q2 2023
GLWCorning Inc	$671K	0.20%	0.00%	+0.5%	Q1 2019
HDHome Depot, Inc.	$669K	0.20%	0.00%	+1.5%	Q1 2019
LLYELI LILLY & Co	$667K	0.20%	0.00%	-4.2%	Q2 2023
NFLXNetflix Inc	$635K	0.19%	0.00%	+6.9%	Q4 2018
ORCLOracle Corp	$596K	0.18%	0.00%	+64.8%	Q3 2024
IBITiShares Bitcoin Trust ETF	$558K	0.17%	0.00%	+13.2%	Q2 2025
PLTRPalantir Technologies Inc.	$526K	0.16%	0.00%	-21.2%	Q4 2024
WSMWilliams Sonoma Inc	$522K	0.16%	0.00%	-4.7%	Q1 2024
AIGAmerican International Group, Inc.	$504K	0.15%	0.00%	+1.0%	Q1 2022
PKGPackaging Corp of America	$501K	0.15%	0.00%	-0.4%	Q1 2024
GSGoldman Sachs Group Inc	$485K	0.15%	0.00%	-3.8%	Q2 2025
WMWaste Management Inc	$484K	0.15%	0.00%	+0.6%	Q4 2021
PFEPfizer Inc	$482K	0.15%	0.00%	+2.2%	Q1 2021
RYRoyal Bank of Canada	$477K	0.14%	0.00%	+0.4%	Q2 2025
KOCoca Cola Co	$475K	0.14%	0.00%	-0.2%	Q1 2021
VZVerizon Communications Inc	$469K	0.14%	0.00%	-5.2%	Q4 2018
GRMNGarmin Ltd	$457K	0.14%	0.00%	-5.9%	Q2 2024
MARMarriott International Inc	$453K	0.14%	0.00%	+1.1%	Q4 2018
TSLATesla, Inc.	$448K	0.13%	0.00%	+4.1%	Q1 2022
GLDSPDR Gold Trust	$439K	0.13%	0.00%	+1.8%	Q1 2022
PMPhilip Morris International Inc.	$416K	0.13%	0.00%	-0.2%	Q4 2022
MAMastercard Inc	$404K	0.12%	0.00%	+30.3%	Q1 2021
CRWDCrowdStrike Holdings, Inc.	$382K	0.11%	0.00%	+3.3%	Q4 2023
RACEFerrari N.V.	$358K	0.11%	0.00%	Not reported	Q4 2021

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