Benchmark Financial
Benchmark Financial reported 60 stocks worth $130M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are SPYG (15.1%), VCIT (11.8%) and IEI (6.3%). Compared with Q2 2026, the fund opened new positions in MGC, VT and SNDK, added to VCIT, IEI and SPDW, trimmed SPYG, NOBL and IWY and sold out of AGG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYG Spdr Series Trust | $19.6M | 15.1% | 159K | −2,896 (−2%) | 4 of 4 | |
| 2 |  VCIT Vanguard Scottsdale Fds | $15.4M | 11.8% | 196K | +17K (+9%) | 4 of 4 | |
| 3 |  IEI Ishares TR | $8.2M | 6.3% | 72K | +5,872 (+9%) | 4 of 4 | |
| 4 |  SPDW Spdr Developed | $7.7M | 5.9% | 153K | +4,827 (+3%) | 4 of 4 | |
| 5 |  IEF Ishares TR | $7M | 5.4% | 78K | +4,650 (+6%) | 4 of 4 | |
| 6 |  NOBL Proshares S&P 500 Div Aristocrat ETF | $6.6M | 5.1% | 123K | −27K (−18%) | 4 of 4 | |
| 7 |  SPYV State Street | $5.3M | 4.1% | 87K | +1,298 (+2%) | 4 of 4 | |
| 8 |  SJNK State Street SPDR Bloomberg Short Term High Yield Bond ETF | $5.1M | 3.9% | 208K | +10K (+5%) | 4 of 4 | |
| 9 |  SPMD State Street | $4.5M | 3.4% | 71K | +2,842 (+4%) | 4 of 4 | |
| 10 |  AIRR First TR Exchange Traded FD | $3.6M | 2.8% | 35K | +16K (+80%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AGG Ishares TR | $203K | 2,052 |
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Benchmark Financial 13F FAQ
What does Benchmark Financial own?
Benchmark Financial reported 60 stocks worth $130M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are SPYG (15.1%), VCIT (11.8%) and IEI (6.3%). The table above lists every position in the filing (the top 10 without an account).
What did Benchmark Financial buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 27 added to, 11 trimmed and 1 sold out. New positions include MGC, VT and SNDK. It sold all of AGG.
When will Benchmark Financial file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Benchmark Financial's portfolio worth?
The Q3 2026 filing reports $130M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.