Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors reported 160 stocks worth $418M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are SCHF (7.0%), VTI (6.8%) and SPY (6.6%). Compared with Q2 2026, the fund opened new positions in JMUB, INMU and GLDM, added to SCHF, IVV and NVDA, trimmed VTI, SPY and ITOT and sold out of MUNI, IAU and MRVL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHF Schwab International | $29.3M | 7.0% | 1.1M | +14K (+1%) | 8 of 8 | |
| 2 |  VTI Vanguard Total Stock Market ETF | $28.5M | 6.8% | 76K | −1,752 (−2%) | 8 of 8 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $27.7M | 6.6% | 36K | −255 (−1%) | 8 of 8 | |
| 4 |  ITOT Ishares TR | $19.4M | 4.6% | 117K | −2,626 (−2%) | 8 of 8 | |
| 5 |  IVV Ishares TR | $18M | 4.3% | 23K | +2,216 (+10%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $15.6M | 3.7% | 68K | +2,669 (+4%) | 8 of 8 | |
| 7 |  DBND Doubleline ETF Trust | $12.6M | 3.0% | 289K | −232K (−45%) | 7 of 8 | |
| 8 |  COWZ Pacer Fds TR | $12.3M | 3.0% | 185K | +3,576 (+2%) | 8 of 8 | |
| 9 |  IWY Ishares TR | $11.7M | 2.8% | 40K | +330 (+1%) | 8 of 8 | |
| 10 |  LVHI Legg Mason ETF Invt | $11.6M | 2.8% | 278K | +35K (+14%) | 8 of 8 |
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 |
|---|---|---|
 MUNI Pimco Intermediate Municipal Bond Active Exchange-Traded Fun | $11M | 208K |
 IAU Ishares Gold TR | $704K | 9,321 |
 MRVL Marvell Technology Inc | $403K | 1,353 |
 XOM Exxon Mobil Corp | $367K | 2,683 |
 KLAC Kla Corp | $264K | 874 |
🔒 Free account: see all 11.
Options
valued at the underlying sharesReported value
last 8 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 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Benchmark Financial Wealth Advisors 13F FAQ
What does Benchmark Financial Wealth Advisors own?
Benchmark Financial Wealth Advisors reported 160 stocks worth $418M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are SCHF (7.0%), VTI (6.8%) and SPY (6.6%). The table above lists every position in the filing (the top 10 without an account).
What did Benchmark Financial Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 26 new positions, 99 added to, 26 trimmed and 11 sold out. New positions include JMUB, INMU and GLDM. It sold all of MUNI, IAU and MRVL.
When will Benchmark Financial Wealth Advisors 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 Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $418M 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.