Benningfield Financial Advisors
Benningfield Financial Advisors reported 19 stocks worth $135M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are DFUV (20.6%), VTIP (16.2%) and IEF (15.0%). Compared with Q1 2026, the fund opened new positions in VPL, added to VTIP, IEF and VTI and trimmed DFUV, BSVO and AVUV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFUV Dimensional US Marketwide Value ETF | $27.7M | 20.6% | 504K | −2,385 (−0%) | 7 of 7 | |
| 2 |  VTIP Vanguard Shrt Inf Prot | $21.9M | 16.2% | 436K | +13K (+3%) | 7 of 7 | |
| 3 |  IEF Ishares TR | $20.2M | 15.0% | 214K | +6,530 (+3%) | 7 of 7 | |
| 4 |  VTI Vanguard Total Stock Market ETF | $19.3M | 14.3% | 52K | +1,803 (+4%) | 7 of 7 | |
| 5 |  BSVO EA Series Trust | $15M | 11.1% | 513K | −9,551 (−2%) | 7 of 7 | |
| 6 |  PLTR Palantir Technologies Inc | $10.2M | 7.6% | 87K | No change | 7 of 7 | |
| 7 |  AVUV American Centy ETF TR | $7.5M | 5.6% | 60K | −1,095 (−2%) | 6 of 7 | |
| 8 |  DFIV Dimensional ETF Trust | $4.9M | 3.6% | 91K | −2,715 (−3%) | 7 of 7 | |
| 9 |  VTV Vanguard Index Fds | $2.4M | 1.8% | 11K | No change | 7 of 7 | |
| 10 |  VGIT Vanguard Scottsdale Fds | $2.1M | 1.6% | 36K | No change | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 7 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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 30, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Benningfield Financial Advisors 13F FAQ
What does Benningfield Financial Advisors own?
Benningfield Financial Advisors reported 19 stocks worth $135M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are DFUV (20.6%), VTIP (16.2%) and IEF (15.0%). The table above lists every position in the filing (the top 10 without an account).
What did Benningfield Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 4 added to, 6 trimmed and 0 sold out. New positions include VPL.
When will Benningfield Financial Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Benningfield Financial Advisors's portfolio worth?
The Q2 2026 filing reports $135M 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.