Benchmark Financial Wealth Advisors, LLC - Portfolio Stock Holdings
Benchmark Financial Wealth Advisors, LLC disclosed 170 stock positions in a recent SEC 13F filing. $418,082,003 of stock holdings were filed, with the largest holdings including SCHF, VTI, and SPY. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $766,078,294 and has 14 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
170Est. Stock Holding Value:
$418,082,003Top Stock Holdings By Sector
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Portfolio Stock Holdings - Benchmark Financial Wealth Advisors, LLC
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Portfolio Options Holdings - Benchmark Financial Wealth Advisors, LLC
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