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Benchmark Financial, LLC - Portfolio Stock Holdings

Benchmark Financial, LLC disclosed 57 stock positions in a recent SEC 13F filing. $122,700,177 of stock holdings were filed, with the largest holdings including SPYG, VCIT, and NOBL. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $131,579,095 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

57

Est. Stock Holding Value:

$122,700,177

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Benchmark Financial, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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