Benchmark Financial, LLC - Portfolio Stock Holdings
Benchmark Financial, LLC disclosed 61 stock positions in a recent SEC 13F filing. $130,181,703 of stock holdings were filed, with the largest holdings including SPYG, VCIT, and IEI. This filing represented positions held on Sept. 30, 2026, and was filed today.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:
Sept. 30, 2026No. of Stocks:
61Est. Stock Holding Value:
$130,181,703Top Stock Holdings By Sector
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Portfolio Stock Holdings - Benchmark Financial, LLC
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Stock
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% of Portfolio
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