Benchmark Financial Wealth Advisors, LLC

BOCA RATON, FL · CIK 1757706 · 13F filing filed 2023-04-28

SEC-registered investment adviser since 2017 · limited liability company

Assets managed$766.1m
Staff14 · 7 in investment roles
Main clients (by assets)High net worth individuals 74%, Individuals 25%
Websitebfllc.com
Form ADV · 2026-05-18SEC adviser record

Kindwealth
Others nearbyBoca Raton, FL, Woodbridge, NJ, Jupiter, FL, Fort Lauderdale, FL

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Boca Raton, FL (main office)United States	United States
Woodbridge, NJUnited States	United States	7
Jupiter, FLUnited States	United States	5
Sunrise, FLUnited States	United States	5

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$194.6m reported value +5.9% vs Q4 2022

69positions

72.4%in top 10

3 new 30 added 30 reduced 4 sold out vs Q4 2022

Holdings, Q1 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	123,356	$25.2m12.94%	12.94%	Reduced -8.5k	-8,483 -6.4%
2	LEGG MASON ETF INVT FRANKLIN US LOW LVHD	LVHD	671,259	$25.0m12.86%	12.86%	New
3	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	618,697	$21.5m11.06%	11.06%	Added +177.3k	+177,265 40.2%
4	ISHARES TR CORE S&P TTL STK ITOT	ITOT	195,166	$17.7m9.08%	9.08%	Added +2.1k	+2,070 1.1%
5	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	35,893	$14.7m7.55%	7.55%	Added +8.6k	+8,576 31.4%
6	ISHARES TR CORE S&P SCP ETF IJR	IJR	111,851	$10.8m5.56%	5.56%	Reduced -1.1k	-1,090 -1.0%
7	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	61,063	$7.9m4.06%	4.06%	Added +2.0k	+2,048 3.5%
8	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	42,330	$6.1m3.15%	3.15%	Added +10.6k	+10,611 33.5%
9	APPLE INC COM AAPL	AAPL	37,003	$6.1m3.13%	3.13%	Reduced -427	-427 -1.1%
10	VANGUARD INDEX FDS MID CAP ETF VO	VO	28,248	$6.0m3.06%	3.06%	Reduced -163	-163 -0.6%
11	LISTED FD TR CORE ALT FD CCOR	CCOR	187,799	$5.6m2.88%	2.88%	Added +4.0k	+3,999 2.2%
12	ISHARES TR RUSSELL 2000 ETF IWM	IWM	27,436	$4.9m2.51%	2.51%	Added +602	+602 2.2%
13	ISHARES TR CORE S&P MCP ETF IJH	IJH	15,975	$4.0m2.05%	2.05%	Reduced -527	-527 -3.2%
14	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	73,505	$3.9m2.02%	2.02%	Reduced -97.1k	-97,053 -56.9%
15	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	8,330	$3.8m1.96%	1.96%	Reduced -277	-277 -3.2%
16	MICROSOFT CORP COM MSFT	MSFT	10,483	$3.0m1.55%	1.55%	Reduced -135	-135 -1.3%
17	AMAZON COM INC COM AMZN	AMZN	22,279	$2.3m1.18%	1.18%	Reduced -523	-523 -2.3%
18	NVIDIA CORPORATION COM NVDA	NVDA	7,350	$2.0m1.05%	1.05%	Reduced -50	-50 -0.7%
19	MARRIOTT INTL INC NEW CL A MAR	MAR	8,826	$1.5m0.75%	0.75%	Added +623	+623 7.6%
20	ISHARES INC MSCI EQUAL WEITE EUSA	EUSA	18,207	$1.4m0.71%	0.71%	Added +796	+796 4.6%
21	ALPHABET INC CAP STK CL A GOOGL	GOOGL	13,221	$1.4m0.70%	0.70%	Reduced -324	-324 -2.4%
22	ISHARES TR RUSEL 2500 ETF SMMD	SMMD	20,403	$1.1m0.57%	0.57%	Added +10.5k	+10,523 106.5%
23	ISHARES TR CORE S&P500 ETF IVV	IVV	2,644	$1.1m0.56%	0.56%	Added +250	+250 10.4%
24	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	14,911	$1.0m0.53%	0.53%	Added +20	+20 0.1%
25	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	13,221	$819.0k0.42%	0.42%	Reduced -1.6k	-1,604 -10.8%
26	VISA INC COM CL A V	V	3,501	$789.2k0.41%	0.41%	Added +77	+77 2.2%
27	ISHARES TR CORE S&P US GWT IUSG	IUSG	8,700	$772.3k0.40%	0.40%	Reduced -274	-274 -3.0%
28	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	5,045	$761.9k0.39%	0.39%	Added +12	+12 0.2%
29	HOME DEPOT INC COM HD	HD	2,306	$680.4k0.35%	0.35%	Reduced -111	-111 -4.6%
30	META PLATFORMS INC CL A META	META	3,064	$649.4k0.33%	0.33%	Reduced -46	-46 -1.5%
31	ISHARES TR RUS 1000 GRW ETF IWF	IWF	2,467	$602.8k0.31%	0.31%	Reduced -1.4k	-1,357 -35.5%
32	BANK AMERICA CORP COM BAC	BAC	20,976	$599.9k0.31%	0.31%	Added +3.2k	+3,245 18.3%
33	ISHARES TR RUS 1000 VAL ETF IWD	IWD	3,577	$544.6k0.28%	0.28%	Reduced -165	-165 -4.4%
34	COSTCO WHSL CORP NEW COM COST	COST	971	$482.7k0.25%	0.25%	Reduced -9	-9 -0.9%
35	AMERICAN INTL GROUP INC COM NEW AIG	AIG	9,087	$457.6k0.24%	0.24%	Added +4.4k	+4,357 92.1%
36	ISHARES TR CORE S&P US VLU IUSV	IUSV	5,940	$438.2k0.23%	0.23%	Reduced -673	-673 -10.2%
37	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,413	$436.4k0.22%	0.22%	Added +17	+17 1.2%
38	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	9,494	$428.9k0.22%	0.22%	Added +581	+581 6.5%
39	WASTE MGMT INC DEL COM WM	WM	2,570	$419.4k0.22%	0.22%	Added +27	+27 1.1%
40	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,043	$392.4k0.20%	0.20%	Added +3	+3 0.3%
41	BLACKSTONE INC COM BX	BX	4,447	$390.6k0.20%	0.20%	Added +42	+42 0.9%
42	BOEING CO COM BA	BA	1,737	$368.9k0.19%	0.19%	Unchanged
43	MERCK & CO INC COM MRK	MRK	3,266	$347.5k0.18%	0.18%	Added +74	+74 2.3%
44	UNITEDHEALTH GROUP INC COM UNH	UNH	734	$346.8k0.18%	0.18%	Reduced -3	-3 -0.4%
45	WALMART INC COM WMT	WMT	2,317	$341.7k0.18%	0.18%	Added +24	+24 1.1%
46	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	3,738	$341.1k0.18%	0.18%	Reduced -139.6k	-139,626 -97.4%
47	FERRARI N V COM RACE	RACE	1,190	$322.4k0.17%	0.17%	Unchanged
48	PHILIP MORRIS INTL INC COM PM	PM	3,288	$319.8k0.16%	0.16%	Added +39	+39 1.2%
49	PFIZER INC COM PFE	PFE	7,178	$292.8k0.15%	0.15%	Reduced -111	-111 -1.5%
50	CORNING INC COM GLW	GLW	8,258	$291.4k0.15%	0.15%	Added +65	+65 0.8%
51	JOHNSON & JOHNSON COM JNJ	JNJ	1,869	$289.7k0.15%	0.15%	Reduced -6	-6 -0.3%
52	FLEXSHOPPER INC COM NEW FPAYQ	FPAYQ	328,978	$279.6k0.14%	0.14%	Unchanged
53	COCA COLA CO COM KO	KO	4,484	$278.1k0.14%	0.14%	Reduced -890	-890 -16.6%
54	ALTRIA GROUP INC COM MO	MO	6,233	$278.1k0.14%	0.14%	Added +66	+66 1.1%
55	ALPHABET INC CAP STK CL C GOOG	GOOG	2,665	$277.1k0.14%	0.14%	Reduced -272	-272 -9.3%
56	WELLS FARGO CO NEW COM WFC	WFC	7,276	$272.0k0.14%	0.14%	Added +45	+45 0.6%
57	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,821	$251.5k0.13%	0.13%	Reduced -43	-43 -2.3%
58	JPMORGAN CHASE & CO COM JPM	JPM	1,916	$249.7k0.13%	0.13%	Added +11	+11 0.6%
59	QUALCOMM INC COM QCOM	QCOM	1,937	$247.1k0.13%	0.13%	Added +111	+111 6.1%
60	SPDR GOLD TR GOLD SHS GLD	GLD	1,314	$240.8k0.12%	0.12%	Unchanged
61	DISNEY WALT CO COM DIS	DIS	2,380	$238.3k0.12%	0.12%	Reduced -367	-367 -13.4%
62	MCDONALDS CORP COM MCD	MCD	791	$221.1k0.11%	0.11%	Reduced -34	-34 -4.1%
63	LOWES COS INC COM LOW	LOW	1,104	$220.7k0.11%	0.11%	Added +31	+31 2.9%
64	DANAHER CORPORATION COM DHR	DHR	844	$212.7k0.11%	0.11%	Reduced -16	-16 -1.9%
65	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	660	$211.9k0.11%	0.11%	Reduced -1.0k	-1,009 -60.5%
66	F45 TRAINING HLDGS INC COM COM		69,525	$80.6k0.04%	0.04%	Unchanged
67	CUENTAS INC COM CUEN	CUEN	10,615	$58.1k0.03%	0.03%	New
68	GROVE COLLABORATIVE HOLD INC COM CL A COM CL A		40,931	$17.9k0.01%	0.01%	New
69	OPKO HEALTH INC COM OPK	OPK	10,752	$15.7k0.01%	0.01%	Unchanged

Sold out since Q4 2022

Security	Ticker	Shares held before	Value then
VANGUARD WHITEHALL FDS VYM	VYM	127,517	$13.8m127.5k shares
ISHARES TR HDV	HDV	17,087	$1.8m17.1k shares
ISHARES TR DGRO	DGRO	6,494	$324.7k6.5k shares
VANGUARD SPECIALIZED FUNDS VIG	VIG	1,650	$250.6k1.6k shares