Benchmark Financial Wealth Advisors, LLC

BOCA RATON, FL · CIK 1757706 · 13F filing filed 2025-04-25

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

$264.9m reported value -15.1% vs Q4 2024

98positions

59.9%in top 10

11 new 37 added 48 reduced 13 sold out vs Q4 2024

Holdings, Q1 2025

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	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	58,563	$32.8m12.37%	12.37%	Reduced -19.2k	-19,180 -24.7%
2	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	93,044	$25.6m9.65%	9.65%	Reduced -21.1k	-21,136 -18.5%
3	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	1,194,019	$23.6m8.92%	8.92%	Reduced -353.8k	-353,810 -22.9%
4	ISHARES TR CORE S&P TTL STK ITOT	ITOT	131,004	$16.0m6.03%	6.03%	Reduced -51.4k	-51,444 -28.2%
5	DOUBLELINE ETF TRUST OPPORTUNISTIC CO DBND	DBND	340,350	$15.7m5.93%	5.93%	New
6	PACER FDS TR US CASH COWS 100 COWZ	COWZ	223,174	$12.2m4.61%	4.61%	Reduced -47.0k	-46,999 -17.4%
7	ISHARES TR RUS TP200 GR ETF IWY	IWY	46,048	$9.7m3.67%	3.67%	Reduced -14.3k	-14,311 -23.7%
8	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	154,947	$7.7m2.91%	2.91%	Added +138.4k	+138,372 834.8%
9	ISHARES TR CORE S&P SCP ETF IJR	IJR	73,075	$7.6m2.89%	2.89%	Reduced -21.5k	-21,534 -22.8%
10	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	271,598	$7.6m2.87%	2.87%	Reduced -50.4k	-50,374 -15.7%
11	APPLE INC COM AAPL	AAPL	28,505	$6.3m2.39%	2.39%	Reduced -9.7k	-9,660 -25.3%
12	NVIDIA CORPORATION COM NVDA	NVDA	55,108	$6.0m2.25%	2.25%	Reduced -9.5k	-9,539 -14.8%
13	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	30,366	$5.3m1.99%	1.99%	Added +76	+76 0.2%
14	VANGUARD INDEX FDS MID CAP ETF VO	VO	18,052	$4.7m1.76%	1.76%	Reduced -8.8k	-8,837 -32.9%
15	ISHARES TR CORE S&P500 ETF IVV	IVV	8,112	$4.6m1.72%	1.72%	Added +3.0k	+2,979 58.0%
16	ISHARES TR RUSSELL 2000 ETF IWM	IWM	21,138	$4.2m1.59%	1.59%	Reduced -4.7k	-4,681 -18.1%
17	MICROSOFT CORP COM MSFT	MSFT	10,929	$4.1m1.55%	1.55%	Reduced -845	-845 -7.2%
18	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	7,514	$4.0m1.51%	1.51%	Reduced -923	-923 -10.9%
19	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	74,277	$3.8m1.45%	1.45%	Added +1.4k	+1,410 1.9%
20	ISHARES TR RUSEL 2500 ETF SMMD	SMMD	59,735	$3.7m1.41%	1.41%	Reduced -11.4k	-11,433 -16.1%
21	AMAZON COM INC COM AMZN	AMZN	18,852	$3.6m1.35%	1.35%	Reduced -1.1k	-1,147 -5.7%
22	ISHARES TR CORE S&P MCP ETF IJH	IJH	56,989	$3.3m1.26%	1.26%	Reduced -11.3k	-11,293 -16.5%
23	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	51,915	$3.1m1.19%	1.19%	Reduced -5.2k	-5,187 -9.1%
24	LEGG MASON ETF INVT FRANKLIN INTL LW LVHI	LVHI	87,750	$2.8m1.07%	1.07%	Reduced -2.7k	-2,701 -3.0%
25	META PLATFORMS INC CL A META	META	3,623	$2.1m0.79%	0.79%	Added +122	+122 3.5%
26	ALPHABET INC CAP STK CL A GOOGL	GOOGL	12,562	$1.9m0.73%	0.73%	Added +225	+225 1.8%
27	SPDR SER TR S&P REGL BKG KRE	KRE	28,611	$1.6m0.61%	0.61%	New
28	ISHARES TR RUS 1000 GRW ETF IWF	IWF	3,831	$1.4m0.52%	0.52%	Reduced -401	-401 -9.5%
29	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	24,088	$1.4m0.52%	0.52%	Added +2.1k	+2,058 9.3%
30	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	22,566	$1.4m0.52%	0.52%	Added +1.8k	+1,823 8.8%
31	ISHARES INC MSCI EQUAL WEITE EUSA	EUSA	12,576	$1.2m0.44%	0.44%	Reduced -2.0k	-1,984 -13.6%
32	ISHARES TR US REGNL BKS ETF IAT	IAT	24,733	$1.2m0.44%	0.44%	New
33	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,237	$1.1m0.43%	0.43%	Added +478	+478 27.2%
34	BROADCOM INC COM AVGO	AVGO	6,788	$1.1m0.43%	0.43%	Added +397	+397 6.2%
35	VISA INC COM CL A V	V	3,106	$1.1m0.41%	0.41%	Added +95	+95 3.2%
36	ISHARES TR CORE S&P US GWT IUSG	IUSG	8,496	$1.1m0.41%	0.41%	Reduced -2.1k	-2,140 -20.1%
37	BLACKSTONE INC COM BX	BX	7,561	$1.1m0.40%	0.40%	Added +75	+75 1.0%
38	PACER FDS TR METAURUS CAP 400 QDPL	QDPL	28,681	$1.0m0.40%	0.40%	Added +16.8k	+16,762 140.6%
39	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	20,511	$1.0m0.39%	0.39%	Reduced -9.2k	-9,188 -30.9%
40	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,926	$1.0m0.39%	0.39%	Added +146	+146 8.2%
41	JPMORGAN CHASE & CO COM JPM	JPM	4,138	$1.0m0.38%	0.38%	Added +292	+292 7.6%
42	ALTRIA GROUP INC COM MO	MO	14,850	$891.3k0.34%	0.34%	Added +1.2k	+1,176 8.6%
43	COSTCO WHSL CORP NEW COM COST	COST	917	$867.1k0.33%	0.33%	Reduced -5	-5 -0.5%
44	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	4,058	$837.9k0.32%	0.32%	Reduced -1.6k	-1,631 -28.7%
45	BANK AMERICA CORP COM BAC	BAC	19,276	$804.4k0.30%	0.30%	Reduced -1.9k	-1,889 -8.9%
46	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,639	$768.5k0.29%	0.29%	Reduced -520	-520 -24.1%
47	CISCO SYS INC COM CSCO	CSCO	11,894	$734.0k0.28%	0.28%	Added +1.6k	+1,585 15.4%
48	ELI LILLY & CO COM LLY	LLY	885	$731.2k0.28%	0.28%	Added +27	+27 3.1%
49	ISHARES TR RUS 1000 VAL ETF IWD	IWD	3,871	$728.4k0.28%	0.28%	Added +9	+9 0.2%
50	HOME DEPOT INC COM HD	HD	1,930	$707.3k0.27%	0.27%	Reduced -44	-44 -2.2%
51	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	9,575	$689.1k0.26%	0.26%	Added +2.4k	+2,409 33.6%
52	WALMART INC COM WMT	WMT	7,250	$636.5k0.24%	0.24%	Reduced -2.0k	-2,022 -21.8%
53	ABBVIE INC COM ABBV	ABBV	3,017	$632.1k0.24%	0.24%	Reduced -54	-54 -1.8%
54	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	12,497	$570.5k0.22%	0.22%	Reduced -21.0k	-21,009 -62.7%
55	AMERICAN INTL GROUP INC COM NEW AIG	AIG	6,304	$548.1k0.21%	0.21%	Added +45	+45 0.7%
56	WELLS FARGO CO NEW COM WFC	WFC	7,512	$539.3k0.20%	0.20%	Reduced -219	-219 -2.8%
57	UNITEDHEALTH GROUP INC COM UNH	UNH	1,017	$532.9k0.20%	0.20%	Reduced -115	-115 -10.2%
58	WASTE MGMT INC DEL COM WM	WM	2,299	$532.2k0.20%	0.20%	Reduced -225	-225 -8.9%
59	COCA COLA CO COM KO	KO	6,858	$491.1k0.19%	0.19%	Added +381	+381 5.9%
60	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,182	$483.8k0.18%	0.18%	Added +727	+727 50.0%
61	ISHARES TR RUS 1000 ETF IWB	IWB	1,558	$477.9k0.18%	0.18%	New
62	PFIZER INC COM PFE	PFE	18,795	$476.3k0.18%	0.18%	Added +3.1k	+3,113 19.9%
63	ALPHABET INC CAP STK CL C GOOG	GOOG	3,001	$468.8k0.18%	0.18%	Added +15	+15 0.5%
64	VERIZON COMMUNICATIONS INC COM VZ	VZ	10,286	$466.6k0.18%	0.18%	Added +1.6k	+1,650 19.1%
65	PACKAGING CORP AMER COM PKG	PKG	2,245	$444.5k0.17%	0.17%	Added +86	+86 4.0%
66	WILLIAMS SONOMA INC COM WSM	WSM	2,790	$441.1k0.17%	0.17%	Added +7	+7 0.2%
67	GARMIN LTD SHS GRMN	GRMN	1,961	$425.8k0.16%	0.16%	Added +10	+10 0.5%
68	TEXAS INSTRS INC COM TXN	TXN	2,315	$416.0k0.16%	0.16%	Added +399	+399 20.8%
69	MARRIOTT INTL INC NEW CL A MAR	MAR	1,699	$404.8k0.15%	0.15%	Reduced -3.3k	-3,294 -66.0%
70	PHILIP MORRIS INTL INC COM PM	PM	2,512	$398.7k0.15%	0.15%	Reduced -83	-83 -3.2%
71	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	5,375	$375.2k0.14%	0.14%	Reduced -407	-407 -7.0%
72	CORNING INC COM GLW	GLW	8,053	$368.7k0.14%	0.14%	Reduced -473	-473 -5.5%
73	UNION PAC CORP COM UNP	UNP	1,495	$353.2k0.13%	0.13%	Reduced -27	-27 -1.8%
74	SPDR GOLD TR GOLD SHS GLD	GLD	1,214	$349.8k0.13%	0.13%	Unchanged
75	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	968	$341.3k0.13%	0.13%	Added +156	+156 19.2%
76	GEN DIGITAL INC COM GEN	GEN	12,149	$322.4k0.12%	0.12%	Reduced -493	-493 -3.9%
77	MERCK & CO INC COM MRK	MRK	3,549	$318.6k0.12%	0.12%	Reduced -1.2k	-1,154 -24.5%
78	FERRARI N V COM RACE	RACE	735	$314.3k0.12%	0.12%	Reduced -252	-252 -25.5%
79	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	3,672	$310.0k0.12%	0.12%	Added +32	+32 0.9%
80	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	6,049	$306.2k0.12%	0.12%	Added +69	+69 1.1%
81	CHEVRON CORP NEW COM CVX	CVX	1,783	$298.2k0.11%	0.11%	New
82	PROCTER AND GAMBLE CO COM PG	PG	1,738	$296.2k0.11%	0.11%	Reduced -63	-63 -3.5%
83	LOCKHEED MARTIN CORP COM LMT	LMT	658	$293.9k0.11%	0.11%	Added +158	+158 31.6%
84	MARSH & MCLENNAN COS INC COM MRSH	MRSH	1,188	$289.9k0.11%	0.11%	Reduced -65	-65 -5.2%
85	NETFLIX INC COM NFLX	NFLX	307	$286.3k0.11%	0.11%	New
86	MASTERCARD INCORPORATED CL A MA	MA	496	$271.9k0.10%	0.10%	New
87	LAM RESEARCH CORP COM NEW LRCX	LRCX	3,687	$268.1k0.10%	0.10%	New
88	SALESFORCE INC COM CRM	CRM	947	$254.0k0.10%	0.10%	New
89	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	3,115	$245.6k0.09%	0.09%	Unchanged
90	AMGEN INC COM AMGN	AMGN	773	$240.9k0.09%	0.09%	Added +3	+3 0.4%
91	BLACKROCK INC COM BLK	BLK	246	$232.8k0.09%	0.09%	New
92	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	740	$230.9k0.09%	0.09%	Added +155	+155 26.5%
93	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,334	$230.5k0.09%	0.09%	Reduced -206	-206 -13.4%
94	MCDONALDS CORP COM MCD	MCD	734	$229.2k0.09%	0.09%	Reduced -198	-198 -21.2%
95	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	4,342	$218.0k0.08%	0.08%	Reduced -302	-302 -6.5%
96	EXXON MOBIL CORP COM XOM	XOM	1,776	$211.2k0.08%	0.08%	Reduced -387	-387 -17.9%
97	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	816	$202.8k0.08%	0.08%	New
98	FORD MTR CO COM F	F	16,833	$168.8k0.06%	0.06%	Added +3.4k	+3,417 25.5%

Sold out since Q4 2024

Security	Ticker	Shares held before	Value then
SELECT SECTOR SPDR TR XLV	XLV	73,591	$10.1m73.6k shares
VANGUARD SPECIALIZED FUNDS VIG	VIG	4,901	$959.9k4.9k shares
WATSCO INC WSO	WSO	1,919	$909.4k1.9k shares
FIDELITY ETHEREUM FD FETH	FETH	9,328	$311.6k9.3k shares
QUALCOMM INC QCOM	QCOM	1,615	$248.1k1.6k shares
ORACLE CORP ORCL	ORCL	1,477	$246.1k1.5k shares
PACER FDS TR CALF	CALF	5,260	$231.5k5.3k shares
COINBASE GLOBAL INC COIN	COIN	898	$223.0k898 shares
PROSHARES TR NOBL	NOBL	2,146	$213.6k2.1k shares
VANECK ETF TRUST SMH	SMH	875	$212.0k875 shares
ISHARES TR XT	XT	3,543	$211.4k3.5k shares
AUTOMATIC DATA PROCESSING IN ADP	ADP	690	$201.9k690 shares
ISHARES TR DSI	DSI	1,825	$201.2k1.8k shares