Benchmark Financial Wealth Advisors, LLC

BOCA RATON, FL · CIK 1757706 · 13F filing filed 2025-08-05

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

$302.5m reported value +14.2% vs Q1 2025

117positions

56.5%in top 10

22 new 61 added 32 reduced 3 sold out vs Q1 2025

Holdings, Q2 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	53,228	$32.9m10.87%	10.87%	Reduced -5.3k	-5,335 -9.1%
2	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	91,117	$27.7m9.16%	9.16%	Reduced -1.9k	-1,927 -2.1%
3	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	1,252,546	$27.7m9.15%	9.15%	Added +58.5k	+58,527 4.9%
4	ISHARES TR CORE S&P TTL STK ITOT	ITOT	128,620	$17.4m5.74%	5.74%	Reduced -2.4k	-2,384 -1.8%
5	DOUBLELINE ETF TRUST OPPORTUNISTIC CO DBND	DBND	367,708	$17.0m5.62%	5.62%	Added +27.4k	+27,358 8.0%
6	PACER FDS TR US CASH COWS 100 COWZ	COWZ	231,085	$12.7m4.21%	4.21%	Added +7.9k	+7,911 3.5%
7	ISHARES TR RUS TP200 GR ETF IWY	IWY	42,179	$10.4m3.44%	3.44%	Reduced -3.9k	-3,869 -8.4%
8	NVIDIA CORPORATION COM NVDA	NVDA	55,113	$8.7m2.88%	2.88%	Added +5	+5 0.0%
9	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	155,755	$8.2m2.70%	2.70%	Added +808	+808 0.5%
10	ISHARES TR CORE S&P SCP ETF IJR	IJR	74,405	$8.1m2.69%	2.69%	Added +1.3k	+1,330 1.8%
11	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	13,672	$7.8m2.57%	2.57%	Added +11.4k	+11,435 511.2%
12	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	259,351	$6.9m2.27%	2.27%	Reduced -12.2k	-12,247 -4.5%
13	APPLE INC COM AAPL	AAPL	28,060	$5.8m1.90%	1.90%	Reduced -445	-445 -1.6%
14	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	30,363	$5.5m1.82%	1.82%	Reduced -3	-3 -0.0%
15	MICROSOFT CORP COM MSFT	MSFT	10,450	$5.2m1.72%	1.72%	Reduced -479	-479 -4.4%
16	VANGUARD INDEX FDS MID CAP ETF VO	VO	17,651	$4.9m1.63%	1.63%	Reduced -401	-401 -2.2%
17	ISHARES TR RUSEL 2500 ETF SMMD	SMMD	71,026	$4.8m1.59%	1.59%	Added +11.3k	+11,291 18.9%
18	ISHARES TR RUSSELL 2000 ETF IWM	IWM	21,547	$4.6m1.54%	1.54%	Added +409	+409 1.9%
19	ISHARES TR CORE S&P500 ETF IVV	IVV	7,048	$4.4m1.45%	1.45%	Reduced -1.1k	-1,064 -13.1%
20	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	82,965	$4.3m1.41%	1.41%	Added +8.7k	+8,688 11.7%
21	AMAZON COM INC COM AMZN	AMZN	18,699	$4.1m1.36%	1.36%	Reduced -153	-153 -0.8%
22	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	6,829	$3.9m1.28%	1.28%	Reduced -685	-685 -9.1%
23	ISHARES TR CORE S&P MCP ETF IJH	IJH	57,321	$3.6m1.18%	1.18%	Added +332	+332 0.6%
24	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	52,065	$3.5m1.16%	1.16%	Added +150	+150 0.3%
25	LEGG MASON ETF INVT FRANKLIN INTL LW LVHI	LVHI	95,360	$3.1m1.03%	1.03%	Added +7.6k	+7,610 8.7%
26	SPDR SER TR S&P BK ETF KBE	KBE	51,472	$2.9m0.95%	0.95%	New
27	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,926	$2.7m0.90%	0.90%	Added +3.3k	+3,287 200.6%
28	META PLATFORMS INC CL A META	META	3,663	$2.7m0.89%	0.89%	Added +40	+40 1.1%
29	ALPHABET INC CAP STK CL A GOOGL	GOOGL	12,593	$2.2m0.73%	0.73%	Added +31	+31 0.2%
30	BROADCOM INC COM AVGO	AVGO	6,359	$1.8m0.58%	0.58%	Reduced -429	-429 -6.3%
31	ISHARES TR RUS 1000 GRW ETF IWF	IWF	3,688	$1.6m0.52%	0.52%	Reduced -143	-143 -3.7%
32	JPMORGAN CHASE & CO COM JPM	JPM	5,115	$1.5m0.49%	0.49%	Added +977	+977 23.6%
33	PACER FDS TR METAURUS CAP 400 QDPL	QDPL	37,523	$1.5m0.49%	0.49%	Added +8.8k	+8,842 30.8%
34	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	22,683	$1.3m0.43%	0.43%	Added +2.2k	+2,172 10.6%
35	ISHARES TR CORE S&P US GWT IUSG	IUSG	8,503	$1.3m0.42%	0.42%	Added +7	+7 0.1%
36	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	13,317	$1.3m0.41%	0.41%	Added +3.7k	+3,742 39.1%
37	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	21,910	$1.2m0.41%	0.41%	Reduced -2.2k	-2,178 -9.0%
38	ISHARES INC MSCI EQUAL WEITE EUSA	EUSA	12,518	$1.2m0.41%	0.41%	Reduced -58	-58 -0.5%
39	BLACKSTONE INC COM BX	BX	7,607	$1.1m0.38%	0.38%	Added +46	+46 0.6%
40	VISA INC COM CL A V	V	3,199	$1.1m0.38%	0.38%	Added +93	+93 3.0%
41	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	24,500	$1.1m0.37%	0.37%	Added +1.9k	+1,934 8.6%
42	ISHARES TR RUS 1000 ETF IWB	IWB	3,296	$1.1m0.37%	0.37%	Added +1.7k	+1,738 111.5%
43	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,131	$1.0m0.34%	0.34%	Added +205	+205 10.6%
44	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	4,071	$1.0m0.34%	0.34%	Added +13	+13 0.3%
45	BANK AMERICA CORP COM BAC	BAC	21,440	$1.0m0.34%	0.34%	Added +2.2k	+2,164 11.2%
46	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	9,467	$953.3k0.32%	0.32%	New
47	COSTCO WHSL CORP NEW COM COST	COST	939	$929.8k0.31%	0.31%	Added +22	+22 2.4%
48	ALTRIA GROUP INC COM MO	MO	15,473	$907.2k0.30%	0.30%	Added +623	+623 4.2%
49	ISHARES TR RUS 1000 VAL ETF IWD	IWD	3,822	$742.4k0.25%	0.25%	Reduced -49	-49 -1.3%
50	WALMART INC COM WMT	WMT	7,524	$735.7k0.24%	0.24%	Added +274	+274 3.8%
51	CISCO SYS INC COM CSCO	CSCO	10,307	$715.1k0.24%	0.24%	Reduced -1.6k	-1,587 -13.3%
52	ELI LILLY & CO COM LLY	LLY	912	$711.0k0.24%	0.24%	Added +27	+27 3.0%
53	WELLS FARGO CO NEW COM WFC	WFC	8,831	$707.6k0.23%	0.23%	Added +1.3k	+1,319 17.6%
54	NETFLIX INC COM NFLX	NFLX	495	$662.9k0.22%	0.22%	Added +188	+188 61.2%
55	FIDELITY COVINGTON TRUST MSCI FINLS IDX FNCL	FNCL	8,756	$648.3k0.21%	0.21%	New
56	ABBVIE INC COM ABBV	ABBV	3,225	$598.6k0.20%	0.20%	Added +208	+208 6.9%
57	HOME DEPOT INC COM HD	HD	1,626	$596.3k0.20%	0.20%	Reduced -304	-304 -15.8%
58	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	12,939	$591.9k0.20%	0.20%	Added +442	+442 3.5%
59	ALPHABET INC CAP STK CL C GOOG	GOOG	3,193	$566.5k0.19%	0.19%	Added +192	+192 6.4%
60	AMERICAN INTL GROUP INC COM NEW AIG	AIG	6,359	$544.3k0.18%	0.18%	Added +55	+55 0.9%
61	COCA COLA CO COM KO	KO	7,181	$508.0k0.17%	0.17%	Added +323	+323 4.7%
62	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	3,659	$498.8k0.16%	0.16%	Reduced -13	-13 -0.3%
63	WASTE MGMT INC DEL COM WM	WM	2,178	$498.4k0.16%	0.16%	Reduced -121	-121 -5.3%
64	VERIZON COMMUNICATIONS INC COM VZ	VZ	11,255	$487.0k0.16%	0.16%	Added +969	+969 9.4%
65	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,033	$481.7k0.16%	0.16%	Reduced -149	-149 -6.8%
66	MARRIOTT INTL INC NEW CL A MAR	MAR	1,721	$470.1k0.16%	0.16%	Added +22	+22 1.3%
67	PHILIP MORRIS INTL INC COM PM	PM	2,566	$467.4k0.15%	0.15%	Added +54	+54 2.1%
68	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	7,580	$464.0k0.15%	0.15%	New
69	WILLIAMS SONOMA INC COM WSM	WSM	2,801	$457.6k0.15%	0.15%	Added +11	+11 0.4%
70	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	10,332	$452.0k0.15%	0.15%	New
71	PFIZER INC COM PFE	PFE	18,529	$449.1k0.15%	0.15%	Reduced -266	-266 -1.4%
72	GOLDMAN SACHS GROUP INC COM GS	GS	633	$447.9k0.15%	0.15%	New
73	PACKAGING CORP AMER COM PKG	PKG	2,306	$434.5k0.14%	0.14%	Added +61	+61 2.7%
74	CORNING INC COM GLW	GLW	8,133	$427.7k0.14%	0.14%	Added +80	+80 1.0%
75	ROYAL BK CDA COM RY	RY	3,223	$423.9k0.14%	0.14%	New
76	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	5,397	$417.3k0.14%	0.14%	Added +22	+22 0.4%
77	GARMIN LTD SHS GRMN	GRMN	1,973	$411.7k0.14%	0.14%	Added +12	+12 0.6%
78	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	753	$383.6k0.13%	0.13%	Reduced -215	-215 -22.2%
79	SPDR GOLD TR GOLD SHS GLD	GLD	1,214	$370.1k0.12%	0.12%	Unchanged
80	FERRARI N V COM RACE	RACE	738	$362.4k0.12%	0.12%	Added +3	+3 0.4%
81	GEN DIGITAL INC COM GEN	GEN	12,200	$358.7k0.12%	0.12%	Added +51	+51 0.4%
82	TEXAS INSTRS INC COM TXN	TXN	1,713	$355.7k0.12%	0.12%	Reduced -602	-602 -26.0%
83	UNION PAC CORP COM UNP	UNP	1,535	$353.1k0.12%	0.12%	Added +40	+40 2.7%
84	PALO ALTO NETWORKS INC COM PANW	PANW	1,669	$341.5k0.11%	0.11%	New
85	LOCKHEED MARTIN CORP COM LMT	LMT	719	$333.1k0.11%	0.11%	Added +61	+61 9.3%
86	UNITEDHEALTH GROUP INC COM UNH	UNH	1,046	$326.4k0.11%	0.11%	Added +29	+29 2.9%
87	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	6,118	$310.1k0.10%	0.10%	Added +69	+69 1.1%
88	TESLA INC COM TSLA	TSLA	967	$307.2k0.10%	0.10%	New
89	MASTERCARD INCORPORATED CL A MA	MA	545	$306.0k0.10%	0.10%	Added +49	+49 9.9%
90	ORACLE CORP COM ORCL	ORCL	1,286	$281.1k0.09%	0.09%	New
91	MERCK & CO INC COM MRK	MRK	3,534	$279.7k0.09%	0.09%	Reduced -15	-15 -0.4%
92	SALESFORCE INC COM CRM	CRM	989	$269.6k0.09%	0.09%	Added +42	+42 4.4%
93	MARSH & MCLENNAN COS INC COM MRSH	MRSH	1,219	$266.5k0.09%	0.09%	Added +31	+31 2.6%
94	PROCTER AND GAMBLE CO COM PG	PG	1,603	$255.4k0.08%	0.08%	Reduced -135	-135 -7.8%
95	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	3,115	$254.4k0.08%	0.08%	Unchanged
96	AMGEN INC COM AMGN	AMGN	905	$252.6k0.08%	0.08%	Added +132	+132 17.1%
97	CHEVRON CORP NEW COM CVX	CVX	1,726	$247.2k0.08%	0.08%	Reduced -57	-57 -3.2%
98	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	838	$247.0k0.08%	0.08%	Added +22	+22 2.7%
99	BLACKROCK INC COM BLK	BLK	229	$240.2k0.08%	0.08%	Reduced -17	-17 -6.9%
100	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	856	$238.8k0.08%	0.08%	New

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
SPDR SER TR KRE	KRE	28,611	$1.6m28.6k shares
ISHARES TR IAT	IAT	24,733	$1.2m24.7k shares
LAM RESEARCH CORP LRCX	LRCX	3,687	$268.1k3.7k shares