Benchmark Financial Wealth Advisors, LLC

BOCA RATON, FL · CIK 1757706 · 13F filing filed 2025-10-22

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

$332.3m reported value +9.9% vs Q2 2025

124positions

53.6%in top 10

11 new 72 added 37 reduced 4 sold out vs Q2 2025

Holdings, Q3 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	48,530	$32.3m9.73%	9.73%	Reduced -4.7k	-4,698 -8.8%
2	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	87,871	$28.8m8.68%	8.68%	Reduced -3.2k	-3,246 -3.6%
3	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	1,118,815	$26.0m7.84%	7.84%	Reduced -133.7k	-133,731 -10.7%
4	DOUBLELINE ETF TRUST OPPORTUNISTIC CO DBND	DBND	414,817	$19.3m5.81%	5.81%	Added +47.1k	+47,109 12.8%
5	ISHARES TR CORE S&P TTL STK ITOT	ITOT	124,625	$18.2m5.46%	5.46%	Reduced -4.0k	-3,995 -3.1%
6	PACER FDS TR US CASH COWS 100 COWZ	COWZ	232,718	$13.4m4.02%	4.02%	Added +1.6k	+1,633 0.7%
7	ISHARES TR RUS TP200 GR ETF IWY	IWY	43,060	$11.8m3.55%	3.55%	Added +881	+881 2.1%
8	NVIDIA CORPORATION COM NVDA	NVDA	58,608	$10.9m3.29%	3.29%	Added +3.5k	+3,495 6.3%
9	ISHARES TR CORE S&P SCP ETF IJR	IJR	74,743	$8.9m2.67%	2.67%	Added +338	+338 0.5%
10	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	160,083	$8.6m2.60%	2.60%	Added +4.3k	+4,328 2.8%
11	APPLE INC COM AAPL	AAPL	29,977	$7.6m2.30%	2.30%	Added +1.9k	+1,917 6.8%
12	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	276,192	$7.5m2.27%	2.27%	Added +16.8k	+16,841 6.5%
13	ISHARES TR CORE S&P500 ETF IVV	IVV	10,704	$7.2m2.16%	2.16%	Added +3.7k	+3,656 51.9%
14	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	11,639	$7.1m2.14%	2.14%	Reduced -2.0k	-2,033 -14.9%
15	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	149,080	$6.9m2.08%	2.08%	Added +138.7k	+138,748 1342.9%
16	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	29,273	$5.6m1.67%	1.67%	Reduced -1.1k	-1,090 -3.6%
17	MICROSOFT CORP COM MSFT	MSFT	10,677	$5.5m1.66%	1.66%	Added +227	+227 2.2%
18	ISHARES TR RUSEL 2500 ETF SMMD	SMMD	74,369	$5.5m1.65%	1.65%	Added +3.3k	+3,343 4.7%
19	VANGUARD INDEX FDS MID CAP ETF VO	VO	17,458	$5.1m1.54%	1.54%	Reduced -193	-193 -1.1%
20	ISHARES TR RUSSELL 2000 ETF IWM	IWM	21,126	$5.1m1.54%	1.54%	Reduced -421	-421 -1.9%
21	LEGG MASON ETF INVT FRANKLIN INTL LW LVHI	LVHI	129,660	$4.5m1.36%	1.36%	Added +34.3k	+34,300 36.0%
22	AMAZON COM INC COM AMZN	AMZN	18,981	$4.2m1.25%	1.25%	Added +282	+282 1.5%
23	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	6,914	$4.1m1.24%	1.24%	Added +85	+85 1.2%
24	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	72,237	$3.8m1.14%	1.14%	Reduced -10.7k	-10,728 -12.9%
25	ISHARES TR CORE S&P MCP ETF IJH	IJH	57,252	$3.7m1.12%	1.12%	Reduced -69	-69 -0.1%
26	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	52,156	$3.7m1.12%	1.12%	Added +91	+91 0.2%
27	ALPHABET INC CAP STK CL A GOOGL	GOOGL	12,997	$3.2m0.95%	0.95%	Added +404	+404 3.2%
28	SPDR SER TR S&P BK ETF KBE	KBE	51,206	$3.0m0.92%	0.92%	Reduced -266	-266 -0.5%
29	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	5,064	$3.0m0.91%	0.91%	Added +138	+138 2.8%
30	META PLATFORMS INC CL A META	META	3,630	$2.7m0.80%	0.80%	Reduced -33	-33 -0.9%
31	BROADCOM INC COM AVGO	AVGO	6,396	$2.1m0.64%	0.64%	Added +37	+37 0.6%
32	PACER FDS TR METAURUS CAP 400 QDPL	QDPL	44,351	$1.9m0.56%	0.56%	Added +6.8k	+6,828 18.2%
33	ISHARES TR RUS 1000 GRW ETF IWF	IWF	3,682	$1.7m0.52%	0.52%	Reduced -6	-6 -0.2%
34	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	16,510	$1.6m0.50%	0.50%	Added +3.2k	+3,193 24.0%
35	JPMORGAN CHASE & CO COM JPM	JPM	5,111	$1.6m0.49%	0.49%	Reduced -4	-4 -0.1%
36	ISHARES TR CORE S&P US GWT IUSG	IUSG	8,607	$1.4m0.43%	0.43%	Added +104	+104 1.2%
37	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	22,727	$1.4m0.41%	0.41%	Added +44	+44 0.2%
38	BLACKSTONE INC COM BX	BX	7,679	$1.3m0.39%	0.39%	Added +72	+72 0.9%
39	ISHARES INC MSCI EQUAL WEITE EUSA	EUSA	12,572	$1.3m0.39%	0.39%	Added +54	+54 0.4%
40	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,409	$1.2m0.36%	0.36%	Added +278	+278 13.1%
41	ISHARES TR RUS 1000 ETF IWB	IWB	3,304	$1.2m0.36%	0.36%	Added +8	+8 0.2%
42	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	19,645	$1.1m0.34%	0.34%	Reduced -2.3k	-2,265 -10.3%
43	BANK AMERICA CORP COM BAC	BAC	21,601	$1.1m0.34%	0.34%	Added +161	+161 0.8%
44	VISA INC COM CL A V	V	3,244	$1.1m0.33%	0.33%	Added +45	+45 1.4%
45	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	3,857	$1.1m0.33%	0.33%	Reduced -214	-214 -5.3%
46	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	23,744	$1.1m0.32%	0.32%	Reduced -756	-756 -3.1%
47	ALTRIA GROUP INC COM MO	MO	15,599	$1.0m0.31%	0.31%	Added +126	+126 0.8%
48	ALPHABET INC CAP STK CL C GOOG	GOOG	3,966	$965.8k0.29%	0.29%	Added +773	+773 24.2%
49	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	9,175	$945.7k0.28%	0.28%	Reduced -292	-292 -3.1%
50	UNITEDHEALTH GROUP INC COM UNH	UNH	2,675	$923.7k0.28%	0.28%	Added +1.6k	+1,629 155.7%
51	WALMART INC COM WMT	WMT	8,577	$884.0k0.27%	0.27%	Added +1.1k	+1,053 14.0%
52	COSTCO WHSL CORP NEW COM COST	COST	928	$859.2k0.26%	0.26%	Reduced -11	-11 -1.2%
53	ISHARES TR RUS 1000 VAL ETF IWD	IWD	3,831	$780.0k0.23%	0.23%	Added +9	+9 0.2%
54	WELLS FARGO CO NEW COM WFC	WFC	8,823	$739.6k0.22%	0.22%	Reduced -8	-8 -0.1%
55	ABBVIE INC COM ABBV	ABBV	3,136	$726.2k0.22%	0.22%	Reduced -89	-89 -2.8%
56	CISCO SYS INC COM CSCO	CSCO	10,449	$714.9k0.22%	0.22%	Added +142	+142 1.4%
57	CORNING INC COM GLW	GLW	8,176	$670.7k0.20%	0.20%	Added +43	+43 0.5%
58	FIDELITY COVINGTON TRUST MSCI FINLS IDX FNCL	FNCL	8,782	$670.4k0.20%	0.20%	Added +26	+26 0.3%
59	HOME DEPOT INC COM HD	HD	1,651	$669.1k0.20%	0.20%	Added +25	+25 1.5%
60	ELI LILLY & CO COM LLY	LLY	874	$666.8k0.20%	0.20%	Reduced -38	-38 -4.2%
61	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	13,825	$639.3k0.19%	0.19%	Added +886	+886 6.8%
62	NETFLIX INC COM NFLX	NFLX	529	$634.5k0.19%	0.19%	Added +34	+34 6.9%
63	ORACLE CORP COM ORCL	ORCL	2,119	$596.1k0.18%	0.18%	Added +833	+833 64.8%
64	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	8,580	$557.7k0.17%	0.17%	Added +1.0k	+1,000 13.2%
65	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,088	$531.0k0.16%	0.16%	Added +55	+55 2.7%
66	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	2,883	$526.0k0.16%	0.16%	Reduced -776	-776 -21.2%
67	WILLIAMS SONOMA INC COM WSM	WSM	2,670	$521.8k0.16%	0.16%	Reduced -131	-131 -4.7%
68	AMERICAN INTL GROUP INC COM NEW AIG	AIG	6,423	$504.5k0.15%	0.15%	Added +64	+64 1.0%
69	PACKAGING CORP AMER COM PKG	PKG	2,297	$500.7k0.15%	0.15%	Reduced -9	-9 -0.4%
70	GOLDMAN SACHS GROUP INC COM GS	GS	609	$485.3k0.15%	0.15%	Reduced -24	-24 -3.8%
71	WASTE MGMT INC DEL COM WM	WM	2,192	$484.0k0.15%	0.15%	Added +14	+14 0.6%
72	PFIZER INC COM PFE	PFE	18,927	$482.3k0.15%	0.15%	Added +398	+398 2.1%
73	ROYAL BK CDA COM RY	RY	3,235	$476.5k0.14%	0.14%	Added +12	+12 0.4%
74	COCA COLA CO COM KO	KO	7,165	$475.2k0.14%	0.14%	Reduced -16	-16 -0.2%
75	VERIZON COMMUNICATIONS INC COM VZ	VZ	10,672	$469.0k0.14%	0.14%	Reduced -583	-583 -5.2%
76	GARMIN LTD SHS GRMN	GRMN	1,856	$456.9k0.14%	0.14%	Reduced -117	-117 -5.9%
77	MARRIOTT INTL INC NEW CL A MAR	MAR	1,740	$453.2k0.14%	0.14%	Added +19	+19 1.1%
78	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	5,435	$448.9k0.14%	0.14%	Added +38	+38 0.7%
79	TESLA INC COM TSLA	TSLA	1,007	$447.8k0.13%	0.13%	Added +40	+40 4.1%
80	SPDR GOLD TR GOLD SHS GLD	GLD	1,236	$439.4k0.13%	0.13%	Added +22	+22 1.8%
81	PHILIP MORRIS INTL INC COM PM	PM	2,562	$415.5k0.13%	0.13%	Reduced -4	-4 -0.2%
82	MASTERCARD INCORPORATED CL A MA	MA	710	$403.6k0.12%	0.12%	Added +165	+165 30.3%
83	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	778	$381.7k0.11%	0.11%	Added +25	+25 3.3%
84	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	4,343	$378.8k0.11%	0.11%	Added +1.2k	+1,228 39.4%
85	FERRARI N V COM RACE	RACE	738	$358.0k0.11%	0.11%	Unchanged
86	MERCK & CO INC COM MRK	MRK	4,265	$357.9k0.11%	0.11%	Added +731	+731 20.7%
87	GEN DIGITAL INC COM GEN	GEN	12,285	$348.8k0.10%	0.10%	Added +85	+85 0.7%
88	UNION PAC CORP COM UNP	UNP	1,470	$347.5k0.10%	0.10%	Reduced -65	-65 -4.2%
89	LOCKHEED MARTIN CORP COM LMT	LMT	665	$331.9k0.10%	0.10%	Reduced -54	-54 -7.5%
90	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	6,423	$325.9k0.10%	0.10%	Added +305	+305 5.0%
91	CHEVRON CORP NEW COM CVX	CVX	2,019	$313.5k0.09%	0.09%	Added +293	+293 17.0%
92	TEXAS INSTRS INC COM TXN	TXN	1,668	$306.5k0.09%	0.09%	Reduced -45	-45 -2.6%
93	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	856	$279.5k0.08%	0.08%	Unchanged
94	ISHARES TR U.S. FIN SVC ETF IYG	IYG	3,077	$275.9k0.08%	0.08%	Added +355	+355 13.0%
95	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,443	$269.1k0.08%	0.08%	Added +114	+114 8.6%
96	BLACKROCK INC COM BLK	BLK	231	$269.1k0.08%	0.08%	Added +2	+2 0.9%
97	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	944	$263.7k0.08%	0.08%	Added +6	+6 0.6%
98	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	272	$263.7k0.08%	0.08%	Added +6	+6 2.3%
99	ISHARES ETHEREUM TR SHS ETHA	ETHA	8,167	$257.3k0.08%	0.08%	New
100	BOEING CO COM BA	BA	1,148	$247.7k0.07%	0.07%	Added +14	+14 1.2%

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
PALO ALTO NETWORKS INC PANW	PANW	1,669	$341.5k1.7k shares
ACCENTURE PLC IRELAND ACN	ACN	721	$215.4k721 shares
CHIPOTLE MEXICAN GRILL INC CMG	CMG	3,830	$215.0k3.8k shares
DIREXION SHS ETF TR PLTD	PLTD	11,148	$104.2k11.1k shares