Benchmark Financial Wealth Advisors, LLC

BOCA RATON, FL · CIK 1757706 · 13F filing filed 2026-01-27

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

$348.4m reported value +4.9% vs Q3 2025

126positions

52.7%in top 10

10 new 70 added 42 reduced 8 sold out vs Q3 2025

Holdings, Q4 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	46,398	$31.6m9.08%	9.08%	Reduced -2.1k	-2,132 -4.4%
2	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	85,361	$28.6m8.21%	8.21%	Reduced -2.5k	-2,510 -2.9%
3	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	1,112,901	$26.8m7.68%	7.68%	Reduced -5.9k	-5,914 -0.5%
4	DOUBLELINE ETF TRUST OPPORTUNISTIC CO DBND	DBND	492,384	$22.8m6.55%	6.55%	Added +77.6k	+77,567 18.7%
5	ISHARES TR CORE S&P TTL STK ITOT	ITOT	122,276	$18.2m5.22%	5.22%	Reduced -2.3k	-2,349 -1.9%
6	NVIDIA CORPORATION COM NVDA	NVDA	71,436	$13.3m3.82%	3.82%	Added +12.8k	+12,828 21.9%
7	PACER FDS TR US CASH COWS 100 COWZ	COWZ	211,359	$12.7m3.65%	3.65%	Reduced -21.4k	-21,359 -9.2%
8	ISHARES TR RUS TP200 GR ETF IWY	IWY	42,143	$11.7m3.35%	3.35%	Reduced -917	-917 -2.1%
9	ISHARES TR CORE S&P500 ETF IVV	IVV	13,124	$9.0m2.58%	2.58%	Added +2.4k	+2,420 22.6%
10	ISHARES TR CORE S&P SCP ETF IJR	IJR	74,487	$9.0m2.57%	2.57%	Reduced -256	-256 -0.3%
11	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	152,401	$8.3m2.40%	2.40%	Reduced -7.7k	-7,682 -4.8%
12	APPLE INC COM AAPL	AAPL	30,676	$8.3m2.39%	2.39%	Added +699	+699 2.3%
13	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	166,196	$8.0m2.29%	2.29%	Added +17.1k	+17,116 11.5%
14	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	269,617	$7.4m2.12%	2.12%	Reduced -6.6k	-6,575 -2.4%
15	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	11,738	$7.4m2.11%	2.11%	Added +99	+99 0.8%
16	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	139,075	$7.3m2.09%	2.09%	Added +66.8k	+66,838 92.5%
17	ISHARES TR RUSEL 2500 ETF SMMD	SMMD	78,091	$5.9m1.68%	1.68%	Added +3.7k	+3,722 5.0%
18	MICROSOFT CORP COM MSFT	MSFT	11,282	$5.5m1.57%	1.57%	Added +605	+605 5.7%
19	LEGG MASON ETF INVT FRANKLIN INTL LW LVHI	LVHI	136,935	$5.0m1.45%	1.45%	Added +7.3k	+7,275 5.6%
20	VANGUARD INDEX FDS MID CAP ETF VO	VO	17,268	$5.0m1.44%	1.44%	Reduced -190	-190 -1.1%
21	ISHARES TR RUSSELL 2000 ETF IWM	IWM	19,462	$4.8m1.38%	1.38%	Reduced -1.7k	-1,664 -7.9%
22	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	6,703	$4.0m1.16%	1.16%	Reduced -211	-211 -3.0%
23	ALPHABET INC CAP STK CL A GOOGL	GOOGL	12,795	$4.0m1.15%	1.15%	Reduced -202	-202 -1.6%
24	AMAZON COM INC COM AMZN	AMZN	17,206	$4.0m1.14%	1.14%	Reduced -1.8k	-1,775 -9.3%
25	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	20,593	$3.9m1.13%	1.13%	Reduced -8.7k	-8,680 -29.6%
26	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	53,091	$3.9m1.12%	1.12%	Added +935	+935 1.8%
27	ISHARES TR CORE S&P MCP ETF IJH	IJH	57,741	$3.8m1.09%	1.09%	Added +489	+489 0.8%
28	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	5,159	$3.2m0.91%	0.91%	Added +95	+95 1.9%
29	SPDR SER TR S&P BK ETF KBE	KBE	49,723	$3.0m0.87%	0.87%	Reduced -1.5k	-1,483 -2.9%
30	META PLATFORMS INC CL A META	META	3,670	$2.4m0.70%	0.70%	Added +40	+40 1.1%
31	BROADCOM INC COM AVGO	AVGO	6,046	$2.1m0.60%	0.60%	Reduced -350	-350 -5.5%
32	PACER FDS TR METAURUS CAP 400 QDPL	QDPL	45,798	$1.9m0.56%	0.56%	Added +1.4k	+1,447 3.3%
33	JPMORGAN CHASE & CO COM JPM	JPM	5,603	$1.8m0.52%	0.52%	Added +492	+492 9.6%
34	TIDAL TRUST I FUNDSTRAT GRANNY GRNY	GRNY	71,021	$1.8m0.50%	0.50%	New
35	ISHARES TR RUS 1000 GRW ETF IWF	IWF	3,403	$1.6m0.46%	0.46%	Reduced -279	-279 -7.6%
36	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	34,010	$1.5m0.43%	0.43%	New
37	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	22,692	$1.4m0.41%	0.41%	Reduced -35	-35 -0.1%
38	ISHARES TR CORE S&P US GWT IUSG	IUSG	8,273	$1.4m0.40%	0.40%	Reduced -334	-334 -3.9%
39	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	17,328	$1.3m0.38%	0.38%	Added +818	+818 5.0%
40	ISHARES INC MSCI EQUAL WEITE EUSA	EUSA	12,640	$1.3m0.37%	0.37%	Added +68	+68 0.5%
41	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	23,967	$1.3m0.37%	0.37%	Added +223	+223 0.9%
42	ALPHABET INC CAP STK CL C GOOG	GOOG	3,979	$1.2m0.36%	0.36%	Added +13	+13 0.3%
43	VISA INC COM CL A V	V	3,450	$1.2m0.35%	0.35%	Added +206	+206 6.3%
44	BLACKSTONE INC COM BX	BX	7,748	$1.2m0.34%	0.34%	Added +69	+69 0.9%
45	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,366	$1.2m0.34%	0.34%	Reduced -43	-43 -1.8%
46	ISHARES TR RUS 1000 ETF IWB	IWB	3,087	$1.2m0.33%	0.33%	Reduced -217	-217 -6.6%
47	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	7,883	$1.1m0.33%	0.33%	Added +169	+169 2.2%
48	ALTRIA GROUP INC COM MO	MO	17,269	$995.7k0.29%	0.29%	Added +1.7k	+1,670 10.7%
49	COSTCO WHSL CORP NEW COM COST	COST	1,116	$962.5k0.28%	0.28%	Added +188	+188 20.3%
50	UNITEDHEALTH GROUP INC COM UNH	UNH	2,904	$958.8k0.28%	0.28%	Added +229	+229 8.6%
51	WALMART INC COM WMT	WMT	8,605	$958.7k0.28%	0.28%	Added +28	+28 0.3%
52	ELI LILLY & CO COM LLY	LLY	879	$944.9k0.27%	0.27%	Added +5	+5 0.6%
53	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	16,135	$923.6k0.27%	0.27%	Reduced -3.5k	-3,510 -17.9%
54	BANK AMERICA CORP COM BAC	BAC	15,726	$864.9k0.25%	0.25%	Reduced -5.9k	-5,875 -27.2%
55	CISCO SYS INC COM CSCO	CSCO	10,971	$845.1k0.24%	0.24%	Added +522	+522 5.0%
56	WELLS FARGO CO NEW COM WFC	WFC	8,770	$817.4k0.23%	0.23%	Reduced -53	-53 -0.6%
57	ISHARES TR RUS 1000 VAL ETF IWD	IWD	3,745	$787.7k0.23%	0.23%	Reduced -86	-86 -2.2%
58	TESLA INC COM TSLA	TSLA	1,703	$766.0k0.22%	0.22%	Added +696	+696 69.1%
59	FIDELITY COVINGTON TRUST MSCI FINLS IDX FNCL	FNCL	9,733	$756.7k0.22%	0.22%	Added +951	+951 10.8%
60	ABBVIE INC COM ABBV	ABBV	3,304	$754.8k0.22%	0.22%	Added +168	+168 5.4%
61	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	15,753	$725.3k0.21%	0.21%	Added +1.9k	+1,928 13.9%
62	CORNING INC COM GLW	GLW	8,235	$721.1k0.21%	0.21%	Added +59	+59 0.7%
63	MERCK & CO INC COM MRK	MRK	6,464	$680.4k0.20%	0.20%	Added +2.2k	+2,199 51.6%
64	SPDR GOLD TR GOLD SHS GLD	GLD	1,527	$605.2k0.17%	0.17%	Added +291	+291 23.5%
65	GOLDMAN SACHS GROUP INC COM GS	GS	665	$584.3k0.17%	0.17%	Added +56	+56 9.2%
66	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,150	$554.7k0.16%	0.16%	Added +62	+62 3.0%
67	AMERICAN INTL GROUP INC COM NEW AIG	AIG	6,473	$553.7k0.16%	0.16%	Added +50	+50 0.8%
68	ROYAL BK CDA COM RY	RY	3,235	$551.5k0.16%	0.16%	Unchanged
69	HOME DEPOT INC COM HD	HD	1,574	$541.7k0.16%	0.16%	Reduced -77	-77 -4.7%
70	MARRIOTT INTL INC NEW CL A MAR	MAR	1,739	$539.7k0.15%	0.15%	Reduced -1	-1 -0.1%
71	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	10,511	$521.9k0.15%	0.15%	Added +1.9k	+1,931 22.5%
72	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	2,924	$519.7k0.15%	0.15%	Added +41	+41 1.4%
73	COCA COLA CO COM KO	KO	7,414	$518.3k0.15%	0.15%	Added +249	+249 3.5%
74	NETFLIX INC COM NFLX	NFLX	5,197	$487.3k0.14%	0.14%	Reduced -93	-93 -1.8%
75	PACKAGING CORP AMER COM PKG	PKG	2,345	$483.5k0.14%	0.14%	Added +48	+48 2.1%
76	WASTE MGMT INC DEL COM WM	WM	2,196	$482.6k0.14%	0.14%	Added +4	+4 0.2%
77	VERIZON COMMUNICATIONS INC COM VZ	VZ	11,807	$480.9k0.14%	0.14%	Added +1.1k	+1,135 10.6%
78	WILLIAMS SONOMA INC COM WSM	WSM	2,679	$478.4k0.14%	0.14%	Added +9	+9 0.3%
79	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	5,489	$464.6k0.13%	0.13%	Added +54	+54 1.0%
80	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	434	$463.9k0.13%	0.13%	Added +162	+162 59.6%
81	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	4,412	$459.1k0.13%	0.13%	Reduced -4.8k	-4,763 -51.9%
82	AMGEN INC COM AMGN	AMGN	1,331	$435.8k0.13%	0.13%	Added +476	+476 55.7%
83	PFIZER INC COM PFE	PFE	16,727	$416.5k0.12%	0.12%	Reduced -2.2k	-2,200 -11.6%
84	MASTERCARD INCORPORATED CL A MA	MA	695	$397.0k0.11%	0.11%	Reduced -15	-15 -2.1%
85	PHILIP MORRIS INTL INC COM PM	PM	2,463	$395.0k0.11%	0.11%	Reduced -99	-99 -3.9%
86	GARMIN LTD SHS GRMN	GRMN	1,860	$377.3k0.11%	0.11%	Added +4	+4 0.2%
87	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	8,705	$371.6k0.11%	0.11%	Added +19	+19 0.2%
88	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	778	$364.9k0.10%	0.10%	Unchanged
89	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	6,999	$354.1k0.10%	0.10%	Added +576	+576 9.0%
90	CHEVRON CORP NEW COM CVX	CVX	2,270	$345.9k0.10%	0.10%	Added +251	+251 12.4%
91	LOCKHEED MARTIN CORP COM LMT	LMT	708	$342.5k0.10%	0.10%	Added +43	+43 6.5%
92	GEN DIGITAL INC COM GEN	GEN	12,309	$334.7k0.10%	0.10%	Added +24	+24 0.2%
93	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	922	$332.2k0.10%	0.10%	Added +66	+66 7.7%
94	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,675	$320.0k0.09%	0.09%	Added +232	+232 16.1%
95	UNION PAC CORP COM UNP	UNP	1,365	$315.8k0.09%	0.09%	Reduced -105	-105 -7.1%
96	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	998	$303.4k0.09%	0.09%	Added +54	+54 5.7%
97	ORACLE CORP COM ORCL	ORCL	1,419	$276.6k0.08%	0.08%	Reduced -700	-700 -33.0%
98	TEXAS INSTRS INC COM TXN	TXN	1,526	$264.7k0.08%	0.08%	Reduced -142	-142 -8.5%
99	CATERPILLAR INC COM CAT	CAT	454	$260.0k0.07%	0.07%	Added +5	+5 1.1%
100	DANAHER CORPORATION COM DHR	DHR	1,133	$259.4k0.07%	0.07%	New

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
ISHARES TR IYG	IYG	3,077	$275.9k3.1k shares
ISHARES ETHEREUM TR ETHA	ETHA	8,167	$257.3k8.2k shares
PROCTER AND GAMBLE CO PG	PG	1,456	$223.7k1.5k shares
PHILLIPS 66 PSX	PSX	1,624	$220.9k1.6k shares
COINBASE GLOBAL INC COIN	COIN	619	$208.9k619 shares
UBER TECHNOLOGIES INC UBER	UBER	2,105	$206.2k2.1k shares
PROSHARES TR REW	REW	17,776	$105.0k17.8k shares
INVESTMENT MANAGERS SER TR I		12,185	$98.1k12.2k shares