Benchmark Financial Wealth Advisors, LLC

BOCA RATON, FL · CIK 1757706 · 13F filing filed 2026-04-27

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

$361.1m reported value +3.6% vs Q4 2025

133positions

49.2%in top 10

16 new 73 added 40 reduced 9 sold out vs Q4 2025

Holdings, Q1 2026

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	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	1,070,991	$26.5m7.34%	7.34%	Reduced -41.9k	-41,910 -3.8%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	40,305	$26.2m7.26%	7.26%	Reduced -6.1k	-6,093 -13.1%
3	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	80,034	$25.7m7.11%	7.11%	Reduced -5.3k	-5,327 -6.2%
4	DOUBLELINE ETF TRUST OPPORTUNISTIC CO DBND	DBND	522,098	$23.9m6.62%	6.62%	Added +29.7k	+29,714 6.0%
5	ISHARES TR CORE S&P TTL STK ITOT	ITOT	119,553	$17.0m4.72%	4.72%	Reduced -2.7k	-2,723 -2.2%
6	ISHARES TR CORE S&P500 ETF IVV	IVV	19,437	$12.7m3.52%	3.52%	Added +6.3k	+6,313 48.1%
7	PACER FDS TR US CASH COWS 100 COWZ	COWZ	193,073	$12.1m3.34%	3.34%	Reduced -18.3k	-18,286 -8.7%
8	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	226,526	$11.8m3.27%	3.27%	Added +87.5k	+87,451 62.9%
9	NVIDIA CORPORATION COM NVDA	NVDA	66,176	$11.5m3.20%	3.20%	Reduced -5.3k	-5,260 -7.4%
10	ISHARES TR RUS TP200 GR ETF IWY	IWY	40,872	$10.2m2.82%	2.82%	Reduced -1.3k	-1,271 -3.0%
11	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	309,111	$9.5m2.63%	2.63%	Added +39.5k	+39,494 14.7%
12	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	188,914	$9.3m2.58%	2.58%	Added +22.7k	+22,718 13.7%
13	ISHARES TR CORE S&P SCP ETF IJR	IJR	74,139	$9.2m2.55%	2.55%	Reduced -348	-348 -0.5%
14	LEGG MASON ETF INVT FRANKLIN INTL LW LVHI	LVHI	205,823	$8.3m2.31%	2.31%	Added +68.9k	+68,888 50.3%
15	APPLE INC COM AAPL	AAPL	31,068	$7.9m2.18%	2.18%	Added +392	+392 1.3%
16	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	151,983	$7.5m2.08%	2.08%	Reduced -418	-418 -0.3%
17	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	11,413	$6.8m1.89%	1.89%	Reduced -325	-325 -2.8%
18	COLUMBIA ETF TR II EM CORE EX ETF XCEM	XCEM	167,036	$6.8m1.89%	1.89%	New
19	ISHARES TR RUSEL 2500 ETF SMMD	SMMD	87,975	$6.7m1.86%	1.86%	Added +9.9k	+9,884 12.7%
20	VANGUARD INDEX FDS MID CAP ETF VO	VO	16,919	$4.9m1.35%	1.35%	Reduced -349	-349 -2.0%
21	ISHARES TR RUSSELL 2000 ETF IWM	IWM	17,964	$4.5m1.23%	1.23%	Reduced -1.5k	-1,498 -7.7%
22	MICROSOFT CORP COM MSFT	MSFT	11,950	$4.4m1.23%	1.23%	Added +668	+668 5.9%
23	TIDAL TRUST I FUNDSTRAT GRANNY GRNY	GRNY	179,977	$4.3m1.19%	1.19%	Added +109.0k	+108,956 153.4%
24	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	6,562	$4.0m1.12%	1.12%	Reduced -141	-141 -2.1%
25	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	20,781	$4.0m1.10%	1.10%	Added +188	+188 0.9%
26	ALPHABET INC CAP STK CL A GOOGL	GOOGL	13,460	$3.9m1.07%	1.07%	Added +665	+665 5.2%
27	AMAZON COM INC COM AMZN	AMZN	18,234	$3.8m1.05%	1.05%	Added +1.0k	+1,028 6.0%
28	ISHARES TR CORE S&P MCP ETF IJH	IJH	55,739	$3.8m1.04%	1.04%	Reduced -2.0k	-2,002 -3.5%
29	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	47,456	$3.6m0.99%	0.99%	Reduced -5.6k	-5,635 -10.6%
30	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,755	$2.7m0.76%	0.76%	Reduced -404	-404 -7.8%
31	PACER FDS TR METAURUS CAP 400 QDPL	QDPL	66,497	$2.7m0.74%	0.74%	Added +20.7k	+20,699 45.2%
32	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	55,435	$2.5m0.69%	0.69%	Added +21.4k	+21,425 63.0%
33	SPDR GOLD TR GOLD SHS GLD	GLD	5,132	$2.2m0.61%	0.61%	Added +3.6k	+3,605 236.1%
34	META PLATFORMS INC CL A META	META	3,663	$2.1m0.58%	0.58%	Reduced -7	-7 -0.2%
35	BROADCOM INC COM AVGO	AVGO	6,442	$2.0m0.55%	0.55%	Added +396	+396 6.5%
36	JPMORGAN CHASE & CO COM JPM	JPM	6,018	$1.8m0.49%	0.49%	Added +415	+415 7.4%
37	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	26,118	$1.6m0.44%	0.44%	Added +2.2k	+2,151 9.0%
38	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	22,694	$1.5m0.40%	0.40%	Added +2	+2 0.0%
39	ISHARES TR RUS 1000 GRW ETF IWF	IWF	3,331	$1.4m0.39%	0.39%	Reduced -72	-72 -2.1%
40	BLACKSTONE INC COM BX	BX	11,595	$1.3m0.37%	0.37%	Added +3.8k	+3,847 49.6%
41	ISHARES TR CORE S&P US GWT IUSG	IUSG	8,213	$1.3m0.35%	0.35%	Reduced -60	-60 -0.7%
42	ALTRIA GROUP INC COM MO	MO	18,546	$1.2m0.34%	0.34%	Added +1.3k	+1,277 7.4%
43	ISHARES INC MSCI EQUAL WEITE EUSA	EUSA	11,991	$1.2m0.34%	0.34%	Reduced -649	-649 -5.1%
44	ALPHABET INC CAP STK CL C GOOG	GOOG	4,247	$1.2m0.34%	0.34%	Added +268	+268 6.7%
45	VISA INC COM CL A V	V	3,922	$1.2m0.33%	0.33%	Added +472	+472 13.7%
46	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	19,663	$1.2m0.32%	0.32%	Added +2.3k	+2,335 13.5%
47	COSTCO WHSL CORP NEW COM COST	COST	1,164	$1.2m0.32%	0.32%	Added +48	+48 4.3%
48	CORNING INC COM GLW	GLW	8,285	$1.1m0.31%	0.31%	Added +50	+50 0.6%
49	ISHARES TR RUS 1000 ETF IWB	IWB	3,094	$1.1m0.31%	0.31%	Added +7	+7 0.2%
50	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,291	$1.1m0.30%	0.30%	Reduced -75	-75 -3.2%
51	WALMART INC COM WMT	WMT	8,477	$1.1m0.29%	0.29%	Reduced -128	-128 -1.5%
52	CISCO SYS INC COM CSCO	CSCO	13,439	$1.0m0.29%	0.29%	Added +2.5k	+2,468 22.5%
53	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	7,726	$1.0m0.28%	0.28%	Reduced -157	-157 -2.0%
54	MERCK & CO INC COM MRK	MRK	8,360	$1.0m0.28%	0.28%	Added +1.9k	+1,896 29.3%
55	BANK AMERICA CORP COM BAC	BAC	20,496	$999.2k0.28%	0.28%	Added +4.8k	+4,770 30.3%
56	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	19,690	$898.2k0.25%	0.25%	Added +3.9k	+3,937 25.0%
57	ELI LILLY & CO COM LLY	LLY	966	$888.3k0.25%	0.25%	Added +87	+87 9.9%
58	ISHARES GOLD TR ISHARES NEW IAU	IAU	9,548	$841.8k0.23%	0.23%	New
59	ABBVIE INC COM ABBV	ABBV	3,774	$820.8k0.23%	0.23%	Added +470	+470 14.2%
60	ISHARES TR RUS 1000 VAL ETF IWD	IWD	3,622	$773.9k0.21%	0.21%	Reduced -123	-123 -3.3%
61	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	13,505	$765.5k0.21%	0.21%	Reduced -2.6k	-2,630 -16.3%
62	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	565	$746.6k0.21%	0.21%	Added +131	+131 30.2%
63	COCA COLA CO COM KO	KO	8,962	$681.5k0.19%	0.19%	Added +1.5k	+1,548 20.9%
64	VERIZON COMMUNICATIONS INC COM VZ	VZ	13,539	$679.7k0.19%	0.19%	Added +1.7k	+1,732 14.7%
65	CHEVRON CORP NEW COM CVX	CVX	3,199	$661.9k0.18%	0.18%	Added +929	+929 40.9%
66	WELLS FARGO CO NEW COM WFC	WFC	8,272	$658.6k0.18%	0.18%	Reduced -498	-498 -5.7%
67	AMGEN INC COM AMGN	AMGN	1,827	$642.9k0.18%	0.18%	Added +496	+496 37.3%
68	FIDELITY COVINGTON TRUST MSCI FINLS IDX FNCL	FNCL	9,042	$634.8k0.18%	0.18%	Reduced -691	-691 -7.1%
69	UNITEDHEALTH GROUP INC COM UNH	UNH	2,313	$625.8k0.17%	0.17%	Reduced -591	-591 -20.4%
70	GOLDMAN SACHS GROUP INC COM GS	GS	678	$573.6k0.16%	0.16%	Added +13	+13 1.9%
71	HOME DEPOT INC COM HD	HD	1,743	$573.1k0.16%	0.16%	Added +169	+169 10.7%
72	MARRIOTT INTL INC NEW CL A MAR	MAR	1,751	$572.6k0.16%	0.16%	Added +12	+12 0.7%
73	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,149	$562.9k0.16%	0.16%	Reduced -1	-1 -0.1%
74	LOCKHEED MARTIN CORP COM LMT	LMT	882	$532.9k0.15%	0.15%	Added +174	+174 24.6%
75	TESLA INC COM TSLA	TSLA	1,416	$526.5k0.15%	0.15%	Reduced -287	-287 -16.9%
76	ROYAL BK CDA COM RY	RY	3,235	$523.3k0.14%	0.14%	Unchanged
77	PACKAGING CORP AMER COM PKG	PKG	2,444	$518.7k0.14%	0.14%	Added +99	+99 4.2%
78	NETFLIX INC COM NFLX	NFLX	5,390	$518.3k0.14%	0.14%	Added +193	+193 3.7%
79	WASTE MGMT INC DEL COM WM	WM	2,202	$505.9k0.14%	0.14%	Added +6	+6 0.3%
80	WILLIAMS SONOMA INC COM WSM	WSM	2,687	$489.8k0.14%	0.14%	Added +8	+8 0.3%
81	AMERICAN INTL GROUP INC COM NEW AIG	AIG	6,485	$488.0k0.14%	0.14%	Added +12	+12 0.2%
82	PFIZER INC COM PFE	PFE	17,157	$481.8k0.13%	0.13%	Added +430	+430 2.6%
83	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	5,489	$475.5k0.13%	0.13%	Unchanged
84	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	12,291	$472.2k0.13%	0.13%	Added +1.8k	+1,780 16.9%
85	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	4,432	$469.8k0.13%	0.13%	Added +20	+20 0.5%
86	EXXON MOBIL CORP COM XOM	XOM	2,558	$434.0k0.12%	0.12%	Added +629	+629 32.6%
87	GARMIN LTD SHS GRMN	GRMN	1,867	$433.2k0.12%	0.12%	Added +7	+7 0.4%
88	PHILIP MORRIS INTL INC COM PM	PM	2,552	$422.0k0.12%	0.12%	Added +89	+89 3.6%
89	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	8,721	$400.2k0.11%	0.11%	Added +16	+16 0.2%
90	TEXAS INSTRS INC COM TXN	TXN	1,924	$373.4k0.10%	0.10%	Added +398	+398 26.1%
91	CATERPILLAR INC COM CAT	CAT	525	$372.1k0.10%	0.10%	Added +71	+71 15.6%
92	LINDE PLC SHS LIN	LIN	731	$362.4k0.10%	0.10%	Added +249	+249 51.7%
93	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	2,467	$360.8k0.10%	0.10%	Reduced -457	-457 -15.6%
94	UNION PAC CORP COM UNP	UNP	1,453	$352.5k0.10%	0.10%	Added +88	+88 6.5%
95	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	916	$351.4k0.10%	0.10%	Reduced -6	-6 -0.7%
96	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	6,746	$341.4k0.09%	0.09%	Reduced -253	-253 -3.6%
97	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	866	$338.1k0.09%	0.09%	Added +88	+88 11.3%
98	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	985	$332.8k0.09%	0.09%	Reduced -13	-13 -1.3%
99	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	848	$332.3k0.09%	0.09%	Added +54	+54 6.8%
100	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,677	$329.0k0.09%	0.09%	Added +2	+2 0.1%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
SPDR SER TR KBE	KBE	49,723	$3.0m49.7k shares
SALESFORCE INC CRM	CRM	978	$259.0k978 shares
LAM RESEARCH CORP LRCX	LRCX	1,471	$251.8k1.5k shares
QUALCOMM INC QCOM	QCOM	1,339	$229.1k1.3k shares
CITIGROUP INC C	C	1,938	$226.2k1.9k shares
ISHARES TR HYG	HYG	2,770	$223.3k2.8k shares
ISHARES TR IWR	IWR	2,305	$221.9k2.3k shares
SPDR SER TR KRE	KRE	3,166	$205.2k3.2k shares
MP MATERIALS CORP MP	MP	4,000	$202.1k4.0k shares