Benchmark Financial Wealth Advisors, LLC

BOCA RATON, FL · CIK 1757706 · 13F filing filed 2026-07-17

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

$405.0m reported value +12.1% vs Q1 2026

145positions

47.3%in top 10

25 new 58 added 59 reduced 13 sold out vs Q1 2026

Options: 1 call positions ($224.0k notional), 1 put positions ($298.7k notional) – listed below, not included above.

Holdings, Q2 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	1,054,504	$29.2m7.21%	7.21%	Reduced -16.5k	-16,487 -1.5%
2	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	77,929	$28.8m7.12%	7.12%	Reduced -2.1k	-2,105 -2.6%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	36,538	$27.3m6.74%	6.74%	Reduced -3.8k	-3,767 -9.3%
4	DOUBLELINE ETF TRUST OPPORTUNISTIC CO DBND	DBND	521,491	$23.8m5.87%	5.87%	Reduced -607	-607 -0.1%
5	ISHARES TR CORE S&P TTL STK ITOT	ITOT	119,402	$19.6m4.84%	4.84%	Reduced -151	-151 -0.1%
6	ISHARES TR CORE S&P500 ETF IVV	IVV	21,272	$15.9m3.93%	3.93%	Added +1.8k	+1,835 9.4%
7	NVIDIA CORPORATION COM NVDA	NVDA	65,497	$13.1m3.24%	3.24%	Reduced -679	-679 -1.0%
8	ISHARES TR RUS TP200 GR ETF IWY	IWY	39,277	$11.4m2.82%	2.82%	Reduced -1.6k	-1,595 -3.9%
9	PACER FDS TR US CASH COWS 100 COWZ	COWZ	181,078	$11.3m2.78%	2.78%	Reduced -12.0k	-11,995 -6.2%
10	ISHARES TR CORE S&P SCP ETF IJR	IJR	74,689	$11.1m2.74%	2.74%	Added +550	+550 0.7%
11	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	208,454	$11.0m2.71%	2.71%	Reduced -18.1k	-18,072 -8.0%
12	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	190,058	$10.4m2.56%	2.56%	Added +1.1k	+1,144 0.6%
13	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	323,158	$10.2m2.53%	2.53%	Added +14.0k	+14,047 4.5%
14	LEGG MASON ETF INVT FRANKLIN INTL LW LVHI	LVHI	243,547	$9.9m2.44%	2.44%	Added +37.7k	+37,724 18.3%
15	COLUMBIA ETF TR II EM CORE EX ETF XCEM	XCEM	179,048	$9.5m2.34%	2.34%	Added +12.0k	+12,012 7.2%
16	APPLE INC COM AAPL	AAPL	32,288	$9.3m2.31%	2.31%	Added +1.2k	+1,220 3.9%
17	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	125,755	$8.6m2.11%	2.11%	New
18	ISHARES TR RUSEL 2500 ETF SMMD	SMMD	92,212	$8.4m2.09%	2.09%	Added +4.2k	+4,237 4.8%
19	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	11,118	$7.6m1.89%	1.89%	Reduced -295	-295 -2.6%
20	TIDAL TRUST I FUNDSTRAT GRANNY GRNY	GRNY	198,482	$5.5m1.36%	1.36%	Added +18.5k	+18,505 10.3%
21	VANGUARD INDEX FDS MID CAP ETF VO	VO	67,674	$5.5m1.35%	1.35%	Reduced -2	-2 0.0%
22	ALPHABET INC CAP STK CL A GOOGL	GOOGL	13,301	$4.8m1.17%	1.17%	Reduced -159	-159 -1.2%
23	ISHARES TR RUSSELL 2000 ETF IWM	IWM	15,558	$4.7m1.15%	1.15%	Reduced -2.4k	-2,406 -13.4%
24	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	21,441	$4.6m1.13%	1.13%	Added +660	+660 3.2%
25	MICROSOFT CORP COM MSFT	MSFT	12,014	$4.5m1.11%	1.11%	Added +64	+64 0.5%
26	PACER FDS TR METAURUS CAP 400 QDPL	QDPL	95,738	$4.3m1.07%	1.07%	Added +29.2k	+29,241 44.0%
27	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	6,106	$4.3m1.06%	1.06%	Reduced -456	-456 -7.0%
28	ISHARES TR CORE S&P MCP ETF IJH	IJH	55,196	$4.3m1.05%	1.05%	Reduced -543	-543 -1.0%
29	AMAZON COM INC COM AMZN	AMZN	17,336	$4.1m1.02%	1.02%	Reduced -898	-898 -4.9%
30	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	47,792	$4.0m0.99%	0.99%	Added +336	+336 0.7%
31	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	78,542	$3.6m0.89%	0.89%	Added +23.1k	+23,107 41.7%
32	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,475	$3.3m0.81%	0.81%	Reduced -280	-280 -5.9%
33	BROADCOM INC COM AVGO	AVGO	6,252	$2.4m0.58%	0.58%	Reduced -190	-190 -3.0%
34	META PLATFORMS INC CL A META	META	3,610	$2.0m0.50%	0.50%	Reduced -53	-53 -1.4%
35	SPDR GOLD TR GOLD SHS GLD	GLD	5,439	$2.0m0.49%	0.49%	Added +307	+307 6.0%
36	CORNING INC COM GLW	GLW	7,426	$1.9m0.47%	0.47%	Reduced -859	-859 -10.4%
37	JPMORGAN CHASE & CO COM JPM	JPM	5,065	$1.7m0.41%	0.41%	Reduced -953	-953 -15.8%
38	ISHARES TR RUS 1000 GRW ETF IWF	IWF	13,004	$1.6m0.40%	0.40%	Reduced -320	-320 -2.4%
39	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	22,229	$1.6m0.39%	0.39%	Reduced -465	-465 -2.0%
40	ISHARES TR CORE S&P US GWT IUSG	IUSG	8,221	$1.5m0.38%	0.38%	Added +8	+8 0.1%
41	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	26,443	$1.5m0.38%	0.38%	Added +325	+325 1.2%
42	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	7,538	$1.4m0.35%	0.35%	Reduced -188	-188 -2.4%
43	CISCO SYS INC COM CSCO	CSCO	11,881	$1.4m0.34%	0.34%	Reduced -1.6k	-1,558 -11.6%
44	BLACKSTONE INC COM BX	BX	11,730	$1.4m0.34%	0.34%	Added +135	+135 1.2%
45	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	30,159	$1.4m0.34%	0.34%	Added +10.5k	+10,469 53.2%
46	ALTRIA GROUP INC COM MO	MO	18,606	$1.3m0.33%	0.33%	Added +60	+60 0.3%
47	ALPHABET INC CAP STK CL C GOOG	GOOG	3,754	$1.3m0.33%	0.33%	Reduced -493	-493 -11.6%
48	VISA INC COM CL A V	V	3,785	$1.3m0.32%	0.32%	Reduced -137	-137 -3.5%
49	BANK AMERICA CORP COM BAC	BAC	22,481	$1.3m0.32%	0.32%	Added +2.0k	+1,985 9.7%
50	ISHARES TR RUS 1000 ETF IWB	IWB	3,101	$1.3m0.31%	0.31%	Added +7	+7 0.2%
51	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,439	$1.2m0.30%	0.30%	Added +148	+148 6.5%
52	ELI LILLY & CO COM LLY	LLY	976	$1.2m0.29%	0.29%	Added +10	+10 1.0%
53	MERCK & CO INC COM MRK	MRK	7,860	$1.0m0.25%	0.25%	Reduced -500	-500 -6.0%
54	ISHARES INC MSCI EQUAL WEITE EUSA	EUSA	8,834	$1.0m0.25%	0.25%	Reduced -3.2k	-3,157 -26.3%
55	ABBVIE INC COM ABBV	ABBV	3,881	$976.5k0.24%	0.24%	Added +107	+107 2.8%
56	GOLDMAN SACHS GROUP INC COM GS	GS	962	$972.6k0.24%	0.24%	Added +284	+284 41.9%
57	COSTCO WHSL CORP NEW COM COST	COST	989	$925.2k0.23%	0.23%	Reduced -175	-175 -15.0%
58	UNITEDHEALTH GROUP INC COM UNH	UNH	2,158	$896.9k0.22%	0.22%	Reduced -155	-155 -6.7%
59	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	17,406	$888.6k0.22%	0.22%	Reduced -2.3k	-2,257 -11.5%
60	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	432	$860.2k0.21%	0.21%	Reduced -133	-133 -23.5%
61	ISHARES TR RUS 1000 VAL ETF IWD	IWD	3,287	$796.9k0.20%	0.20%	Reduced -335	-335 -9.2%
62	WALMART INC COM WMT	WMT	6,870	$778.0k0.19%	0.19%	Reduced -1.6k	-1,607 -19.0%
63	COCA COLA CO COM KO	KO	9,506	$772.5k0.19%	0.19%	Added +544	+544 6.1%
64	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,423	$734.6k0.18%	0.18%	Added +274	+274 12.8%
65	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,222	$709.6k0.18%	0.18%	New
66	ISHARES GOLD TR ISHARES NEW IAU	IAU	9,321	$703.8k0.17%	0.17%	Reduced -227	-227 -2.4%
67	TESLA INC COM TSLA	TSLA	1,638	$688.7k0.17%	0.17%	Added +222	+222 15.7%
68	ROYAL BK CDA COM RY	RY	3,235	$669.5k0.17%	0.17%	Unchanged
69	WELLS FARGO CO NEW COM WFC	WFC	8,043	$664.7k0.16%	0.16%	Reduced -229	-229 -2.8%
70	TEXAS INSTRS INC COM TXN	TXN	2,220	$661.9k0.16%	0.16%	Added +296	+296 15.4%
71	AMGEN INC COM AMGN	AMGN	1,801	$652.2k0.16%	0.16%	Reduced -26	-26 -1.4%
72	VERIZON COMMUNICATIONS INC COM VZ	VZ	15,200	$643.6k0.16%	0.16%	Added +1.7k	+1,661 12.3%
73	MARRIOTT INTL INC NEW CL A MAR	MAR	1,713	$634.7k0.16%	0.16%	Reduced -38	-38 -2.2%
74	PACKAGING CORP AMER COM PKG	PKG	2,639	$628.8k0.16%	0.16%	Added +195	+195 8.0%
75	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	900	$590.6k0.15%	0.15%	Reduced -16	-16 -1.8%
76	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	608	$586.9k0.14%	0.14%	Reduced -240	-240 -28.3%
77	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	6,093	$581.5k0.14%	0.14%	Added +604	+604 11.0%
78	WILLIAMS SONOMA INC COM WSM	WSM	2,484	$579.0k0.14%	0.14%	Reduced -203	-203 -7.5%
79	CHEVRON CORP NEW COM CVX	CVX	3,470	$575.2k0.14%	0.14%	Added +271	+271 8.5%
80	CATERPILLAR INC COM CAT	CAT	486	$517.1k0.13%	0.13%	Reduced -39	-39 -7.4%
81	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	2,939	$502.1k0.12%	0.12%	New
82	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	8,903	$500.0k0.12%	0.12%	Added +39	+39 0.4%
83	PHILIP MORRIS INTL INC COM PM	PM	2,733	$494.4k0.12%	0.12%	Added +181	+181 7.1%
84	AMERICAN INTL GROUP INC COM NEW AIG	AIG	6,581	$490.5k0.12%	0.12%	Added +96	+96 1.5%
85	NETFLIX INC COM NFLX	NFLX	6,860	$489.8k0.12%	0.12%	Added +1.5k	+1,470 27.3%
86	WASTE MGMT INC DEL COM WM	WM	2,171	$483.9k0.12%	0.12%	Reduced -31	-31 -1.4%
87	HOME DEPOT INC COM HD	HD	1,367	$482.1k0.12%	0.12%	Reduced -376	-376 -21.6%
88	GARMIN LTD SHS GRMN	GRMN	1,875	$445.4k0.11%	0.11%	Added +8	+8 0.4%
89	LOCKHEED MARTIN CORP COM LMT	LMT	871	$443.8k0.11%	0.11%	Reduced -11	-11 -1.2%
90	GE VERNOVA INC COM GEV	GEV	371	$435.9k0.11%	0.11%	Added +68	+68 22.4%
91	UNION PAC CORP COM UNP	UNP	1,586	$431.5k0.11%	0.11%	Added +133	+133 9.2%
92	GE AEROSPACE COM NEW GE	GE	1,125	$420.3k0.10%	0.10%	Added +269	+269 31.4%
93	MARVELL TECHNOLOGY INC COM MRVL	MRVL	1,353	$402.9k0.10%	0.10%	New
94	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	8,777	$397.9k0.10%	0.10%	Added +56	+56 0.6%
95	MICRON TECHNOLOGY INC COM MU	MU	343	$395.8k0.10%	0.10%	New
96	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	515	$392.9k0.10%	0.10%	Reduced -351	-351 -40.5%
97	LINDE PLC SHS LIN	LIN	726	$377.0k0.09%	0.09%	Reduced -5	-5 -0.7%
98	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	785	$375.0k0.09%	0.09%	Reduced -200	-200 -20.3%
99	EXXON MOBIL CORP COM XOM	XOM	2,683	$366.8k0.09%	0.09%	Added +125	+125 4.9%
100	PFIZER INC COM PFE	PFE	14,858	$357.8k0.09%	0.09%	Reduced -2.3k	-2,299 -13.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SELECT SECTOR SPDR TR XLF	XLF	151,983	$7.5m152.0k shares
J P MORGAN EXCHANGE TRADED F JEPI	JEPI	13,505	$765.5k13.5k shares
FIDELITY COVINGTON TRUST FNCL	FNCL	9,042	$634.8k9.0k shares
VANGUARD INDEX FDS VTV	VTV	1,677	$329.0k1.7k shares
PEPSICO INC PEP	PEP	1,992	$309.4k2.0k shares
ISHARES SILVER TR SLV	SLV	4,396	$299.6k4.4k shares
SPOTIFY TECHNOLOGY S A SPOT	SPOT	542	$263.1k542 shares
UBER TECHNOLOGIES INC UBER	UBER	3,590	$258.2k3.6k shares
DOORDASH INC DASH	DASH	1,555	$233.5k1.6k shares
BLACKROCK INC BLK	BLK	239	$229.9k239 shares
FERRARI N V RACE	RACE	623	$210.7k623 shares
GILEAD SCIENCES INC GILD	GILD	1,511	$210.6k1.5k shares
GABELLI EQUITY TR INC GAB-R	GAB-R	15,321	$10715.3k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
SPDR S&P 500 ETF TR SPY · Put	SPY	Put	400	$298.7k400 shares	New
SPDR S&P 500 ETF TR SPY · Call	SPY	Call	300	$224.0k300 shares	New