Benchmark Financial, LLC

WILMINGTON, DE · CIK 2107260 · 13F filing filed 2026-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWilmington, DE

$122.7m reported value +10.1% vs Q1 2026

54positions

67.8%in top 10

5 new 24 added 15 reduced 3 sold out vs Q1 2026

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	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	162,245	$19.3m15.73%	15.73%	Added +1.1k	+1,075 0.7%
2	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	179,426	$14.8m12.09%	12.09%	Added +3.2k	+3,207 1.8%
3	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	149,267	$8.4m6.83%	6.83%	Added +605	+605 0.4%
4	ISHARES TR 3 7 YR TREAS BD IEI	IEI	66,408	$7.8m6.36%	6.36%	Added +1.4k	+1,428 2.2%
5	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	148,127	$7.5m6.08%	6.08%	Reduced -340	-340 -0.2%
6	ISHARES TR 7-10 YR TRSY BD IEF	IEF	73,813	$7.0m5.69%	5.69%	Added +1.0k	+1,039 1.4%
7	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	86,110	$5.2m4.27%	4.27%	Reduced -1.6k	-1,550 -1.8%
8	SPDR SER TR BLOOMBERG SHT TE SJNK	SJNK	198,189	$5.0m4.04%	4.04%	Added +4.7k	+4,671 2.4%
9	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	68,015	$4.6m3.74%	3.74%	Reduced -1.4k	-1,365 -2.0%
10	ISHARES TR RUS TP200 GR ETF IWY	IWY	12,364	$3.6m2.93%	2.93%	Added +199	+199 1.6%
11	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	46,107	$3.3m2.68%	2.68%	Added +2.5k	+2,523 5.8%
12	FIRST TR EXCHANGE TRADED FD RBA INDL ETF AIRR	AIRR	19,474	$2.6m2.11%	2.11%	Added +575	+575 3.0%
13	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	53,239	$2.5m2.00%	2.00%	Added +4.9k	+4,914 10.2%
14	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	41,396	$2.3m1.91%	1.91%	Reduced -27.1k	-27,112 -39.6%
15	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	38,724	$2.0m1.60%	1.60%	Reduced -645	-645 -1.6%
16	T ROWE PRICE ETF INC ULTRA SHRT TRM TBUX	TBUX	37,994	$1.9m1.54%	1.54%	Added +32.3k	+32,254 561.9%
17	J P MORGAN EXCHANGE TRADED F EQUITY PREM YELD ROCY	ROCY	32,965	$1.8m1.46%	1.46%	New
18	JPMORGAN CHASE FINL CO LLC CAL LKD 44 AMJB	AMJB	48,654	$1.7m1.37%	1.37%	Reduced -96	-96 -0.2%
19	PROSHARES TR NASDAQ 100 HIGH IQQQ	IQQQ	32,773	$1.7m1.36%	1.36%	New
20	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,881	$1.3m1.05%	1.05%	Reduced -27	-27 -1.4%
21	MICROSOFT CORP COM MSFT	MSFT	3,357	$1.3m1.02%	1.02%	Reduced -101	-101 -2.9%
22	BONDBLOXX ETF TRUST BLOOMBERG SEVEN XSVN	XSVN	25,360	$1.2m0.98%	0.98%	Reduced -577	-577 -2.2%
23	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,247	$1.1m0.92%	0.92%	Unchanged
24	PIMCO DYNAMIC INCOME FD SHS PDI	PDI	59,542	$994.4k0.81%	0.81%	Unchanged
25	GLOBAL X FDS NASDAQ 100 COVER QYLD	QYLD	52,600	$969.4k0.79%	0.79%	Added +100	+100 0.2%
26	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	17,243	$943.0k0.77%	0.77%	Added +1.7k	+1,735 11.2%
27	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,196	$893.1k0.73%	0.73%	Added +1	+1 0.1%
28	INCYTE CORP COM INCY	INCY	7,446	$844.1k0.69%	0.69%	Unchanged
29	BENTLEY SYS INC COM CL B BSY	BSY	27,168	$812.1k0.66%	0.66%	Added +16.6k	+16,578 156.5%
30	TESLA INC COM TSLA	TSLA	1,730	$727.6k0.59%	0.59%	Added +70	+70 4.2%
31	COSTCO WHSL CORP NEW COM COST	COST	759	$710.4k0.58%	0.58%	Reduced -38	-38 -4.8%
32	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	13,237	$669.5k0.55%	0.55%	Added +79	+79 0.6%
33	JOHNSON & JOHNSON COM JNJ	JNJ	2,478	$629.3k0.51%	0.51%	Unchanged
34	APPLE INC COM AAPL	AAPL	2,109	$610.3k0.50%	0.50%	Added +100	+100 5.0%
35	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	9,449	$564.0k0.46%	0.46%	Added +1.4k	+1,424 17.7%
36	BONDBLOXX ETF TRUST IR M TAXAWARE TAXX	TAXX	8,328	$422.6k0.34%	0.34%	Added +570	+570 7.3%
37	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,355	$410.7k0.33%	0.33%	Added +275	+275 25.5%
38	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,126	$402.5k0.33%	0.33%	Reduced -7	-7 -0.6%
39	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	6,450	$396.4k0.32%	0.32%	Reduced -522	-522 -7.5%
40	ISHARES TR S&P MC 400GR ETF IJK	IJK	3,327	$390.9k0.32%	0.32%	Added +425	+425 14.7%
41	AMAZON COM INC COM AMZN	AMZN	1,631	$388.7k0.32%	0.32%	Added +58	+58 3.7%
42	CONOCOPHILLIPS COM COP	COP	3,657	$380.2k0.31%	0.31%	Reduced -7	-7 -0.2%
43	PHILLIPS 66 COM PSX	PSX	1,961	$331.5k0.27%	0.27%	Unchanged
44	ELI LILLY & CO COM LLY	LLY	276	$331.0k0.27%	0.27%	Reduced -20	-20 -6.8%
45	ISHARES TR RUSSELL 3000 ETF IWV	IWV	680	$289.8k0.24%	0.24%	Unchanged
46	ISHARES TR CORE S&P US GWT IUSG	IUSG	1,465	$275.6k0.22%	0.22%	Unchanged
47	IREN LIMITED ORDINARY SHARES IREN	IREN	6,000	$274.4k0.22%	0.22%	New
48	BROADCOM INC COM AVGO	AVGO	718	$271.1k0.22%	0.22%	New
49	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,130	$267.3k0.22%	0.22%	Added +1	+1 0.1%
50	FIDELITY COVINGTON TRUST ENHANCED MID FMDE	FMDE	5,726	$232.4k0.19%	0.19%	Unchanged
51	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	604	$223.5k0.18%	0.18%	New
52	ISHARES TR CORE US AGGBD ET AGG	AGG	2,052	$203.1k0.17%	0.17%	Reduced -109	-109 -5.0%
53	PIMCO CORPORATE & INCM STRG COM PCN	PCN	10,000	$119.5k0.10%	0.10%	Unchanged
54	TIDAL TRUST II YIELDMAX MARA OP MARO	MARO	10,000	$61.2k0.05%	0.05%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR INDA	INDA	28,904	$1.4m28.9k shares
CLEANSPARK INC CLSK	CLSK	124,000	$1.1m124.0k shares
CHEVRON CORP NEW CVX	CVX	1,000	$206.9k1.0k shares