Benchmark Wealth Management, LLC - Portfolio overview

Benchmark Wealth Management, LLC has 70 reported holdings in this dataset, with the latest filing dated 2025-07-18.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 14.84%
2. BND - VANGUARD BD INDEX FDS, 11.41%
3. VOO - VANGUARD INDEX FDS, 11.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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