Benchmark Financial, LLC - Portfolio overview
Benchmark Financial, LLC has 52 reported holdings in this dataset, with the latest filing dated 2026-04-22.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Financial Services and Technology.
Largest reported holdings by portfolio allocation
- SPYG - SPDR SERIES TRUST, 14.16%
- VCIT - VANGUARD SCOTTSDALE FDS, 13.09%
- NOBL - PROSHARES TR, 7.07%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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