Benchmark Financial Wealth Advisors, LLC - Portfolio overview

Benchmark Financial Wealth Advisors, LLC has 145 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHF - SCHWAB STRATEGIC TR, 7.23%
2. SPY - STATE STR SPDR S&P 500 ETF T, 7.15%
3. VTI - VANGUARD INDEX FDS, 7.00%

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

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