Notify me when Benchmark Financial Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 126 | $348,414,976 | +$21,987,816 | -$11,235,891 | +$10,751,925 | SPY, VTI, SCHF, DBND, ITOT | 13F-HR | 27 Jan 2026, 14:52 |
| Q3 2025 | 124 | $332,289,392 | +$19,890,987 | -$11,642,608 | +$8,248,379 | SPY, VTI, SCHF, DBND, ITOT | 13F-HR | 22 Oct 2025, 08:36 |
| Q2 2025 | 117 | $302,456,264 | +$25,474,165 | -$10,983,976 | +$14,490,189 | SPY, VTI, SCHF, ITOT, DBND | 13F-HR | 05 Aug 2025, 12:13 |
| Q1 2025 | 98 | $264,861,301 | +$31,910,637 | -$66,851,709 | -$34,941,072 | SPY, VTI, SCHF, ITOT, DBND | 13F-HR | 25 Apr 2025, 15:19 |
| Q4 2024 | 100 | $312,036,755 | +$39,677,826 | -$8,715,938 | +$30,961,888 | SPY, VTI, SCHF, ITOT, COWZ | 13F-HR | 27 Jan 2025, 14:21 |
| Q3 2024 | 100 | $299,910,157 | +$19,852,427 | -$4,469,493 | +$15,382,934 | SPY, VTI, SCHF, ITOT, COWZ | 13F-HR | 30 Oct 2024, 15:15 |
| Q2 2024 | 90 | $269,934,232 | +$18,136,783 | -$8,127,891 | +$10,008,892 | SPY, VTI, SCHF, ITOT, COWZ | 13F-HR | 23 Jul 2024, 08:40 |
| Q1 2024 | 90 | $261,721,588 | +$20,192,023 | -$7,036,551 | +$13,155,472 | VTI, SPY, SCHF, ITOT, COWZ | 13F-HR | 22 Apr 2024, 06:08 |
| Q4 2023 | 79 | $232,050,053 | +$25,223,566 | -$28,920,895 | -$3,697,329 | VTI, SPY, SCHF, ITOT, IJR | 13F-HR | 23 Jan 2024, 11:45 |
| Q3 2023 | 67 | $212,762,966 | +$9,774,118 | -$3,303,465 | +$6,470,653 | VTI, SCHF, SPY, LVHD, ITOT | 13F-HR | 13 Oct 2023, 14:14 |
| Q2 2023 | 71 | $215,710,984 | +$15,348,015 | -$5,366,811 | +$9,981,204 | VTI, SCHF, LVHD, SPY, ITOT | 13F-HR | 25 Jul 2023, 16:50 |
| Q1 2023 | 69 | $194,638,413 | +$38,254,761 | -$37,473,685 | +$781,076 | VTI, LVHD, SCHF, ITOT, SPY | 13F-HR | 28 Apr 2023, 14:09 |
| Q4 2022 | 70 | $183,807,627 | +$18,720,695 | -$17,647,107 | +$1,073,588 | VTI, ITOT, SCHF, VYM, NOBL | 13F-HR | 23 Jan 2023, 16:51 |
| Q3 2022 | 68 | $169,990,000 | +$18,393,872 | -$31,997,438 | -$13,603,566 | VTI, ITOT, SCHF, IJR, NOBL | 13F-HR | 01 Nov 2022, 11:11 |
| Q2 2022 | 72 | $195,162,000 | +$20,040,074 | -$26,200,433 | -$6,160,359 | VTI, ITOT, SHY, NOBL, VYM | 13F-HR | 22 Jul 2022, 13:13 |
| Q1 2022 | 77 | $235,380,000 | +$29,131,385 | -$20,260,813 | +$8,870,572 | VTI, ITOT, SHY, IJR, NOBL | 13F-HR | 22 Apr 2022, 11:00 |
| Q4 2021 | 77 | $239,263,000 | +$24,646,219 | -$9,046,399 | +$15,599,820 | VTI, ITOT, AGG, IJR, NOBL | 13F-HR | 26 Jan 2022, 14:35 |
| Q3 2021 | 67 | $210,368,000 | +$14,080,140 | -$9,957,503 | +$4,122,637 | VTI, ITOT, AGG, IJR, IXUS | 13F-HR | 26 Oct 2021, 11:19 |
| Q2 2021 | 67 | $209,486,000 | +$17,027,180 | -$1,637,252 | +$15,389,928 | VTI, ITOT, AGG, IJR, IXUS | 13F-HR | 26 Jul 2021, 15:46 |
| Q1 2021 | 62 | $183,275,000 | +$8,507,943 | -$16,527,225 | -$8,019,282 | VTI, ITOT, AGG, IJR, VEU | 13F-HR | 26 Apr 2021, 12:24 |
| Q4 2020 | 67 | $181,753,000 | +$8,923,737 | -$2,130,348 | +$6,793,389 | VTI, ITOT, AGG, VEU, IJR | 13F-HR | 20 Jan 2021, 10:59 |
| Q3 2020 | 62 | $155,180,000 | +$16,109,861 | -$2,546,846 | +$13,563,015 | VTI, ITOT, AGG, VEU, IXUS | 13F-HR | 15 Oct 2020, 11:49 |
| Q2 2020 | 56 | $135,991,000 | +$48,473,434 | -$29,690,645 | +$18,782,789 | VTI, ITOT, AGG, VEU, IXUS | 13F-HR | 21 Jul 2020, 12:09 |
| Q1 2020 | 37 | $99,339,000 | +$8,922,036 | -$3,406,530 | +$5,515,506 | VTI, VEU, IWM, NOBL, IJH | 13F-HR | 08 May 2020, 11:14 |
| Q4 2019 | 38 | $120,813,000 | +$10,858,963 | -$264,835 | +$10,594,128 | VTI, VEU, IWM, NOBL, IJH | 13F-HR | 31 Jan 2020, 13:13 |
| Q3 2019 | 33 | $101,995,000 | +$9,703,912 | -$9,893,085 | -$189,173 | VTI, VEU, IWM, NOBL, IJH | 13F-HR | 01 Nov 2019, 14:59 |
| Q2 2019 | 36 | $102,504,000 | +$4,959,838 | -$873,328 | +$4,086,510 | VTI, VEU, IWM, VTV, IJH | 13F-HR | 25 Jul 2019, 13:59 |
| Q1 2019 | 34 | $95,737,000 | +$5,997,757 | -$1,247,700 | +$4,750,057 | VTI, VEU, IWM, VTV, IJH | 13F-HR | 24 Apr 2019, 15:41 |
| Q4 2018 | 30 | $80,668,000 | +$19,379,804 | -$8,373,342 | +$11,006,462 | VTI, VEU, IWM, VTV, IEMG | 13F-HR | 30 Jan 2019, 12:26 |
| Q3 2018 | 13 | $80,438,000 | $0 | $0 | $0 | VTI, VEU, IWM, KRE, IEMG | 13F-HR | 05 Nov 2018, 15:20 |