13F Filings History of BENNINGFIELD FINANCIAL ADVISORS, LLC

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$127,756,910
Signature - Title
Milo Benningfield - Managing Member & Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by BENNINGFIELD FINANCIAL ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BENNINGFIELD FINANCIAL ADVISORS, LLC reported 18 stock holdings with total value $127,756,910 as of Q4 2025. Top holdings included DFUV, VTIP, PLTR, IEF, and VTI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 18 $127,756,910 +$2,538,421 -$2,777,896 -$239,475 DFUV, VTIP, PLTR, IEF, VTI 13F-HR 27 Jan 2026, 16:26
Q3 2025 18 $126,738,167 +$4,910,291 -$5,588,246 -$677,955 DFUV, PLTR, VTIP, IEF, VTI 13F-HR 06 Nov 2025, 21:38
Q2 2025 15 $115,854,497 +$3,017,603 -$3,226,898 -$209,295 DFUV, PLTR, VTIP, IEF, VTI 13F-HR 04 Aug 2025, 18:22
Q1 2025 15 $104,105,122 +$4,733,168 -$4,252,270 +$480,898 DFUV, VTIP, IEF, PLTR, VTI 13F-HR 06 May 2025, 14:12
Q4 2024 14 $102,219,848 $0 $0 $0 DFUV, VTIP, PLTR, IEF, VTI 13F-HR 03 Feb 2025, 21:53