Benchmark Financial, LLC portfolio
Latest available portfolio: Q3 2026 · Holdings as of · Filed · $130,181,709 in Form 13F holdings
See latest portfolio changesQuarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2026 | 60 | $130,181,709 | +$12,084,986 | -$2,823,246 | +$9,261,740 | SPYG, VCIT, IEI, SPDW, IEF | 13F-HR | 16 Oct 2026, 06:08 |
| Q2 2026 | 54 | $122,700,049 | +$12,266,252 | -$4,575,969 | +$7,690,283 | SPYG, VCIT, NOBL, IEI, SPDW | 13F-HR | 21 Jul 2026, 19:23 |
| Q1 2026 | 52 | $111,438,399 | +$13,443,661 | -$291,506 | +$13,152,155 | SPYG, VCIT, NOBL, IEI, IEF | 13F-HR | 21 Apr 2026, 20:58 |
| Q4 2025 | 48 | $100,326,423 | $0 | $0 | $0 | SPYG, VCIT, NOBL, IEI, IEF | 13F-HR | 27 Jan 2026, 14:09 |
Showing 1-4 of 4 filings.
Manager details and filing context
- Latest 13F filing
- Q3 2026 - 16 Oct 2026
- Latest reported 13F value
- $130,181,709
- Largest 13F holdings
-
SPYG VCIT IEI SPDW IEF NOBL SPYV SJNK SPMD AIRR IWY VEA
+8 more
MGC JPIE JPST JEPI ROCY AMJB IQQQ MSFT - Form 13F summary
-
- Benchmark Financial, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Benchmark Financial, LLC reported 60 equity holdings with a total reported market value of $130,181,709 for Q3 2026. Top reported holdings included SPYG, VCIT, IEI, SPDW, and IEF.
- Manager signature
- Aryn Sands - Agent
- Manager location
- Wilmington, DE
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Holdings Value