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☆Benchmark Financial Wealth Advisors, LLC

CIK 0001757706 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.471
AUM ($M)
405
Positions
145
Turnover
0.08
Top-10 wt
47%
Herfindahl
0.032
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 158 positions · portfolio value $405M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 7.2% -0.1% 29.2 1,054,504 -16,487 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 7.1% +0.0% 28.8 77,929 -2,105 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 6.7% -0.5% 27.3 36,538 -3,767 5 —
☆DBND funds › DOUBLELINE ETF TRUST TRIM — 5.9% -0.8% 23.8 521,491 -607 5 —
☆ITOT funds › ISHARES TR TRIM — 4.8% +0.1% 19.6 119,402 -151 5 —
☆IVV funds › ISHARES TR ADD — 3.9% +0.4% 15.9 21,272 +1,835 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 3.2% +0.0% 13.1 65,497 -679 5 —
☆IWY funds › ISHARES TR TRIM — 2.8% +0.0% 11.4 39,277 -1,595 5 —
☆COWZ funds › PACER FDS TR TRIM — 2.8% -0.6% 11.3 181,078 -11,995 5 —
☆IJR funds › ISHARES TR ADD — 2.7% +0.2% 11.1 74,689 +550 5 —
☆MUNI funds › PIMCO ETF TR TRIM — 2.7% -0.6% 11.0 208,454 -18,072 5 —
☆DBEF funds › DBX ETF TR ADD — 2.6% -0.0% 10.4 190,058 +1,144 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 2.5% -0.1% 10.2 323,158 +14,047 5 —
☆LVHI funds › LEGG MASON ETF INVT ADD — 2.4% +0.1% 9.9 243,547 +37,724 5 —
☆XCEM funds › COLUMBIA ETF TR II ADD — 2.3% +0.5% 9.5 179,048 +12,012 2 —
☆AAPL funds › APPLE INC ADD — 2.3% +0.1% 9.3 32,288 +1,220 5 —
☆DYNF funds › BLACKROCK ETF TRUST NEW — 2.1% +2.1% 8.6 125,755 +125,755 1 —
☆SMMD funds › ISHARES TR ADD — 2.1% +0.2% 8.4 92,212 +4,237 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 1.9% -0.0% 7.6 11,118 -295 5 —
☆GRNY funds › TIDAL TRUST I ADD — 1.4% +0.2% 5.5 198,482 +18,505 3 —
☆VO funds › VANGUARD INDEX FDS ADD — 1.3% +0.0% 5.5 67,674 +50,755 5 —
☆GOOGL funds › ALPHABET INC TRIM — 1.2% +0.1% 4.8 13,301 -159 5 —
☆IWM funds › ISHARES TR TRIM — 1.2% -0.1% 4.7 15,558 -2,406 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 1.1% +0.0% 4.6 21,441 +660 5 —
☆MSFT funds › MICROSOFT CORP ADD — 1.1% -0.1% 4.5 12,014 +64 5 —
☆QDPL funds › PACER FDS TR ADD — 1.1% +0.3% 4.3 95,738 +29,241 5 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM — 1.1% -0.1% 4.3 6,106 -456 5 —
☆IJH funds › ISHARES TR TRIM — 1.1% +0.0% 4.3 55,196 -543 5 —
☆AMZN funds › AMAZON COM INC TRIM — 1.0% -0.0% 4.1 17,336 -898 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 1.0% +0.0% 4.0 47,792 +336 5 —
☆DIVO funds › AMPLIFY ETF TR ADD — 0.9% +0.2% 3.6 78,542 +23,107 3 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.8% +0.1% 3.3 4,475 -280 5 —
☆AVGO funds › BROADCOM INC TRIM — 0.6% +0.0% 2.4 6,252 -190 5 —
☆META funds › META PLATFORMS INC TRIM — 0.5% -0.1% 2.0 3,610 -53 5 —
☆GLD funds › SPDR GOLD TR ADD — 0.5% -0.1% 2.0 5,439 +307 5 —
☆GLW funds › CORNING INC TRIM — 0.5% +0.2% 1.9 7,426 -859 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.4% -0.1% 1.7 5,065 -953 5 —
☆IWF funds › ISHARES TR ADD — 0.4% +0.0% 1.6 13,004 +9,673 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 0.4% -0.0% 1.6 22,229 -465 5 —
☆IUSG funds › ISHARES TR ADD — 0.4% +0.0% 1.5 8,221 +8 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO ADD — 0.4% -0.1% 1.5 26,443 +325 5 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 0.4% +0.1% 1.4 7,538 -188 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.3% +0.1% 1.4 11,881 -1,558 5 —
☆BX funds › BLACKSTONE INC ADD — 0.3% -0.0% 1.4 11,730 +135 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 0.3% +0.1% 1.4 30,159 +10,469 5 —
☆MO funds › ALTRIA GROUP INC ADD — 0.3% -0.0% 1.3 18,606 +60 5 —
☆GOOG funds › ALPHABET INC TRIM — 0.3% -0.0% 1.3 3,754 -493 5 —
☆V funds › VISA INC TRIM — 0.3% -0.0% 1.3 3,785 -137 5 —
☆BAC funds › BANK OF AMER CORP ADD — 0.3% +0.0% 1.3 22,481 +1,985 5 —
☆IWB funds › ISHARES TR ADD — 0.3% +0.0% 1.3 3,101 +7 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.3% -0.0% 1.2 2,439 +148 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.3% +0.0% 1.2 976 +10 5 —
☆MRK funds › MERCK & CO INC TRIM — 0.2% -0.0% 1.0 7,860 -500 5 —
☆EUSA funds › ISHARES INC TRIM — 0.2% -0.1% 1.0 8,834 -3,157 5 —
☆ABBV funds › ABBVIE INC ADD — 0.2% +0.0% 1.0 3,881 +107 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.2% +0.1% 1.0 962 +284 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.2% -0.1% 0.9 989 -175 5 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.2% +0.0% 0.9 2,158 -155 5 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN TRIM — 0.2% -0.1% 0.9 17,406 -2,257 5 —
☆ASML funds › ASML HLDG NV TRIM — 0.2% +0.0% 0.9 432 -133 5 —
☆IWD funds › ISHARES TR TRIM — 0.2% -0.0% 0.8 3,287 -335 5 —
☆WMT funds › WALMART INC TRIM — 0.2% -0.1% 0.8 6,870 -1,607 5 —
☆KO funds › COCA COLA CO ADD — 0.2% +0.0% 0.8 9,506 +544 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 0.7 2,423 +274 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.2% +0.2% 0.7 1,222 +1,222 1 —
☆IAU funds › ISHARES GOLD TR TRIM — 0.2% -0.1% 0.7 9,321 -227 2 —
☆TSLA funds › TESLA INC ADD — 0.2% +0.0% 0.7 1,638 +222 5 —
☆RY funds › ROYAL BK CDA HOLD — 0.2% +0.0% 0.7 3,235 +0 5 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.2% -0.0% 0.7 8,043 -229 5 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.2% +0.1% 0.7 2,220 +296 5 —
☆AMGN funds › AMGEN INC TRIM — 0.2% -0.0% 0.7 1,801 -26 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.2% -0.0% 0.6 15,200 +1,661 5 —
☆MAR funds › MARRIOTT INTL INC NEW TRIM — 0.2% -0.0% 0.6 1,713 -38 5 —
☆PKG funds › PACKAGING CORP AMER ADD — 0.2% +0.0% 0.6 2,639 +195 5 —
☆SMH funds › VANECK ETF TRUST TRIM — 0.1% +0.0% 0.6 900 -16 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM — 0.1% +0.1% 0.6 608 -240 3 —
☆IXUS funds › ISHARES TR ADD — 0.1% +0.0% 0.6 6,093 +604 5 —
☆WSM funds › WILLIAMS SONOMA INC TRIM — 0.1% +0.0% 0.6 2,484 -203 5 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.1% -0.0% 0.6 3,470 +271 5 —
☆CAT funds › CATERPILLAR INC TRIM — 0.1% +0.0% 0.5 486 -39 4 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.1% +0.1% 0.5 2,939 +2,939 1 —
☆NOBL funds › PROSHARES TR ADD — 0.1% -0.0% 0.5 8,903 +4,471 5 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.1% +0.0% 0.5 2,733 +181 5 —
☆AIG funds › AMERICAN INTL GROUP INC ADD — 0.1% -0.0% 0.5 6,581 +96 5 —
☆NFLX funds › NETFLIX INC. ADD — 0.1% -0.0% 0.5 6,860 +1,470 5 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.1% -0.0% 0.5 2,171 -31 5 —
☆HD funds › HOME DEPOT INC TRIM — 0.1% -0.0% 0.5 1,367 -376 5 —
☆GRMN funds › GARMIN LTD ADD — 0.1% -0.0% 0.4 1,875 +8 5 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.1% -0.0% 0.4 871 -11 5 —
☆GEV funds › GE VERNOVA INC ADD — 0.1% +0.0% 0.4 371 +68 2 —
☆UNP funds › UNION PAC CORP ADD — 0.1% +0.0% 0.4 1,586 +133 5 —
☆GE funds › GE AEROSPACE ADD — 0.1% +0.0% 0.4 1,125 +269 3 —
☆MRVL funds › MARVELL TECHNOLOGY INC NEW — 0.1% +0.1% 0.4 1,353 +1,353 1 —
☆XLU funds › SELECT SECTOR SPDR TR ADD — 0.1% -0.0% 0.4 8,777 +56 5 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.1% +0.1% 0.4 343 +343 1 —
☆CRWD funds › CROWDSTRIKE HLDGS INC TRIM — 0.1% +0.0% 0.4 515 -351 5 —
☆LIN funds › LINDE PLC TRIM — 0.1% -0.0% 0.4 726 -5 3 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 0.1% +0.0% 0.4 785 -200 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.1% -0.0% 0.4 2,683 +125 5 —
☆PFE funds › PFIZER INC TRIM — 0.1% -0.0% 0.4 14,858 -2,299 5 —
☆F funds › FORD MTR CO ADD — 0.1% +0.0% 0.4 25,719 +4,782 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF TRIM — 0.1% -0.0% 0.4 10,660 -1,631 5 —
☆IYG funds › ISHARES TR NEW — 0.1% +0.1% 0.3 3,816 +3,816 1 —
☆WDC funds › WESTERN DIGITAL CORP TRIM — 0.1% +0.0% 0.3 538 -467 2 —
☆INTC funds › INTEL CORP NEW — 0.1% +0.1% 0.3 2,443 +2,443 1 —
☆VLO funds › VALERO ENERGY CORP ADD — 0.1% +0.0% 0.3 1,246 +184 2 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.1% +0.1% 0.3 726 +726 1 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.1% +0.0% 0.3 1,211 +161 4 —
☆PANW funds › PALO ALTO NETWORKS INC NEW — 0.1% +0.1% 0.3 878 +878 1 —
☆GEN funds › GEN DIGITAL INC ADD — 0.1% +0.0% 0.3 11,860 +182 5 —
☆GPIX funds › GOLDMAN SACHS ETF TR NEW — 0.1% +0.1% 0.3 5,302 +5,302 1 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.1% -0.0% 0.3 2,463 -4 5 —
☆BA funds › BOEING CO ADD — 0.1% +0.0% 0.3 1,285 +40 5 —
☆XT funds › ISHARES TR ADD — 0.1% +0.0% 0.3 3,338 +15 5 —
☆RTX funds › RTX CORPORATION ADD — 0.1% -0.0% 0.3 1,442 +28 4 —
☆ADX funds › ADAMS DIVERSIFIED EQUITY FD HOLD — 0.1% +0.0% 0.3 10,444 +0 5 —
☆KLAC funds › KLA CORP NEW — 0.1% +0.1% 0.3 874 +874 1 —
☆NVS funds › NOVARTIS AG TRIM — 0.1% -0.0% 0.3 1,667 -2 4 —
☆FCX funds › FREEPORT MCMORAN INC ADD — 0.1% -0.0% 0.3 4,145 +137 2 —
☆COP funds › CONOCOPHILLIPS ADD — 0.1% -0.0% 0.2 2,404 +673 2 —
☆EOG funds › EOG RES INC NEW — 0.1% +0.1% 0.2 1,892 +1,892 1 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 0.2 4,748 -1,998 5 —
☆ETN funds › EATON CORP PLC NEW — 0.1% +0.1% 0.2 562 +562 1 —
☆ORCL funds › ORACLE CORP ADD — 0.1% +0.0% 0.2 1,629 +246 5 —
☆SPYV funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 0.2 3,903 +17 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.1% +0.0% 0.2 836 +4 5 —
☆DHR funds › DANAHER CORP DEL TRIM — 0.1% -0.0% 0.2 1,227 -419 3 —
☆TT funds › TRANE TECHNOLOGIES PLC NEW — 0.1% +0.1% 0.2 471 +471 1 —
☆C funds › CITIGROUP INC NEW — 0.1% +0.1% 0.2 1,645 +1,645 1 —
☆IBKR funds › INTERACTIVE BROKERS GROUP IN NEW — 0.1% +0.1% 0.2 2,623 +2,623 1 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.0% 0.2 438 -93 5 —
☆FTNT funds › FORTINET INC NEW — 0.1% +0.1% 0.2 1,460 +1,460 1 —
☆UPS funds › UNITED PARCEL SVCS INC NEW — 0.1% +0.1% 0.2 2,073 +2,073 1 —
☆HDV funds › ISHARES TR ADD — 0.1% -0.0% 0.2 7,901 +6,308 2 —
☆MRSH funds › MARSH & MCLENNAN COS INC ADD — 0.1% -0.0% 0.2 1,296 +123 5 —
☆TROW funds › PRICE T ROWE GROUP INC NEW — 0.1% +0.1% 0.2 1,878 +1,878 1 —
☆MCD funds › MCDONALDS CORP TRIM — 0.1% -0.0% 0.2 787 -67 5 —
☆DRI funds › DARDEN RESTAURANTS INC NEW — 0.1% +0.1% 0.2 1,027 +1,027 1 —
☆MS funds › MORGAN STANLEY NEW — 0.1% +0.1% 0.2 1,002 +1,002 1 —
☆LRCX funds › LAM RESEARCH CORP NEW — 0.1% +0.1% 0.2 479 +479 1 —
☆CB funds › CHUBB LIMITED NEW — 0.1% +0.1% 0.2 596 +596 1 —
☆AXP funds › AMERICAN EXPRESS CO NEW — 0.0% +0.0% 0.2 593 +593 1 —
☆GAB funds › GABELLI EQUITY TR INC ADD — 0.0% -0.0% 0.1 15,968 +419 2 —
☆DAMD funds › TIDAL TRUST II NEW — 0.0% +0.0% 0.1 60,004 +60,004 1 —
☆VRME funds › VERIFYME INC HOLD — 0.0% -0.0% 0.0 37,139 +0 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F EXIT — 0.0% -0.2% 0.0 0 -13,505 0 —
☆UBER funds › UBER TECHNOLOGIES INC EXIT — 0.0% -0.1% 0.0 0 -3,590 0 —
☆DASH funds › DOORDASH INC EXIT — 0.0% -0.1% 0.0 0 -1,555 0 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A EXIT — 0.0% -0.1% 0.0 0 -542 0 —
☆VTV funds › VANGUARD INDEX FDS EXIT — 0.0% -0.1% 0.0 0 -1,677 0 —
☆SLV funds › ISHARES SILVER TR EXIT — 0.0% -0.1% 0.0 0 -4,396 0 —
☆GILD funds › GILEAD SCIENCES INC EXIT — 0.0% -0.1% 0.0 0 -1,511 0 —
☆BLK funds › BLACKROCK INC EXIT — 0.0% -0.1% 0.0 0 -239 0 —
☆CUSIP:362397226 funds › GABELLI EQUITY TR INC EXIT — 0.0% -0.0% 0.0 0 -15,321 0 —
☆RACE funds › FERRARI N V EXIT — 0.0% -0.1% 0.0 0 -623 0 —
☆XLF funds › SELECT SECTOR SPDR TR EXIT — 0.0% -2.1% 0.0 0 -151,983 0 —
☆PEP funds › PEPSICO INC EXIT — 0.0% -0.1% 0.0 0 -1,992 0 —
☆FNCL funds › FIDELITY COVINGTON TRUST EXIT — 0.0% -0.2% 0.0 0 -9,042 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 405 145 0.08 47% 0.032 0.470 — in
2026Q1 361 133 0.10 49% 0.034 0.438 — in
2025Q4 348 126 0.06 53% 0.039 0.504 — in
2025Q3 332 124 0.06 54% 0.040 0.505 — in
2025Q2 302 117 0.08 56% 0.045 0.515 — entered
2025Q1 265 98 0.00 60% 0.050 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status