Benchmark Financial Wealth Advisors, LLC ETF holdings
Boca Raton, FL
Reported $316.9M in 50 ETFs in its Form 13F for June 30, 2026.
ETF value
$316.9M
ETFs held
50
Change from prior quarter
+10.7%
With price moves
ETFs as a share of its 13F
78.3%
of $405.0M
Top 10 of 50 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHF | Schwab International Equity ETF | $29.2M | 1,054,504 | −16,487 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $28.8M | 77,929 | −2,105 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $27.3M | 36,538 | −3,767 shares |
| DBND | DoubleLine Opportunistic Core Bond ETF | $23.8M | 521,491 | −607 shares |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $19.6M | 119,402 | −151 shares |
| IVV | iShares Core S&P 500 ETF | $15.9M | 21,272 | +1,835 shares |
| IWY | iShares Russell Top 200 Growth ETF | $11.4M | 39,277 | −1,595 shares |
| COWZ | Pacer US Cash Cows 100 ETF | $11.3M | 181,078 | −11,995 shares |
| IJR | iShares Core S&P Small-Cap ETF | $11.1M | 74,689 | +550 shares |
| MUNI | PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $11.0M | 208,454 | −18,072 shares |
40 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001757706. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Benchmark Financial Wealth Advisors, LLC own?
Benchmark Financial Wealth Advisors, LLC reported 50 ETF positions worth $316.9M in its Form 13F for June 30, 2026. The largest was SCHF, at $29.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.