Benedict Financial Advisors Inc. ETF holdings
Atlanta, GA
Reported $38.8M in 17 ETFs in its Form 13F for June 30, 2026.
ETF value
$38.8M
ETFs held
17
Change from prior quarter
+10.8%
With price moves
ETFs as a share of its 13F
7.5%
of $514.7M
Top 10 of 17 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $15.2M | 165,744 | +9,792 shares |
| QQQ | Invesco QQQ Trust | $4.7M | 6,415 | +75 shares |
| XLV | State Street Health Care Select Sector SPDR ETF | $4.3M | 27,148 | No change |
| VIG | Vanguard Dividend Appreciation ETF | $3.9M | 16,307 | −157 shares |
| IWD | iShares Russell 1000 Value ETF | $2.2M | 9,259 | No change |
| SHV | iShares 0–1 Year Treasury Bond ETF | $2.1M | 19,406 | +3,631 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $1.2M | 5,797 | −39 shares |
| SHY | iShares 1-3 Year Treasury Bond ETF | $1.1M | 13,510 | No change |
| IWF | iShares Russell 1000 Growth ETF | $834K | 6,720 | +5,040 shares |
| DLN | WisdomTree U.S. LargeCap Dividend Fund | $692K | 7,186 | +3 shares |
7 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) 0000711089. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Benedict Financial Advisors Inc. own?
Benedict Financial Advisors Inc. reported 17 ETF positions worth $38.8M in its Form 13F for June 30, 2026. The largest was BIL, at $15.2M.
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.