account_balance
Investment manager · 13F filer · SEC CIK 1757706
Benchmark Financial Wealth Advisors, LLC
Reported value$418Mas of Sep 30, 2026
Positions160 25 new, 10 sold out
Top 10 weight44.7%SCHF alone is 7%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHFSchwab Strategic Tr
7.0%
VTIVanguard Index FDS
6.8%Trimmed −2%
SPYSPDR S&P 500 ETF Trust
6.6%
ITOTiShares Tr
4.6%Trimmed −2%
IVViShares Tr
4.3%Added +10%
NVDANVIDIA Corp
3.7%Added +4%
DBNDDoubleline ETF Trust
3.0%Trimmed −45%
COWZPacer FDS Tr
2.9%
IWYiShares Tr
2.8%
LVHILegg Mason ETF Invt
2.8%Added +14%
AAPLApple Inc.
2.7%Added +5%
DBEFDBX ETF Tr
2.7%Added +7%
SCHFSchwab Strategic Tr
7.0%
VTIVanguard Index FDS
6.8%Trimmed −2%
SPYSPDR S&P 500 ETF Trust
6.6%
ITOTiShares Tr
4.6%Trimmed −2%
IVViShares Tr
4.3%+10%
NVDANVIDIA Corp
3.7%
DBNDDoubleline ETF Trust
3.0%
COWZPacer FDS Tr
2.9%
IWYiShares Tr
2.8%
LVHI
AAPL2.7%DBEF2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHF Schwab Strategic Tr 7.0% Held
VTI Vanguard Index FDS 6.8% Trimmed −2%
SPY SPDR S&P 500 ETF Trust 6.6% HeldITOT iShares Tr 4.6% Trimmed −2%
IVV iShares Tr 4.3% Added +10%
NVDA NVIDIA Corp 3.7% Added +4%DBND Doubleline ETF Trust 3.0% Trimmed −45%
COWZ Pacer FDS Tr 2.9% Held
IWY iShares Tr 2.8% Held
LVHI Legg Mason ETF Invt 2.8% Added +14%
AAPL Apple Inc. 2.7% Added +5%DBEF DBX ETF Tr 2.7% Added +7%
What changed
Biggest moves since Jun 30, 2026
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