account_balance
Investment manager · 13F filer · SEC CIK 2107260
Benchmark Financial, LLC
Reported value$130Mas of Sep 30, 2026
Positions60 7 new, 1 sold out
Top 10 weight63.7%SPYG alone is 15%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYGSPDR Series Trust
15.1%
VCITVanguard Scottsdale FDS
11.8%Added +9%
IEIiShares Tr
6.3%Added +9%
SPDWSPDR Index SHS FDS
5.9%Added +3%
IEFiShares Tr
5.4%Added +6%
NOBLProshares Tr
5.1%Trimmed −18%
SPYVSPDR Series Trust
4.1%
SJNKSPDR Series Trust
3.9%Added +5%
SPMDSPDR Series Trust
3.4%Added +4%
AIRRFirst Tr Exchange Traded Fd
2.8%Added +80%
IWYiShares Tr
2.8%
VEAVanguard Tax-Managed FDS
2.5%
SPYGSPDR Series Trust
15.1%
VCITVanguard Scottsdale FDS
11.8%Added +9%
IEIiShares Tr
6.3%
SPDWSPDR Index SHS FDS
5.9%
IEFiShares Tr
5.4%+6%
NOBLProshares Tr
5.1%−18%
SPYVSPDR Series Trust
4.1%
SJNKSPDR Series Trust
3.9%
SPMD3.4%
AIRR
IWY2.8%
VEA2.5%
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
SPYG SPDR Series Trust 15.1% Held
VCIT Vanguard Scottsdale FDS 11.8% Added +9%
IEI iShares Tr 6.3% Added +9%
SPDW SPDR Index SHS FDS 5.9% Added +3%
IEF iShares Tr 5.4% Added +6%
NOBL Proshares Tr 5.1% Trimmed −18%
SPYV SPDR Series Trust 4.1% Held
SJNK SPDR Series Trust 3.9% Added +5%
SPMD SPDR Series Trust 3.4% Added +4%
AIRR First Tr Exchange Traded Fd 2.8% Added +80%
IWY iShares Tr 2.8% Held
VEA Vanguard Tax-Managed FDS 2.5% Held
What changed
Biggest moves since Jun 30, 2026
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