2026 Q1 Portfolio Activity
In 2026 Q1, Benchmark Financial Wealth Advisors, LLC maintained a portfolio of 142 distinct positions. The most significant new addition was COLUMBIA ETF TR II, now representing 1.89% of the total fund value. They heavily accumulated shares in PIMCO ETF TR, increasing the position by 62.9%. Conversely, Benchmark Financial Wealth Advisors, LLC completely exited their position in SPDR SERIES TRUST.
Position History
hover any row below to update
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Total Positions
142
Quarter
2026 Q1
Top Holding
SCHF (7.3%)
Top 10 Concentration
49.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 142
Benchmark Financial Wealth Advisors, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 7.34% | 7.68% |
#1
2
Prev: #3
|
5.4 |
—
|
-41,910 | -3.8% |
P
S
|
1,070,991 | $26,507,039 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 7.26% | 9.08% |
#2
1
Prev: #1
|
4.9 |
—
|
-6,093 | -13.1% |
P
S
|
40,305 | $26,211,849 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 7.11% | 8.21% |
#3
1
Prev: #2
|
4.3 |
—
|
-5,327 | -6.2% |
P
S
|
80,034 | $25,675,624 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
DBND
DOUBLELINE ETF ...
|
ETF | 6.62% | 6.55% |
#4
Prev: #4
|
5.1 |
—
|
29,714 | 6.0% |
P
S
|
522,098 | $23,917,289 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
ITOT
ISHARES TR
|
ETF | 4.72% | 5.22% |
#5
Prev: #5
|
2.9 |
—
|
-2,723 | -2.2% |
P
S
|
119,553 | $17,027,876 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IVV
ISHARES TR
|
ETF | 3.52% | 2.58% |
#6
3
Prev: #9
|
3.9 |
—
|
6,313 | 48.1% |
P
S
|
19,437 | $12,696,117 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
COWZ
PACER FDS TR
|
ETF | 3.34% | 3.65% |
#7
Prev: #7
|
1.8 |
—
|
-18,286 | -8.7% |
P
S
|
193,073 | $12,078,668 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
MUNI
PIMCO ETF TR
|
Bond/Debt | 3.27% | 2.09% |
#8
8
Prev: #16
|
4.3 |
—
|
87,451 | 62.9% |
P
S
|
226,526 | $11,822,397 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.20% | 3.82% |
#9
3
Prev: #6
|
1.8 |
—
|
-5,260 | -7.4% |
P
S
|
66,176 | $11,541,108 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IWY
ISHARES TR
|
ETF | 2.82% | 3.35% |
#10
2
Prev: #8
|
1.6 |
—
|
-1,271 | -3.0% |
P
S
|
40,872 | $10,170,691 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 2.63% | 2.12% |
#11
3
Prev: #14
|
3.1 |
—
|
39,494 | 14.6% |
P
S
|
309,111 | $9,483,536 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
DBEF
DBX ETF TR
|
ETF | 2.58% | 2.29% |
#12
1
Prev: #13
|
3.0 |
—
|
22,718 | 13.7% |
P
S
|
188,914 | $9,332,349 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IJR
ISHARES TR
|
ETF | 2.55% | 2.57% |
#13
3
Prev: #10
|
1.5 |
—
|
-348 | -0.5% |
P
S
|
74,139 | $9,216,162 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
LVHI
LEGG MASON ETF ...
|
Bond/Debt | 2.31% | 1.45% |
#14
5
Prev: #19
|
3.9 |
—
|
68,888 | 50.3% |
P
S
|
205,823 | $8,344,062 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AAPL
APPLE INC
|
Technology | 2.18% | 2.39% |
#15
3
Prev: #12
|
1.4 |
—
|
392 | 1.3% |
P
S
|
31,068 | $7,884,642 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 2.08% | 2.40% |
#16
5
Prev: #11
|
1.3 |
—
|
-418 | -0.3% |
P
S
|
151,983 | $7,503,399 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.89% | 2.11% |
#17
2
Prev: #15
|
1.3 |
—
|
-325 | -2.8% |
P
S
|
11,413 | $6,820,076 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
XCEM
COLUMBIA ETF TR...
|
ETF | 1.89% | — |
#18
Prev: #—
|
4.3 |
—
|
167,036 | — |
NEW
|
167,036 | $6,816,739 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SMMD
ISHARES TR
|
ETF | 1.86% | 1.68% |
#19
2
Prev: #17
|
2.7 |
—
|
9,884 | 12.7% |
P
S
|
87,975 | $6,716,866 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 1.35% | 1.44% |
#20
Prev: #20
|
1.0 |
—
|
-349 | -2.0% |
P
S
|
16,919 | $4,858,855 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IWM
ISHARES TR
|
ETF | 1.23% | 1.38% |
#21
Prev: #21
|
1.0 |
—
|
-1,498 | -7.7% |
P
S
|
17,964 | $4,455,003 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.23% | 1.57% |
#22
4
Prev: #18
|
2.5 |
—
|
668 | 5.9% |
P
S
|
11,950 | $4,423,562 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
GRNY
TIDAL TRUST I
|
Unknown | 1.19% | 0.50% |
#23
11
Prev: #34
|
3.5 |
—
|
108,956 | 153.4% |
P
S
|
179,977 | $4,296,049 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
MDY
STATE STR SPDR ...
|
Unknown | 1.12% | 1.16% |
#24
2
Prev: #22
|
0.9 |
—
|
-141 | -2.1% |
P
S
|
6,562 | $4,047,405 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.10% | 1.13% |
#25
Prev: #25
|
0.9 |
—
|
188 | 0.9% |
P
S
|
20,781 | $3,988,332 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.07% | 1.15% |
#26
3
Prev: #23
|
2.4 |
—
|
665 | 5.2% |
P
S
|
13,460 | $3,870,698 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.05% | 1.14% |
#27
3
Prev: #24
|
2.4 |
—
|
1,028 | 6.0% |
P
S
|
18,234 | $3,797,662 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IJH
ISHARES TR
|
ETF | 1.04% | 1.09% |
#28
1
Prev: #27
|
0.9 |
—
|
-2,002 | -3.5% |
P
S
|
55,739 | $3,764,068 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.99% | 1.12% |
#29
3
Prev: #26
|
0.9 |
—
|
-5,635 | -10.6% |
P
S
|
47,456 | $3,563,936 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.76% | 0.91% |
#30
2
Prev: #28
|
0.8 |
—
|
-404 | -7.8% |
P
S
|
4,755 | $2,744,329 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
QDPL
PACER FDS TR
|
Unknown | 0.74% | 0.56% |
#31
1
Prev: #32
|
2.8 |
—
|
20,699 | 45.2% |
P
S
|
66,497 | $2,669,095 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
DIVO
AMPLIFY ETF TR
|
ETF | 0.69% | 0.43% |
#32
4
Prev: #36
|
3.3 |
—
|
21,425 | 63.0% |
P
S
|
55,435 | $2,486,262 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.61% | 0.17% |
#33
31
Prev: #64
|
3.2 |
—
|
3,605 | 236.1% |
P
S
|
5,132 | $2,208,388 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.58% | 0.70% |
#34
4
Prev: #30
|
0.7 |
—
|
-7 | -0.2% |
P
S
|
3,663 | $2,095,464 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.55% | 0.60% |
#35
4
Prev: #31
|
2.2 |
—
|
396 | 6.5% |
P
S
|
6,442 | $1,993,758 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.49% | 0.52% |
#36
3
Prev: #33
|
2.2 |
—
|
415 | 7.4% |
P
S
|
6,018 | $1,770,211 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 0.44% | 0.37% |
#37
4
Prev: #41
|
2.2 |
—
|
2,151 | 9.0% |
P
S
|
26,118 | $1,584,033 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.40% | 0.41% |
#38
1
Prev: #37
|
0.7 |
—
|
2 | 0.0% |
P
S
|
22,694 | $1,454,211 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IWF
ISHARES TR
|
ETF | 0.39% | 0.46% |
#39
4
Prev: #35
|
0.7 |
—
|
-72 | -2.1% |
P
S
|
3,331 | $1,420,255 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
BX
BLACKSTONE INC
|
Financial Services | 0.37% | 0.34% |
#40
4
Prev: #44
|
2.6 |
—
|
3,847 | 49.7% |
P
S
|
11,595 | $1,333,279 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IUSG
ISHARES TR
|
Warrant | 0.35% | 0.40% |
#41
3
Prev: #38
|
0.6 |
—
|
-60 | -0.7% |
P
S
|
8,213 | $1,273,946 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.34% | 0.29% |
#42
6
Prev: #48
|
2.1 |
—
|
1,277 | 7.4% |
P
S
|
18,546 | $1,223,821 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
EUSA
ISHARES INC
|
ETF | 0.34% | 0.37% |
#43
3
Prev: #40
|
0.6 |
—
|
-649 | -5.1% |
P
S
|
11,991 | $1,220,334 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.34% | 0.36% |
#44
2
Prev: #42
|
2.1 |
—
|
268 | 6.7% |
P
S
|
4,247 | $1,218,172 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
V
VISA INC
|
Financial Services | 0.33% | 0.35% |
#45
2
Prev: #43
|
2.1 |
—
|
472 | 13.7% |
P
S
|
3,922 | $1,185,346 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
FBTC
FIDELITY WISE O...
|
Unknown | 0.32% | 0.38% |
#46
7
Prev: #39
|
2.1 |
—
|
2,335 | 13.5% |
P
S
|
19,663 | $1,160,709 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.32% | 0.28% |
#47
2
Prev: #49
|
0.6 |
—
|
48 | 4.3% |
P
S
|
1,164 | $1,160,217 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
GLW
CORNING INC
|
Technology | 0.31% | 0.21% |
#48
14
Prev: #62
|
0.6 |
—
|
50 | 0.6% |
P
S
|
8,285 | $1,126,450 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IWB
ISHARES TR
|
ETF | 0.31% | 0.33% |
#49
3
Prev: #46
|
0.6 |
—
|
7 | 0.2% |
P
S
|
3,094 | $1,103,373 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.30% | 0.34% |
#50
5
Prev: #45
|
0.6 |
—
|
-75 | -3.2% |
P
S
|
2,291 | $1,097,972 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 |
Showing 1-50 of 142 holdings