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Benchmark Financial Wealth Advisors, LLC
Benchmark Financial Wealth Advisors, LLC is an SEC-registered investment adviser headquartered in Boca Raton, Florida. Founded in Florida, the firm primarily provides comprehensive wealth management and financial planning services to individuals, high net worth individuals, and a limited number of institutional and nonprofit clients. As of early 2025, the firm manages assets exceeding $700 million with a team of approximately 10 employees, serving more than 1,000 client accounts. Benchmark Financial is well known for its client-centric approach, combining personalized financial planning with investment management services.
Investment Strategy
Benchmark Financial Wealth Advisors, LLC focuses on discretionary investment management and individualized wealth planning. The firm serves a diverse client base, primarily individuals and high net worth individuals, constructing portfolios with broad diversification across equities, bonds, ETFs, and mutual funds. They emphasize asset allocation and risk management tailored to each client's financial goals, risk tolerance, and time horizon. Portfolio holdings include significant positions in large-cap stocks, exchange-traded funds, and mutual funds, reflecting a preference for diversified exposure and long-term capital appreciation. The firm's strategy is to provide active oversight and regular portfolio adjustment in response to changing market conditions and client needs.
Latest 13F Filing Activity
Benchmark Financial Wealth Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 123 equity positions with a total 13F market value of $332M. The fund increased holdings in DBX Etf TR, Ishares TR, Doubleline Etf Trust among other positions. Benchmark Financial Wealth Advisors, LLC reduced exposure to Schwab Strategic TR, Vanguard Index FDS, SPDR S&P 500 Etf TR among others.
Top Holdings
Equity Positions (123)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 9.73% | $32.3M | 48,530 | $452.75 | $666.18 | -$557.3K |
V VTI | VANGUARD INDEX FDS | 8.68% | $28.8M | 87,871 | $153.93 | $328.17 | +$1.1M |
S SCHF | SCHWAB STRATEGIC TR | 7.84% | $26.0M | 1,118,815 | $16.96 | $23.28 | -$1.6M |
D DBND | DOUBLELINE ETF TRUST | 5.81% | $19.3M | 414,817 | $46.22 | $46.53 | +$2.3M |
I ITOT | ISHARES TR | 5.46% | $18.2M | 124,625 | $76.15 | $145.65 | +$782.9K |
Industry Allocation
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