Benchmark Financial, LLC

Q1 2026 13F-HR Holdings

Location
Wilmington, DE
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$111,438
Net value change ($000)
+11,112 (11.1%)
New positions
5
Sold out positions
1
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VCIT 1,539 11.8%
IEI 1,216 18.7%
SPDW 1,087 19.1%
IEF 1,079 18.4%
JPST 933 88.1%
NOBL 823 11.7%
SPYV 725 17.1%
SPYG 714 4.7%
SJNK 568 13.3%
AIRR 557 36.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -343 -21.1%
IWY -299 -9.0%
VTI -202 -100.0%
CLSK -200 -15.9%
TSLA -130 -17.4%
AMZN -70 -17.6%
BRK-B -52 -4.6%
LLY -46 -14.5%
INDA -42 -3.0%
SPY -37 -4.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type