Benchmark Financial Wealth Advisors, LLC
All 13F Filings
- Location
- Boca Raton, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 405,480
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 147 | 405,480 | 13F-HR | Benchmark Financial Wealth Advisors, LLC |
| Q1 2026 | 4/27/2026 | 133 | 361,105 | 13F-HR | Benchmark Financial Wealth Advisors, LLC |
| Q4 2025 | 1/27/2026 | 126 | 348,415 | 13F-HR | Benchmark Financial Wealth Advisors, LLC |
| Q3 2025 | 10/22/2025 | 124 | 332,289 | 13F-HR | Benchmark Financial Wealth Advisors, LLC |
| Q2 2025 | 8/5/2025 | 117 | 302,456 | 13F-HR | Benchmark Financial Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
523
(0.1% of total reported value)
· QoQ Δ:
+523
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 104.4 K | 25.8% | 8.842 K | 0 | 8.842 K |
| ETFs | 300.5 K | 74.2% | 35.02 K | 0 | 35.02 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
405,480
Holdings
147
QoQ value change ($000)
44,375
(12.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.