Benchmark Investment Advisors LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 228,018
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 | 8/12/2026 | 70 | 228,018 | 13F-HR | Benchmark Investment Advisors LLC |
| Q1 2026 | 5/13/2026 | 76 | 172,039 | 13F-HR | Benchmark Investment Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 219.7 K | 96.4% | 56.6 K | 0 | 56.6 K |
| ETFs | 8.322 K | 3.6% | 0 | 385 | -385 |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
228,018
Holdings
70
QoQ value change ($000)
55,979
(32.5%)
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.