Benchmark Financial, LLC
All 13F Filings
- Location
- Wilmington, DE
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 122,700
- Description
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- Website
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- Founded
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- 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 | 7/21/2026 | 54 | 122,700 | 13F-HR | Benchmark Financial, LLC |
| Q1 2026 | 4/21/2026 | 52 | 111,438 | 13F-HR | Benchmark Financial, LLC |
| Q4 2025 | 1/27/2026 | 48 | 100,326 | 13F-HR | Benchmark Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.77 K | 11.2% | 1.702 K | 0 | 1.702 K |
| ETFs | 108.9 K | 88.8% | 9.558 K | 0 | 9.558 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
122,700
Holdings
54
QoQ value change ($000)
11,262
(10.1%)
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.