Benchmark Financial Wealth Advisors, LLC reported 103 positions worth $104.24M for the quarter ended Sep 30, 2026, up 13.9% on the prior quarter. It opened 14 new positions, added to 71, trimmed 18 and exited 6. Its largest holding is Nvidia Corp at 14.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GLDM World Gold Trust | +28.8K | – | $2.37M | 2.27% |
| NVDA Nvidia Corp | +2,669 | +4.1% | $609.55K | 14.94% |
| GBTC Grayscale Bitcoin Trust ETF | +8,749 | – | $565.10K | 0.542% |
| AAPL Apple Inc. | +1,556 | +4.8% | $518.18K | 10.81% |
| AMZN Amazon Com Inc | +1,715 | +9.9% | $427.29K | 4.55% |
| CRM Salesforce, Inc. | +1,688 | – | $387.53K | 0.372% |
| MSFT Microsoft Corp | +670 | +5.6% | $343.64K | 6.24% |
| IBIT iShares Bitcoin Trust ETF | +6,527 | +61.2% | $308.99K | 0.781% |
| PEP Pepsico Inc | +2,386 | – | $302.30K | 0.29% |
| GOOGL Alphabet Inc. | +746 | +5.6% | $256.69K | 4.64% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GLD Spdr Gold Trust | -4,018 | -73.9% | $1.53M | 0.519% |
| IAU Ishares Gold Trust | -9,321 | -100.0% | $703.83K | Exited |
| MRVL Marvell Technology, Inc. | -1,353 | -100.0% | $402.91K | Exited |
| KLAC Kla Corp | -874 | -100.0% | $263.79K | Exited |
| IBKR Interactive Brokers Group, Inc. | -2,623 | -100.0% | $228.31K | Exited |
| MCD Mcdonalds Corp | -787 | -100.0% | $212.78K | Exited |
| AXP American Express Co | -593 | -100.0% | $200.55K | Exited |
| SPCX Space Exploration Technologies Corp | -1,009 | -34.3% | $152.18K | 0.279% |
| GLW Corning Inc | -852 | -11.5% | $131.00K | 0.97% |
| MO Altria Group, Inc. | -1,185 | -6.4% | $79.80K | 1.13% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| GLDM World Gold Trust | +28.8K | $2.37M | 2.27% |
| GBTC Grayscale Bitcoin Trust ETF | +8,749 | $565.10K | 0.542% |
| CRM Salesforce, Inc. | +1,688 | $387.53K | 0.372% |
| PEP Pepsico Inc | +2,386 | $302.30K | 0.29% |
| PG PROCTER & GAMBLE Co | +1,681 | $244.27K | 0.234% |
| NOW ServiceNow, Inc. | +1,811 | $242.71K | 0.233% |
| FAST Fastenal Co | +4,444 | $220.13K | 0.211% |
| ANET Arista Networks, Inc. | +1,028 | $209.29K | 0.201% |
| VST Vistra Corp. | +1,463 | $202.44K | 0.194% |
| TGT Target Corp | +1,283 | $201.11K | 0.193% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| IAU Ishares Gold Trust | -9,321 | $703.83K | 0.769% |
| MRVL Marvell Technology, Inc. | -1,353 | $402.91K | 0.44% |
| KLAC Kla Corp | -874 | $263.79K | 0.288% |
| IBKR Interactive Brokers Group, Inc. | -2,623 | $228.31K | 0.249% |
| MCD Mcdonalds Corp | -787 | $212.78K | 0.232% |
| AXP American Express Co | -593 | $200.55K | 0.219% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 68.2K | $15.57M | 14.94% | +2,669 | +4.1% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 33.8K | $11.27M | 10.81% | +1,556 | +4.8% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 12.7K | $6.51M | 6.24% | +670 | +5.6% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 14.0K | $4.83M | 4.64% | +746 | +5.6% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 19.1K | $4.75M | 4.55% | +1,715 | +9.9% | Added | 0% |
| 6 | META Meta Platforms, Inc. | Technology | 3,519 | $2.55M | 2.45% | -91 | -2.5% | Reduced | 0% |
| 7 | GLDM World Gold Trust | Others | 28.8K | $2.37M | 2.27% | +28.8K | – | New | 0.01% |
| 8 | AVGO Broadcom Inc. | Technology | 6,393 | $2.24M | 2.15% | +141 | +2.3% | Added | 0% |
| 9 | BMY Bristol Myers Squibb Co | Healthcare | 28.3K | $1.76M | 1.69% | +1,812 | +6.9% | Added | 0% |
| 10 | JPM Jpmorgan Chase & Co | Financial Services | 5,027 | $1.66M | 1.6% | -38 | -0.8% | Reduced | 0% |
| 11 | V Visa Inc. | Financial Services | 4,048 | $1.45M | 1.4% | +263 | +6.9% | Added | 0% |
| 12 | GOOG Alphabet Inc. | Technology | 4,210 | $1.43M | 1.38% | +456 | +12.1% | Added | 0% |
| 13 | BX Blackstone Inc. | Financial Services | 11.8K | $1.33M | 1.27% | +93 | +0.8% | Added | 0% |
| 14 | CSCO Cisco Systems, Inc. | Technology | 12.2K | $1.32M | 1.26% | +338 | +2.8% | Added | 0% |
| 15 | BAC Bank Of America Corp | Financial Services | 23.1K | $1.26M | 1.2% | +590 | +2.6% | Added | 0% |
Tip. Select a row to see that position’s full history at Benchmark Financial Wealth Advisors.
As of its Q3 2026 13F filing, Benchmark Financial Wealth Advisors, LLC’s five largest positions were Nvidia Corp (NVDA) at 14.9%, Apple Inc. (AAPL) at 10.8%, Microsoft Corp (MSFT) at 6.2%, Alphabet Inc. (GOOGL) at 4.6%, Amazon Com Inc (AMZN) at 4.6% of the reported portfolio.
Benchmark Financial Wealth Advisors, LLC reported a 13F portfolio worth $104.24M across 103 positions for Q3 2026. That is up 13.9% from the previous quarter.
Its largest purchases by value were World Gold Trust ($2.37M), Nvidia Corp ($609.55K), Grayscale Bitcoin Trust ETF ($565.10K). It opened 14 new positions.
Its largest sales by value were Spdr Gold Trust ($1.53M), Ishares Gold Trust ($703.83K), Marvell Technology, Inc. ($402.91K). It exited 6 positions entirely.
From the Form 13F-HR reports Benchmark Financial Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.