Benchmark Financial Wealth Advisors, LLC
Benchmark Financial Wealth Advisors, LLC reported 148 holdings worth US$405M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 17, 2026
Benchmark Financial Wealth Advisors, LLC reported 148 holdings worth US$405M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 17, 2026 (Form 13F).
- Holdings
- 148
- Value as reported
- US$405M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 65,497 | US$13.1M | 3.2% |
| Apple Inc | 32,288 | US$9.34M | 2.3% |
| Alphabet Inc (google) Class C | 17,013 | US$6.08M | 1.5% |
| Microsoft Corp. | 12,014 | US$4.48M | 1.1% |
| Amazon.com, Inc. | 17,336 | US$4.13M | 1.0% |
| Broadcom Inc. | 6,252 | US$2.36M | 0.58% |
| Meta Platforms, Inc. | 3,610 | US$2.03M | 0.50% |
| Corning Incorporated | 7,426 | US$1.9M | 0.47% |
| Jp Morgan Chase & Co. | 5,065 | US$1.66M | 0.41% |
| Bristol-myers Squibb Company | 26,443 | US$1.52M | 0.38% |
| Cisco Systems, Inc. | 11,881 | US$1.4M | 0.34% |
| Blackstone Inc. | 11,730 | US$1.38M | 0.34% |
| Altria Group, Inc. | 18,606 | US$1.34M | 0.33% |
| Visa Inc. | 3,785 | US$1.3M | 0.32% |
| Bank Of America Corporation | 22,481 | US$1.28M | 0.32% |
| Berkshire Hathaway Inc. | 2,439 | US$1.22M | 0.30% |
| Eli Lilly And Company | 976 | US$1.17M | 0.29% |
| Merck & Company, Inc. | 7,860 | US$1.01M | 0.25% |
| Abbvie Inc. | 3,881 | US$977K | 0.24% |
| Goldman Sachs Group, Inc. (the) | 962 | US$973K | 0.24% |
| Costco Wholesale Corporation | 989 | US$925K | 0.23% |
| Unitedhealth Group Incorporated | 2,158 | US$897K | 0.22% |
| Asml Holding Nv | 432 | US$860K | 0.21% |
| Walmart Inc. | 6,870 | US$778K | 0.19% |
| Coca-cola Company (the) | 9,506 | US$773K | 0.19% |
| Advanced Micro Devices Inc | 1,222 | US$710K | 0.18% |
| Tesla, Inc. | 1,638 | US$689K | 0.17% |
| Royal Bank Of Canada | 3,235 | US$669K | 0.17% |
| Wells Fargo & Company | 8,043 | US$665K | 0.16% |
| Texas Instruments Incorporated | 2,220 | US$662K | 0.16% |
| Amgen Inc. | 1,801 | US$652K | 0.16% |
| Verizon Communications Inc. | 15,200 | US$644K | 0.16% |
| Marriott International | 1,713 | US$635K | 0.16% |
| Packaging Corporation Of America | 2,639 | US$629K | 0.16% |
| Williams-sonoma, Inc. | 2,484 | US$579K | 0.14% |
| Chevron Corporation | 3,470 | US$575K | 0.14% |
| Caterpillar, Inc. | 486 | US$517K | 0.13% |
| Space Exploration Technologies Corp | 2,939 | US$502K | 0.12% |
| Philip Morris International Inc | 2,733 | US$494K | 0.12% |
| American International Group, Inc. New | 6,581 | US$490K | 0.12% |
| Netflix, Inc. | 6,860 | US$490K | 0.12% |
| Waste Management, Inc. | 2,171 | US$484K | 0.12% |
| Home Depot, Inc. (the) | 1,367 | US$482K | 0.12% |
| Lockheed Martin Corporation | 871 | US$444K | 0.11% |
| Ge Vernova Inc. | 371 | US$436K | 0.11% |
| Union Pacific Corporation | 1,586 | US$432K | 0.11% |
| Ge Aerospace | 1,125 | US$420K | 0.10% |
| Marvell Technology, Inc. | 1,353 | US$403K | 0.10% |
| Micron Technology, Inc. | 343 | US$396K | 0.10% |
| Crowdstrike Holdings, Inc. | 515 | US$393K | 0.10% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 785 | US$375K | 0.09% |
| Exxon Mobil Corporation | 2,683 | US$367K | 0.09% |
| Pfizer, Inc. | 14,858 | US$358K | 0.09% |
| Ford Mtr Co Del | 25,719 | US$357K | 0.09% |
| Western Digital Corporation | 538 | US$344K | 0.08% |
| Intel Corporation | 2,443 | US$341K | 0.08% |
| Valero Energy Corporation | 1,246 | US$325K | 0.08% |
| Dell Technologies Inc. | 726 | US$313K | 0.08% |
| Johnson & Johnson | 1,211 | US$308K | 0.08% |
| Palo Alto Networks, Inc. | 878 | US$299K | 0.07% |
| Gen Digital Inc. | 11,860 | US$295K | 0.07% |
| Palantir Technologies Inc. | 2,463 | US$287K | 0.07% |
| Boeing Company (the) | 1,285 | US$278K | 0.07% |
| Rtx Corporation | 1,442 | US$274K | 0.07% |
| Kla Corporation | 874 | US$264K | 0.07% |
| Novartis Ag | 1,667 | US$261K | 0.06% |
| Freeport-mcmoran, Inc. | 4,145 | US$261K | 0.06% |
| Conocophillips | 2,404 | US$250K | 0.06% |
| Eog Resources, Inc. | 1,892 | US$245K | 0.06% |
| Oracle Corporation | 1,629 | US$239K | 0.06% |
| International Business Machines Corporation | 836 | US$235K | 0.06% |
| Danaher Corporation | 1,227 | US$234K | 0.06% |
| Citigroup, Inc. | 1,645 | US$230K | 0.06% |
| Interactive Brokers Group, Inc. | 2,623 | US$228K | 0.06% |
| Mastercard Incorporated | 438 | US$225K | 0.06% |
| Fortinet, Inc. | 1,460 | US$224K | 0.06% |
| United Parcel Service, Inc. | 2,073 | US$223K | 0.05% |
| Marsh | 1,296 | US$216K | 0.05% |
| T. Rowe Price Group, Inc. | 1,878 | US$213K | 0.05% |
| Mcdonald's Corporation | 787 | US$213K | 0.05% |
| Darden Restaurants, Inc. | 1,027 | US$212K | 0.05% |
| Morgan Stanley | 1,002 | US$210K | 0.05% |
| Lam Research Corporation | 479 | US$208K | 0.05% |
| American Express Company | 593 | US$201K | 0.05% |
| Verifyme, Inc. | 37,139 | US$22,803 | <0.01% |
| Gilead Sciences, Inc. | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
| Uber Technologies, Inc. | 0 | US$0 | 0.00% |
| Blackrock, Inc. | 0 | US$0 | 0.00% |
| Doordash, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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