Benchmark Financial Wealth Advisors, LLC
All 13F Filings
- Location
- Boca Raton, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 348,415
- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 258.9 K | 74.3% | 16.41 K | 0 | 16.41 K |
| ETFs | 89.48 K | 25.7% | 0 | 283 | -283 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
348,415
Holdings
126
QoQ value change ($000)
16,126
(4.9%)
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.