Benchmark Financial Wealth Advisors, LLC
Annual return '25
+17.8%
SPY '25
+17.7%
Alpha
+0.0ptsvs SPY
Invested
$361.1M
Holdings
132
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 91%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHF
SCHWAB STRATEGIC TR
Held since at least Q1 2024
7.3%
02
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
7.3%
03
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
7.1%
04
$DBND
DOUBLELINE ETF TRUST
Held since at least Q1 2024
6.6%
05
$ITOT
ISHARES TR
Held since at least Q1 2024
4.7%
06
$IVV
ISHARES TR
Held since at least Q1 2024
3.5%
07
$COWZ
PACER FDS TR
Held since at least Q1 2024
3.3%
08
$MUNI
PIMCO ETF TR
Held since at least Q1 2024
3.3%
09
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
3.2%
10
$IWY
ISHARES TR
Held since at least Q1 2024
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:37 UTC.