Benchmark Financial, LLC — 13F Holdings & Portfolio

CIK 2107260 · latest 13F-HR filed 2026-07-22

Benchmark Financial, LLC manages $122.7M in 13F-reported U.S. long-equity assets across 54 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYG (15.73%), VCIT (12.09%), NOBL (6.83%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 3, added to 30, and trimmed 5.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2 RIGHTER PKWY
SUITE 100
WILMINGTON, DE 19803
Phone
(302) 494-8872
Filing Manager
Benchmark Financial, LLC
WILMINGTON, DE
Signatory
Aryn Sands
Agent
Loading holdings…
AUM

$122.7M

Long-equity book

Holdings

54

Distinct positions

Period

2026-06-30

Filed 2026-07-22

Q/Q Activity

+5 / −3 / ↑30 / ↓5

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$3.5M +22.3%
  • T ROWE PRICE EXCHANGE-TRADED$1.6M +562.2%
  • SPDR INDEX SHS FDS$686.6K +10.1%
  • ISHARES TR$566.2K +18.7%
  • PROSHARES TR$502.9K +6.4%
Show all 30

Top Trims

  • J P MORGAN EXCHANGE TRADED F-$1.5M -39.8%
  • CONOCOPHILLIPS-$103.5K -21.4%
  • COSTCO WHOLESALE CORPORATION-$84.2K -10.6%
  • PHILLIPS 66-$25.7K -7.2%
  • ISHARES TR-$11.4K -5.3%
Show all 5

New Positions

  • J P MORGAN EXCHANGE TRADED F$1.8M
  • PROSHARES TR$1.7M
  • IREN LIMITED$274.4K
  • BROADCOM INC$271.1K
  • VANGUARD INDEX FDS$223.5K
Show all 5

Exited Positions

  • ISHARES TR$1.4M
  • CLEANSPARK INC$1.1M
  • CHEVRON CORPORATION$206.9K
Show all 3
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPYG 78464A409 $19.3M 15.73% 162,245 SH
2 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $14.8M 12.09% 179,426 SH
3 PROSHARES TR NOBL 74348A467 $8.4M 6.83% 149,267 SH
4 ISHARES TR IEI 464288661 $7.8M 6.36% 66,408 SH
5 SPDR INDEX SHS FDS SPDW 78463X889 $7.5M 6.08% 148,127 SH
6 ISHARES TR IEF 464287440 $7.0M 5.69% 73,813 SH
7 SPDR SERIES TRUST SPYV 78464A508 $5.2M 4.27% 86,110 SH
8 SPDR SERIES TRUST SJNK 78468R408 $5.0M 4.04% 198,189 SH
9 SPDR SERIES TRUST SPMD 78464A847 $4.6M 3.74% 68,015 SH
10 ISHARES TR IWY 464289438 $3.6M 2.93% 12,364 SH
11 VANGUARD TAX-MANAGED FDS VEA 921943858 $3.3M 2.68% 46,107 SH
12 FIRST TR EXCHANGE TRADED FD AIRR 33738R704 $2.6M 2.11% 19,474 SH
13 J P MORGAN EXCHANGE TRADED F JPIE 46641Q159 $2.5M 2.00% 53,239 SH
14 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $2.3M 1.91% 41,396 SH
15 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $2.0M 1.60% 38,724 SH
16 T ROWE PRICE EXCHANGE-TRADED TBUX 87283Q701 $1.9M 1.54% 37,994 SH
17 J P MORGAN EXCHANGE TRADED F ROCY 46654Q518 $1.8M 1.46% 32,965 SH
18 JPMORGAN CHASE FINL CO LLC AMJB 48133Q309 $1.7M 1.37% 48,654 SH
19 PROSHARES TR IQQQ 74347G234 $1.7M 1.36% 32,773 SH
20 VANGUARD INDEX FDS VOO 922908363 $1.3M 1.05% 1,881 SH
21 MICROSOFT CORP MSFT 594918104 $1.3M 1.02% 3,357 SH
22 BONDBLOXX ETF TRUST XSVN 09789C820 $1.2M 0.98% 25,360 SH
23 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.1M 0.92% 2,247 SH
24 PIMCO DYNAMIC INCOME FD PDI 72201Y101 $994.4K 0.81% 59,542 SH
25 GLOBAL X FDS QYLD 37954Y483 $969.4K 0.79% 52,600 SH
26 ISHARES INC ESGE 46434G863 $943.0K 0.77% 17,243 SH
27 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $893.1K 0.73% 1,196 SH
28 INCYTE CORP INCY 45337C102 $844.1K 0.69% 7,446 SH
29 BENTLEY SYS INC BSY 08265T208 $812.1K 0.66% 27,168 SH
30 TESLA INC TSLA 88160R101 $727.6K 0.59% 1,730 SH
31 COSTCO WHOLESALE CORPORATION COST 22160K105 $710.4K 0.58% 759 SH
32 VANGUARD MUN BD FDS VTEB 922907746 $669.5K 0.55% 13,237 SH
33 JOHNSON & JOHNSON JNJ 478160104 $629.3K 0.51% 2,478 SH
34 APPLE INC AAPL 037833100 $610.3K 0.50% 2,109 SH
35 VANGUARD INTL EQUITY INDEX F VWO 922042858 $564.0K 0.46% 9,449 SH
36 BONDBLOXX ETF TRUST TAXX 09789C721 $422.6K 0.34% 8,328 SH
37 VANGUARD INDEX FDS VB 922908751 $410.7K 0.33% 1,355 SH
38 ALPHABET INC GOOGL 02079K305 $402.5K 0.33% 1,126 SH
39 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $396.4K 0.32% 6,450 SH
40 ISHARES TR IJK 464287606 $390.9K 0.32% 3,327 SH
41 AMAZON COM INC AMZN 023135106 $388.7K 0.32% 1,631 SH
42 CONOCOPHILLIPS COP 20825C104 $380.2K 0.31% 3,657 SH
43 PHILLIPS 66 PSX 718546104 $331.5K 0.27% 1,961 SH
44 ELI LILLY & CO LLY 532457108 $331.0K 0.27% 276 SH
45 ISHARES TR IWV 464287689 $289.8K 0.24% 680 SH
46 ISHARES TR IUSG 464287671 $275.6K 0.22% 1,465 SH
47 IREN LIMITED IREN Q4982L109 $274.4K 0.22% 6,000 SH
48 BROADCOM INC AVGO 11135F101 $271.1K 0.22% 718 SH
49 VANGUARD SPECIALIZED FUNDS VIG 921908844 $267.3K 0.22% 1,130 SH
50 FIDELITY COVINGTON TRUST FMDE 31609A503 $232.4K 0.19% 5,726 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-22 $122.7M 54 0001754960-26-000590
2026-03-31 2026-04-22 $111.4M 52 0001754960-26-000296
2025-12-31 2026-01-27 $100.3M 48 0001754960-26-000128