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Portfolio (Quarterly) Guide ↗

Benchmark Financial, LLC

· CIK 0002107260
13F Portfolio $123M AUM 54 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 8 New 25 Added 7 Reduced 2 Exited
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYG SPDR SERIES TRUST 162,245.0 $19.3M 15.73% +21K +14.9% $118.99 +2.1%
2 VCIT VANGUARD SCOTTSDALE FDS 179,426.0 $14.8M 12.09% +24K +15.2% $82.65 -1.5%
3 NOBL PROSHARES TR 149,267.0 $8.4M 6.83% +81K +120.1% $56.16 +4.1%
4 IEI ISHARES TR 66,408.0 $7.8M 6.36% +12K +22.1% $117.45 -0.7%
5 SPDW SPDR INDEX SHS FDS 148,127.0 $7.5M 6.08% +20K +15.6% $50.39 +3.1%
6 IEF ISHARES TR 73,813.0 $7.0M 5.69% +13K +21.0% $94.57 -1.5%
7 SPYV SPDR SERIES TRUST 86,110.0 $5.2M 4.27% +12K +15.5% $60.79 +4.5%
8 SJNK SPDR SERIES TRUST 198,189.0 $5.0M 4.04% +30K +17.6% $25.03 -0.4%
9 SPMD SPDR SERIES TRUST 68,015.0 $4.6M 3.75% +5K +7.7% $67.56 -0.6%
10 IWY ISHARES TR 12,364.0 $3.6M 2.93% +354.0 +3.0% $290.62 -0.7%
11 VEA VANGUARD TAX-MANAGED FDS 46,107.0 $3.3M 2.68% +6K +15.1% $71.25 +2.8%
12 AIRR FIRST TR EXCHANGE TRADED FD 19,474.0 $2.6M 2.12% +4K +24.6% $133.25 -15.4%
13 JPIE J P MORGAN EXCHANGE TRADED F 53,239.0 $2.5M 2.00% +10K +23.8% $46.05 -0.3%
14 J P MORGAN EXCHANGE TRADED F 38,724.0 $2.0M 1.60% +18K +85.0% $50.57
15 AMJB JPMORGAN CHASE FINL CO LLC Financial Services 48,654.0 $1.7M 1.37% +4K +8.0% $34.49 +9.9%
16 VOO VANGUARD INDEX FDS 1,881.0 $1.3M 1.05% +23.0 +1.2% $686.81 +3.1%
17 QYLD GLOBAL X FDS 52,600.0 $969K 0.79% +3K +5.2% $18.43 -1.0%
18 ESGE ISHARES INC 17,243.0 $943K 0.77% +3K +18.9% $54.69 -1.0%
19 BSY BENTLEY SYS INC Technology 27,168.0 $812K 0.66% +17K +156.5% $29.89 +25.5%
20 TSLA TESLA INC Consumer Cyclical 1,730.0 $728K 0.59% +70.0 +4.2% $420.60 -15.9%
Page 1 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.0%
Technology 25.3%
Healthcare 15.5%
Consumer Cyclical 9.6%
Energy 6.1%
Consumer Defensive 6.1%
Communication Services 3.5%