Benchmark Financial Wealth Advisors, LLC

CIK 0001757706 · Q1 2026

13F Equity AUM

$361.1M

+3.6% QoQ

Positions

132

+6 QoQ

AUM Rank

#5,276

Top 42%

Skill Alpha (FF)

-2.2%/yr

Underperformer

Rank #5,450 · Top 66%

vs S&P -5.4%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 33.0%Top 10: 49.2%Top 20: 70.5%

SCHF7.3%

SPY7.3%

VTI7.1%

DBND6.6%

ITOT4.7%

IVV3.5%

COWZ3.3%

MUNI3.3%

NVDA3.2%

IWY2.8%

Others (122)50.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services81.7%

Technology8.9%

Communication Services2.5%

Other6.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 132Median: 0.18%Avg: 0.76%

0–0.5%

97(15.5%)

0.5–1%

7(4.9%)

1–3%

19(33.2%)

3–5%

5(18.1%)

5%+

4(28.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 131Unique: 1vs 20 funds

1.8%Low

132

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

2.5%

BANK OF AMERICA CORP /DE/

2.7%

2.6%

4.1%

2.8%

2.5%

VANGUARD CAPITAL MANAGEMENT LLC

2.2%

GEODE CAPITAL MANAGEMENT, LLC

2.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.5%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New15Increased73Decreased40Exited9

New Positions

XCEM1.9%

+167K

PEP0.1%

+2K

SLV0.1%

+4K

WDC0.1%

+1K

UBER0.1%

+4K

FCX0.1%

+4K

SPOT0.1%

+542

GEV0.1%

+303

VLO0.1%

+1K

HDV0.1%

+2K

Increased

GRNY1.2%

+109K(+153%)

MUNI3.3%

+87K(+63%)

LVHI2.3%

+69K(+50%)

SCHD2.6%

+39K(+15%)

DBND6.6%

+30K(+6%)

DBEF2.6%

+23K(+14%)

DIVO0.7%

+21K(+63%)

QDPL0.7%

+21K(+45%)

SMMD1.9%

+10K(+13%)

IVV3.5%

+6K(+48%)

Decreased

SCHF7.3%

-41,910(-4%)

COWZ3.3%

-18,286(-9%)

SPY7.3%

-6,093(-13%)

VEU1.0%

-5,635(-11%)

VTI7.1%

-5,327(-6%)

NVDA3.2%

-5,260(-7%)

ITOT4.7%

-2,723(-2%)

JEPI0.2%

-2,630(-16%)

IJH1.0%

-2,002(-3%)

IWM1.2%

-1,498(-8%)

Exited

-49,723

-1,471

-978

-1,339

-4,000

-1,938

-2,305

-3,166

-2,770

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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