• 13F History

Benchmark Financial Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 27, 2025
Value $
$312M
Signature - Title
Roger Kalina - CHIEF COMPLIANCE OFFICER
Location
Boca Raton, FL
Summary
This page shows a list of all the recent 13F filings made by Benchmark Financial Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Benchmark Financial Wealth Advisors, LLC reported 100 stock holdings with total value $312M as of Q4 2024. Top holdings included SPY, VTI, SCHF, ITOT, and COWZ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 100 $312M +$39.7M -$8.72M +$31M SPY, VTI, SCHF, ITOT, COWZ 13F-HR 1/27/2025, 02:21 PM
Q3 2024 100 $300M +$19.9M -$4.47M +$15.4M SPY, VTI, SCHF, ITOT, COWZ 13F-HR 10/30/2024, 03:15 PM
Q2 2024 90 $270M +$18.1M -$8.13M +$10M SPY, VTI, SCHF, ITOT, COWZ 13F-HR 7/23/2024, 08:40 AM
Q1 2024 90 $262M +$20.2M -$7.04M +$13.2M VTI, SPY, SCHF, ITOT, COWZ 13F-HR 4/22/2024, 06:08 AM
Q4 2023 79 $232M +$25.2M -$28.9M -$3.7M VTI, SPY, SCHF, ITOT, IJR 13F-HR 1/23/2024, 11:45 AM
Q3 2023 67 $213M +$9.77M -$1.87M +$7.9M VTI, SCHF, SPY, LVHD, ITOT 13F-HR 10/13/2023, 02:14 PM
Q2 2023 71 $216M +$15.3M -$4.51M +$10.8M VTI, SCHF, LVHD, SPY, ITOT 13F-HR 7/25/2023, 04:50 PM
Q1 2023 69 $195M +$38.3M -$21.3M +$16.9M VTI, LVHD, SCHF, ITOT, SPY 13F-HR 4/28/2023, 02:09 PM
Q4 2022 70 $184M +$18.7M -$10.8M +$7.87M VTI, ITOT, SCHF, VYM, NOBL 13F-HR 1/23/2023, 03:51 PM
Q3 2022 68 $170M +$18.4M -$30.4M -$12M VTI, ITOT, SCHF, IJR, NOBL 13F-HR 11/1/2022, 11:11 AM
Q2 2022 72 $195M +$20M -$7.82M +$12.2M VTI, ITOT, SHY, NOBL, VYM 13F-HR 7/22/2022, 01:13 PM
Q1 2022 75 $234M +$28.3M -$17.6M +$10.7M VTI, ITOT, SHY, IJR, NOBL 13F-HR 4/22/2022, 11:00 AM
Q4 2021 77 $239M +$24.6M -$8.11M +$16.5M VTI, ITOT, AGG, IJR, NOBL 13F-HR 1/26/2022, 01:35 PM
Q3 2021 67 $210M +$14.1M -$9.96M +$4.12M VTI, ITOT, AGG, IJR, IXUS 13F-HR 10/26/2021, 11:19 AM
Q2 2021 67 $209M +$17M -$1.64M +$15.4M VTI, ITOT, AGG, IJR, IXUS 13F-HR 7/26/2021, 03:46 PM
Q1 2021 62 $183M +$8.51M -$16.5M -$8.02M VTI, ITOT, AGG, IJR, VEU 13F-HR 4/26/2021, 12:24 PM
Q4 2020 67 $182M +$8.92M -$1.67M +$7.26M VTI, ITOT, AGG, VEU, IJR 13F-HR 1/20/2021, 09:59 AM
Q3 2020 62 $155M +$16.1M -$1.56M +$14.5M VTI, ITOT, AGG, VEU, IXUS 13F-HR 10/15/2020, 11:49 AM
Q2 2020 56 $136M +$48.5M -$29.2M +$19.3M VTI, ITOT, AGG, VEU, IXUS 13F-HR 7/21/2020, 12:09 PM
Q1 2020 37 $99.3M +$8.92M -$2.53M +$6.39M VTI, VEU, IWM, NOBL, IJH 13F-HR 5/8/2020, 11:14 AM
Q4 2019 38 $121M +$10.9M -$265K +$10.6M VTI, VEU, IWM, NOBL, IJH 13F-HR 1/31/2020, 12:13 PM
Q3 2019 33 $101M +$9.12M -$3.16M +$5.96M VTI, VEU, IWM, NOBL, IJH 13F-HR 11/1/2019, 02:59 PM
Q2 2019 36 $103M +$4.96M -$873K +$4.09M VTI, VEU, IWM, VTV, IJH 13F-HR 7/25/2019, 01:59 PM
Q1 2019 34 $95.7M +$6M -$1.25M +$4.75M VTI, VEU, IWM, VTV, IJH 13F-HR 4/24/2019, 03:41 PM
Q4 2018 30 $80.7M +$19.4M -$964K +$18.4M VTI, VEU, IWM, VTV, IEMG 13F-HR 1/30/2019, 11:26 AM
Q3 2018 13 $80.4M VTI, VEU, IWM, KRE, IEMG 13F-HR 11/5/2018, 02:20 PM