• 13F History

BENNINGFIELD FINANCIAL ADVISORS, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$102M
Signature - Title
Milo Benningfield - Managing Member & Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by BENNINGFIELD FINANCIAL ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BENNINGFIELD FINANCIAL ADVISORS, LLC reported 14 stock holdings with total value $102M as of Q4 2024. Top holdings included DFUV, VTIP, PLTR, IEF, and VTI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 14 $102M $0 $0 DFUV, VTIP, PLTR, IEF, VTI 13F-HR 2/3/2025, 09:53 PM