Benchmark Financial, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, submitted on October 16, 2026, lists a total of 60 positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs) and index funds, with several Vanguard and SPDR Series Trust funds comprising the largest blocks of shares. Notable individual stock holdings include Berkshire Hathaway Inc. Class B, Incyte Corp., and Sandisk Corp.
Specific positions identified in the filing include:
- Berkshire Hathaway Inc. Class B: 2,247 shares
- Incyte Corp.: 7,446 shares
- Sandisk Corp.: 200 shares
- Alphabet Inc. Class A: 1,121 shares
- Amazon.com Inc.: 1,630 shares
- Apple Inc.: 2,110 shares
- Chevron Corporation: 1,000 shares
- ConocoPhillips: 3,657 shares
- Costco Wholesale Corporation: 788 shares
- Johnson & Johnson: 2,478 shares
- Microsoft Corp.: 3,357 shares
- Tesla Inc.: 1,730 shares
The filing also lists various bond ETFs, including iShares 3-Year Treasury Bond and iShares 7-10 Year Treasury Bond, as well as sector-specific funds like the iShares S&P 500 Growth ETF and the iShares Russell 2000 Growth ETF.
