Benchmark Financial Wealth Advisors, LLC has filed a Form 13F-HR reporting its equity holdings as of September 30, 2026. The filing lists 163 separate positions, with the total value of the portfolio reported as $41,915,019.1.
The largest individual stock holding disclosed is NVIDIA Corporation, for which the firm holds 15,567,814 shares. Other notable individual stock positions include Apple Inc. with 11,270,669 shares, and Microsoft Corporation with 6,505,525 shares. The filing also includes significant positions in Alphabet Inc. Class A and Class C shares, as well as Amazon.com Inc.
A substantial portion of the portfolio is allocated to exchange-traded funds (ETFs). The firm holds shares in the iShares Core S&P 500 ETF, the Vanguard S&P 500 ETF, and the Schwab Strategic Trust International Equity ETF. Additionally, the filing includes several Bitcoin-related trusts, such as the Fidelity Wise Origin Bitcoin Shares and the Grayscale Bitcoin Trust ETF Shares.
The filing details the holdings of Roger Kalina, the Chief Compliance Officer, who is identified as the authorized representative for the firm.
