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Manager record

Benchmark Financial Wealth Advisors, LLC

Boca Raton, FL · CIK 1757706 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$419.15MReported 13F valueQ3 2026 · as filed
163Holdings listed
+3.4%vs prior quartervalue change includes market moves
6Quarters on record
Oct 20Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $302.5M$302.5MQ2 2025117 holdingsQ3 2025: $332.3M$332.3MQ3 2025124 holdingsQ4 2025: $348.4M$348.4MQ4 2025126 holdingsQ1 2026: $361.1M$361.1MQ1 2026133 holdingsQ2 2026: $405.5M$405.5MQ2 2026148 holdingsQ3 2026: $419.2M$419.2MQ3 2026163 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 20 2026 13F-HR · period Q3 2026

$419.15M · 163 holdings listed · View original SEC filing ↗
Jul 17 2026 13F-HR · period Q2 2026

$405.48M · 148 holdings listed · View original SEC filing ↗
Apr 27 2026 13F-HR · period Q1 2026

$361.10M · 133 holdings listed · View original SEC filing ↗
Jan 27 2026 13F-HR · period Q4 2025

$348.41M · 126 holdings listed · View original SEC filing ↗
Oct 22 2025 13F-HR · period Q3 2025

$332.29M · 124 holdings listed · View original SEC filing ↗
Aug 05 2025 13F-HR · period Q2 2025

$302.46M · 117 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 20, 2026 · Change methodology