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Manager record

Benningfield Financial Advisors, Llc

San Francisco, CA · CIK 2053653 · 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.

$135.01MReported 13F valueQ2 2026 · as filed
19Holdings listed
+6.5%vs prior quartervalue change includes market moves
5Quarters on record
Jul 30Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $115.9M$115.9MQ2 202515 holdingsQ3 2025: $126.7M$126.7MQ3 202518 holdingsQ4 2025: $127.8M$127.8MQ4 202518 holdingsQ1 2026: $126.7M$126.7MQ1 202618 holdingsQ2 2026: $135.0M$135.0MQ2 202619 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
Jul 30 2026 13F-HR · period Q2 2026

$135.01M · 19 holdings listed · View original SEC filing ↗
May 06 2026 13F-HR · period Q1 2026

$126.73M · 18 holdings listed · View original SEC filing ↗
Jan 27 2026 13F-HR · period Q4 2025

$127.76M · 18 holdings listed · View original SEC filing ↗
Nov 07 2025 13F-HR · period Q3 2025

$126.74M · 18 holdings listed · View original SEC filing ↗
Aug 05 2025 13F-HR · period Q2 2025

$115.85M · 15 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: Q2 2026 · latest filing Jul 30, 2026 · Change methodology