Benchmark Financial, LLC holds a focused book of 54 stocks worth $122.7M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened J P Morgan Exchange Traded F and trimmed Ste STR SPDR PT DW EU ETF. Their largest long position is SS SPDR P S&P 500 Growth ETF at 16% of the equity book. Cloning the disclosed picks since 2026 would be +2% (+4.6%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2107260/holdings"
Use Arkolith to show Benchmark Financial, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Benchmark Financial, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Benchmark Financial, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 54 / 54 | $360.9B |
| WELLS FARGO & COMPANY/MN | 54 / 54 | $108.3B |
| UBS Group AG | 54 / 54 | $87.6B |
| LPL Financial LLC | 54 / 54 | $64.4B |
| ENVESTNET ASSET MANAGEMENT INC | 54 / 54 | $51.4B |
| OSAIC HOLDINGS, INC. | 54 / 54 | $12.7B |
| BANK OF AMERICA CORP /DE/ | 53 / 54 | $266.1B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 53 / 54 | $25.4B |
Ranked by how many of Benchmark Financial, LLC's top 54 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500GRW | $19.3M | 162.2K | 15.7% | ▲+0.7% Added · +1K sh | |
| 2 | Vanguard Scottsdale FDS INT-TERM CORP | $14.8M | 179.4K | 12.1% | ▲+1.8% Added · +3K sh | |
| 3 | Proshares TR S&P 500 DV ARIST | $8.4M | 149.3K | 6.8% | ▲+101% Added · +75K sh | |
| 4 | Ishares TR 3 7 YR TREAS BD | $7.8M | 66.4K | 6.4% | ▲+2.2% Added · +1K sh | |
| 5 | SPDR Index SHS FDS ST STR PO EX ETF | $7.5M | 148.1K | 6.1% | ▼−0.2% Reduced · −340 sh | |
| 6 | Ishares TR 7-10 YR TRSY BD | $7.0M | 73.8K | 5.7% | ▲+1.4% Added · +1K sh | |
| 7 | SPDR Series Trust ST STR P500VAL | $5.2M | 86.1K | 4.3% | ▼−1.8% Reduced · −2K sh | |
| 8 | SPDR Series Trust ST TERM HIGH ETF | $5.0M | 198.2K | 4.0% | ▲+2.4% Added · +5K sh | |
| 9 | SPDR Series Trust ST STR P400MID | $4.6M | 68.0K | 3.7% | ▼−2.0% Reduced · −1K sh | |
| 10 | Ishares TR RUS TP200 GR ETF | $3.6M | 12.4K | 2.9% | ▲+1.6% Added · +199 sh | |
| 11 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.3M | 46.1K | 2.7% | ▲+5.8% Added · +3K sh | |
| 12 | First TR Exchange Traded FD RBA INDL ETF | $2.6M | 19.5K | 2.1% | ▲+3.0% Added · +575 sh | |
| 13 | J P Morgan Exchange Traded F INCOME ETF | $2.5M | 53.2K | 2.0% | ▲+10% Added · +5K sh | |
| 14 | J P Morgan Exchange Traded F EQUITY PREMIUM | $2.3M | 41.4K | 1.9% | ▼−40% Reduced · −27K sh | |
| 15 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $2.0M | 38.7K | 1.6% | ▼−1.6% Reduced · −645 sh | |
| 16 | T Rowe Price Exchange-Traded ULTRA SHRT TRM | $1.9M | 38.0K | 1.5% | ▲+562% Added · +32K sh | |
| 17 | J P Morgan Exchange Traded F EQUITY PREM YELD | $1.8M | 33.0K | 1.5% | ▲New New position | |
| 18 | JPMorgan Chase Finl Co LLC CAL LKD 44 | $1.7M | 48.7K | 1.4% | ▼−0.2% Reduced · −96 sh | |
| 19 | Proshares TR NASDAQ 100 HIGH | $1.7M | 32.8K | 1.4% | ▲New New position | |
| 20 | Vanguard Index FDS S&P 500 ETF SHS | $1.3M | 1.9K | 1.1% | ▼−1.4% Reduced · −27 sh | |
| 21 | Microsoft Corp COM | $1.3M | 3.4K | 1.0% | ▼−2.9% Reduced · −101 sh | |
| 22 | Bondbloxx ETF Trust BLOOMBERG SEVEN | $1.2M | 25.4K | 1.0% | ▼−2.2% Reduced · −577 sh | |
| 23 | Berkshire Hathaway Inc Del CL B NEW | $1.1M | 2.2K | 0.9% | —Held | |
| 24 | Pimco Dynamic Income FD SHS | $994K | 59.5K | 0.8% | —Held | |
| 25 | Global X FDS NASDAQ 100 COVER | $969K | 52.6K | 0.8% | ▲+0.2% Added · +100 sh | |
| 26 | Ishares Inc ESG AWR MSCI EM | $943K | 17.2K | 0.8% | ▲+11% Added · +2K sh | |
| 27 | State STR SPDR S&P 500 ETF T TR UNIT | $893K | 1.2K | 0.7% | ▲+0.1% Added · +1 sh | |
| 28 | Incyte Corp COM | $844K | 7.4K | 0.7% | —Held | |
| 29 | Bentley Sys Inc COM CL B | $812K | 27.2K | 0.7% | ▲+157% Added · +17K sh | |
| 30 | Tesla Inc COM | $728K | 1.7K | 0.6% | ▲+4.2% Added · +70 sh | |
| 31 | Costco Wholesale Corporation COM | $710K | 759 | 0.6% | ▼−4.8% Reduced · −38 sh | |
| 32 | Vanguard Mun BD FDS TAX EXEMPT BD | $670K | 13.2K | 0.5% | ▲+0.6% Added · +79 sh | |
| 33 | Johnson & Johnson COM | $629K | 2.5K | 0.5% | —Held | |
| 34 | Apple Inc COM | $610K | 2.1K | 0.5% | ▲+5.0% Added · +100 sh | |
| 35 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $564K | 9.4K | 0.5% | ▲+18% Added · +1K sh | |
| 36 | Bondbloxx ETF Trust IR M TAXAWARE | $423K | 8.3K | 0.3% | ▲+7.3% Added · +570 sh | |
| 37 | Vanguard Index FDS SMALL CP ETF | $411K | 1.4K | 0.3% | ▲+25% Added · +275 sh | |
| 38 | Alphabet Inc CAP STK CL A | $402K | 1.1K | 0.3% | ▼−0.6% Reduced · −7 sh | |
| 39 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $396K | 6.5K | 0.3% | ▼−7.5% Reduced · −522 sh | |
| 40 | Ishares TR S&P MC 400GR ETF | $391K | 3.3K | 0.3% | ▲+15% Added · +425 sh | |
| 41 | Amazon Com Inc COM | $389K | 1.6K | 0.3% | ▲+3.7% Added · +58 sh | |
| 42 | ConocoPhillips COM | $380K | 3.7K | 0.3% | ▼−0.2% Reduced · −7 sh | |
| 43 | Phillips 66 COM | $332K | 2.0K | 0.3% | —Held | |
| 44 | Eli Lilly & Co COM | $331K | 276 | 0.3% | ▼−6.8% Reduced · −20 sh | |
| 45 | Ishares TR RUSSELL 3000 ETF | $290K | 680 | 0.2% | —Held | |
| 46 | Ishares TR CORE S&P US GWT | $276K | 1.5K | 0.2% | —Held | |
| 47 | Iren Limited ORDINARY SHARES | $274K | 6.0K | 0.2% | ▲New New position | |
| 48 | Broadcom Inc COM | $271K | 718 | 0.2% | ▲New New position | |
| 49 | Vanguard Specialized Funds DIV APP ETF | $267K | 1.1K | 0.2% | ▲+0.1% Added · +1 sh | |
| 50 | Fidelity Covington Trust ENH MID COR ETF | $232K | 5.7K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.