Titelia

Holdings of Benchmark Financial Wealth Advisors, LLC

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Net assets
-
Positions
120 in 3 countries
Top ten
50.8 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Uber Technologies Inc 3,590258.2K $
102Johnson & Johnson 1,050256.7K $
103Novartis AG 1,669254.9K $
104Boeing Co/The 1,245247.7K $
105General Electric Co 856242.8K $
106Ford Motor Co 20,937241.6K $
107Freeport-McMoRan Inc 4,008235.6K $
108DoorDash Inc 1,555233.5K $
109Blackrock Inc 239229.9K $
110ConocoPhillips 1,731228.5K $
111Gen Digital Inc 11,678219.9K $
112SPDR Series Trust 3,886219.9K $
113iShares Core High Dividend ETF 1,593216.2K $
114Gilead Sciences Inc 1,511210.6K $
115Marsh & McLennan Cos Inc 1,173203.5K $
116Oracle Corp 1,383203.4K $
117International Business Machines Corp. 832201.6K $
118Gabelli Funds 15,54987.1K $
119VERIFYME INC 37,13930.1K $
120Gabelli Equity Trust Inc. 15,321107 $

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Sector breakdown

  • Funds 14.5 %
  • Technology 9.7 %
  • Financials 2.8 %
  • Communication 2.6 %
  • Health care 2.2 %
  • Consumer discretionary 2.1 %
  • Consumer staples 1.5 %
  • Industrials 1.0 %
  • Energy 0.3 %
  • Materials 0.2 %
  • Unattributed 62.9 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.7 %
  • Netherlands 0.2 %
  • Taiwan 0.1 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States118315.3M $99.66 %
2Netherlands1746.6K $0.24 %
3Taiwan1332.8K $0.11 %
Cite this page

Titelia. "Holdings of Benchmark Financial Wealth Advisors, LLC". https://titelia.com/en/funds/US13F1757706