§ 13F · FUND PROFILE
Benchmark Financial, LLC.
AUM · $123M (13F)Positions · 54Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 162K | $19M | 15.7% | +1% |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | 179K | $15M | 12.1% | +2% |
| 3 | NOBL | PROSHARES TR | 149K | $8M | 6.8% | +101% |
| 4 | IEI | ISHARES TR | 66K | $8M | 6.4% | +2% |
| 5 | SPDW | SPDR INDEX SHS FDS | 148K | $7M | 6.1% | ±0% |
| 6 | IEF | ISHARES TR | 74K | $7M | 5.7% | +1% |
| 7 | SPYV | SPDR SERIES TRUST | 86K | $5M | 4.3% | −2% |
| 8 | SJNK | SPDR SERIES TRUST | 198K | $5M | 4.0% | +2% |
| 9 | SPMD | SPDR SERIES TRUST | 68K | $5M | 3.7% | −2% |
| 10 | IWY | ISHARES TR | 12K | $4M | 2.9% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BENCHMARK SIGNAL
AC read
Benchmark Financial, LLC is a Other fund managing $123 million in assets. The fund runs a portfolio of 54 positions.
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