§ 13F · FUND PROFILE
Benchmark Wealth Management, LLC.
AUM · $225M (13F)Positions · 70Turnover · n/a · Q2Filed · Jul 18, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 18, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 76K | $33M | 14.8% | −5% |
| 2 | BND | VANGUARD BD INDEX FDS | 349K | $26M | 11.4% | ±0% |
| 3 | VOO | VANGUARD INDEX FDS | 45K | $26M | 11.4% | +13% |
| 4 | VYM | VANGUARD WHITEHALL FDS | 128K | $17M | 7.6% | −3% |
| 5 | VTV | VANGUARD INDEX FDS | 93K | $16M | 7.3% | −3% |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | 135K | $9M | 4.0% | ±0% |
| 7 | VB | VANGUARD INDEX FDS | 34K | $8M | 3.6% | −3% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 32K | $7M | 2.9% | +1% |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 9 | $7M | 2.9% | ±0% |
| 10 | VO | VANGUARD INDEX FDS | 21K | $6M | 2.6% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BENCHMARK SIGNAL
AC read
Benchmark Wealth Management, LLC is a Other fund managing $225 million in assets. The fund runs a portfolio of 70 positions.
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