§ 13F · FUND PROFILE
Benchmark Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $225.0T (13F)Positions · 70Turnover · — · Q2Filed · Jul 18, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 18, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 76K | $33.4T | 14.8% | — |
| 2 | BND | VANGUARD BD INDEX FDS | 349K | $25.7T | 11.4% | — |
| 3 | VOO | VANGUARD INDEX FDS | 45K | $25.7T | 11.4% | — |
| 4 | VYM | VANGUARD WHITEHALL FDS | 128K | $17.1T | 7.6% | — |
| 5 | VTV | VANGUARD INDEX FDS | 93K | $16.4T | 7.3% | — |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | 135K | $9.1T | 4.0% | — |
| 7 | VB | VANGUARD INDEX FDS | 34K | $8.0T | 3.6% | — |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 32K | $6.6T | 2.9% | — |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 9 | $6.6T | 2.9% | — |
| 10 | VO | VANGUARD INDEX FDS | 21K | $5.9T | 2.6% | — |
§ 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 $225033.7 trillion in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed