Benchmark Financial, LLC
Benchmark Financial, LLC reported 54 positions worth $122.7M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: SPYG (15.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYG | SH | $19.3M | 15.73% | 162,245 | — | — | |
| ▸ 2 | VCIT | SH | $14.8M | 12.09% | 179,426 | — | — | |
| ▸ 3 | NOBL | SH | $8.4M | 6.83% | 149,267 | — | — | |
| ▸ 4 | IEI | SH | $7.8M | 6.36% | 66,408 | — | — | |
| ▸ 5 | SPDW | SH | $7.5M | 6.08% | 148,127 | — | — | |
| ▸ 6 | IEF | SH | $7.0M | 5.69% | 73,813 | — | — | |
| ▸ 7 | SPYV | SH | $5.2M | 4.27% | 86,110 | — | — | |
| ▸ 8 | SJNK | SH | $5.0M | 4.04% | 198,189 | — | — | |
| ▸ 9 | SPMD | SH | $4.6M | 3.75% | 68,015 | — | — | |
| ▸ 10 | IWY | SH | $3.6M | 2.93% | 12,364 | — | — |
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Frequently Asked Questions
What stocks does Benchmark Financial, LLC hold as of Q2 2026?
Benchmark Financial, LLC reported 54 positions worth $122.7M in its Q2 2026 13F filing. Largest positions: SPYG (15.7%), VCIT (12.1%), NOBL (6.8%), IEI (6.4%) and SPDW (6.1%).
What did Benchmark Financial, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Benchmark Financial, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.