BENCHMARK FINANCIAL WEALTH ADVISORS LLC
Q3 2026 Form 13-F
BOCA RATON, FLORIDA
CIK 0001757706
· CRD 287966
· SEC-registered investment adviser
$419.2M Reported Value Total
BENCHMARK FINANCIAL WEALTH ADVISORS LLC reports 1,067 total accounts under management (AUM). There are 1,067 discretionary accounts valued at $766,078,294, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-10-16
Reported value
$419.2M
Quarter over quarter
+1.0%
Holdings
160
Top-10 concentration
44.5%
Key People
Form ADV owners & control persons
Roger Steven Kalina
MEMBER
Timothy Robert Devlin
MEMBER
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 20, 2026 |
| Form | 13F-HR |
| Reported value | $419.2M |
| Positions | 160 |
| Change in reported value | +3.4% |
| New positions | 26 |
| Exited positions | 11 |
| Position turnover | 21.6% |
| Top-10 concentration | 44.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 20, 2026
|
160 | $419.2M |
|
Q2 2026 13F
Filed Jul 17, 2026
|
145 | $405.5M |
|
Q1 2026 13F
Filed Apr 27, 2026
|
133 | $361.1M |
|
Q4 2025 13F
Filed Jan 27, 2026
|
126 | $348.4M |
|
Q3 2025 13F
Filed Oct 22, 2025
|
124 | $332.3M |
|
Q2 2025 13F
Filed Aug 5, 2025
|
117 | $302.5M |
|
Q1 2025 13F
Filed Apr 25, 2025
|
98 | $264.9M |
|
Q4 2024 13F
Filed Jan 27, 2025
|
100 | $312.0M |
|
Q3 2024 13F
Filed Oct 30, 2024
|
100 | $299.9M |
|
Q2 2024 13F
Filed Jul 23, 2024
|
90 | $269.9M |
|
Q1 2024 13F
Filed Apr 22, 2024
|
90 | $261.7M |
|
Q4 2023 13F
Filed Jan 23, 2024
|
79 | $232.1M |
|
Q3 2023 13F
Filed Oct 13, 2023
|
67 | $212.8M |
|
Q2 2023 13F
Filed Jul 25, 2023
|
71 | $215.7M |
|
Q1 2023 13F
Filed Apr 28, 2023
|
69 | $194.6M |
|
Q4 2022 13F
Filed Jan 23, 2023
|
70 | $183.8M |
|
Q3 2022 13F
Filed Nov 1, 2022
|
68 | $170.0M |
|
Q2 2022 13F
Filed Jul 22, 2022
|
72 | $195.2M |
|
Q1 2022 13F
Filed Apr 22, 2022
|
77 | $235.4M |
|
Q4 2021 13F
Filed Jan 26, 2022
|
77 | $239.3M |
13 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SCHF SCHWAB STRATEGIC TR | $29.3M | 7.0% |
| 2 | VTI VANGUARD INDEX FDS | $28.5M | 6.8% |
| 3 | SPY STATE STR SPDR S&P 500 ETF T | $27.7M | 6.6% |
| 4 | ITOT ISHARES TR | $19.4M | 4.63% |
| 5 | IVV ISHARES TR | $18.0M | 4.29% |
| 6 | NVDA NVIDIA CORPORATION | $15.6M | 3.71% |
| 7 | DBND DOUBLELINE ETF TRUST | $12.6M | 3.0% |
| 8 | COWZ PACER FDS TR | $12.3M | 2.94% |
| 9 | IWY ISHARES TR | $11.7M | 2.79% |
| 10 | LVHI LEGG MASON ETF INVT | $11.6M | 2.77% |
| 11 | AAPL APPLE INC | $11.3M | 2.69% |
| 12 | DBEF DBX ETF TR | $11.2M | 2.67% |
| 13 | SCHD SCHWAB STRATEGIC TR | $11.1M | 2.64% |
| 14 | XCEM COLUMBIA ETF TR II | $10.3M | 2.45% |
| 15 | IJR ISHARES TR | $10.0M | 2.4% |
| 16 | DYNF BLACKROCK ETF TRUST | $9.6M | 2.29% |
| 17 | SMMD ISHARES TR | $8.7M | 2.08% |
| 18 | VOO VANGUARD INDEX FDS | $7.6M | 1.81% |
| 19 | MSFT MICROSOFT CORP | $6.5M | 1.55% |
| 20 | GRNY TIDAL TRUST I | $6.5M | 1.54% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.