Benchmark Wealth Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 67Value: $206.7MLatest: 2025Q1

Benchmark Wealth Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 67 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  null,
  "MMM",
  "ABBV",
  "RVT",
  "VONG",
  null,
  "CAT",
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  null,
  "PEP",
  null,
  "VGSH",
  null,
  "NVDA",
  "PFE",
  "PG",
  null,
  "VO",
  "VOE",
  "IVOO",
  null,
  null,
  "VCIT",
  null,
  null,
  "VIG",
  "VYM",
  "SDY",
  null,
  "SCHB",
  "VEU",
  "ESGV",
  "VUG",
  "VEA",
  null,
  "VXUS",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "SCHD",
  null,
  "MTUM",
  "KMB",
  "BRK-A",
  "BRK-B",
  "BA",
  "DE",
  null,
  "DFAC",
  "XOM",
  "JNJ",
  null,
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-07
Total Holdings: 67
Total Value: 206708138
Accession Number: 0001788241-25-000003
Form Type: 13F-HR
CIK: benchmark-wealth-management
Manager Name: Benchmark-Wealth-Management

Data Enrichment

69% identified

46 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

67 positions • $206.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908736

VUG|922908736

Shares:80.3K

Value:$29.8M

% of Portfolio:14.4% ($29.8M/$206.7M)

921937835

BND|921937835

Shares:347.5K

Value:$25.5M

% of Portfolio:12.3% ($25.5M/$206.7M)

922908363

VOO|922908363

Shares:40.1K

Value:$20.6M

% of Portfolio:10.0% ($20.6M/$206.7M)

921946406

VYM|921946406

Shares:132.1K

Value:$17.0M

% of Portfolio:8.2% ($17.0M/$206.7M)

922908744

VTV|922908744

Shares:95.6K

Value:$16.5M

% of Portfolio:8.0% ($16.5M/$206.7M)

922042775

VEU|922042775

Shares:135.6K

Value:$8.2M

% of Portfolio:4.0% ($8.2M/$206.7M)

922908751

VB|922908751

Shares:34.8K

Value:$7.7M

% of Portfolio:3.7% ($7.7M/$206.7M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:9

Value:$7.2M

% of Portfolio:3.5% ($7.2M/$206.7M)

808524797

SCHD|808524797

Shares:227.1K

Value:$6.3M

% of Portfolio:3.1% ($6.3M/$206.7M)

921908844

VIG|921908844

Shares:32.0K

Value:$6.2M

% of Portfolio:3.0% ($6.2M/$206.7M)

922908629

VO|922908629

Shares:20.6K

Value:$5.3M

% of Portfolio:2.6% ($5.3M/$206.7M)

464287127

Shares:64.5K

Value:$5.0M

% of Portfolio:2.4% ($5.0M/$206.7M)

922907746

VTEB|922907746

Shares:97.4K

Value:$4.8M

% of Portfolio:2.3% ($4.8M/$206.7M)

808524102

SCHB|808524102

Shares:197.2K

Value:$4.2M

% of Portfolio:2.1% ($4.2M/$206.7M)

464288208

Shares:55.4K

Value:$4.1M

% of Portfolio:2.0% ($4.1M/$206.7M)

72201R833

Shares:40.6K

Value:$4.1M

% of Portfolio:2.0% ($4.1M/$206.7M)

92206C409

Shares:30.5K

Value:$2.4M

% of Portfolio:1.2% ($2.4M/$206.7M)

464287226

Shares:22.0K

Value:$2.2M

% of Portfolio:1.1% ($2.2M/$206.7M)

921937827

BSV|921937827

Shares:20.8K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$206.7M)

DEERE & CO

DE|244199105

Shares:3.1K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$206.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VUGcusip922908736)	80.3K	QoQ -15.85% (-15.1K) YoY -20.81% (-21.1K)	All Managers (Combined)	$29.8M	14.4% ($29.8M/$206.7M)	QoQ -23.97% (-$9.4M) YoY -14.68% (-$5.1M)
(BNDcusip921937835)	347.5K	QoQ -1.44% (-5.1K) YoY +9.43% (+30.0K)	All Managers (Combined)	$25.5M	12.3% ($25.5M/$206.7M)	QoQ +0.66% (-$168.0K) YoY +10.67% (+$2.5M)
(VOOcusip922908363)	40.1K	QoQ +6.00% (+2.3K) YoY +15.81% (+5.5K)	All Managers (Combined)	$20.6M	10.0% ($20.6M/$206.7M)	QoQ +1.10% (+$225.5K) YoY +23.81% (+$4.0M)
(VYMcusip921946406)	132.1K	QoQ -2.64% (-3.6K) YoY -47.40% (-119.1K)	All Managers (Combined)	$17.0M	8.2% ($17.0M/$206.7M)	QoQ -1.60% (-$277.4K) YoY -43.94% (-$13.4M)
(VTVcusip922908744)	95.6K	QoQ -20.06% (-24.0K) YoY +176.10% (+61.0K)	All Managers (Combined)	$16.5M	8.0% ($16.5M/$206.7M)	QoQ -18.44% (-$3.7M) YoY +192.84% (+$10.9M)
(VEUcusip922042775)	135.6K	QoQ +4.03% (+5.3K) YoY +24.42% (+26.6K)	All Managers (Combined)	$8.2M	4.0% ($8.2M/$206.7M)	QoQ +9.92% (+$742.8K) YoY +28.68% (+$1.8M)
(VBcusip922908751)	34.8K	QoQ -5.29% (-1.9K) YoY -3.61% (-1.3K)	All Managers (Combined)	$7.7M	3.7% ($7.7M/$206.7M)	QoQ -12.59% (-$1.1M) YoY -6.49% (-$535.8K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	9	QoQ NEW(+9) YoY NEW(+9)	All Managers (Combined)	$7.2M	3.5% ($7.2M/$206.7M)	QoQ NEW(+$7.2M) YoY NEW(+$7.2M)
(SCHDcusip808524797)	227.1K	QoQ -4.63% (-11.0K) YoY +183.07% (-146.8K)	All Managers (Combined)	$6.3M	3.1% ($6.3M/$206.7M)	QoQ -2.39% (-$156.0K) YoY -1.83% (-$118.8K)
(VIGcusip921908844)	32.0K	QoQ -3.63% (-1.2K) YoY -5.53% (-1.9K)	All Managers (Combined)	$6.2M	3.0% ($6.2M/$206.7M)	QoQ -4.54% (-$295.4K) YoY +0.34% (-$21.6K)
(VOcusip922908629)	20.6K	QoQ -3.81% (-819) YoY +9.41% (+1.8K)	All Managers (Combined)	$5.3M	2.6% ($5.3M/$206.7M)	QoQ -5.82% (-$330.1K) YoY +13.24% (+$624.4K)
(cusip464287127)✕	64.5K	QoQ -3.31% (-2.2K) YoY -3.31% (-2.2K)	All Managers (Combined)	$5.0M	2.4% ($5.0M/$206.7M)	QoQ -7.95% (-$430.8K) YoY +3.08% (-$148.9K)
(VTEBcusip922907746)	97.4K	QoQ -0.77% (-762) YoY +14.07% (+12.0K)	All Managers (Combined)	$4.8M	2.3% ($4.8M/$206.7M)	QoQ -1.78% (-$87.9K) YoY +11.86% (+$512.4K)
(SCHBcusip808524102)	197.2K	QoQ -1.24% (-2.5K) YoY +241.77% (+139.5K)	All Managers (Combined)	$4.2M	2.1% ($4.2M/$206.7M)	QoQ -6.33% (-$287.1K) YoY +20.53% (+$723.1K)
(cusip464288208)✕	55.4K	QoQ -0.18% (-102) YoY -14.00% (-9.0K)	All Managers (Combined)	$4.1M	2.0% ($4.1M/$206.7M)	QoQ -2.89% (-$122.2K) YoY -12.52% (-$587.7K)
(cusip72201R833)✕	40.6K	QoQ +38.34% (+11.3K) YoY +95.22% (+19.8K)	All Managers (Combined)	$4.1M	2.0% ($4.1M/$206.7M)	QoQ +38.73% (+$1.1M) YoY +95.38% (+$2.0M)
(cusip92206C409)✕	30.5K	QoQ -0.68% (-210) YoY +1.19% (+362)	All Managers (Combined)	$2.4M	1.2% ($2.4M/$206.7M)	QoQ +0.49% (-$12.0K) YoY +3.33% (+$77.7K)
(cusip464287226)✕	22.0K	QoQ +140.26% (+12.8K) YoY +457.46% (+18.0K)	All Managers (Combined)	$2.2M	1.1% ($2.2M/$206.7M)	QoQ +145.28% (+$1.3M) YoY +463.04% (+$1.8M)
(BSVcusip921937827)	20.8K	QoQ NEW(+20.8K) YoY NEW(+20.8K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$206.7M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
DEERE & CO(DEcusip244199105)	3.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$206.7M)	QoQ +10.77% (+$141.5K) YoY +14.26% (+$181.7K)