Benchmark Wealth Management, LLC 13F Holdings · last filed Q2 2025
Benchmark Wealth Management, LLC reported 70 securities worth $225.03M in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: VUG (14.84%), BND (11.41%), VOO (11.40%). Among its top 25 positions this quarter: 13 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $33.4M | 14.84% | 76,195 | Trimmed |
| 2 | BND | VANGUARD BD INDEX FDS | $25.7M | 11.41% | 348,745 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $25.7M | 11.40% | 45,171 | Added |
| 4 | VYM | VANGUARD WHITEHALL FDS | $17.1M | 7.61% | 128,380 | Trimmed |
| 5 | VTV | VANGUARD INDEX FDS | $16.4M | 7.30% | 92,968 | Trimmed |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | $9.1M | 4.04% | 135,384 | Trimmed |
| 7 | VB | VANGUARD INDEX FDS | $8.0M | 3.55% | 33,732 | Trimmed |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $6.6M | 2.93% | 32,162 | Added |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $6.6M | 2.91% | 9 | Hold |
| 10 | VO | VANGUARD INDEX FDS | $5.9M | 2.62% | 21,052 | Added |
| 11 | SCHD | SCHWAB STRATEGIC TR | $5.9M | 2.61% | 221,409 | Trimmed |
| 12 | ILCB | ISHARES TR | $5.5M | 2.46% | 64,536 | Added |
| 13 | SCHB | SCHWAB STRATEGIC TR | $4.7M | 2.09% | 197,131 | Trimmed |
| 14 | VTEB | VANGUARD MUN BD FDS | $4.5M | 1.99% | 91,353 | Trimmed |
| 15 | IMCB | ISHARES TR | $4.4M | 1.96% | 55,403 | Added |
| 16 | AGG | ISHARES TR | $3.8M | 1.67% | 37,929 | Added |
| 17 | MINT | PIMCO ETF TR | $2.9M | 1.29% | 28,869 | Trimmed |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $2.6M | 1.15% | 45,464 | Added |
| 19 | VCSH | VANGUARD SCOTTSDALE FDS | $2.4M | 1.09% | 30,761 | Added |
| 20 | BNDX | VANGUARD CHARLOTTE FDS | $2.3M | 1.01% | 45,847 | Added |
| 21 | BSV | VANGUARD BD INDEX FDS | $2.0M | 0.89% | 25,455 | Added |
| 22 | DE | DEERE & CO | $1.6M | 0.70% | 3,100 | Hold |
| 23 | DFAC | DIMENSIONAL ETF TRUST | $1.5M | 0.66% | 41,244 | Added |
| 24 | SCHM | SCHWAB STRATEGIC TR | $1.5M | 0.65% | 52,059 | Hold |
| 25 | VGSH | VANGUARD SCOTTSDALE FDS | $1.5M | 0.65% | 24,840 | Added |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR