0001757706-21-000002.txt : 20210120 0001757706-21-000002.hdr.sgml : 20210120 20210120105934 ACCESSION NUMBER: 0001757706-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210120 DATE AS OF CHANGE: 20210120 EFFECTIVENESS DATE: 20210120 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Benchmark Financial Wealth Advisors, LLC CENTRAL INDEX KEY: 0001757706 IRS NUMBER: 611816241 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18917 FILM NUMBER: 21537703 BUSINESS ADDRESS: STREET 1: 2401 NW BOCA RATON BLVD CITY: BOCA RATON STATE: FL ZIP: 33431 BUSINESS PHONE: 561-416-2992 MAIL ADDRESS: STREET 1: 2401 NW BOCA RATON BLVD CITY: BOCA RATON STATE: FL ZIP: 33431 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001757706 XXXXXXXX 12-31-2020 12-31-2020 Benchmark Financial Wealth Advisors, LLC

2401 NW BOCA RATON BLVD BOCA RATON FL 33431

13F HOLDINGS REPORT 028-18917 N Lisa M Marsden 954-825-9890 Lisa M Marsden Coral Springs X1 01-20-2021 0 68 181753 false INFORMATION TABLE 2 bwfa13f4q2020.xml ISHARES TR CORE S&P MCP ETF 464287507 3943 17157 SH SOLE 0 0 17157 ISHARES TR CORE S&P SCP ETF 464287804 10935 118988 SH SOLE 0 0 118988 ISHARES TR CORE S&P500 ETF 464287200 1928 5137 SH SOLE 0 0 5137 ISHARES TR RUS 1000 VAL ETF 464287598 454 3318 SH SOLE 0 0 3318 ISHARES TR RUS 1000 GRW ETF 464287614 481 1996 SH SOLE 0 0 1996 ISHARES TR RUSSELL 2000 ETF 464287655 6104 31135 SH SOLE 0 0 31135 ISHARES TR CORE S&P US VLU 464287663 2701 43438 SH SOLE 0 0 43438 ISHARES TR CORE S&P US GWT 464287671 6669 75200 SH SOLE 0 0 75200 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2514 5988 SH SOLE 0 0 5988 SPDR S&P 500 ETF TR TR UNIT 78462F103 1118 2991 SH SOLE 0 0 2991 AMAZON COM INC COM 023135106 4752 1459 SH SOLE 0 0 1459 BRISTOL-MYERS SQUIBB CO COM 110122108 912 14699 SH SOLE 0 0 14699 BOEING CO COM 097023105 575 2687 SH SOLE 0 0 2687 INVESCO QQQ TR UNIT SER 1 46090E103 1222 3896 SH SOLE 0 0 3896 DISNEY WALT CO COM 254687106 491 2710 SH SOLE 0 0 2710 JOHNSON & JOHNSON COM 478160104 261 1658 SH SOLE 0 0 1658 PFIZER INC COM 717081103 236 6424 SH SOLE 0 0 6424 LOWES COS INC COM 548661107 202 1261 SH SOLE 0 0 1261 MICROSOFT CORP COM 594918104 2373 10669 SH SOLE 0 0 10669 INTERNATIONAL BUSINESS MACHS COM 459200101 295 2346 SH SOLE 0 0 2346 COCA COLA CO COM 191216100 214 3895 SH SOLE 0 0 3895 VERIZON COMMUNICATIONS INC COM 92343V104 215 3661 SH SOLE 0 0 3661 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2188 16828 SH SOLE 0 0 16828 STARBUCKS CORP COM 855244109 241 2248 SH SOLE 0 0 2248 HOME DEPOT INC COM 437076102 584 2199 SH SOLE 0 0 2199 MCDONALDS CORP COM 580135101 253 1180 SH SOLE 0 0 1180 CORNING INC COM 219350105 248 6893 SH SOLE 0 0 6893 MARRIOTT INTL INC NEW CL A 571903202 1483 11244 SH SOLE 0 0 11244 VANGUARD INDEX FDS TOTAL STK MKT 922908769 28918 148572 SH SOLE 0 0 148572 APPLE INC COM 037833100 5685 42848 SH SOLE 0 0 42848 NETFLIX INC COM 64110L106 342 633 SH SOLE 0 0 633 ISHARES TR CORE US AGGBD ET 464287226 14248 120551 SH SOLE 0 0 120551 NVIDIA CORPORATION COM 67066G104 1126 2156 SH SOLE 0 0 2156 ALPHABET INC CAP STK CL A 02079K305 1288 735 SH SOLE 0 0 735 SPDR GOLD TR GOLD SHS 78463V107 208 1164 SH SOLE 0 0 1164 VANGUARD INDEX FDS VALUE ETF 922908744 2573 21630 SH SOLE 0 0 21630 VANGUARD INDEX FDS MID CAP ETF 922908629 5467 26440 SH SOLE 0 0 26440 CHIPOTLE MEXICAN GRILL INC COM 169656105 287 207 SH SOLE 0 0 207 SALESFORCE COM INC COM 79466L302 379 1703 SH SOLE 0 0 1703 MASTERCARD INCORPORATED CL A 57636Q104 351 983 SH SOLE 0 0 983 ISHARES TR CORE S&P TTL STK 464287150 16922 196269 SH SOLE 0 0 196269 ALPHA PRO TECH LTD COM 020772109 123 11000 SH SOLE 0 0 11000 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 11202 191945 SH SOLE 0 0 191945 BLACKSTONE GROUP INC COM CL A 09260D107 243 3750 SH SOLE 0 0 3750 ISHARES TR PFD AND INCM SEC 464288687 264 6862 SH SOLE 0 0 6862 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 6270 68519 SH SOLE 0 0 68519 LULULEMON ATHLETICA INC COM 550021109 318 915 SH SOLE 0 0 915 VISA INC COM CL A 92826C839 801 3664 SH SOLE 0 0 3664 OPKO HEALTH INC COM 68375N103 172 43502 SH SOLE 0 0 43502 ISHARES INC MSCI EQUAL WEITE 464286681 525 7272 SH SOLE 0 0 7272 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4727 48661 SH SOLE 0 0 48661 PROSHARES TR ULTRAPRO SHORT S 74347B268 578 97695 SH SOLE 0 0 97695 PROSHARES TR ULTRAPRO SHT QQQ 74347G861 291 19172 SH SOLE 0 0 19172 PROSHARES TR ULTRAPRO DOW 30 74347G309 639 50098 SH SOLE 0 0 50098 FLEXSHOPPER INC COM NEW 33939J303 874 339909 SH SOLE 0 0 339909 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 363 1056 SH SOLE 0 0 1056 FACEBOOK INC CL A 30303M102 1177 4308 SH SOLE 0 0 4308 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 256 759 SH SOLE 0 0 759 SERVICENOW INC COM 81762P102 336 611 SH SOLE 0 0 611 ISHARES TR CORE MSCI TOTAL 46432F834 10866 161719 SH SOLE 0 0 161719 ISHARES TR CORE MSCI EAFE 46432F842 276 3996 SH SOLE 0 0 3996 PROSHARES TR S&P 500 DV ARIST 74348A467 8623 107945 SH SOLE 0 0 107945 PAYPAL HLDGS INC COM 70450Y103 285 1217 SH SOLE 0 0 1217 ISHARES TR CORE INTL AGGR 46435G672 249 4434 SH SOLE 0 0 4434 DOCUSIGN INC COM 256163106 256 1151 SH SOLE 0 0 1151 NIO INC SPON ADS 62914V106 415 8524 SH SOLE 0 0 8524 CROWDSTRIKE HLDGS INC CL A 22788C105 238 1124 SH SOLE 0 0 1124