0001757706-22-000009.txt : 20221101 0001757706-22-000009.hdr.sgml : 20221101 20221101111133 ACCESSION NUMBER: 0001757706-22-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221101 DATE AS OF CHANGE: 20221101 EFFECTIVENESS DATE: 20221101 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: 221349006 BUSINESS ADDRESS: STREET 1: 2351 NW BOCA RATON BLVD CITY: BOCA RATON STATE: FL ZIP: 33431 BUSINESS PHONE: 561-416-2992 MAIL ADDRESS: STREET 1: 2351 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 09-30-2022 09-30-2022 Benchmark Financial Wealth Advisors, LLC

2351 NW BOCA RATON BLVD BOCA RATON FL 33431

13F HOLDINGS REPORT 028-18917 N ROGER KALINA 561-953-1493 ROGER KALINA BOCA RATON X1 11-01-2022 0 71 182903 false INFORMATION TABLE 2 q313fBFWA.xml ALPHABET INC CAP STK CL A 02079K305 1279 13372 SH SOLE 0 0 0 13372 ALPHABET INC CAP STK CL C 02079K107 285 2965 SH SOLE 0 0 0 2965 AMAZON COM INC COM 023135106 2595 22963 SH SOLE 0 0 0 22963 AMERICAN INTL GROUP INC COM NEW 026874784 218 4602 SH SOLE 0 0 0 4602 APPLE INC COM 037833100 5271 38139 SH SOLE 0 0 0 38139 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 351 1316 SH SOLE 0 0 0 1316 BK OF AMERICA CORP COM 060505104 421 13951 SH SOLE 0 0 0 13951 BLACKSTONE INC COM 09260D107 365 4361 SH SOLE 0 0 0 4361 BOEING CO COM 097023105 215 1773 SH SOLE 0 0 0 1773 BRISTOL-MYERS SQUIBB CO COM 110122108 1079 15182 SH SOLE 0 0 0 15182 COCA COLA CO COM 191216100 345 6155 SH SOLE 0 0 0 6155 CORNING INC COM 219350105 225 7740 SH SOLE 0 0 0 7740 COSTCO WHSL CORP NEW COM 22160K105 440 931 SH SOLE 0 0 0 931 DANAHER CORPORATION COM 235851102 220 851 SH SOLE 0 0 0 851 DISNEY WALT CO COM 254687106 251 2656 SH SOLE 0 0 0 2656 F45 TRAINING HLDGS INC COM 30322L101 215 69525 SH SOLE 0 0 0 69525 FERRARI N V COM N3167Y103 220 1190 SH SOLE 0 0 0 1190 FLEXSHOPPER INC COM NEW 33939J303 605 325478 SH SOLE 0 0 0 325478 HOME DEPOT INC COM 437076102 679 2459 SH SOLE 0 0 0 2459 INTERNATIONAL BUSINESS MACHS COM 459200101 274 2309 SH SOLE 0 0 0 2309 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1466 11517 SH SOLE 0 0 0 11517 INVESCO QQQ TR UNIT SER 1 46090E103 436 1630 SH SOLE 0 0 0 1630 ISHARES INC MSCI EQUAL WEITE 464286681 1253 18753 SH SOLE 0 0 0 18753 ISHARES TR 1 3 YR TREAS BD 464287457 342 4217 SH SOLE 0 0 0 4217 ISHARES TR CORE S&P TTL STK 464287150 16649 209313 SH SOLE 0 0 0 209313 ISHARES TR CORE HIGH DV ETF 46429B663 1795 19666 SH SOLE 0 0 0 19666 ISHARES TR CORE DIV GRWTH 46434V621 367 8263 SH SOLE 0 0 0 8263 ISHARES TR CORE MSCI TOTAL 46432F834 793 15564 SH SOLE 0 0 0 15564 ISHARES TR CORE S&P MCP ETF 464287507 3350 15278 SH SOLE 0 0 0 15278 ISHARES TR CORE S&P SCP ETF 464287804 10629 121907 SH SOLE 0 0 0 121907 ISHARES TR CORE S&P500 ETF 464287200 820 2287 SH SOLE 0 0 0 2287 ISHARES TR RUS 1000 VAL ETF 464287598 508 3735 SH SOLE 0 0 0 3735 ISHARES TR RUS 1000 GRW ETF 464287614 944 4485 SH SOLE 0 0 0 4485 ISHARES TR RUSSELL 2000 ETF 464287655 5386 32658 SH SOLE 0 0 0 32658 ISHARES TR CORE S&P US VLU 464287663 540 8625 SH SOLE 0 0 0 8625 ISHARES TR CORE S&P US GWT 464287671 4815 60056 SH SOLE 0 0 0 60056 JOHNSON & JOHNSON COM 478160104 313 1919 SH SOLE 0 0 0 1919 JPMORGAN CHASE & CO COM 46625H100 213 2040 SH SOLE 0 0 0 2040 MARRIOTT INTL INC NEW CL A 571903202 1172 8363 SH SOLE 0 0 0 8363 MERCK & CO INC COM 58933Y105 265 3078 SH SOLE 0 0 0 3078 META PLATFORMS INC CL A 30303M102 423 3117 SH SOLE 0 0 0 3117 MICROSOFT CORP COM 594918104 2396 10288 SH SOLE 0 0 0 10288 NVIDIA CORPORATION COM 67066G104 955 7870 SH SOLE 0 0 0 7870 OPKO HEALTH INC COM 68375N103 20 10752 SH SOLE 0 0 0 10752 PFIZER INC COM 717081103 344 7854 SH SOLE 0 0 0 7854 PROSHARES TR S&P 500 DV ARIST 74348A467 10497 131284 SH SOLE 0 0 0 131284 QUALCOMM INC COM 747525103 227 2009 SH SOLE 0 0 0 2009 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 12503 444468 SH SOLE 0 0 0 444468 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 687 5788 SH SOLE 0 0 0 5788 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 6599 54487 SH SOLE 0 0 0 54487 SPDR S&P 500 ETF TR TR UNIT 78462F103 6643 18599 SH SOLE 0 0 0 18599 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 3656 9103 SH SOLE 0 0 0 9103 TESLA INC COM 88160R101 261 983 SH SOLE 0 0 0 983 UNITEDHEALTH GROUP INC COM 91324P102 376 744 SH SOLE 0 0 0 744 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 2256 37610 SH SOLE 0 0 0 37610 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 336 1024 SH SOLE 0 0 0 1024 VANGUARD INDEX FDS TOTAL STK MKT 922908769 24200 134840 SH SOLE 0 0 0 134840 VANGUARD INDEX FDS VALUE ETF 922908744 294 2379 SH SOLE 0 0 0 2379 VANGUARD INDEX FDS MID CAP ETF 922908629 6276 33389 SH SOLE 0 0 0 33389 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 7263 163731 SH SOLE 0 0 0 163731 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 377 2790 SH SOLE 0 0 0 2790 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 247 6791 SH SOLE 0 0 0 6791 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 10360 109193 SH SOLE 0 0 0 109193 VISA INC COM CL A 92826C839 491 2765 SH SOLE 0 0 0 2765 WALMART INC COM 931142103 326 2511 SH SOLE 0 0 0 2511 WASTE MGMT INC DEL COM 94106L109 424 2647 SH SOLE 0 0 0 2647 WELLS FARGO CO NEW COM 949746101 278 6922 SH SOLE 0 0 0 6922 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 3666 72919 SH SOLE 0 0 0 72919