CHIEF COMPLIANCE OFFICER

0001757706-24-000004.txt : 20240422 0001757706-24-000004.hdr.sgml : 20240422 20240422060838 ACCESSION NUMBER: 0001757706-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240422 DATE AS OF CHANGE: 20240422 EFFECTIVENESS DATE: 20240422 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Benchmark Financial Wealth Advisors, LLC CENTRAL INDEX KEY: 0001757706 ORGANIZATION NAME: 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: 24859456 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 X0202 13F-HR LIVE false true false 0001757706 XXXXXXXX 03-31-2024 03-31-2024 Benchmark Financial Wealth Advisors, LLC

2351 NW BOCA RATON BLVD BOCA RATON FL 33431

13F HOLDINGS REPORT 028-18917 000287966 801-110764 N ROGER KALINA CHIEF COMPLIANCE OFFICER 561-872-2035 ROGER KALINA BOCA RATON X1 04-22-2024 0 90 261721588 false INFORMATION TABLE 2 BFWA_1Q2024_13F.xml ABBVIE INC COM 00287Y109 291984 1603 SH SOLE 0 0 0 1603 ALPHABET INC CAP STK CL C 02079K107 418563 2749 SH SOLE 0 210 0 2539 ALPHABET INC CAP STK CL A 02079K305 1936206 12829 SH SOLE 0 0 0 12829 ALTRIA GROUP INC COM 02209S103 426943 9788 SH SOLE 0 0 0 9788 AMAZON COM INC COM 023135106 3778781 20949 SH SOLE 0 417 0 20532 AMERICAN INTL GROUP INC COM NEW 026874784 721652 9232 SH SOLE 0 0 0 9232 AMGEN INC COM 031162100 384187 1351 SH SOLE 0 0 0 1351 APPLE INC COM 037833100 6435144 37527 SH SOLE 0 0 0 37527 BANK AMERICA CORP COM 060505104 811244 21394 SH SOLE 0 0 0 21394 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 659375 1568 SH SOLE 0 0 0 1568 BLACKSTONE INC COM 09260D107 965671 7351 SH SOLE 0 0 0 7351 BOEING CO COM 097023105 340370 1764 SH SOLE 0 0 0 1764 BRISTOL-MYERS SQUIBB CO COM 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TR UNIT SER 1 46090E103 620340 1397 SH SOLE 0 0 0 1397 ISHARES INC MSCI EQUAL WEITE 464286681 1418585 15591 SH SOLE 0 0 0 15591 ISHARES TR EXPONENTIAL TECH 46434V381 209901 3521 SH SOLE 0 0 0 3521 ISHARES TR CORE MSCI TOTAL 46432F834 814844 12008 SH SOLE 0 0 0 12008 ISHARES TR RUSEL 2500 ETF 46435G268 3531731 53829 SH SOLE 0 0 0 53829 ISHARES TR CORE S&P MCP ETF 464287507 4464831 73507 SH SOLE 0 0 0 73507 ISHARES TR CORE S&P SCP ETF 464287804 11589575 104864 SH SOLE 0 0 0 104864 ISHARES TR CORE S&P500 ETF 464287200 1771402 3369 SH SOLE 0 0 0 3369 ISHARES TR RUS 1000 VAL ETF 464287598 655358 3659 SH SOLE 0 0 0 3659 ISHARES TR RUS 1000 GRW ETF 464287614 1239675 3678 SH SOLE 0 0 0 3678 ISHARES TR RUSSELL 2000 ETF 464287655 5621481 26731 SH SOLE 0 0 0 26731 ISHARES TR CORE S&P US VLU 464287663 248763 2751 SH SOLE 0 0 0 2751 ISHARES TR CORE S&P US GWT 464287671 1225965 10460 SH SOLE 0 0 0 10460 ISHARES TR RUS TP200 GR ETF 464289438 8462374 43375 SH SOLE 0 0 0 43375 ISHARES TR CORE S&P TTL STK 464287150 22856369 198234 SH SOLE 0 0 0 198234 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 713588 12333 SH SOLE 0 0 0 12333 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 353366 7004 SH SOLE 0 0 0 7004 JOHNSON & JOHNSON COM 478160104 242684 1534 SH SOLE 0 0 0 1534 JPMORGAN CHASE & CO COM 46625H100 530068 2646 SH SOLE 0 0 0 2646 LEGG MASON ETF INVT FRANKLIN INTL LW 52468L505 1062274 35671 SH SOLE 0 0 0 35671 LOWES COS INC COM 548661107 289202 1135 SH SOLE 0 0 0 1135 MARRIOTT INTL INC NEW CL A 571903202 1577125 6251 SH SOLE 0 0 0 6251 MASTERCARD INCORPORATED CL A 57636Q104 218431 454 SH SOLE 0 49 0 405 MCDONALDS CORP COM 580135101 277597 985 SH SOLE 0 0 0 985 MERCK & CO INC COM 58933Y105 643427 4876 SH SOLE 0 0 0 4876 META PLATFORMS INC CL A 30303M102 1587478 3269 SH SOLE 0 0 0 3269 MICROSOFT CORP COM 594918104 4520983 10746 SH SOLE 0 106 0 10640 MONDELEZ INTL INC CL A 609207105 201636 2881 SH SOLE 0 0 0 2881 NOVO-NORDISK A S ADR 670100205 226752 1766 SH SOLE 0 83 0 1683 NVIDIA CORPORATION COM 67066G104 5957268 6593 SH SOLE 0 0 0 6593 PACER FDS TR US CASH COWS 100 69374H881 12033515 207082 SH SOLE 0 0 0 207082 PACKAGING CORP AMER COM 695156109 243064 1281 SH SOLE 0 0 0 1281 PFIZER INC COM 717081103 428129 15428 SH SOLE 0 0 0 15428 PHILIP MORRIS INTL INC COM 718172109 245587 2680 SH SOLE 0 0 0 2680 PIMCO ETF TR INTER MUN BD ACT 72201R866 1411156 26895 SH SOLE 0 0 0 26895 PROCTER AND GAMBLE CO COM 742718109 270941 1670 SH SOLE 0 0 0 1670 QUALCOMM INC COM 747525103 295862 1748 SH SOLE 0 0 0 1748 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 30287683 776209 SH SOLE 0 0 0 776209 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 6408637 79482 SH SOLE 0 0 0 79482 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1177638 5654 SH SOLE 0 0 0 5654 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 10632507 71973 SH SOLE 0 0 0 71973 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 204500 3115 SH SOLE 0 0 0 3115 SPDR GOLD TR GOLD SHS 78463V107 270728 1316 SH SOLE 0 0 0 1316 SPDR S&P 500 ETF TR TR UNIT 78462F103 31568042 60351 SH SOLE 0 0 0 60351 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 4330262 7783 SH SOLE 0 0 0 7783 TEXAS INSTRS INC COM 882508104 251351 1443 SH SOLE 0 0 0 1443 UNION PAC CORP COM 907818108 416501 1694 SH SOLE 0 0 0 1694 UNITEDHEALTH GROUP INC COM 91324P102 383275 775 SH SOLE 0 27 0 748 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 305196 1356 SH SOLE 0 0 0 1356 VANGUARD INDEX FDS TOTAL STK MKT 922908769 32685919 125763 SH SOLE 0 0 0 125763 VANGUARD INDEX FDS VALUE ETF 922908744 288693 1773 SH SOLE 0 0 0 1773 VANGUARD INDEX FDS MID CAP ETF 922908629 6958977 27852 SH SOLE 0 0 0 27852 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 720497 1499 SH SOLE 0 0 0 1499 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 4018408 68515 SH SOLE 0 0 0 68515 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 689642 13746 SH SOLE 0 0 0 13746 VANGUARD WORLD FD INF TECH ETF 92204A702 217906 416 SH SOLE 0 0 0 416 VERIZON COMMUNICATIONS INC COM 92343V104 224462 5349 SH SOLE 0 0 0 5349 VISA INC COM CL A 92826C839 975521 3495 SH SOLE 0 89 0 3406 WALMART INC COM 931142103 490045 8144 SH SOLE 0 0 0 8144 WASTE MGMT INC DEL COM 94106L109 548454 2573 SH SOLE 0 0 0 2573 WELLS FARGO CO NEW COM 949746101 434387 7495 SH SOLE 0 0 0 7495 WILLIAMS SONOMA INC COM 969904101 328559 1035 SH SOLE 0 0 0 1035