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ROGER KALINA

Benchmark Financial Wealth Advisors, Llc

Assets Managed
$405.48M
Holdings
145
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
12.29%(2Q avg: 7.97%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Benchmark Financial Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 145 positions.

Assets under management

The assets under management (AUM) of Benchmark Financial Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 405.48M in assets, with a quarterly growth rate of 12.29% and a 2-quarter average growth rate of 7.97%. The portfolio is managed by ROGER KALINA, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -1.53%
7.21%
$29.21M
1.055M shares@ $27.7 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -2.63%
7.12%
$28.837M
77,929 shares@ $370.05 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -7.6%
6.86%
$27.808M
37,238 shares@ $746.78 avg price
DBND
Doubleline Opport Bnd Etf
Recent Activity
Decreased -0.11%
5.87%
$23.775M
521,491 shares@ $45.6 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -0.12%
4.84%
$19.614M
119,402 shares@ $164.28 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 9.45%
3.93%
$15.93M
21,272 shares@ $748.89 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.02%
3.24%
$13.105M
65,497 shares@ $200.09 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Decreased -3.9%
2.82%
$11.415M
39,277 shares@ $290.62 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Decreased -6.21%
2.78%
$11.263M
181,078 shares@ $62.21 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 0.75%
2.74%
$11.077M
74,689 shares@ $148.32 avg price

1-10 of 145