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ROGER KALINA

Benchmark Financial Wealth Advisors, Llc

Assets Managed
$361.105M
Holdings
133
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
3.65%(2Q avg: 4.25%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Benchmark Financial Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 133 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 361.105M in assets, with a quarterly growth rate of 3.65% and a 2-quarter average growth rate of 4.25%. The portfolio is managed by ROGER KALINA, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -3.76%
7.35%
$26.507M
1.071M shares@ $24.76 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -13.13%
7.26%
$26.212M
40,305 shares@ $650.34 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -6.24%
7.12%
$25.676M
80,034 shares@ $320.81 avg price
DBND
Doubleline Opport Bnd Etf
Recent Activity
Increased 6.04%
6.63%
$23.917M
522,098 shares@ $45.81 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -2.22%
4.72%
$17.028M
119,553 shares@ $142.43 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 48.11%
3.52%
$12.696M
19,437 shares@ $653.2 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Decreased -8.65%
3.35%
$12.079M
193,073 shares@ $62.57 avg price
MUNI
Pimco Intermediate Municipal
Recent Activity
Increased 62.89%
3.28%
$11.822M
226,526 shares@ $52.2 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -7.36%
3.2%
$11.541M
66,176 shares@ $174.41 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Decreased -3.01%
2.82%
$10.171M
40,872 shares@ $248.85 avg price

1-10 of 133