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Milo Benningfield

Benningfield Financial Advisors, Llc

Assets Managed
$126.73M
Holdings
18
Last Quarter
2026 - Q1
Filed Date
24d ago
Growth Rate
-0.8%(2Q avg: 0.01%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Benningfield Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 18 positions.

Assets under management

The assets under management (AUM) of Benningfield Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 126.73M in assets, with a quarterly growth rate of -0.8% and a 2-quarter average growth rate of 0.01%. The portfolio is managed by Milo Benningfield, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 0.32%
19.39%
$24.56M
506,819 shares@ $48.47 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 6.31%
16.7%
$21.152M
423,463 shares@ $49.95 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 6.66%
15.62%
$19.79M
207,357 shares@ $95.44 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 6.6%
12.78%
$16.186M
50,454 shares@ $320.82 avg price
BSVO
Ea Bridgeway Omni Sm-cp Val
Recent Activity
Decreased -3.51%
10.46%
$13.251M
522,314 shares@ $25.38 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Decreased -18.53%
10.1%
$12.791M
87,440 shares@ $146.29 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 7.62%
5.37%
$6.804M
61,593 shares@ $110.48 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -1.96%
3.91%
$4.952M
93,817 shares@ $52.79 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -2.41%
1.72%
$2.175M
11,083 shares@ $196.21 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
1.69%
$2.134M
35,843 shares@ $59.56 avg price

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