Benchmark Wealth Management, LLC Top Holdings and 13F Report (2025) About Benchmark Wealth Management, LLCInvestment ActivityBenchmark Wealth Management, LLC has $203.14 million in total holdings as of December 31, 2024.Benchmark Wealth Management, LLC owns shares of 52 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 14.40% of the portfolio was purchased this quarter.About 8.24% of the portfolio was sold this quarter.This quarter, Benchmark Wealth Management, LLC has purchased 51 new stocks and bought additional shares in 21 stocks.Benchmark Wealth Management, LLC sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Growth ETF $39,153,266Vanguard Total Bond Market ETF $25,358,500Vanguard S&P 500 ETF $20,394,233Vanguard Value ETF $20,255,341Vanguard High Dividend Yield ETF $17,312,909 Largest New Holdings this Quarter Vanguard FTSE Developed Markets ETF $514,831 Holding3M $225,908 Holding Largest Purchases this Quarter Vanguard Value ETF 79,084 shares (about $13.39M)Schwab US Dividend Equity ETF 157,978 shares (about $4.32M)Schwab US Broad Market ETF 141,830 shares (about $3.22M)Vanguard Total Bond Market ETF 22,800 shares (about $1.64M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 10,427 shares (about $1.05M) Largest Sales this Quarter Vanguard High Dividend Yield ETF 107,213 shares (about $13.68M)Vanguard Growth ETF 5,182 shares (about $2.13M)Vanguard Russell 1000 Growth ETF 1,386 shares (about $143.17K)Vanguard Dividend Appreciation ETF 666 shares (about $130.42K)iShares Morningstar Mid-Cap ETF 1,677 shares (about $127.70K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBenchmark Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$39,153,266$2,126,909 ▼-5.2%95,39319.3%ETFBNDVanguard Total Bond Market ETF$25,358,500$1,639,549 ▲6.9%352,64212.5%ETFVOOVanguard S&P 500 ETF$20,394,233$770,488 ▲3.9%37,85110.0%ETFVTVVanguard Value ETF$20,255,341$13,388,888 ▲195.0%119,64210.0%ETFVYMVanguard High Dividend Yield ETF$17,312,909$13,679,280 ▼-44.1%135,6928.5%ETFVBVanguard Small-Cap ETF$8,826,055$198,473 ▲2.3%36,7324.3%ETFVEUVanguard FTSE All-World ex-US ETF$7,484,674$919,423 ▲14.0%130,3723.7%ETFSCHDSchwab US Dividend Equity ETF$6,504,625$4,315,963 ▲197.2%238,0903.2%ETFVIGVanguard Dividend Appreciation ETF$6,497,334$130,425 ▼-2.0%33,1783.2%ETFVOVanguard Mid-Cap ETF$5,669,497$493,654 ▲9.5%21,4652.8%ETFILCBiShares Morningstar U.S. Equity ETF$5,413,457$3,165 ▼-0.1%66,7012.7%ETFVTEBVanguard Tax-Exempt Bond ETF$4,920,376$701,471 ▲16.6%98,1522.4%ETFSCHBSchwab US Broad Market ETF$4,532,253$3,219,537 ▲245.3%199,6592.2%ETFIMCBiShares Morningstar Mid-Cap ETF$4,224,878$127,704 ▼-2.9%55,4812.1%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,944,257$1,046,238 ▲55.1%29,3431.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,399,130$30,112 ▲1.3%30,7541.2%ETFSCHMSchwab U.S. Mid-Cap ETF$1,442,555$1,008,949 ▲232.7%52,0590.7%ETFVTIVanguard Total Stock Market ETF$1,325,940$27,243 ▼-2.0%4,5750.7%ETFDEDeere & Company$1,313,4700.0%3,1000.6%Industrial ProductsBRK.BBerkshire Hathaway$1,239,721$58,473 ▼-4.5%2,7350.6%FinanceVTVanguard Total World Stock ETF$1,142,714$7,049 ▼-0.6%9,7270.6%ETFVGSHVanguard Short-Term Treasury Index ETF$1,044,114$108,158 ▲11.6%17,9460.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$885,331$199,992 ▲29.2%9,1370.4%FinanceSCHPSchwab U.S. TIPS ETF$803,833$334,164 ▲71.1%31,1200.4%ETFBNDXVanguard Total International Bond ETF$790,456$46,942 ▲6.3%16,1150.4%ETFSDYSPDR S&P Dividend ETF$751,1210.0%5,6860.4%ETFVONVVanguard Russell 1000 Value$744,006$15,356 ▼-2.0%9,1570.4%ETFVONGVanguard Russell 1000 Growth ETF$728,782$143,174 ▼-16.4%7,0550.4%ETFESGVVanguard ESG US Stock ETF$688,918$28,320 ▼-3.9%6,5680.3%ETFCATCaterpillar$647,894$363 ▲0.1%1,7860.3%Industrial ProductsXOMExxon Mobil$623,6910.0%5,7980.3%Oils/EnergyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$539,958$25,496 ▲5.0%11,6270.3%ETFCOWZPacer US Cash Cows 100 ETF$524,000$8,189 ▼-1.5%9,2780.3%ETFVEAVanguard FTSE Developed Markets ETF$514,831$514,831 ▲New Holding10,7660.3%ETFPFEPfizer$446,712$30,350 ▼-6.4%16,8380.2%MedicalMSFTMicrosoft$421,093$52,689 ▼-11.1%9990.2%Computer and TechnologyNVDANVIDIA$402,8700.0%3,0000.2%Computer and TechnologyVBRVanguard Small-Cap Value ETF$363,017$42,009 ▲13.1%1,8320.2%ETFSPIPSPDR Portfolio TIPS ETF$340,166$14,680 ▲4.5%13,4400.2%ETFKMBKimberly-Clark$322,0960.0%2,4580.2%Consumer StaplesVCITVanguard Intermediate-Term Corporate Bond ETF$321,5620.0%4,0060.2%ETFJNJJohnson & Johnson$314,838$77,950 ▼-19.8%2,1770.2%MedicalIVOOVanguard S&P Mid-Cap 400 ETF$297,299$8,440 ▼-2.8%2,8180.1%ETFVOEVanguard Mid-Cap Value ETF$296,0390.0%1,8300.1%ETFBABoeing$294,7050.0%1,6650.1%AerospaceVXUSVanguard Total International Stock ETF$291,6450.0%4,9490.1%ETFPEPPepsiCo$284,5040.0%1,8710.1%Consumer StaplesVSGXVanguard ESG International Stock ETF$231,903$12,417 ▲5.7%4,0900.1%ETFMMM3M$225,908$225,908 ▲New Holding1,7500.1%Multi-Sector ConglomeratesIJKiShares S&P Mid-Cap 400 Growth ETF$218,0500.0%2,3980.1%ETFDWXSPDR S&P International Dividend ETF$217,1370.0%6,2110.1%ETFRVTRoyce Value Trust$203,978$11,818 ▼-5.5%12,9100.1%FinanceAAPLApple$0$208,101 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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