Benchmark Wealth Management, LLC Top Holdings and 13F Report (2025) About Benchmark Wealth Management, LLCInvestment ActivityBenchmark Wealth Management, LLC has $225.03 million in total holdings as of June 30, 2025.Benchmark Wealth Management, LLC owns shares of 70 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 4.98% of the portfolio was purchased this quarter.About 2.53% of the portfolio was sold this quarter.This quarter, Benchmark Wealth Management, LLC has purchased 67 new stocks and bought additional shares in 26 stocks.Benchmark Wealth Management, LLC sold shares of 21 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Growth ETF $33,404,062Vanguard Total Bond Market ETF $25,678,083Vanguard S&P 500 ETF $25,658,575Vanguard High Dividend Yield ETF $17,114,280Vanguard Value ETF $16,431,108 Largest New Holdings this Quarter 46654Q815 - J P MORGAN EXCHANGE TRADED F $375,551 Holding922042858 - Vanguard FTSE Emerging Markets ETF $349,518 Holding46641Q654 - JPMorgan Ultra-Short Municipal ETF $346,256 Holding61774R882 - MORGAN STANLEY ETF TRUST $323,733 Holding464288414 - iShares National Muni Bond ETF $248,767 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 5,048 shares (about $2.87M)iShares Core U.S. Aggregate Bond ETF 15,976 shares (about $1.58M)Vanguard FTSE Developed Markets ETF 20,317 shares (about $1.16M)Vanguard Total International Bond ETF 16,268 shares (about $805.43K)J P MORGAN EXCHANGE TRADED F 7,599 shares (about $375.55K) Largest Sales this Quarter Vanguard Growth ETF 4,072 shares (about $1.79M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 11,725 shares (about $1.18M)Vanguard High Dividend Yield ETF 3,719 shares (about $495.78K)Vanguard Value ETF 2,662 shares (about $470.48K)Vanguard Tax-Exempt Bond ETF 6,037 shares (about $295.99K) 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$33,404,062$1,785,174 ▼-5.1%76,19514.8%ETFBNDVanguard Total Bond Market ETF$25,678,083$89,092 ▲0.3%348,74511.4%ETFVOOVanguard S&P 500 ETF$25,658,575$2,867,426 ▲12.6%45,17111.4%ETFVYMVanguard High Dividend Yield ETF$17,114,280$495,778 ▼-2.8%128,3807.6%ETFVTVVanguard Value ETF$16,431,108$470,480 ▼-2.8%92,9687.3%ETFVEUVanguard FTSE All-World ex-US ETF$9,100,526$16,671 ▼-0.2%135,3844.0%ETFVBVanguard Small-Cap ETF$7,993,810$250,014 ▼-3.0%33,7323.6%ETFVIGVanguard Dividend Appreciation ETF$6,582,502$39,091 ▲0.6%32,1622.9%ETFBRK.ABerkshire Hathaway$6,559,2000.0%92.9%FinanceVOVanguard Mid-Cap ETF$5,890,891$113,609 ▲2.0%21,0522.6%ETFSCHDSchwab US Dividend Equity ETF$5,867,337$149,804 ▼-2.5%221,4092.6%ETFILCBiShares Morningstar U.S. Equity ETF$5,535,883$3,774 ▲0.1%64,5362.5%ETFSCHBSchwab US Broad Market ETF$4,697,634$1,025 ▼0.0%197,1312.1%ETFVTEBVanguard Tax-Exempt Bond ETF$4,479,032$295,994 ▼-6.2%91,3532.0%ETFIMCBiShares Morningstar Mid-Cap ETF$4,413,373$1,912 ▲0.0%55,4032.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,762,551$1,584,817 ▲72.8%37,9291.7%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,902,360$1,178,779 ▼-28.9%28,8691.3%ETFVEAVanguard FTSE Developed Markets ETF$2,591,896$1,158,269 ▲80.8%45,4641.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,445,498$17,251 ▲0.7%30,7611.1%ETFBNDXVanguard Total International Bond ETF$2,269,880$805,427 ▲55.0%45,8471.0%ETFBSVVanguard Short-Term Bond ETF$2,003,309$369,182 ▲22.6%25,4550.9%ETFDEDeere & Company$1,576,3190.0%3,1000.7%IndustrialsDFACDimensional U.S. Core Equity 2 ETF$1,478,170$357,500 ▲31.9%41,2440.7%ETFSCHMSchwab U.S. Mid-Cap ETF$1,460,2550.0%52,0590.6%ETFVGSHVanguard Short-Term Treasury ETF$1,460,092$24,276 ▲1.7%24,8400.6%ETFVTIVanguard Total Stock Market ETF$1,363,357$30,391 ▼-2.2%4,4860.6%ETFBRK.BBerkshire Hathaway$1,241,628$67,522 ▼-5.2%2,5560.6%FinanceVTVanguard Total World Stock ETF$1,055,794$65,931 ▼-5.9%8,2150.5%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,048,394$184,106 ▲21.3%4,3620.5%ETFDUHPDimensional US High Profitability ETF$973,363$229,117 ▲30.8%27,3720.4%ETFDFUVDimensional US Marketwide Value ETF$952,547$236,044 ▲32.9%22,5300.4%ETFDFICDimensional International Core Equity 2 ETF$918,955$295,043 ▲47.3%29,5580.4%ETFSDYSPDR S&P Dividend ETF$764,974$6,786 ▼-0.9%5,6360.3%ETFSCHPSchwab U.S. TIPS ETF$761,433$35,005 ▼-4.4%28,5390.3%ETFESGVVanguard ESG U.S. Stock ETF$720,1160.0%6,5680.3%ETFVONGVanguard Russell 1000 Growth ETF$696,150$7,426 ▲1.1%6,3750.3%ETFCATCaterpillar$693,930$388 ▲0.1%1,7880.3%IndustrialsVONVVanguard Russell 1000 Value ETF$665,064$4,260 ▼-0.6%7,8050.3%ETFIMTMiShares MSCI Intl Momentum Factor ETF$663,130$215,241 ▲48.1%14,5140.3%ETFXOMExxon Mobil$625,0240.0%5,7980.3%EnergyDIHPDimensional International High Profitability ETF$609,040$189,153 ▲45.0%20,6520.3%ETFDFIVDimensional International Value ETF$587,617$181,510 ▲44.7%13,7200.3%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$555,4570.0%11,6840.2%ETFIDViShares International Select Dividend ETF$505,292$196,050 ▲63.4%14,6420.2%ETFMSFTMicrosoft$474,0540.0%9530.2%Computer and TechnologyNVDANVIDIA$402,875$71,096 ▼-15.0%2,5500.2%Computer and TechnologyAVSCAvantis U.S. Small Cap Equity ETF$396,580$108,866 ▲37.8%7,6900.2%ETFJ P MORGAN EXCHANGE TRADED F$375,551$375,551 ▲New Holding7,5990.2%SUSTAINABLE MUNIPFEPfizer$351,189$6,060 ▼-1.7%14,4880.2%MedicalSPIPSPDR Portfolio TIPS ETF$350,2460.0%13,4400.2%ETFVWOVanguard FTSE Emerging Markets ETF$349,518$349,518 ▲New Holding7,0670.2%ETFBABoeing$348,8670.0%1,6650.2%AerospaceJMSTJPMorgan Ultra-Short Municipal ETF$346,256$346,256 ▲New Holding6,8000.2%ETFVXUSVanguard Total International Stock ETF$341,512$415 ▼-0.1%4,9430.2%ETFVBRVanguard Small-Cap Value ETF$333,893$24,379 ▼-6.8%1,7120.1%ETFJNJJohnson & Johnson$332,5370.0%2,1770.1%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$332,1780.0%4,0060.1%ETFMORGAN STANLEY ETF TRUST$323,733$323,733 ▲New Holding6,3060.1%EATON VANCE INTEAVEMAvantis Emerging Markets Equity ETF$319,205$56,959 ▲21.7%4,6570.1%ETFKMBKimberly-Clark$316,8850.0%2,4580.1%Consumer StaplesIVOOVanguard S&P Mid-Cap 400 ETF$298,248$8,818 ▲3.0%2,8410.1%ETFVOEVanguard Mid-Cap Value ETF$295,5350.0%1,7970.1%ETFCOWZPacer US Cash Cows 100 ETF$286,947$118,845 ▼-29.3%5,2080.1%ETFVSGXVanguard ESG International Stock ETF$267,8950.0%4,0900.1%ETFMMM3M$266,4200.0%1,7500.1%Multi-Sector ConglomeratesDWXSPDR S&P International Dividend ETF$261,7940.0%6,2110.1%ETFMUBiShares National Muni Bond ETF$248,767$248,767 ▲New Holding2,3810.1%ETFPEPPepsiCo$247,0470.0%1,8710.1%Consumer StaplesIJKiShares S&P Mid-Cap 400 Growth ETF$218,170$218,170 ▲New Holding2,3980.1%ETFRVTRoyce Small-Cap Trust$189,931$1,445 ▼-0.8%12,6200.1%FinanceABBVAbbVie$0$213,920 ▼-100.0%00.0%MedicalSHYGiShares 0-5 Year High Yield Corporate Bond ETF$0$208,318 ▼-100.0%00.0%ETFPGProcter & Gamble$0$201,266 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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