Benchmark Wealth Management, LLC Top Holdings and 13F Report (2025) About Benchmark Wealth Management, LLCInvestment ActivityBenchmark Wealth Management, LLC has $206.71 million in total holdings as of March 31, 2025.Benchmark Wealth Management, LLC owns shares of 67 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 10.03% of the portfolio was purchased this quarter.About 6.20% of the portfolio was sold this quarter.This quarter, Benchmark Wealth Management, LLC has purchased 52 new stocks and bought additional shares in 11 stocks.Benchmark Wealth Management, LLC sold shares of 24 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Growth ETF $29,764,757Vanguard Total Bond Market ETF $25,526,470Vanguard S&P 500 ETF $20,619,694Vanguard High Dividend Yield ETF $17,035,467Vanguard Value ETF $16,519,071 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $7,185,974 Holding921937827 - Vanguard Short-Term Bond ETF $1,625,406 Holding25434V708 - Dimensional U.S. Core Equity 2 ETF $1,031,564 Holding46432F396 - iShares MSCI USA Momentum Factor ETF $726,910 Holding25434V724 - Dimensional US Marketwide Value ETF $698,386 Holding Largest Purchases this Quarter Berkshire Hathaway 9 shares (about $7.19M)Vanguard Short-Term Bond ETF 20,764 shares (about $1.63M)iShares Core U.S. Aggregate Bond ETF 12,816 shares (about $1.27M)Vanguard S&P 500 ETF 2,272 shares (about $1.17M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 11,251 shares (about $1.13M) Largest Sales this Quarter Vanguard Growth ETF 15,126 shares (about $5.61M)Vanguard Value ETF 24,012 shares (about $4.15M)Vanguard High Dividend Yield ETF 3,593 shares (about $463.35K)Vanguard Small-Cap ETF 1,945 shares (about $431.30K)Vanguard Total Bond Market ETF 5,107 shares (about $375.11K) 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$29,764,757$5,609,051 ▼-15.9%80,26714.4%ETFBNDVanguard Total Bond Market ETF$25,526,470$375,110 ▼-1.4%347,53512.3%ETFVOOVanguard S&P 500 ETF$20,619,694$1,167,608 ▲6.0%40,12310.0%ETFVYMVanguard High Dividend Yield ETF$17,035,467$463,353 ▼-2.6%132,0998.2%ETFVTVVanguard Value ETF$16,519,071$4,147,819 ▼-20.1%95,6308.0%ETFVEUVanguard FTSE All-World ex-US ETF$8,227,441$319,072 ▲4.0%135,6324.0%ETFVBVanguard Small-Cap ETF$7,714,018$431,304 ▼-5.3%34,7873.7%ETFBRK.ABerkshire Hathaway$7,185,974$7,185,974 ▲New Holding93.5%FinanceSCHDSchwab US Dividend Equity ETF$6,348,663$308,343 ▼-4.6%227,0623.1%ETFVIGVanguard Dividend Appreciation ETF$6,201,965$234,143 ▼-3.6%31,9713.0%ETFVOVanguard Mid-Cap ETF$5,339,385$211,806 ▼-3.8%20,6462.6%ETFILCBiShares Morningstar U.S. Equity ETF$4,982,621$170,666 ▼-3.3%64,4922.4%ETFVTEBVanguard Tax-Exempt Bond ETF$4,832,471$37,810 ▼-0.8%97,3902.3%ETFSCHBSchwab US Broad Market ETF$4,245,150$53,502 ▼-1.2%197,1742.1%ETFIMCBiShares Morningstar Mid-Cap ETF$4,102,642$7,556 ▼-0.2%55,3792.0%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$4,084,606$1,132,086 ▲38.3%40,5942.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,411,117$16,577 ▼-0.7%30,5441.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,171,607$1,267,768 ▲140.3%21,9531.1%FinanceBSVVanguard Short-Term Bond ETF$1,625,406$1,625,406 ▲New Holding20,7640.8%ETFDEDeere & Company$1,454,9850.0%3,1000.7%IndustrialsBNDXVanguard Total International Bond ETF$1,444,036$657,308 ▲83.5%29,5790.7%ETFBRK.BBerkshire Hathaway$1,435,303$21,303 ▼-1.5%2,6950.7%FinanceVGSHVanguard Short-Term Treasury Index ETF$1,433,594$380,363 ▲36.1%24,4270.7%ETFSCHMSchwab U.S. Mid-Cap ETF$1,363,9460.0%52,0590.7%ETFVEAVanguard FTSE Developed Markets ETF$1,278,207$730,978 ▲133.6%25,1470.6%ETFVTIVanguard Total Stock Market ETF$1,260,450$3,023 ▲0.2%4,5860.6%ETFDFACDimensional U.S. Core Equity 2 ETF$1,031,564$1,031,564 ▲New Holding31,2690.5%ETFVTVanguard Total World Stock ETF$1,012,067$115,840 ▼-10.3%8,7280.5%ETFSCHPSchwab U.S. TIPS ETF$802,703$34,124 ▼-4.1%29,8510.4%ETFSDYSPDR S&P Dividend ETF$771,4760.0%5,6860.4%ETFMTUMiShares MSCI USA Momentum Factor ETF$726,910$726,910 ▲New Holding3,5960.4%ETFDFUVDimensional US Marketwide Value ETF$698,386$698,386 ▲New Holding16,9470.3%ETFDUHPDimensional US High Profitability ETF$693,587$693,587 ▲New Holding20,9290.3%ETFXOMExxon Mobil$689,5560.0%5,7980.3%EnergyVONVVanguard Russell 1000 Value$648,352$107,467 ▼-14.2%7,8550.3%ETFESGVVanguard ESG US Stock ETF$643,3360.0%6,5680.3%ETFCATCaterpillar$589,274$330 ▲0.1%1,7870.3%IndustrialsVONGVanguard Russell 1000 Growth ETF$585,227$69,407 ▼-10.6%6,3070.3%ETFDFICDimensional International Core Equity 2 ETF$557,288$557,288 ▲New Holding20,0680.3%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$554,756$2,706 ▲0.5%11,6840.3%ETFCOWZPacer US Cash Cows 100 ETF$403,287$104,751 ▼-20.6%7,3650.2%ETFIMTMiShares MSCI Intl Momentum Factor ETF$391,532$391,532 ▲New Holding9,8030.2%ETFDIHPDimensional International High Profitability ETF$383,572$383,572 ▲New Holding14,2380.2%ETFPFEPfizer$373,461$53,214 ▼-12.5%14,7380.2%MedicalDFIVDimensional International Value ETF$373,212$373,212 ▲New Holding9,4820.2%ETFJNJJohnson & Johnson$361,0340.0%2,1770.2%MedicalMSFTMicrosoft$357,762$17,269 ▼-4.6%9530.2%Computer and TechnologySPIPSPDR Portfolio TIPS ETF$354,5470.0%13,4400.2%ETFKMBKimberly-Clark$349,5770.0%2,4580.2%Consumer StaplesVBRVanguard Small-Cap Value ETF$342,249$932 ▲0.3%1,8370.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$327,5310.0%4,0060.2%ETFNVDANVIDIA$325,1400.0%3,0000.2%Computer and TechnologyVXUSVanguard Total International Stock ETF$307,3330.0%4,9490.1%ETFVOEVanguard Mid-Cap Value ETF$288,490$5,298 ▼-1.8%1,7970.1%ETFBABoeing$283,9660.0%1,6650.1%AerospacePEPPepsiCo$280,5380.0%1,8710.1%Consumer StaplesIDViShares International Select Dividend ETF$277,962$277,962 ▲New Holding8,9610.1%ETFIVOOVanguard S&P Mid-Cap 400 ETF$272,116$6,021 ▼-2.2%2,7570.1%ETFAVSCAvantis U.S. Small Cap Equity ETF$270,024$270,024 ▲New Holding5,5790.1%ETFMMM3M$257,0050.0%1,7500.1%Multi-Sector ConglomeratesVSGXVanguard ESG International Stock ETF$241,2280.0%4,0900.1%ETFDWXSPDR S&P International Dividend ETF$238,2540.0%6,2110.1%ETFAVEMAvantis Emerging Markets Equity ETF$230,210$230,210 ▲New Holding3,8260.1%ETFABBVAbbVie$213,920$213,920 ▲New Holding1,0210.1%MedicalSHYGiShares 0-5 Year High Yield Corporate Bond ETF$208,318$208,318 ▲New Holding4,8990.1%ETFPGProcter & Gamble$201,266$201,266 ▲New Holding1,1810.1%Consumer StaplesRVTRoyce Value Trust$181,076$2,763 ▼-1.5%12,7160.1%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$0$218,050 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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