Benchmark Financial Wealth Advisors, LLC
RIA/Wealth
Benchmark Financial Wealth Advisors, LLC is a RIA/Wealth based in Greenville, DE led by Roger Steven Kalina, reporting $721.7M in AUM as of Q3 2025 with 79% ETF concentration and 54% concentrated in top 10 holdings.
CCORoger Steven Kalina
- Portfolio Value
- $332.3M
- Positions
- 124
- Top Holding
- SPY at 9.73%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Benchmark Financial Wealth Advisors, LLC's portfolio (53.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $32.3M | 9.73% | -$3.1M Sold | — 48.5K shares | |
ETF ETF | $28.8M | 8.68% | -$1.1M Sold | — 87.9K shares | |
ETF ETF | $26.0M | 7.84% | -$3.1M Sold | — 1.1M shares | |
ETF ETF | $19.3M | 5.81% | +$2.2M Bought | — 414.8K shares | |
ETF ETF | $18.2M | 5.46% | -$581.9K Sold | — 124.6K shares | |
ETF ETF | $13.4M | 4.02% | +$93.8K Bought | — 232.7K shares | |
ETF ETF | $11.8M | 3.55% | +$241.1K Bought | — 43.1K shares | |
Semiconductors Technology | $10.9M | 3.29% | +$652.1K Bought | 0.00% 58.6K shares | |
ETF ETF | $8.9M | 2.67% | +$40.2K Bought | — 74.7K shares | |
ETF ETF | $8.6M | 2.60% | +$233.1K Bought | — 160.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Benchmark Financial Wealth Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-21.21% | |
-14.87% |
Analytics
Portfolio insights and performance metrics for Benchmark Financial Wealth Advisors, LLC
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