Benchmark Investment Advisors LLC

RIA/Wealth

Benchmark Investment Advisors LLC is a RIA/Wealth based in Galena, IL led by David William Swisher, managing $172.2M across 78 long positions as of Q3 2025 with 58% Technology concentration, 51% concentrated in top 10 holdings, 20% allocation to NVDA, and 58% technology allocation.

PresidentDavid William Swisher

Portfolio Value: $172.2M
Positions: 78
Top Holding: NVDA at 19.58%
Last Reported: Q3 2025

Address228 N. Bench Street, Galena, IL, 61036, United States

Top Holdings

Largest long holdings in Benchmark Investment Advisors LLC's portfolio (50.7% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$33.7M	19.58%	-$8.7M Sold	0.00% 180.5K shares	Q3 2025 Held for 2 months
2 Applovin Corporation APP	Software - Application Technology	$10.4M	6.02%	-$4.6M Sold	0.00% 14.6K shares	Q3 2025 Held for 2 months
3 Broadcom Inc. AVGO	Semiconductors Technology	$8.1M	4.72%	-$2.5M Sold	0.00% 24.6K shares	Q3 2025 Held for 2 months
4 Microsoft MSFT	Software - Infrastructure Technology	$5.6M	3.28%	-$2.1M Sold	0.00% 10.9K shares	Q3 2025 Held for 2 months
5 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$5.6M	3.24%	-$1.6M Sold	0.00% 22.9K shares	Q3 2025 Held for 2 months
6 Taiwan Semiconductor Manufacturing Company TSM	Semiconductors Technology	$5.3M	3.08%	+$165.9K Bought	— 19.0K shares	Q3 2025 Held for 2 months
7 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$5.3M	3.07%	-$2.3M Sold	0.00% 7.2K shares	Q3 2025 Held for 2 months
8 KLA Corporation KLAC	Semiconductors Technology	$4.9M	2.83%	+$186.8K Bought	0.00% 4.5K shares	Q3 2025 Held for 2 months
9 Visa V	Financial - Credit Services Financial Services	$4.5M	2.60%	+$300.7K Bought	0.00% 13.1K shares	Q3 2025 Held for 2 months
10 United Rentals URI	Rental & Leasing Services Industrials	$4.0M	2.33%	-$2.1M Sold	0.01% 4.2K shares	Q3 2025 Held for 2 months

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Benchmark Investment Advisors LLC's latest filing

See all changes

GthenC

Market Value

$172.2M

Prior: $153.8M

Q/Q Change

+11.99%

+$18.4M

Net Flows % of MV

-20.62%

Turnover Ratio

18.79%

New Purchases

6 stocks

$4.5M

Added To

19 stocks

+$8.7M

Sold Out Of

0 stocks

Reduced Holdings

43 stocks

-$48.7M

Increased Positions

Position	Shares Δ	Change
1 Mercado Libre MELI	New	0 → 973.0 +$2.2M
2 Amphenol APH	New	0 → 7.4K +$921.3K
3 Ouster OUST	New	0 → 20.5K +$607.7K
4 Astera Labs, Inc. ALAB	New	0 → 1.8K +$345.0K
5 Fair Isaac FICO	New	0 → 163.0 +$243.9K

Decreased Positions

Position	Shares Δ	Change
1 S&P Global SPGI	-76.68%	2.7K → 638.0 −$1.0M
2 SPDR S&P Regional Banking KRE	-70.44%	16.0K → 4.7K −$712.1K
3 Parker-Hannifin PH	-60.38%	3.1K → 1.2K −$1.4M
4 iShares Russell 2000 IWM	-60.27%	3.4K → 1.3K −$493.4K
5 W.W. Grainger GWW	-55.92%	1.6K → 715.0 −$864.3K