Q2 2026 13F · SEC CIK 1910971

Benchmark Investment Advisors LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $228.0M
Reported positions: 70
Top holdings a year, 3 yrs: +39.9%
Assets under management: $329.2M

Benchmark Investment Advisors LLC is a wealth manager that reported 70 positions worth $228.0M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Nvidia Corporation Com (NVDA, 13.7%), Kla Corp (KLAC, 5.3%), Micron Technology Inc (MU, 5.1%). A portfolio copying its top holdings returned 39.9% a year over the last 3 years, against 20.4% for the S&P 500.

Benchmark Investment Advisors LLC holdings largest 50 of 70 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Benchmark Investment Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	13.7%	16.0%	155,899	-1.1%	$31.2M
KLACKla Corp	5.3%	3.4%	39,806	+899.9%	$12.0M
MUMicron Technology Inc	5.1%	2.2%	10,037	-9.0%	$11.6M
AVGOBroadcom Inc	4.0%	3.4%	24,263	+30.2%	$9.2M
SNDKSandisk Corp	4.0%	1.7%	4,016	-14.4%	$9.1M
LRCXLam Research Corp	3.9%	2.6%	20,378	-1.0%	$8.8M
TSMTaiwan Semiconductor Manufac	3.5%	3.3%	16,839	-0.2%	$8.0M
AMATApplied Matls Inc	3.5%	2.1%	10,920	+1.1%	$7.9M
GOOGLAlphabet Inc	3.2%	3.4%	20,565	-0.0%	$7.3M
APPApplovin Corp	3.2%	3.5%	14,034	-6.8%	$7.2M
FIXComfort Sys USA Inc	2.6%	2.3%	2,962	+3.7%	$5.9M
VRTVertiv Holdings Co	2.3%	2.1%	15,651	+6.2%	$5.2M
URIUnited Rentals Inc Com	2.3%	2.4%	4,543	-20.3%	$5.1M
METAMeta Platforms Inc Class A	2.3%	3.0%	9,110	+1.8%	$5.1M
PANWPalo Alto Networks Inc	2.2%	1.7%	14,929	-16.9%	$5.1M
AMZNAmazon Com Inc Com	2.1%	2.1%	20,311	+16.2%	$4.8M
MSFTMicrosoft Corp	1.9%	2.3%	11,600	+7.8%	$4.3M
VVisa Inc Com Cl A	1.9%	2.2%	12,484	+0.4%	$4.3M
ANETArista Networks Inc	1.9%	1.7%	24,843	+1.4%	$4.2M
APHAmphenol Corp	1.8%	1.5%	23,893	+16.8%	$4.2M
CRWDCrowdstrike Hldgs Inc Class A	1.8%	2.1%	5,486	-41.4%	$4.2M
EMEEmcor Group Inc	1.7%	2.1%	4,764	-1.0%	$4.0M
PLTRPalantir Technologies Inclass Class A	1.6%	2.1%	31,622	+28.9%	$3.7M
ASMLAsml Hldg NV	1.6%	1.3%	1,784	+1.8%	$3.5M
BKNGBooking Holdings Inc Com	1.4%	1.9%	18,110	+2267.3%	$3.2M
MPMp Materials Corp	1.3%	1.5%	53,890	+3.2%	$3.0M
MAMastercard Inc.	1.3%	1.7%	5,780	-0.3%	$3.0M
AAPLApple Inc	1.3%	1.6%	10,116	-6.2%	$2.9M
JPMJpmorgan Chase & Co	1.3%	1.5%	8,840	-1.6%	$2.9M
SPOTSpotify Technology S A	1.2%	1.8%	5,951	-7.9%	$2.7M
GDXVaneck Gold Miners ETF	1.2%	1.1%	35,689	+79.7%	$2.7M
LLYLilly Eli & Co	1.1%	1.1%	2,120	+3.0%	$2.5M
UBERUber Technologies Inc	1.1%	1.5%	35,101	-2.6%	$2.5M
NFLXNetflix Inc Total	0.9%	1.7%	28,579	-4.2%	$2.0M
GEGe Aerospace	0.9%	0.9%	5,210	+0.0%	$1.9M
NOWServicenow Inc Com	0.8%	1.0%	18,475	+16.6%	$1.8M
MRVLMarvell Technology Inc	0.8%	—	5,902	—	$1.8M
VOOVanguard S&p 500 ETF	0.7%	0.9%	2,475	+0.3%	$1.7M
GEVGe Vernova Inc	0.7%	0.7%	1,303	+0.2%	$1.5M
WELLWelltower Inc	0.5%	0.6%	5,060	+0.0%	$1.1M
PHParker-Hannifin Corp	0.5%	0.6%	1,051	-3.1%	$1.0M
NTNXNutanix Inc	0.3%	0.3%	14,375	-1.3%	$733K
AZOAutozone Inc	0.3%	0.5%	223	-4.7%	$713K
OUSTOuster Inc	0.3%	—	11,162	—	$698K
JPCNuveen Pfd & Income Opportun	0.3%	0.4%	88,000	+0.0%	$693K
VNQVanguard Real Estate ETF	0.3%	0.4%	7,152	-1.3%	$690K
QQQInvesco Qqq Tr	0.3%	—	843	—	$621K
IVEIshares S&p 500 Value ETF	0.2%	—	2,464	—	$559K
ADIAnalog Devices Inc	0.2%	—	1,362	—	$541K
CRMSalesforce Inc Com	0.2%	0.4%	3,426	-9.6%	$537K

What Benchmark Investment Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +29.1% /yr; S&P 500 +20.1%
3 years: +39.9% /yr; S&P 500 +20.4%
5 years: +33.5% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$228.0M	70
Q1 2026	$172.0M	76
Q3 2025	$172.2M	78
Q1 2025	$154.3M	86
Q4 2024	$153.7M	86
Q3 2024	$140.3M	86
Q2 2024	$138.1M	89
Q1 2024	$126.7M	90
Q4 2023	$107.9M	84
Q3 2023	$99.0M	78
Q2 2023	$108.4M	90
Q1 2023	$97.4M	88

Questions about Benchmark Investment Advisors LLC's portfolio

What stocks does Benchmark Investment Advisors LLC own?

Benchmark Investment Advisors LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 70 positions worth $228.0M. The largest are Nvidia Corporation Com (NVDA) at 13.7%, Kla Corp (KLAC) at 5.3%, Micron Technology Inc (MU) at 5.1%, Broadcom Inc (AVGO) at 4.0% and Sandisk Corp (SNDK) at 4.0%.

What did Benchmark Investment Advisors LLC buy last quarter?

In Q2 2026, Benchmark Investment Advisors LLC added Booking Holdings Inc Com (BKNG) (+2267.3% shares), Kla Corp (KLAC) (+899.9% shares) and Vaneck Gold Miners ETF (GDX) (+79.7% shares), compared with its Q1 2026 filing.

What did Benchmark Investment Advisors LLC sell last quarter?

In Q2 2026, Benchmark Investment Advisors LLC cut from its top 50 Ishares Emerging Markets Dividend ETF (DVYE), cut from its top 50 Ishares Gold Trust (IAU), cut from its top 50 Brown & Brown Inc (BRO), cut from its top 50 Cadence Design System Inc (CDNS), cut from its top 50 Mckesson Corp Com (MCK), Crowdstrike Hldgs Inc Class A (CRWD) (-41.4% shares), United Rentals Inc Com (URI) (-20.3% shares) and Palo Alto Networks Inc (PANW) (-16.9% shares), compared with its Q1 2026 filing.

How has Benchmark Investment Advisors LLC's portfolio performed?

A portfolio copying Benchmark Investment Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +39.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +29.1% against +20.1%. Over 5 years: +33.5% a year against +16.8%.

When is Benchmark Investment Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Benchmark Investment Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Benchmark Investment Advisors LLC manage?

Benchmark Investment Advisors LLC reported $329.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $228.0M.