We are live on ! Find out more
BIA

Benchmark Investment Advisors Portfolio holdings

AUM $172M
This Fund
S&P 500
This Quarter Est. Return
+17.88%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$172M
AUM Growth
–
Cap. Flow
+$160M
Cap. Flow %
92.68%
Top 10 Hldgs %
50.74%
Holding
78
New
78
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$31.5M
2
AVGO icon
Broadcom
AVGO
+$7.55M
3
APP icon
Applovin
APP
+$6.72M
4
MSFT icon
Microsoft
MSFT
+$5.56M
5
META icon
Meta Platforms (Facebook)
META
+$5.37M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 53.69%
2 Communication Services 16.04%
3 Industrials 8.65%
4 Financials 7.59%
5 Consumer Discretionary 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
76
Goldman Sachs
GS
$303B
$215K 0.12%
+270
New +$200K
VIG icon
77
Vanguard Dividend Appreciation ETF
VIG
$114B
$203K 0.12%
+943
New +$198K
IJS icon
78
iShares S&P Small-Cap 600 Value ETF
IJS
$8.34B
$190K 0.11%
+1,721
New +$183K
1 2 3
4

Similar funds

SPF
South Plains Financial Lubbock, Texas $172M AUM 21.06% 1-Year Est. Return
CRFG
Columbia River Financial Group Vancouver, Washington $172M AUM 13.74% 1-Year Est. Return
TA
Tiptree Advisors New York $172M AUM 86.65% 1-Year Est. Return
AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
GWCM
Godshalk Welsh Capital Management Radnor, Pennsylvania $172M AUM 16.03% 1-Year Est. Return
MACM
MAC Alpha Capital Management Tampa, Florida $171M AUM
BAM
Bullseye Asset Management Denver, Colorado $173M AUM 9.48% 1-Year Est. Return
RPSM
Royalty Pharma Sub-Manager New York $173M AUM

Benchmark Investment Advisors's Q3 2025 Portfolio in Review

Q3 2025 is the first quarter with a 13F filing on record for Benchmark Investment Advisors, which disclosed 78 positions worth $172M. Its ten largest holdings account for 51% of the portfolio.

Its largest position is NVIDIA: 180,532 shares worth $33.7M.

By sector, the portfolio is most concentrated in Technology at 54% of assets, followed by Communication Services and Industrials.

  • Benchmark Investment Advisors's largest Q3 2025 buy was NVIDIA: 180,532 shares worth $33.7M.
  • Benchmark Investment Advisors's ten largest holdings make up 51% of its $172M portfolio in Q3 2025.
  • Benchmark Investment Advisors disclosed 78 positions in Q3 2025, its first 13F filing on record.

Based on Benchmark Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.