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
NVDA icon
1
NVIDIA
NVDA
$4.6T
$33.7M 19.58%
+180,532
New +$31.5M
APP icon
2
Applovin
APP
$134B
$10.4M 6.02%
+14,576
New +$6.72M
AVGO icon
3
Broadcom
AVGO
$1.76T
$8.12M 4.72%
+24,601
New +$7.55M
MSFT icon
4
Microsoft
MSFT
$2.9T
$5.65M 3.28%
+10,908
New +$5.56M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.12T
$5.58M 3.24%
+22,934
New +$4.8M
TSM icon
6
TSMC
TSM
$1.94T
$5.3M 3.08%
+18,970
New +$4.64M
META icon
7
Meta Platforms (Facebook)
META
$1.49T
$5.29M 3.07%
+7,213
New +$5.37M
KLAC icon
8
KLA
KLAC
$222B
$4.87M 2.83%
+45,080
New +$4.21M
V icon
9
Visa
V
$677B
$4.48M 2.6%
+13,066
New +$4.52M
URI icon
10
United Rentals
URI
$65.7B
$4.01M 2.33%
+4,193
New +$3.74M
AMZN icon
11
Amazon
AMZN
$2.44T
$3.97M 2.3%
+18,075
New +$4.09M
PANW icon
12
Palo Alto Networks
PANW
$256B
$3.72M 2.16%
+18,286
New +$3.5M
AMAT icon
13
Applied Materials
AMAT
$347B
$3.6M 2.09%
+17,280
New +$3.14M
MA icon
14
Mastercard
MA
$498B
$3.52M 2.04%
+6,185
New +$3.55M
BKNG icon
15
Booking.com
BKNG
$156B
$3.47M 2.01%
+16,025
New +$3.58M
NFLX icon
16
Netflix
NFLX
$307B
$3.27M 1.9%
+27,250
New +$3.33M
ANET icon
17
Arista Networks
ANET
$199B
$3.26M 1.89%
+22,374
New +$2.88M
CRWD icon
18
CrowdStrike
CRWD
$183B
$3.21M 1.86%
+26,156
New +$2.97M
UBER icon
19
Uber
UBER
$145B
$3.11M 1.81%
+31,776
New +$2.97M
LRCX icon
20
Lam Research
LRCX
$316B
$2.81M 1.63%
+20,972
New +$2.22M
EME icon
21
Emcor
EME
$29.9B
$2.74M 1.59%
+4,218
New +$2.56M
AAPL icon
22
Apple
AAPL
$4.97T
$2.71M 1.58%
+10,652
New +$2.41M
SPOT icon
23
Spotify
SPOT
$108B
$2.57M 1.49%
+3,687
New +$2.58M
JPM icon
24
JPMorgan Chase
JPM
$916B
$2.39M 1.39%
+7,576
New +$2.25M
VRT icon
25
Vertiv
VRT
$85.9B
$2.25M 1.3%
+14,842
New +$1.98M
1
2 3 4

Similar funds

SPF
South Plains Financial Lubbock, Texas $172M AUM 21.06% 1-Year Est. Return
AIG
Abbington Investment Group Westport, Connecticut $172M AUM
PSC
Prentiss Smith & Co Brattleboro, Vermont $172M AUM 21.18% 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
PWM
Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return

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.