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BENCHMARK WEALTH MANAGEMENT, LLC

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OLD LYME CT Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Benchmark Wealth Management is based out of Old Lyme. Benchmark Wealth Management is a large advisory firm with 275 clients and discretionary assets under management (AUM) of $298,614,860 (Form ADV from 2023-10-30). Their last reported 13F filing for Q4 2023 included $169,160,715 in managed 13F securities and a top 10 holdings concentration of 77.52%. Benchmark Wealth Management's largest holding is VANGUARD GROWTH INDEX FUND-ETF Shares with shares held of 101,971. Whalewisdom has at least 17 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $169m, Prior: $157m
New Purchases 1 stocks
Added To 12 stocks
Sold out of 2 stocks
Reduced holdings in 24 stocks
Top 10 Holdings % 77.52%
Turnover %[1] 6.38%
Turnover Alt %[2] 2.94%
Time Held Top 20 13.15 quarters
Time Held Top 10 11.5 quarters
Time Held All 12.55 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance