Back to investors
BENNINGFIELD FINANCIAL ADVISORS, LLC
BENNINGFIELD FINANCIAL ADVISORS, LLC
Latest filing: 2026-06-30
BENNINGFIELD FINANCIAL ADVISORS, LLC runs BENNINGFIELD FINANCIAL ADVISORS, LLC and currently holds 19 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $135.01M. Their top holdings are DFUV, VTIP, IEF, VTI, PLTR. The top five represent 73.6% of reported portfolio weight. BENNINGFIELD FINANCIAL ADVISORS, LLC ranks #821 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BENNINGFIELD FINANCIAL ADVISORS, LLC initiated 1 new position. They added to 4 existing positions. They trimmed 5 positions. Their current best-performing preview position is CAT with returns of +50.31%.
Sign in to enable email alerts for this investor.
Showper page
19 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFUV DIMENSIONAL ETF TRUST | 20.55% | $41.20 | $57.42 | +39.37% | Trimmed -0.47% |
 VTIP VANGUARD MALVERN FDS | 16.23% | $48.76 | $49.79 | +2.11% | Added +3.02% |
 IEF ISHARES TR | 14.98% | $93.24 | $92.82 | -0.45% | Added +3.15% |
 VTI VANGUARD INDEX FDS | 14.32% | $295.09 | $378.25 | +28.18% | Added +3.57% |
 PLTR PALANTIR TECHNOLOGIES INC | 7.56% | $75.63 | $179.94 | +137.92% | Held |
 AVUV AMERICAN CENTY ETF TR | 5.59% | $92.52 | $126.43 | +36.65% | Trimmed -1.78% |
 DFIV DIMENSIONAL ETF TRUST | 3.65% | $35.68 | $58.30 | +63.38% | Trimmed -2.89% |
 VTV VANGUARD INDEX FDS | 1.79% | $170.47 | $226.35 | +32.78% | Held |
 VGIT VANGUARD SCOTTSDALE FDS | 1.57% | $58.00 | $58.32 | +0.54% | Held |
 VXUS VANGUARD STAR FDS | 0.51% | $77.63 | $87.71 | +12.98% | Added +17.97% |
Showing 1-10 of 19