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BENNINGFIELD FINANCIAL ADVISORS, LLC 13F portfolio summary

BENNINGFIELD FINANCIAL ADVISORS, LLC of BENNINGFIELD FINANCIAL ADVISORS, LLC has 18 current stock holdings with a reported portfolio value of $126.7M. The portfolio 1 year return is +22.79%. Top holdings include DFUV (19.38%), VTIP (16.69%), IEF (15.62%), VTI (12.77%), BSVO (10.46%).

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BENNINGFIELD FINANCIAL ADVISORS, LLC

BENNINGFIELD FINANCIAL ADVISORS, LLC
Latest filing: 2026-03-31

BENNINGFIELD FINANCIAL ADVISORS, LLC runs BENNINGFIELD FINANCIAL ADVISORS, LLC and currently holds 18 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $126.73M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BENNINGFIELD FINANCIAL ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BENNINGFIELD FINANCIAL ADVISORS, LLC's portfolio at BENNINGFIELD FINANCIAL ADVISORS, LLC has delivered returns of +22.79%. Their 3-year annualized return is +24.48%. Looking at the 5-year horizon, BENNINGFIELD FINANCIAL ADVISORS, LLC has achieved +24.48% annualized returns at BENNINGFIELD FINANCIAL ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+22.79%
#0/1000
3 Year
+24.48%
#0/1000
5 Year
+24.48%
#0/1000

Portfolio Value

$126.73M

Alpha Score

21.6

#0 of 1000

Holdings

18

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change