# EDGAR Filing Document

**Accession Number:** 0001788241
**File Stem:** 0001788241-25-000004
**Filing Date:** 2025-7
**Character Count:** 11160
**Document Hash:** e3ea52c39a85bdf335422e3dd76ec3eb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001788241-25-000004.hdr.sgml**: 20250718

**ACCESSION NUMBER**: 0001788241-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250718

**DATE AS OF CHANGE**: 20250718

**EFFECTIVENESS DATE**: 20250718

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Benchmark Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001788241

**ORGANIZATION NAME:**
- **EIN:** 640963896
- **STATE OF INCORPORATION:** CT
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19700
- **FILM NUMBER:** 251133864

**BUSINESS ADDRESS:**
- **STREET 1:** 83 HALLS ROAD, SUITE 201
- **STREET 2:** P.O. BOX 525
- **CITY:** OLD LYME
- **STATE:** CT
- **ZIP:** 06371
- **BUSINESS PHONE:** 860-434-6890

**MAIL ADDRESS:**
- **STREET 1:** 83 HALLS ROAD, SUITE 201
- **STREET 2:** P.O. BOX 525
- **CITY:** OLD LYME
- **STATE:** CT
- **ZIP:** 06371

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Benchmark Wealth Management LLC<br>**Address:** 83 HALLS ROAD SUITE 201<br>P.O. BOX 525<br>OLD LYME, CT 06371

**Form 13F File Number:** 028-19700

**CRD Number (if applicable):** 000160192

**SEC File Number (if applicable):** 801-108489

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Heather Moore<br>**Title:** Operations Assistant<br>**Phone:** 860-434-6890 x4

**Signature, Place, and Date of Signing:**

Heather Moore  Old Lyme, CT  07-18-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 70

**Form 13F Information Table Value Total:** $225033724

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 266420 | 1750 | SH |  | SOLE | 0 | 0 | 0 | 1750 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 319205 | 4657 | SH |  | SOLE | 0 | 0 | 0 | 4657 |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 |  | 396580 | 7690 | SH |  | SOLE | 0 | 0 | 0 | 7690 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 6559200 | 9 | SH |  | SOLE | 0 | 0 | 0 | 9 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1241628 | 2556 | SH |  | SOLE | 0 | 0 | 0 | 2556 |
| BOEING CO | COM | 097023105 |  | 348867 | 1665 | SH |  | SOLE | 0 | 0 | 0 | 1665 |
| CATERPILLAR INC | COM | 149123101 |  | 693930 | 1788 | SH |  | SOLE | 0 | 0 | 0 | 1788 |
| DEERE  CO | COM | 244199105 |  | 1576319 | 3100 | SH |  | SOLE | 0 | 0 | 0 | 3100 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 973363 | 27372 | SH |  | SOLE | 0 | 0 | 0 | 27372 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 609040 | 20652 | SH |  | SOLE | 0 | 0 | 0 | 20652 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 918955 | 29558 | SH |  | SOLE | 0 | 0 | 0 | 29558 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 952547 | 22530 | SH |  | SOLE | 0 | 0 | 0 | 22530 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 1478170 | 41244 | SH |  | SOLE | 0 | 0 | 0 | 41244 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 587617 | 13720 | SH |  | SOLE | 0 | 0 | 0 | 13720 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 625024 | 5798 | SH |  | SOLE | 0 | 0 | 0 | 5798 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 3762551 | 37929 | SH |  | SOLE | 0 | 0 | 0 | 37929 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 218170 | 2398 | SH |  | SOLE | 0 | 0 | 0 | 2398 |
| ISHARES TR | MORNINGSTR US EQ | 464287127 |  | 5535883 | 64536 | SH |  | SOLE | 0 | 0 | 0 | 64536 |
| ISHARES TR | MRGSTR MD CP ETF | 464288208 |  | 4413373 | 55403 | SH |  | SOLE | 0 | 0 | 0 | 55403 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 505292 | 14642 | SH |  | SOLE | 0 | 0 | 0 | 14642 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 248767 | 2381 | SH |  | SOLE | 0 | 0 | 0 | 2381 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 555457 | 11684 | SH |  | SOLE | 0 | 0 | 0 | 11684 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 1048394 | 4362 | SH |  | SOLE | 0 | 0 | 0 | 4362 |
| ISHARES TR | MSCI INTL MOMENT | 46434V449 |  | 663130 | 14514 | SH |  | SOLE | 0 | 0 | 0 | 14514 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 346256 | 6800 | SH |  | SOLE | 0 | 0 | 0 | 6800 |
| J P MORGAN EXCHANGE TRADED F | SUSTAINABLE MUNI | 46654Q815 |  | 375551 | 7599 | SH |  | SOLE | 0 | 0 | 0 | 7599 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 332537 | 2177 | SH |  | SOLE | 0 | 0 | 0 | 2177 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 316885 | 2458 | SH |  | SOLE | 0 | 0 | 0 | 2458 |
| MICROSOFT CORP | COM | 594918104 |  | 474054 | 953 | SH |  | SOLE | 0 | 0 | 0 | 953 |
| MORGAN STANLEY ETF TRUST | EATON VANCE INTE | 61774R882 |  | 323733 | 6306 | SH |  | SOLE | 0 | 0 | 0 | 6306 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 402875 | 2550 | SH |  | SOLE | 0 | 0 | 0 | 2550 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 286947 | 5208 | SH |  | SOLE | 0 | 0 | 0 | 5208 |
| PEPSICO INC | COM | 713448108 |  | 247047 | 1871 | SH |  | SOLE | 0 | 0 | 0 | 1871 |
| PFIZER INC | COM | 717081103 |  | 351189 | 14488 | SH |  | SOLE | 0 | 0 | 0 | 14488 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 2902360 | 28869 | SH |  | SOLE | 0 | 0 | 0 | 28869 |
| ROYCE SMALL CAP TRUST INC | COM | 780910105 |  | 189931 | 12620 | SH |  | SOLE | 0 | 0 | 0 | 12620 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 4697634 | 197131 | SH |  | SOLE | 0 | 0 | 0 | 197131 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 1460255 | 52059 | SH |  | SOLE | 0 | 0 | 0 | 52059 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 761433 | 28539 | SH |  | SOLE | 0 | 0 | 0 | 28539 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 5867337 | 221409 | SH |  | SOLE | 0 | 0 | 0 | 221409 |
| SPDR INDEX SHS FDS | S INTL ETF | 78463X772 |  | 261794 | 6211 | SH |  | SOLE | 0 | 0 | 0 | 6211 |
| SPDR SERIES TRUST | PORTFLI TIPS ETF | 78464A656 |  | 350246 | 13440 | SH |  | SOLE | 0 | 0 | 0 | 13440 |
| SPDR SERIES TRUST | S DIVID ETF | 78464A763 |  | 764974 | 5636 | SH |  | SOLE | 0 | 0 | 0 | 5636 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 |  | 298248 | 2841 | SH |  | SOLE | 0 | 0 | 0 | 2841 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 2003309 | 25455 | SH |  | SOLE | 0 | 0 | 0 | 25455 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 25678083 | 348745 | SH |  | SOLE | 0 | 0 | 0 | 348745 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 2269880 | 45847 | SH |  | SOLE | 0 | 0 | 0 | 45847 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 25658575 | 45171 | SH |  | SOLE | 0 | 0 | 0 | 45171 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 295535 | 1797 | SH |  | SOLE | 0 | 0 | 0 | 1797 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 16431108 | 92968 | SH |  | SOLE | 0 | 0 | 0 | 92968 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 5890891 | 21052 | SH |  | SOLE | 0 | 0 | 0 | 21052 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 333893 | 1712 | SH |  | SOLE | 0 | 0 | 0 | 1712 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 7993810 | 33732 | SH |  | SOLE | 0 | 0 | 0 | 33732 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 33404062 | 76195 | SH |  | SOLE | 0 | 0 | 0 | 76195 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1363357 | 4486 | SH |  | SOLE | 0 | 0 | 0 | 4486 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 349518 | 7067 | SH |  | SOLE | 0 | 0 | 0 | 7067 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 9100526 | 135384 | SH |  | SOLE | 0 | 0 | 0 | 135384 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 1055794 | 8215 | SH |  | SOLE | 0 | 0 | 0 | 8215 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 4479032 | 91353 | SH |  | SOLE | 0 | 0 | 0 | 91353 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 332178 | 4006 | SH |  | SOLE | 0 | 0 | 0 | 4006 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 696150 | 6375 | SH |  | SOLE | 0 | 0 | 0 | 6375 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 665064 | 7805 | SH |  | SOLE | 0 | 0 | 0 | 7805 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 2445498 | 30761 | SH |  | SOLE | 0 | 0 | 0 | 30761 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 1460092 | 24840 | SH |  | SOLE | 0 | 0 | 0 | 24840 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 6582502 | 32162 | SH |  | SOLE | 0 | 0 | 0 | 32162 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 341512 | 4943 | SH |  | SOLE | 0 | 0 | 0 | 4943 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 2591896 | 45464 | SH |  | SOLE | 0 | 0 | 0 | 45464 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 17114280 | 128380 | SH |  | SOLE | 0 | 0 | 0 | 128380 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 720116 | 6568 | SH |  | SOLE | 0 | 0 | 0 | 6568 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 267895 | 4090 | SH |  | SOLE | 0 | 0 | 0 | 4090 |

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