Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

L.K. Benson & Company, P.C.

Latest statistics and disclosures from L.K. Benson & Company, P.C.'s latest quarterly 13F-HR filing:

Top 5 stock holdings are TROW, VXUS, HIDE, VTI, BND, and represent 34.80% of L.K. Benson & Company, P.C.'s stock portfolio.
Added to shares of these 10 stocks: HIDE, CAOS, SCHR, VTI, QMOM, QVAL, IWR, JPM, SGOV, VEA.
Started 10 new stock positions in LLY, QQQ, BIV, SDY, VCIT, TGRW, TMSL, IWR, GDX, JPM.
Reduced shares in these 10 stocks: TROW, VOO, IVV, BGC, VXF, IJR, VBK, TAIL, XOM, MTB.
Sold out of its positions in BGC, TAIL, IJR, VBK.
L.K. Benson & Company, P.C. was a net buyer of stock by $11M.
L.K. Benson & Company, P.C. has $199M in assets under management (AUM), dropping by 7.41%.
Central Index Key (CIK): 0002055235

Tip: Access up to 7 years of quarterly data

Positions held by L.K. Benson & Company, P.C. consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for L.K. Benson & Company, P.C.

L.K. Benson & Company, P.C. holds 112 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
T. Rowe Price (TROW)	15.7	$31M	-3%	306k	102.38	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.2	$12M		164k	75.44	View chart
Ea Series Trust Alpha Architect (HIDE)	4.9	$9.8M	+30%	431k	22.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.4	$8.7M	+7%	26k	335.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.6	$7.2M		97k	74.07	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.3	$6.6M		273k	24.04	View chart
Ea Series Trust Alpha Architect (CAOS)	3.1	$6.2M	+54%	70k	89.78	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.8	$5.6M	+42%	225k	25.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.4	$4.8M	-14%	7.7k	627.10	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.1	$4.1M	-5%	20k	209.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$4.1M	-11%	6.0k	684.88	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.0	$4.1M		55k	74.17	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.0	$3.9M	+7%	78k	50.29	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.9	$3.8M		77k	49.90	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.7	$3.4M	+6%	11k	314.79	View chart
Vanguard Index Fds Value Etf (VTV)	1.6	$3.1M	-2%	16k	191.00	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.5	$3.1M		30k	101.98	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.3	$2.6M	+3%	31k	82.33	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.3	$2.5M		89k	28.48	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.1	$2.3M		85k	26.91	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$2.3M	+9%	23k	99.88	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.1	$2.2M		48k	45.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$1.9M	+27%	31k	62.47	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.9	$1.8M	+9%	13k	141.04	View chart
Ea Series Trust Us Quan Value (QVAL)	0.8	$1.7M	+52%	34k	48.80	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.8	$1.6M	+3%	15k	106.70	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.8	$1.6M		48k	34.21	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.8	$1.6M		39k	41.92	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$1.6M		20k	77.02	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.8	$1.6M	+60%	24k	65.29	View chart
Wal-Mart Stores (WMT)	0.8	$1.5M	+9%	13k	111.41	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.7	$1.5M	-2%	16k	93.98	View chart
Apple (AAPL)	0.7	$1.3M	+30%	4.9k	271.87	View chart
Ea Series Trust Alpha Architect (AAUS)	0.6	$1.3M		23k	55.11	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$1.3M	-4%	16k	78.81	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.6	$1.3M	-8%	48k	26.49	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$1.2M		20k	59.54	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$1.2M		45k	26.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$1.2M		7.8k	148.69	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.6	$1.1M		35k	32.75	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$1.1M	-8%	13k	88.48	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.6	$1.1M		24k	46.24	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$1.1M		4.2k	257.95	View chart
M&T Bank Corporation (MTB)	0.5	$1.0M	-10%	5.2k	201.46	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.5	$1.0M		13k	75.58	View chart
Microsoft Corporation (MSFT)	0.5	$978k	+53%	2.0k	483.62	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$968k	+12%	20k	49.46	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$903k		1.3k	681.92	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.5	$901k	+19%	18k	51.27	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$886k	+25%	18k	48.32	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.4	$878k	+55%	28k	31.46	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	0.4	$873k	+62%	23k	38.12	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$839k		16k	53.76	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.4	$835k		11k	74.95	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.4	$825k	-7%	72k	11.46	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$823k		16k	50.86	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$817k	-10%	7.6k	107.11	View chart
International Business Machines (IBM)	0.4	$776k	-9%	2.6k	296.21	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$774k	+81%	9.3k	82.82	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$728k	+83%	30k	24.37	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$726k	+134%	7.2k	100.38	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.4	$725k		27k	27.21	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.4	$712k		14k	50.43	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$669k		11k	58.73	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$658k	+3%	5.9k	111.75	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.3	$651k		7.0k	93.00	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.3	$586k	-12%	7.5k	77.90	View chart
Ishares Tr Faln Angls Usd (FALN)	0.3	$560k		21k	27.30	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$545k	+27%	14k	38.11	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$531k	-8%	5.7k	93.10	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.3	$522k		5.1k	101.58	View chart
Spdr Series Trust State Street Spd (SHM)	0.2	$493k	-2%	10k	47.99	View chart
Newmark Group Cl A (NMRK)	0.2	$490k		28k	17.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$481k	-9%	956.00	502.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$478k	-6%	2.2k	219.83	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$461k	NEW	4.8k	96.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$453k	+4%	1.1k	396.31	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$442k		13k	32.89	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$439k	+16%	14k	32.57	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$438k	+2%	3.1k	143.51	View chart
Abbvie (ABBV)	0.2	$432k	+3%	1.9k	228.49	View chart
JPMorgan Chase & Co. (JPM)	0.2	$427k	NEW	1.3k	322.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$420k		1.3k	313.80	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$417k		8.9k	47.02	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$415k		3.6k	115.09	View chart
Exxon Mobil Corporation (XOM)	0.2	$396k	-24%	3.3k	120.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$395k	-22%	1.4k	290.20	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$386k	-14%	2.8k	136.94	View chart
Ishares Tr U S Equity Factr (LRGF)	0.2	$345k		5.0k	69.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$343k	NEW	558.00	614.31	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$327k		7.0k	46.80	View chart
Johnson & Johnson (JNJ)	0.2	$326k	+4%	1.6k	206.93	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$319k	+204%	7.1k	44.71	View chart
Abbott Laboratories (ABT)	0.2	$311k	-3%	2.5k	125.29	View chart
Ssga Active Etf Tr State Street Mul (RLY)	0.1	$283k		9.0k	31.45	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$281k	+25%	7.1k	39.59	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.1	$278k		5.6k	49.85	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$274k	NEW	2.0k	139.16	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$269k		3.8k	70.99	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.1	$267k	NEW	7.4k	35.90	View chart
Coca-Cola Company (KO)	0.1	$262k		3.7k	69.91	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$257k	NEW	3.1k	83.74	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.1	$253k	NEW	5.5k	46.01	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$249k		4.8k	52.41	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$244k		2.5k	96.03	View chart
Boeing Company (BA)	0.1	$236k		1.1k	217.12	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$220k	NEW	2.6k	85.79	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$219k	-7%	448.00	488.39	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$209k	-29%	3.2k	66.00	View chart
Eli Lilly & Co. (LLY)	0.1	$204k	NEW	190.00	1074.68	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$202k	NEW	2.6k	77.89	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.1	$125k		14k	8.90	View chart

Past Filings by L.K. Benson & Company, P.C.

SEC 13F filings are viewable for L.K. Benson & Company, P.C. going back to 2025

L.K. Benson & Company, P.C. 2025 Q4 filed Feb. 6, 2026
L.K. Benson & Company, P.C. 2025 Q3 filed Nov. 5, 2025
L.K. Benson & Company, P.C. 2025 Q2 filed July 23, 2025
L.K. Benson & Company, P.C. 2025 Q1 filed April 25, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z