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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, VTI, HIDE, BND, and represent 36.12% of L.K. Benson & Company, P.C.'s stock portfolio.
Added to shares of these 10 stocks: VOO, IVV, Ea Series Trust, HIDE, VXUS, CAOS, EOSE, SCHR, BND, VXF.
Started 8 new stock positions in DFAC, XLE, VBK, Ea Series Trust, TAIL, EOSE, IJR, IJH.
Reduced shares in these 10 stocks: TROW, VTV, BGC, AMZN, VTI, MSFT, SCHP, VIG, FALN, VT.
Sold out of its position in AMZN.
L.K. Benson & Company, P.C. was a net buyer of stock by $14M.
L.K. Benson & Company, P.C. has $186M in assets under management (AUM), dropping by 13.94%.
Central Index Key (CIK): 0002055235

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

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

L.K. Benson & Company, P.C. holds 106 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
T. Rowe Price (TROW)	17.5	$32M	-2%	316k	102.64	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.4	$12M	+9%	161k	73.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.3	$7.9M	-2%	24k	328.15	View chart
Ea Series Trust Alpha Architect (HIDE)	4.1	$7.7M	+15%	332k	23.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.9	$7.2M	+11%	97k	74.37	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.5	$6.4M		276k	23.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.0	$5.5M	+69%	9.0k	612.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$4.5M	+87%	6.8k	669.35	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.3	$4.4M	+19%	21k	209.32	View chart
Ea Series Trust Alpha Architect (CAOS)	2.2	$4.0M	+29%	45k	89.53	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.1	$4.0M	+27%	158k	25.13	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.1	$4.0M		55k	72.44	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.0	$3.6M	+22%	73k	50.07	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.9	$3.5M		77k	46.12	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.7	$3.1M	+9%	10k	307.83	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$3.1M	-8%	17k	186.49	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.6	$3.0M	-2%	30k	99.52	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.3	$2.5M		89k	27.90	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.3	$2.4M		30k	78.90	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.2	$2.3M		86k	26.34	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$2.1M	+11%	21k	100.25	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.1	$2.1M		48k	42.96	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.9	$1.6M	-5%	12k	137.82	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.9	$1.6M	+24%	38k	42.08	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.9	$1.6M	+2%	15k	106.77	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.8	$1.6M		48k	32.90	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$1.6M	-3%	21k	75.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$1.4M	+21%	24k	59.92	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.8	$1.4M		16k	89.03	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$1.4M	-8%	53k	26.95	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$1.3M		17k	78.91	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$1.3M		14k	91.42	View chart
Ea Series Trust Alpha Architect	0.7	$1.3M	NEW	23k	53.99	View chart
Wal-Mart Stores (WMT)	0.7	$1.3M		12k	103.06	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$1.2M	+14%	20k	58.21	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$1.2M		45k	25.71	View chart
M&T Bank Corporation (MTB)	0.6	$1.1M		5.8k	197.61	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.6	$1.1M		34k	33.37	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$1.1M		7.8k	145.65	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.6	$1.1M	-3%	24k	45.60	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$1.1M	+10%	4.2k	254.24	View chart
Ea Series Trust Us Quan Value (QVAL)	0.6	$1.0M	+10%	22k	46.65	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.5	$989k	+8%	13k	75.25	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.5	$963k	+11%	15k	64.44	View chart
Apple (AAPL)	0.5	$947k		3.7k	254.63	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$912k	+4%	8.6k	106.49	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.5	$887k	NEW	78k	11.39	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$884k		18k	50.63	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$882k		1.3k	666.18	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$844k		16k	54.18	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.4	$821k	-5%	11k	73.73	View chart
International Business Machines (IBM)	0.4	$818k		2.9k	282.16	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$816k		16k	51.08	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$723k		15k	49.46	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.4	$711k		14k	50.57	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.4	$700k		27k	26.30	View chart
Microsoft Corporation (MSFT)	0.4	$681k	-17%	1.3k	517.95	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.4	$674k	+13%	8.6k	78.41	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$665k		11k	58.85	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.4	$650k	+3%	15k	44.31	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$620k	+2%	5.7k	108.71	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.3	$611k		7.0k	87.23	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$583k	+5%	6.2k	93.36	View chart
Ishares Tr Faln Angls Usd (FALN)	0.3	$559k	-14%	20k	27.78	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.3	$541k	+11%	18k	30.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$531k	-2%	1.1k	502.74	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$519k		1.8k	293.79	View chart
Newmark Group Cl A (NMRK)	0.3	$517k		28k	18.65	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.3	$516k		5.1k	101.93	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	0.3	$515k	+11%	14k	36.65	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.3	$507k		11k	48.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$504k	-17%	2.3k	215.77	View chart
Exxon Mobil Corporation (XOM)	0.3	$492k		4.4k	112.75	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$472k		3.3k	142.41	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$429k	+64%	14k	31.84	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$428k		5.2k	82.96	View chart
Abbvie (ABBV)	0.2	$423k	-3%	1.8k	231.54	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$420k	+3%	3.0k	140.95	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$416k		8.9k	46.93	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$410k		3.6k	113.85	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$409k	+60%	11k	36.35	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$397k	+10%	16k	24.40	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$390k		1.1k	355.47	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$364k		12k	31.53	View chart
Abbott Laboratories (ABT)	0.2	$343k		2.6k	133.94	View chart
Ishares Tr U S Equity Factr (LRGF)	0.2	$343k		5.0k	69.09	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$326k		1.3k	243.55	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$320k		7.0k	45.76	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$310k	+24%	3.1k	100.69	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$294k	NEW	4.5k	65.26	View chart
Johnson & Johnson (JNJ)	0.2	$281k		1.5k	185.40	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.1	$278k		5.6k	49.84	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	0.1	$275k	-2%	8.9k	30.88	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$265k		3.8k	69.95	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$246k		4.7k	52.28	View chart
Coca-Cola Company (KO)	0.1	$244k	-6%	3.7k	66.32	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$237k		2.5k	93.37	View chart
Boeing Company (BA)	0.1	$235k		1.1k	215.83	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$233k		485.00	479.91	View chart
Bgc Group Cl A (BGC)	0.1	$227k	-49%	24k	9.46	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$219k	NEW	5.7k	38.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$218k	NEW	1.8k	118.82	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$209k	NEW	2.3k	89.34	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$200k	NEW	673.00	297.41	View chart
Cambria Etf Tr Tail Risk (TAIL)	0.1	$171k	NEW	14k	11.83	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.1	$133k		14k	9.50	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 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

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