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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, HIDE, VTI, BND, and represent 55.06% of L.K. Benson & Company, P.C.'s stock portfolio.
Added to shares of these 10 stocks: HIDE, AOK, CAOS, VCSH, IEI, BND, VO, SHY, VV, VTEB.
Started 7 new stock positions in VCSH, IEI, AOK, NVDA, XLK, LLY, VUG.
Reduced shares in these 10 stocks: TROW (-$22M), DFAU, , ABT, SCHF, GDX, , FRDM, AMLP, QMOM.
Sold out of its positions in ABT, DFAU, MRK, SDY, GDX.
L.K. Benson & Company, P.C. was a net seller of stock by $-17M.
L.K. Benson & Company, P.C. has $332M in assets under management (AUM), dropping by 9.60%.
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 115 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
T. Rowe Price (TROW)	41.3	$137M	-13%	1.2M	113.69	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.3	$14M		167k	85.49	View chart
Ea Series Trust Alpha Architect (HIDE)	3.7	$12M	+9%	517k	23.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.3	$11M		30k	370.02	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.5	$8.1M	+4%	111k	73.41	View chart
Ea Series Trust Alpha Architect (CAOS)	2.3	$7.7M	+10%	85k	90.36	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.2	$7.3M	-3%	262k	27.70	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.2	$7.2M		294k	24.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$5.4M		7.8k	686.88	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.6	$5.3M	+2%	22k	246.22	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	1.4	$4.5M		55k	81.94	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$4.5M	-2%	5.9k	748.71	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.3	$4.3M	+7%	13k	343.90	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.3	$4.2M		78k	54.02	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$4.1M	+6%	81k	50.58	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.1	$3.7M		30k	124.76	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$3.5M		16k	217.92	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$3.2M		89k	36.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$2.8M		40k	71.25	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.9	$2.8M		32k	89.21	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$2.5M		85k	29.43	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.7	$2.5M		47k	52.76	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$2.3M		23k	98.98	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$2.1M	+3%	14k	156.96	View chart
Ea Series Trust Us Quan Value (QVAL)	0.6	$2.0M	-3%	37k	55.45	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.6	$2.0M	-6%	25k	78.73	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$2.0M		21k	96.49	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.6	$1.9M		48k	39.54	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$1.7M		16k	106.47	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.5	$1.6M		39k	41.41	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$1.6M		15k	103.05	View chart
Wal-Mart Stores (WMT)	0.5	$1.5M		13k	113.26	View chart
Apple (AAPL)	0.5	$1.5M	+6%	5.2k	289.37	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$1.4M		20k	69.90	View chart
Ea Series Trust Alpha Architect (AAUS)	0.4	$1.4M		23k	59.74	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$1.3M		45k	28.96	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$1.3M		17k	77.90	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$1.3M		35k	36.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.3M		4.2k	303.16	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$1.2M	-3%	7.6k	164.27	View chart
M&T Bank Corporation (MTB)	0.4	$1.2M		5.2k	237.97	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.4	$1.2M	+19%	16k	76.40	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$1.2M	-6%	45k	26.50	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$1.2M	+5%	23k	50.23	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$1.1M	+35%	14k	82.11	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$1.1M		11k	96.43	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.3	$1.1M	-5%	23k	46.58	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.3	$1.1M	-16%	15k	72.91	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$993k		1.3k	746.77	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.3	$987k	-3%	11k	91.64	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	0.3	$987k	-6%	23k	43.28	View chart
Ishares Tr Core 30 70 Etf (AOK)	0.3	$971k	NEW	23k	41.48	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.3	$967k	+6%	9.6k	100.67	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.3	$963k	-5%	28k	34.07	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$931k		16k	59.69	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$892k		18k	48.43	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.3	$834k		27k	31.10	View chart
Microsoft Corporation (MSFT)	0.2	$826k	+9%	2.2k	373.02	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$825k		7.7k	107.62	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$816k		16k	51.05	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.2	$757k	-5%	16k	47.97	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$737k	-2%	5.8k	128.08	View chart
International Business Machines (IBM)	0.2	$737k		2.6k	281.21	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.2	$717k		14k	50.50	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.2	$715k	+38%	14k	49.89	View chart
J P Morgan Exchange Traded F Beta Cda Etf New (BBCA)	0.2	$696k		7.0k	99.40	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$693k	-4%	29k	24.14	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$680k	NEW	8.6k	79.03	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$611k		7.9k	77.24	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$604k	+7%	22k	27.24	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$600k	NEW	5.1k	117.45	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$563k	+18%	1.6k	353.33	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$561k	-4%	14k	41.25	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$560k	+3%	14k	40.21	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$528k		4.8k	110.33	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$525k		5.2k	101.30	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$525k		5.7k	92.23	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$516k		2.2k	236.69	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$501k	-8%	1.4k	368.38	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$500k		6.1k	82.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$478k		956.00	500.39	View chart
Abbvie (ABBV)	0.1	$476k		1.9k	251.64	View chart
Exxon Mobil Corporation (XOM)	0.1	$450k		3.3k	136.72	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$449k		7.7k	58.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$436k	+300%	5.4k	80.57	View chart
JPMorgan Chase & Co. (JPM)	0.1	$434k		1.3k	327.23	View chart
Newmark Group Cl A (NMRK)	0.1	$427k		28k	15.11	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$425k		3.6k	117.08	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.1	$423k		72k	5.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$411k		558.00	736.40	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$410k	-15%	2.6k	158.02	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$405k	-3%	10k	38.79	View chart
Johnson & Johnson (JNJ)	0.1	$401k		1.6k	253.95	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$334k	-4%	2.3k	146.41	View chart
T Rowe Price Exchange-traded Small Mid Cap (TMSL)	0.1	$326k		7.4k	43.85	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$316k		7.1k	44.36	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$312k	-17%	5.9k	53.11	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$312k	-17%	4.1k	75.63	View chart
Ssga Active Etf Tr St Str Real Etf (RLY)	0.1	$311k		9.0k	34.51	View chart
Coca-Cola Company (KO)	0.1	$305k		3.7k	81.27	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$302k	-34%	5.8k	51.85	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$280k		3.8k	73.80	View chart
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX)	0.1	$277k		5.6k	49.77	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$264k		2.5k	103.88	View chart
T Rowe Price Exchange-traded Price Grw Stock (TGRW)	0.1	$262k		5.5k	47.72	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$254k		4.8k	52.60	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$253k		2.6k	96.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$244k		3.2k	77.12	View chart
Boeing Company (BA)	0.1	$235k		1.1k	216.47	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$232k	NEW	2.7k	86.14	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$229k	NEW	1.2k	190.52	View chart
Eli Lilly & Co. (LLY)	0.1	$228k	NEW	190.00	1200.28	View chart
NVIDIA Corporation (NVDA)	0.1	$216k	NEW	1.1k	200.09	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$202k		2.6k	76.71	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$134k		16k	8.56	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. 2026 Q2 filed July 24, 2026
L.K. Benson & Company, P.C. 2026 Q1 filed April 21, 2026
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

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