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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 55.36% of L.K. Benson & Company, P.C.'s stock portfolio.
Added to shares of these 10 stocks: TROW (+$99M), SCHR, VTI, HIDE, BND, CAOS, VEA, AOM, SHM, VXF.
Started 3 new stock positions in MRK, IEFA, AOM.
Reduced shares in these 10 stocks: VUG, VGSH, LLY, VTEB, VNQ, DFSV, VTV, FNDF, IWP, SCHF.
Sold out of its positions in LLY, VUG.
L.K. Benson & Company, P.C. was a net buyer of stock by $107M.
L.K. Benson & Company, P.C. has $303M in assets under management (AUM), dropping by 51.80%.
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 113 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
T. Rowe Price (TROW)	41.7	$126M	+356%	1.4M	90.14	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.3	$13M		167k	77.11	View chart
Ea Series Trust Alpha Architect (HIDE)	3.7	$11M	+9%	471k	24.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.1	$9.4M	+12%	29k	320.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.6	$7.8M	+10%	107k	73.64	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.4	$7.2M	+28%	289k	24.91	View chart
Ea Series Trust Alpha Architect (CAOS)	2.3	$7.0M	+10%	77k	90.76	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.2	$6.7M		271k	24.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$4.6M		7.8k	597.49	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.4	$4.4M	+7%	21k	205.79	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.3	$4.1M		77k	52.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$4.0M		6.1k	653.05	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.3	$3.9M		55k	70.91	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$3.8M	-2%	76k	49.89	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.2	$3.5M	+8%	12k	298.81	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.1	$3.3M		30k	110.47	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$3.1M	-2%	16k	196.21	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.9	$2.7M		31k	84.84	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.9	$2.6M		89k	29.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$2.5M	+28%	39k	64.08	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.8	$2.3M	-3%	47k	48.93	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$2.3M		23k	99.27	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$2.2M		85k	25.64	View chart
Ea Series Trust Us Quan Value (QVAL)	0.7	$2.0M	+12%	38k	52.14	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.6	$1.8M	+12%	27k	68.31	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$1.8M		13k	138.34	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.6	$1.7M		48k	35.71	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$1.7M	+2%	16k	106.50	View chart
Wal-Mart Stores (WMT)	0.6	$1.7M		13k	124.28	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$1.7M		21k	80.59	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.5	$1.6M		39k	41.54	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$1.5M		16k	99.85	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$1.3M		16k	78.41	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$1.3M		48k	26.61	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$1.3M		20k	62.45	View chart
Apple (AAPL)	0.4	$1.2M		4.9k	253.79	View chart
Ea Series Trust Alpha Architect (AAUS)	0.4	$1.2M		23k	52.38	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$1.1M		35k	32.95	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$1.1M		45k	25.10	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.4	$1.1M	+2%	25k	45.79	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$1.1M		7.8k	142.43	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$1.1M	+12%	22k	49.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.1M		4.2k	261.98	View chart
M&T Bank Corporation (MTB)	0.4	$1.1M		5.2k	206.73	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$1.0M	-8%	12k	88.70	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.3	$1.0M	+7%	30k	33.96	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.3	$1.0M		13k	75.15	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	0.3	$967k	+6%	24k	39.83	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.3	$953k		17k	54.65	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$910k	+25%	9.0k	100.66	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$884k		18k	48.05	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$861k		1.3k	650.34	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$852k	+10%	10k	82.57	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.3	$851k		11k	76.35	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$843k		16k	54.05	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$829k		16k	50.95	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$811k		7.6k	106.15	View chart
Spdr Series Trust State Street Spd (SHM)	0.3	$798k	+62%	17k	47.83	View chart
Microsoft Corporation (MSFT)	0.2	$749k		2.0k	370.17	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$744k		27k	27.85	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$729k		30k	24.27	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.2	$714k		14k	50.45	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.2	$658k		7.0k	94.06	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$656k		5.9k	111.18	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$643k	+30%	1.5k	430.29	View chart
International Business Machines (IBM)	0.2	$635k		2.6k	242.39	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$609k	+4%	7.9k	77.37	View chart
Exxon Mobil Corporation (XOM)	0.2	$559k		3.3k	169.66	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$555k		14k	38.96	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$551k		21k	26.72	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$527k		5.7k	92.29	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$522k		5.2k	101.13	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$510k	+100%	6.2k	82.76	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.2	$491k	NEW	10k	47.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$468k		2.2k	215.06	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$467k		8.9k	52.64	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$465k		4.8k	97.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$458k		956.00	479.20	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$457k		14k	33.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$453k		3.1k	148.11	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$450k	-32%	7.7k	58.54	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$437k		7.1k	61.26	View chart
Newmark Group Cl A (NMRK)	0.1	$424k		28k	14.99	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$419k		3.6k	116.28	View chart
Abbvie (ABBV)	0.1	$412k		1.9k	217.49	View chart
JPMorgan Chase & Co. (JPM)	0.1	$390k		1.3k	294.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$387k		1.3k	287.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$387k		1.3k	286.86	View chart
Johnson & Johnson (JNJ)	0.1	$385k		1.6k	244.42	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$379k	-19%	11k	35.04	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.1	$357k		72k	4.96	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$329k		5.0k	65.99	View chart
Ssga Active Etf Tr State Street Mul (RLY)	0.1	$325k		9.0k	36.15	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$322k		558.00	577.18	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$315k		7.0k	45.12	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$307k	-15%	2.4k	128.12	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$287k		2.0k	145.94	View chart
Coca-Cola Company (KO)	0.1	$285k		3.7k	76.05	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.1	$277k		5.6k	49.75	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$277k		7.1k	38.86	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.1	$273k		7.4k	36.67	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$267k		3.8k	70.36	View chart
Abbott Laboratories (ABT)	0.1	$255k		2.5k	102.67	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$250k		4.8k	52.19	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$247k		2.5k	97.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$237k	NEW	2.6k	90.53	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$235k		2.6k	91.79	View chart
Merck & Co (MRK)	0.1	$224k	NEW	1.9k	120.29	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.1	$222k		5.5k	40.50	View chart
Boeing Company (BA)	0.1	$216k		1.1k	199.03	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$214k		3.2k	67.54	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$201k		2.6k	77.17	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$131k	+9%	15k	8.52	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 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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