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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, HIDE, VXUS, VTI, CAOS, and represent 53.45% of L.K. Benson & Company, P.C.'s stock portfolio.
Added to shares of these 10 stocks: HIDE, CAOS, VEA, SCHR, VTI, SCHP, IVV, VXUS, VCRB, IEI.
Started 10 new stock positions in TGRT, TAGG, GDX, IJR, MRK, TVAL, DHR, SCHZ, DBMF, VGIT.
Reduced shares in these 10 stocks: AOK, AOM, MUB, , Dimensional Etf Trust, AVUV, IWP, , BIV, SCHF.
Sold out of its positions in Dimensional Etf Trust, Exxon Mobil Corporation, IWP, AOM, AOK, RLY, BIV.
L.K. Benson & Company, P.C. was a net buyer of stock by $19M.
L.K. Benson & Company, P.C. has $337M in assets under management (AUM), dropping by 1.56%.
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 118 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
T. Rowe Price (TROW)	37.2	$125M		1.2M	104.05	View chart
Ea Series Trust Alpha Architect (HIDE)	5.1	$17M	+35%	698k	24.42	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.5	$15M	+6%	177k	84.96	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	3.7	$12M	+11%	33k	374.25	View chart
Ea Series Trust Alpha Architect (CAOS)	3.1	$10M	+33%	114k	90.55	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.6	$8.9M	+27%	375k	23.70	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.4	$8.0M	+3%	114k	70.15	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.1	$7.0M	-2%	255k	27.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$5.8M	+5%	8.2k	700.94	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$5.5M	+21%	7.2k	765.96	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.6	$5.2M	+4%	23k	231.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$4.9M	+73%	69k	70.61	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	1.4	$4.8M	+7%	14k	351.86	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	1.3	$4.5M		55k	83.03	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.3	$4.4M		78k	55.86	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$4.1M	+7%	87k	47.36	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	1.0	$3.4M	-2%	16k	216.08	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.0	$3.3M	+14%	37k	90.11	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.9	$3.1M	-10%	27k	117.78	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.9	$2.9M		89k	32.63	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$2.6M		85k	30.00	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.7	$2.4M	-3%	45k	53.75	View chart
Ea Series Trust Us Quan Value (QVAL)	0.7	$2.4M	+10%	41k	58.36	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$2.2M	+2%	24k	94.54	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.7	$2.2M	+20%	31k	72.10	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$2.2M		14k	157.85	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.6	$2.1M	+89%	85k	25.13	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.6	$1.9M		49k	40.17	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$1.9M	-2%	20k	94.02	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$1.7M	+2%	16k	104.54	View chart
Apple (AAPL)	0.5	$1.7M	-2%	5.0k	333.03	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$1.6M	+28%	21k	76.40	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$1.6M	-4%	15k	109.38	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.5	$1.6M		40k	39.39	View chart
Ea Series Trust Alpha Architect (AAUS)	0.4	$1.4M		23k	61.64	View chart
Wal-Mart Stores (WMT)	0.4	$1.4M		13k	103.92	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.4	$1.4M	+32%	19k	69.97	View chart
Dimensional Etf Trust Us Targeted Vlu	0.4	$1.3M	-3%	20k	66.44	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$1.3M		7.6k	166.28	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.4	$1.2M	+114%	17k	73.62	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$1.2M	-3%	34k	36.45	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$1.2M	+4%	24k	49.22	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.4	$1.2M	+16%	33k	36.06	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$1.2M	-11%	40k	29.31	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$1.2M	+98%	10k	113.44	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$1.2M		14k	81.20	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	0.3	$1.1M	+20%	27k	40.34	View chart
M&T Bank Corporation (MTB)	0.3	$1.1M	-3%	5.0k	217.61	View chart
Microsoft Corporation (MSFT)	0.3	$1.1M	-5%	2.1k	512.90	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.3	$1.1M	-9%	3.8k	284.47	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.3	$1.0M	+4%	24k	42.72	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$1.0M		1.3k	762.63	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.3	$984k	-14%	14k	71.57	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$957k	+10%	20k	46.87	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.3	$937k	-3%	9.3k	100.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$926k		16k	59.31	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.3	$922k		11k	85.53	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$908k	-10%	10k	89.63	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.3	$848k		27k	31.47	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$822k		16k	51.05	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$808k	+18%	34k	23.86	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.2	$756k	+2%	16k	46.65	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$733k		5.7k	128.10	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$703k	+35%	1.8k	380.94	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.2	$703k		14k	49.41	View chart
J P Morgan Exchange Traded F Beta Cda Etf New (BBCA)	0.2	$703k		7.0k	100.36	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$684k	+21%	17k	41.43	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$664k		8.6k	77.25	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$636k	+16%	16k	39.31	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$581k		22k	25.93	View chart
International Business Machines (IBM)	0.2	$576k		2.6k	219.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$570k	NEW	4.2k	136.03	View chart
T Rowe Price Exchange-traded Small Mid Cap (TMSL)	0.2	$550k	+81%	14k	40.70	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$543k		1.6k	340.75	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$513k		5.2k	98.61	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$513k	+15%	8.9k	57.56	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$511k		4.8k	106.72	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$503k		2.2k	233.22	View chart
T Rowe Price Exchange-traded Growth Etf (TGRT)	0.1	$498k	NEW	11k	47.12	View chart
Abbvie (ABBV)	0.1	$495k		1.9k	261.59	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$493k	NEW	8.7k	56.66	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$486k	+2%	6.2k	78.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$476k		956.00	497.95	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$459k	-7%	5.3k	86.96	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$457k	+6%	3.9k	118.38	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.1	$439k	+38%	9.9k	44.45	View chart
JPMorgan Chase & Co. (JPM)	0.1	$438k		1.3k	330.73	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$419k		5.3k	78.42	View chart
Johnson & Johnson (JNJ)	0.1	$418k		1.6k	264.72	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$403k		2.6k	155.22	View chart
Newmark Group Cl A (NMRK)	0.1	$346k		28k	12.26	View chart
Coca-Cola Company (KO)	0.1	$323k		3.7k	86.08	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$322k		4.1k	77.85	View chart
T Rowe Price Exchange-traded Qm Us Bond Etf (TAGG)	0.1	$318k	NEW	7.8k	40.56	View chart
T Rowe Price Exchange-traded Value Etf (TVAL)	0.1	$307k	NEW	7.3k	42.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$303k	-26%	410.00	739.77	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$302k		5.8k	51.87	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$291k	+10%	2.8k	103.90	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$291k		3.8k	76.69	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$290k	NEW	13k	22.10	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$280k	-22%	4.5k	61.50	View chart
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX)	0.1	$277k		5.6k	49.57	View chart
T Rowe Price Exchange-traded Price Grw Stock (TGRW)	0.1	$266k		5.5k	48.46	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$255k	-67%	2.5k	101.10	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$253k		2.6k	96.88	View chart
NVIDIA Corporation (NVDA)	0.1	$247k		1.1k	228.38	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$243k		2.7k	90.13	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$242k		4.9k	49.69	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.1	$236k	+7%	77k	3.06	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$235k		1.2k	195.75	View chart
Im Global Partner Funds Imgp Dbi Man Etf (DBMF)	0.1	$230k	NEW	7.1k	32.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$225k		3.1k	71.96	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$225k	NEW	2.6k	87.82	View chart
Eli Lilly & Co. (LLY)	0.1	$220k		190.00	1157.08	View chart
Merck & Co (MRK)	0.1	$218k	NEW	1.5k	145.31	View chart
Danaher Corporation (DHR)	0.1	$205k	NEW	924.00	221.55	View chart
Boeing Company (BA)	0.1	$202k		1.1k	186.05	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$130k	+6%	17k	7.84	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 Q3 filed Oct. 23, 2026
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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