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

L.K. Benson & Company, P.C. as of Dec. 31, 2025

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