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

L.K. Benson & Company, P.C. as of June 30, 2026

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