Q2 2026 13F · SEC CIK 2055235

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

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $331.5M
Reported positions: 115
Holdings vs S&P 500, 3 yrs: —
Assets under management: $446.2M

L.K. Benson & Company, P.C. is a wealth manager that reported 115 positions worth $331.5M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were T. Rowe Price Group Inc. (TROW, 41.3%), Vanguard Star Fds Vanguard Total Intl St (VXUS, 4.3%), Ea Series Trust (HIDE, 3.7%).

L.K. Benson & Company, P.C. holdings largest 50 of 115 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

L.K. Benson & Company, P.C. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
TROWT. Rowe Price Group Inc.	41.3%	41.7%	1,203,485	-14.0%	$136.8M
VXUSVanguard Star Fds Vanguard Total Intl St	4.3%	4.3%	166,775	-0.1%	$14.3M
HIDEEa Series Trust	3.7%	3.7%	517,076	+9.7%	$12.4M
VTIVanguard Index Fds	3.3%	3.1%	29,559	+1.3%	$10.9M
BNDVanguard Total Bond Market ETF	2.5%	2.6%	110,982	+4.2%	$8.1M
CAOSEa Series Trust	2.3%	2.3%	85,138	+10.6%	$7.7M
SCHFSchwab Intl Equity	2.2%	2.2%	262,265	-3.2%	$7.3M
SCHRSchwab Inter Tsy	2.2%	2.4%	293,466	+1.6%	$7.2M
VOOVanguard S&p 500 ETF	1.6%	1.5%	7,810	+0.5%	$5.4M
VXFVanguard Index Fds	1.6%	1.4%	21,656	+2.3%	$5.3M
DFUSDimensional ETF Trust	1.4%	1.3%	54,817	+0.1%	$4.5M
IVVIshares Core S&p 500 ETF	1.3%	1.3%	5,947	-2.2%	$4.5M
VVVanguard Inx Lrg	1.3%	1.2%	12,599	+7.0%	$4.3M
DFIVDimensional ETF Trust	1.3%	1.3%	77,970	+1.1%	$4.2M
VTEBVanguard Tx Ex Bd	1.2%	1.3%	81,043	+6.7%	$4.1M
AVUVAvantis US Small Cap Value ETF	1.1%	1.1%	29,926	-0.4%	$3.7M
VTVVanguard Value ETF	1.1%	1.0%	16,085	+1.0%	$3.5M
SCHASchwab U.s. Small-Cap ETF	1.0%	0.9%	88,842	+0.1%	$3.2M
VEAVanguard Tax-Managed Fds	0.9%	0.8%	39,994	+1.5%	$2.8M
AVDEAvantis International Equity ETF	0.9%	0.9%	31,824	+1.7%	$2.8M
SCHXSchwab Stratgc Tr	0.8%	0.7%	85,214	+0.1%	$2.5M
FNDFSchwab Strategic Tr	0.7%	0.8%	46,656	+0.1%	$2.5M
AGGIshares Tr	0.7%	0.8%	23,021	+0.7%	$2.3M
VTVanguard Total World Stock Index Fund Et	0.6%	0.6%	13,632	+3.7%	$2.1M
QVALEa Series Trust	0.6%	0.7%	36,625	-3.6%	$2.0M
QMOMEa Series Trust	0.6%	0.6%	25,196	-6.9%	$2.0M
AVEMAmerican Centy ETF Tr	0.6%	0.6%	20,500	-0.8%	$2.0M
DFLVDimensional ETF Trust	0.6%	0.6%	48,292	+0.4%	$1.9M
SUBIshares Tr	0.5%	0.6%	15,887	+0.1%	$1.7M
AVIGAmerican Centy ETF Tr	0.5%	0.5%	39,242	+1.3%	$1.6M
AVDVAvantis International Small Cap Value Et	0.5%	0.5%	15,374	-0.9%	$1.6M
WMTWalmart Inc	0.5%	0.6%	13,420	+0.0%	$1.5M
AAPLApple Inc	0.5%	0.4%	5,161	+6.4%	$1.5M
DFATDimensional U.s. Targeted Value	0.4%	0.4%	20,280	-0.0%	$1.4M
AAUSEa Series Trust	0.4%	0.4%	23,439	+0.0%	$1.4M
SCHBSchwb US Broad	0.4%	0.4%	45,297	+0.1%	$1.3M
BSVVanguard Bd Index Fds Vanguard Short Ter	0.4%	0.4%	16,667	+1.8%	$1.3M
SCHESchwab Strategic Tr	0.4%	0.4%	35,049	+0.6%	$1.3M
VBVanguard Indx Fd	0.4%	0.4%	4,164	+0.0%	$1.3M
ITOTIshares Total US Stock Market ETF	0.4%	0.4%	7,599	-3.1%	$1.2M
MTBM & T Bk Corp	0.4%	0.4%	5,177	+0.2%	$1.2M
VCRMVanguard Mun Bd Fds	0.4%	0.3%	16,062	+19.8%	$1.2M
SCHPSchwab Strategic Tr	0.4%	0.4%	44,662	-6.3%	$1.2M
VTIPVanguard Malvern Fds	0.4%	0.4%	23,233	+5.7%	$1.2M
SHYiShs Lehman 1-3Tsy	0.3%	—	13,993	—	$1.1M
VNQVanguard Real Estate ETF	0.3%	0.3%	11,348	-1.6%	$1.1M
AVMUAmerican Centy ETF Tr	0.3%	0.4%	23,286	-5.5%	$1.1M
FRDMEa Series Trust	0.3%	0.3%	14,589	-16.3%	$1.1M
SPYSpdr S&p 500 ETF Tr	0.3%	—	1,329	—	$992K
SMMDIshares Tr	0.3%	—	10,774	—	$987K

What L.K. Benson & Company, P.C. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

Reduced

FRDM Ea Series Trust-16.3% shares
TROW T. Rowe Price Group Inc.-14.0% shares
QMOM Ea Series Trust-6.9% shares
SCHP Schwab Strategic Tr-6.3% shares
AVMU American Centy ETF Tr-5.5% shares

Left the top 50

IVAL Ea Series Trustwas 0.3%
IMOM Ea Series Trustwas 0.3%
SGOV iShares 0-3 Month Treasury Bonwas 0.3%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.8% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$331.5M	115
Q1 2026	$302.5M	113
Q4 2025	$199.3M	112
Q3 2025	$185.5M	106
Q2 2025	$162.8M	99
Q1 2025	$144.4M	98
Q4 2024	$141.9M	95

Questions about L.K. Benson & Company, P.C.'s portfolio

What stocks does L.K. Benson & Company, P.C. own?

L.K. Benson & Company, P.C.'s latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 115 positions worth $331.5M. The largest are T. Rowe Price Group Inc. (TROW) at 41.3%, Vanguard Star Fds Vanguard Total Intl St (VXUS) at 4.3%, Ea Series Trust (HIDE) at 3.7%, Vanguard Index Fds (VTI) at 3.3% and Vanguard Total Bond Market ETF (BND) at 2.5%.

What did L.K. Benson & Company, P.C. buy last quarter?

In Q2 2026, L.K. Benson & Company, P.C. added Vanguard Mun Bd Fds (VCRM) (+19.8% shares), Ea Series Trust (CAOS) (+10.6% shares) and Ea Series Trust (HIDE) (+9.7% shares), compared with its Q1 2026 filing.

What did L.K. Benson & Company, P.C. sell last quarter?

In Q2 2026, L.K. Benson & Company, P.C. cut from its top 50 Ea Series Trust (IVAL), cut from its top 50 Ea Series Trust (IMOM), cut from its top 50 iShares 0-3 Month Treasury Bon (SGOV), Ea Series Trust (FRDM) (-16.3% shares), T. Rowe Price Group Inc. (TROW) (-14.0% shares) and Ea Series Trust (QMOM) (-6.9% shares), compared with its Q1 2026 filing.

When is L.K. Benson & Company, P.C.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. L.K. Benson & Company, P.C.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does L.K. Benson & Company, P.C. manage?

L.K. Benson & Company, P.C. reported $446.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $331.5M.