Institutional
L.K. Benson & Company, P.C.
CIK 0002055235
$331.5M
Reported AUM
115
Positions
Q2 2026
Period
2026-07-24
Filed
Editorial summary
Summary for L.K. Benson & Company, P.C. · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TROW | PRICE T ROWE GROUP INC | $112.43 | -5.74% | 21.79% | -33.69% | $136.8M | 41.27% | — | HELD |
| 2 | VXUS | VANGUARD STAR FDS | $84.63 | -0.17% | 27.83% | 50.47% | $14.3M | 4.30% | — | HELD |
| 3 | HIDE | EA SERIES TRUST | $24.41 | -0.10% | 10.42% | 15.04% | $12.4M | 3.73% | — | HELD |
| 4 | VTI | VANGUARD INDEX FDS | $367.54 | 0.35% | 21.20% | 68.49% | $10.9M | 3.30% | — | HELD |
| 5 | BND | VANGUARD BD INDEX FDS | $72.17 | -0.35% | 1.67% | -2.00% | $8.1M | 2.46% | — | HELD |
| 6 | CAOS | EA SERIES TRUST | $90.46 | -0.06% | 1.73% | 15.31% | $7.7M | 2.32% | — | HELD |
| 7 | SCHF | SCHWAB STRATEGIC TR | $27.43 | -0.58% | 31.63% | 60.69% | $7.3M | 2.19% | — | HELD |
| 8 | SCHR | SCHWAB STRATEGIC TR | $24.37 | -0.36% | 1.02% | -1.09% | $7.2M | 2.18% | — | HELD |
| 9 | VOO | VANGUARD INDEX FDS | $684.66 | 0.42% | 20.72% | 76.33% | $5.4M | 1.62% | — | HELD |
| 10 | VXF | VANGUARD INDEX FDS | $236.10 | -0.33% | 23.72% | 32.25% | $5.3M | 1.61% | — | HELD |
| 11 | DFUS | DIMENSIONAL ETF TRUST | $81.36 | 0.40% | 21.34% | 73.84% | $4.5M | 1.35% | — | HELD |
| 12 | IVV | ISHARES TR | $748.38 | 0.43% | 20.75% | 76.27% | $4.5M | 1.34% | — | HELD |
| 13 | VV | VANGUARD INDEX FDS | $342.60 | 0.39% | 19.95% | 72.52% | $4.3M | 1.31% | — | HELD |
| 14 | DFIV | DIMENSIONAL ETF TRUST | $57.19 | -0.62% | 38.08% | 104.44% | $4.2M | 1.27% | — | HELD |
| 15 | VTEB | VANGUARD MUN BD FDS | $49.54 | -0.22% | 4.88% | 3.17% | $4.1M | 1.24% | — | HELD |
| 16 | AVUV | AMERICAN CENTY ETF TR | $125.29 | 0.04% | 40.62% | 80.36% | $3.7M | 1.13% | — | HELD |
| 17 | VTV | VANGUARD INDEX FDS | $220.26 | -0.13% | 27.97% | 74.91% | $3.5M | 1.06% | — | HELD |
| 18 | SCHA | SCHWAB STRATEGIC TR | $33.58 | -0.33% | 33.85% | 38.38% | $3.2M | 0.97% | — | HELD |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $70.71 | -0.53% | 30.57% | 58.27% | $2.8M | 0.86% | — | HELD |
| 20 | AVDE | AMERICAN CENTY ETF TR | $91.15 | -0.52% | 27.53% | 63.71% | $2.8M | 0.86% | — | HELD |
| 21 | SCHX | SCHWAB STRATEGIC TR | $29.35 | 0.36% | 19.85% | 71.32% | $2.5M | 0.76% | — | HELD |
| 22 | FNDF | SCHWAB STRATEGIC TR | $54.01 | -0.59% | 39.39% | 92.27% | $2.5M | 0.74% | — | HELD |
| 23 | AGG | ISHARES TR | $97.29 | -0.34% | 1.78% | -1.82% | $2.3M | 0.69% | — | HELD |
| 24 | VT | VANGUARD INTL EQUITY INDEX F | $155.66 | 0.14% | 23.18% | 61.25% | $2.1M | 0.65% | — | HELD |
| 25 | QVAL | EA SERIES TRUST | $58.44 | -0.59% | 39.40% | 77.26% | $2.0M | 0.61% | — | HELD |
| 26 | QMOM | EA SERIES TRUST | $74.01 | -0.06% | 18.08% | 52.23% | $2.0M | 0.60% | — | HELD |
| 27 | AVEM | AMERICAN CENTY ETF TR | $89.69 | 0.30% | 33.33% | 53.46% | $2.0M | 0.60% | — | HELD |
| 28 | DFLV | DIMENSIONAL ETF TRUST | $40.69 | 0.36% | 34.19% | 65.58% | $1.9M | 0.58% | — | HELD |
| 29 | SUB | ISHARES TR | $106.14 | 0.00% | 1.84% | 7.27% | $1.7M | 0.51% | — | HELD |
| 30 | AVIG | AMERICAN CENTY ETF TR | $40.72 | -0.39% | 1.86% | -1.69% | $1.6M | 0.49% | — | HELD |
| 31 | AVDV | AMERICAN CENTY ETF TR | $104.50 | -0.61% | — | — | $1.6M | 0.48% | — | HELD |
| 32 | WMT | WALMART INC | $111.48 | 0.34% | — | — | $1.5M | 0.46% | — | HELD |
| 33 | AAPL | APPLE INC | $300.58 | -9.85% | — | — | $1.5M | 0.45% | — | HELD |
| 34 | DFAT | DIMENSIONAL ETF TRUST | $70.72 | -0.17% | — | — | $1.4M | 0.43% | — | HELD |
| 35 | AAUS | EA SERIES TRUST | $59.37 | 1.57% | — | — | $1.4M | 0.42% | — | HELD |
| 36 | SCHB | SCHWAB STRATEGIC TR | $28.77 | 0.32% | — | — | $1.3M | 0.40% | — | HELD |
| 37 | BSV | VANGUARD BD INDEX FDS | $77.53 | -0.14% | — | — | $1.3M | 0.39% | — | HELD |
| 38 | SCHE | SCHWAB STRATEGIC TR | $36.01 | 0.83% | — | — | $1.3M | 0.38% | — | HELD |
| 39 | VB | VANGUARD INDEX FDS | $295.29 | -0.17% | — | — | $1.3M | 0.38% | — | HELD |
| 40 | ITOT | ISHARES TR | $163.21 | 0.34% | — | — | $1.2M | 0.38% | — | HELD |
| 41 | MTB | M & T BK CORP | $248.14 | 0.46% | — | — | $1.2M | 0.37% | — | HELD |
| 42 | VCRM | VANGUARD MUN BD FDS | $74.93 | -0.09% | — | — | $1.2M | 0.37% | — | HELD |
| 43 | SCHP | SCHWAB STRATEGIC TR | $26.03 | -0.33% | — | — | $1.2M | 0.36% | — | HELD |
| 44 | VTIP | VANGUARD MALVERN FDS | $49.60 | -0.11% | — | — | $1.2M | 0.35% | — | HELD |
| 45 | SHY | ISHARES TR | $81.94 | -0.08% | — | — | $1.1M | 0.35% | — | HELD |
| 46 | VNQ | VANGUARD INDEX FDS | $99.07 | -0.42% | — | — | $1.1M | 0.33% | — | HELD |
| 47 | AVMU | AMERICAN CENTY ETF TR | $45.36 | -0.27% | — | — | $1.1M | 0.33% | — | HELD |
| 48 | FRDM | EA SERIES TRUST | $65.25 | 0.87% | — | — | $1.1M | 0.32% | — | HELD |
| 49 | SPY | STATE STR SPDR S&P 500 ETF T | $744.52 | 0.38% | — | — | $992K | 0.30% | — | HELD |
| 50 | SMMD | ISHARES TR | $89.12 | -0.26% | — | — | $987K | 0.30% | — | HELD |
| 51 | IMOM | EA SERIES TRUST | $40.44 | 1.02% | — | — | $987K | 0.30% | — | HELD |
| 52 | AOK | ISHARES TR | $40.86 | -0.20% | — | — | $971K | 0.29% | — | HELD |
| 53 | SGOV | ISHARES TR | $100.72 | 0.03% | — | — | $967K | 0.29% | — | HELD |
| 54 | IVAL | EA SERIES TRUST | $36.17 | -2.06% | — | — | $963K | 0.29% | — | HELD |
| 55 | VWO | VANGUARD INTL EQUITY INDEX F | $58.74 | 0.94% | — | — | $931K | 0.28% | — | HELD |
| 56 | BNDX | VANGUARD CHARLOTTE FDS | $47.76 | -0.25% | — | — | $892K | 0.27% | — | HELD |
| 57 | FNDX | SCHWAB STRATEGIC TR | $31.69 | -0.03% | — | — | $834K | 0.25% | — | HELD |
| 58 | MSFT | MICROSOFT CORP | $463.94 | 2.85% | — | — | $826K | 0.25% | — | HELD |
| 59 | MUB | ISHARES TR | $105.54 | -0.21% | — | — | $825K | 0.25% | — | HELD |
| 60 | FLOT | ISHARES TR | $51.08 | 0.01% | — | — | $816K | 0.25% | — | HELD |
| 61 | SHM | SPDR SERIES TRUST | $47.60 | -0.03% | — | — | $757K | 0.23% | — | HELD |
| 62 | AVUS | AMERICAN CENTY ETF TR | $127.33 | 0.35% | — | — | $737K | 0.22% | — | HELD |
| 63 | IBM | INTERNATIONAL BUSINESS MACHS | $220.70 | -0.47% | — | — | $737K | 0.22% | — | HELD |
| 64 | SMMU | PIMCO ETF TR | $50.22 | -0.07% | — | — | $716K | 0.22% | — | HELD |
| 65 | AOM | ISHARES TR | $49.02 | -0.12% | — | — | $715K | 0.22% | — | HELD |
| 66 | BBCA | J P MORGAN EXCHANGE TRADED F | $102.72 | -0.45% | — | — | $696K | 0.21% | — | HELD |
| 67 | SCHO | SCHWAB STRATEGIC TR | $24.08 | -0.10% | — | — | $693K | 0.21% | — | HELD |
| 68 | VCSH | VANGUARD SCOTTSDALE FDS | $78.56 | -0.14% | — | — | $680K | 0.21% | — | HELD |
| 69 | VCRB | VANGUARD MALVERN FDS | $75.88 | -0.26% | — | — | $611K | 0.18% | — | HELD |
| 70 | FALN | ISHARES TR | $26.91 | -0.15% | — | — | $604K | 0.18% | — | HELD |
| 71 | IEI | ISHARES TR | $116.32 | -0.28% | — | — | $599K | 0.18% | — | HELD |
| 72 | GOOG | ALPHABET INC | $353.20 | 5.85% | — | — | $563K | 0.17% | — | HELD |
| 73 | DFAI | DIMENSIONAL ETF TRUST | $42.09 | -0.66% | — | — | $561K | 0.17% | — | HELD |
| 74 | DFAE | DIMENSIONAL ETF TRUST | $37.58 | 0.62% | — | — | $560K | 0.17% | — | HELD |
| 75 | IWR | ISHARES TR | $109.72 | -0.25% | — | — | $528K | 0.16% | — | HELD |
| 76 | VTES | VANGUARD WELLINGTON FD | $100.57 | -0.06% | — | — | $525K | 0.16% | — | HELD |
| 77 | BOND | PIMCO ETF TR | $90.40 | -0.42% | — | — | $524K | 0.16% | — | HELD |
| 78 | VIG | VANGUARD SPECIALIZED FUNDS | $239.12 | -0.39% | — | — | $516K | 0.16% | — | HELD |
| 79 | GLD | SPDR GOLD TR | $371.46 | -1.51% | — | — | $501K | 0.15% | — | HELD |
| 80 | VCIT | VANGUARD SCOTTSDALE FDS | $81.14 | -0.30% | — | — | $500K | 0.15% | — | HELD |
| 81 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $478K | 0.14% | — | HELD |
| 82 | ABBV | ABBVIE INC | $252.51 | -1.90% | — | — | $476K | 0.14% | — | HELD |
| 83 | XOM | EXXON MOBIL CORP | $153.96 | -1.92% | — | — | $450K | 0.14% | — | HELD |
| 84 | VGSH | VANGUARD SCOTTSDALE FDS | $58.08 | -0.08% | — | — | $449K | 0.14% | — | HELD |
| 85 | VO | VANGUARD INDEX FDS | $81.01 | 0.02% | — | — | $436K | 0.13% | — | HELD |
| 86 | JPM | JPMORGAN CHASE & CO | $353.69 | 0.81% | — | — | $434K | 0.13% | — | HELD |
| 87 | NMRK | NEWMARK GROUP INC | $14.94 | -0.90% | — | — | $427K | 0.13% | — | HELD |
| 88 | BOXX | EA SERIES TRUST | $117.69 | 0.05% | — | — | $425K | 0.13% | — | HELD |
| 89 | EOSE | EOS ENERGY ENTERPRISES INC | $3.39 | -6.09% | — | — | $423K | 0.13% | — | HELD |
| 90 | QQQ | INVESCO QQQ TR | $687.04 | 0.51% | — | — | $411K | 0.12% | — | HELD |
| 91 | VYM | VANGUARD WHITEHALL FDS | $162.03 | 0.04% | — | — | $410K | 0.12% | — | HELD |
| 92 | DFSV | DIMENSIONAL ETF TRUST | $39.60 | -0.15% | — | — | $405K | 0.12% | — | HELD |
| 93 | JNJ | JOHNSON & JOHNSON | $257.67 | 0.72% | — | — | $400K | 0.12% | — | HELD |
| 94 | IWP | ISHARES TR | $137.07 | -0.30% | — | — | $334K | 0.10% | — | HELD |
| 95 | TMSL | T ROWE PRICE EXCHANGE-TRADED | $42.82 | -0.19% | — | — | $326K | 0.10% | — | HELD |
| 96 | DFAC | DIMENSIONAL ETF TRUST | $44.40 | 0.16% | — | — | $316K | 0.10% | — | HELD |
| 97 | XLE | SELECT SECTOR SPDR TR | $58.97 | 0.02% | — | — | $312K | 0.09% | — | HELD |
| 98 | LRGF | ISHARES TR | $75.79 | 0.31% | — | — | $312K | 0.09% | — | HELD |
| 99 | RLY | SSGA ACTIVE ETF TR | $35.99 | -0.66% | — | — | $311K | 0.09% | — | HELD |
| 100 | KO | COCA COLA CO | $87.33 | -1.31% | — | — | $305K | 0.09% | — | HELD |
| 101 | AMLP | ALPS ETF TR | — | — | — | — | $302K | 0.09% | — | HELD |
| 102 | FTLS | FIRST TR EXCH TRADED FD III | — | — | — | — | $280K | 0.08% | — | HELD |
| 103 | TBUX | T ROWE PRICE EXCHANGE-TRADED | — | — | — | — | $277K | 0.08% | — | HELD |
| 104 | EFA | ISHARES TR | — | — | — | — | $264K | 0.08% | — | HELD |
| 105 | TGRW | T ROWE PRICE EXCHANGE-TRADED | — | — | — | — | $262K | 0.08% | — | HELD |
| 106 | MUNI | PIMCO ETF TR | — | — | — | — | $254K | 0.08% | — | HELD |
| 107 | IEFA | ISHARES TR | — | — | — | — | $253K | 0.08% | — | HELD |
| 108 | IJH | ISHARES TR | — | — | — | — | $244K | 0.07% | — | HELD |
| 109 | BA | BOEING CO | — | — | — | — | $235K | 0.07% | — | HELD |
| 110 | VUG | VANGUARD INDEX FDS | — | — | — | — | $232K | 0.07% | — | HELD |
| 111 | XLK | SELECT SECTOR SPDR TR | — | — | — | — | $229K | 0.07% | — | HELD |
| 112 | LLY | ELI LILLY & CO | — | — | — | — | $228K | 0.07% | — | HELD |
| 113 | NVDA | NVIDIA CORPORATION | — | — | — | — | $216K | 0.07% | — | HELD |
| 114 | BIV | VANGUARD BD INDEX FDS | — | — | — | — | $202K | 0.06% | — | HELD |
| 115 | HYT | BLACKROCK CORPOR HI YLD FD I | — | — | — | — | $134K | 0.04% | — | HELD |
Source: SEC EDGAR · accession 0002055235-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.