Benson Investment Management Company, Inc. 13F Holdings · Q2 2026
Benson Investment Management Company, Inc. reported 9 securities worth $18.78M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHX (36.10%), DFAI (21.19%), IDEQ (18.95%). Among its top 25 positions this quarter: 2 new, 2 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $6.8M | 36.10% | 230,404 | Added |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $4.0M | 21.19% | 96,470 | Hold |
| 3 | IDEQ | LAZARD ACTIVE ETF TR | $3.6M | 18.95% | 101,480 | New |
| 4 | DISV | DIMENSIONAL ETF TRUST | $1.7M | 9.11% | 42,645 | Hold |
| 5 | WFC/PRL | WELLS FARGO & CO | $711,555 | 3.79% | 615 | Hold |
| 6 | AVUV | AMERICAN CENTY ETF TR | $648,752 | 3.45% | 5,200 | New |
| 7 | BAC-PL | BANK OF AMER CORP | $595,888 | 3.17% | 475 | Hold |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $424,912 | 2.26% | 569 | Hold |
| 9 | VOO | VANGUARD INDEX FDS | $372,251 | 1.98% | 542 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR