L.K. Benson & Company, P.C. 13F Holdings · Q2 2026
L.K. Benson & Company, P.C. reported 115 securities worth $331.52M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TROW (41.27%), VXUS (4.30%), HIDE (3.73%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TROW | PRICE T ROWE GROUP INC | $136.8M | 41.27% | 1.2M | Trimmed |
| 2 | VXUS | VANGUARD STAR FDS | $14.3M | 4.30% | 166,775 | Trimmed |
| 3 | HIDE | EA SERIES TRUST | $12.4M | 3.73% | 517,076 | Added |
| 4 | VTI | VANGUARD INDEX FDS | $10.9M | 3.30% | 29,559 | Added |
| 5 | BND | VANGUARD BD INDEX FDS | $8.1M | 2.46% | 110,982 | Added |
| 6 | CAOS | EA SERIES TRUST | $7.7M | 2.32% | 85,138 | Added |
| 7 | SCHF | SCHWAB STRATEGIC TR | $7.3M | 2.19% | 262,265 | Trimmed |
| 8 | SCHR | SCHWAB STRATEGIC TR | $7.2M | 2.18% | 293,466 | Added |
| 9 | VOO | VANGUARD INDEX FDS | $5.4M | 1.62% | 7,810 | Added |
| 10 | VXF | VANGUARD INDEX FDS | $5.3M | 1.61% | 21,656 | Added |
| 11 | DFUS | DIMENSIONAL ETF TRUST | $4.5M | 1.35% | 54,817 | Added |
| 12 | IVV | ISHARES TR | $4.5M | 1.34% | 5,947 | Trimmed |
| 13 | VV | VANGUARD INDEX FDS | $4.3M | 1.31% | 12,599 | Added |
| 14 | DFIV | DIMENSIONAL ETF TRUST | $4.2M | 1.27% | 77,970 | Added |
| 15 | VTEB | VANGUARD MUN BD FDS | $4.1M | 1.24% | 81,043 | Added |
| 16 | AVUV | AMERICAN CENTY ETF TR | $3.7M | 1.13% | 29,926 | Trimmed |
| 17 | VTV | VANGUARD INDEX FDS | $3.5M | 1.06% | 16,085 | Added |
| 18 | SCHA | SCHWAB STRATEGIC TR | $3.2M | 0.97% | 88,842 | Added |
| 19 | AVDE | AMERICAN CENTY ETF TR | $2.8M | 0.86% | 31,824 | Added |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $2.8M | 0.86% | 39,994 | Added |
| 21 | SCHX | SCHWAB STRATEGIC TR | $2.5M | 0.76% | 85,214 | Added |
| 22 | FNDF | SCHWAB STRATEGIC TR | $2.5M | 0.74% | 46,656 | Added |
| 23 | AGG | ISHARES TR | $2.3M | 0.69% | 23,021 | Added |
| 24 | VT | VANGUARD INTL EQUITY INDEX F | $2.1M | 0.65% | 13,632 | Added |
| 25 | QVAL | EA SERIES TRUST | $2.0M | 0.61% | 36,625 | Trimmed |
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