L.K. Benson & Company, P.C. — 13F Holdings & Portfolio
CIK 2055235 · latest 13F-HR filed 2026-04-21
L.K. Benson & Company, P.C. manages $302.5M in 13F-reported U.S. long-equity assets across 113 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TROW (41.68%), VXUS (4.26%), HIDE (3.74%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 2, added to 33, and trimmed 15.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$302.5M
Long-equity book
113
Distinct positions
2026-03-31
Filed 2026-04-21
+3 / −2 / ↑33 / ↓15
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PRICE T ROWE GROUP INC$94.7M +302.1%
- SCHWAB STRATEGIC TR$1.5M +27.4%
- EA SERIES TRUST$1.5M +15.5%
- EA SERIES TRUST$739.8K +11.8%
- VANGUARD BD INDEX FDS$687.8K +9.6%
Top Trims
- EOS ENERGY ENTERPRISES INC-$467.9K -56.7%
- MICROSOFT CORP-$229.4K -23.5%
- VANGUARD SCOTTSDALE FDS-$219.0K -32.7%
- INTERNATIONAL BUSINESS MACHS-$141.0K -18.2%
- VANGUARD INDEX FDS-$93.8K -8.4%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | PRICE T ROWE GROUP INC | TROW | 74144T108 | $126.1M | 41.68% | 1,398,751 | SH |
| 2 | VANGUARD STAR FDS | VXUS | 921909768 | $12.9M | 4.26% | 166,972 | SH |
| 3 | EA SERIES TRUST | HIDE | 02072L631 | $11.3M | 3.74% | 471,357 | SH |
| 4 | VANGUARD INDEX FDS | VTI | 922908769 | $9.4M | 3.09% | 29,174 | SH |
| 5 | VANGUARD BD INDEX FDS | BND | 921937835 | $7.8M | 2.59% | 106,507 | SH |
| 6 | SCHWAB STRATEGIC TR | SCHR | 808524854 | $7.2M | 2.38% | 288,924 | SH |
| 7 | EA SERIES TRUST | CAOS | 02072L516 | $7.0M | 2.31% | 77,012 | SH |
| 8 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $6.7M | 2.22% | 270,856 | SH |
| 9 | VANGUARD INDEX FDS | VOO | 922908363 | $4.6M | 1.54% | 7,775 | SH |
| 10 | VANGUARD INDEX FDS | VXF | 922908652 | $4.4M | 1.44% | 21,172 | SH |
| 11 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $4.1M | 1.35% | 77,113 | SH |
| 12 | ISHARES TR | IVV | 464287200 | $4.0M | 1.31% | 6,081 | SH |
| 13 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $3.9M | 1.28% | 54,738 | SH |
| 14 | VANGUARD MUN BD FDS | VTEB | 922907746 | $3.8M | 1.25% | 75,951 | SH |
| 15 | VANGUARD INDEX FDS | VV | 922908637 | $3.5M | 1.16% | 11,770 | SH |
| 16 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $3.3M | 1.10% | 30,039 | SH |
| 17 | VANGUARD INDEX FDS | VTV | 922908744 | $3.1M | 1.03% | 15,932 | SH |
| 18 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $2.7M | 0.88% | 31,293 | SH |
| 19 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $2.6M | 0.85% | 88,741 | SH |
| 20 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $2.5M | 0.83% | 39,411 | SH |
| 21 | SCHWAB STRATEGIC TR | FNDF | 808524755 | $2.3M | 0.75% | 46,622 | SH |
| 22 | ISHARES TR | AGG | 464287226 | $2.3M | 0.75% | 22,853 | SH |
| 23 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $2.2M | 0.72% | 85,099 | SH |
| 24 | EA SERIES TRUST | QVAL | 02072L102 | $2.0M | 0.65% | 37,998 | SH |
| 25 | EA SERIES TRUST | QMOM | 02072L409 | $1.8M | 0.61% | 27,071 | SH |
| 26 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $1.8M | 0.60% | 13,146 | SH |
| 27 | DIMENSIONAL ETF TRUST | DFLV | 25434V666 | $1.7M | 0.57% | 48,120 | SH |
| 28 | ISHARES TR | SUB | 464288158 | $1.7M | 0.56% | 15,872 | SH |
| 29 | WALMART INC | WMT | 931142103 | $1.7M | 0.55% | 13,420 | SH |
| 30 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $1.7M | 0.55% | 20,675 | SH |
| 31 | AMERICAN CENTY ETF TR | AVIG | 025072562 | $1.6M | 0.53% | 38,732 | SH |
| 32 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $1.5M | 0.51% | 15,508 | SH |
| 33 | VANGUARD BD INDEX FDS | BSV | 921937827 | $1.3M | 0.42% | 16,373 | SH |
| 34 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $1.3M | 0.42% | 47,656 | SH |
| 35 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $1.3M | 0.42% | 20,289 | SH |
| 36 | APPLE INC | AAPL | 037833100 | $1.2M | 0.41% | 4,852 | SH |
| 37 | EA SERIES TRUST | AAUS | 02072Q853 | $1.2M | 0.41% | 23,439 | SH |
| 38 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $1.1M | 0.38% | 34,839 | SH |
| 39 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $1.1M | 0.38% | 45,263 | SH |
| 40 | AMERICAN CENTY ETF TR | AVMU | 025072695 | $1.1M | 0.37% | 24,639 | SH |
| 41 | ISHARES TR | ITOT | 464287150 | $1.1M | 0.37% | 7,846 | SH |
| 42 | VANGUARD MALVERN FDS | VTIP | 922020805 | $1.1M | 0.36% | 21,981 | SH |
| 43 | VANGUARD INDEX FDS | VB | 922908751 | $1.1M | 0.36% | 4,162 | SH |
| 44 | M & T BK CORP | MTB | 55261F104 | $1.1M | 0.35% | 5,165 | SH |
| 45 | VANGUARD INDEX FDS | VNQ | 922908553 | $1.0M | 0.34% | 11,535 | SH |
| 46 | EA SERIES TRUST | IVAL | 02072L201 | $1.0M | 0.34% | 30,027 | SH |
| 47 | VANGUARD MUN BD FDS | VCRM | 922907712 | $1.0M | 0.33% | 13,407 | SH |
| 48 | EA SERIES TRUST | IMOM | 02072L300 | $967.4K | 0.32% | 24,288 | SH |
| 49 | EA SERIES TRUST | FRDM | 02072L607 | $952.8K | 0.31% | 17,435 | SH |
| 50 | ISHARES TR | SGOV | 46436E718 | $909.9K | 0.30% | 9,039 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-21 | $302.5M | 113 | 0002055235-26-000002 |
| 2025-12-31 | 2026-02-06 | $199.3M | 112 | 0002055235-26-000001 |