Top Institutional Investors

L.K. Benson & Company, P.C. — 13F Holdings & Portfolio

CIK 2055235 · latest 13F-HR filed 2026-07-24

Backtest portfolio

L.K. Benson & Company, P.C. manages $331.5M in 13F-reported U.S. long-equity assets across 115 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TROW (41.27%), VXUS (4.30%), HIDE (3.73%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 5, added to 66, and trimmed 9.

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.

Filer Information
Address
9690 DEERECO RD, SUITE 430
TIMONIUM, MD 21093
Phone
(410) 494-6680
Filing Manager
L.K. Benson & Company, P.C.
TIMONIUM, MD
Signatory
Chris Benson
Principal
Loading holdings…
AUM

$331.5M

Long-equity book

Holdings

115

Distinct positions

Period

2026-06-30

Filed 2026-07-24

Q/Q Activity

+7 / −5 / ↑66 / ↓9

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • PRICE T ROWE GROUP INC$10.7M +8.5%
  • VANGUARD INDEX FDS$1.6M +16.9%
  • VANGUARD STAR FDS$1.4M +10.7%
  • EA SERIES TRUST$1.0M +9.2%
  • VANGUARD INDEX FDS$975.3K +22.4%
Show all 66 →

Top Trims

  • ALPS ETF TR-$165.0K -35.4%
  • WALMART INC-$147.9K -8.9%
  • SPDR GOLD TR-$141.9K -22.1%
  • SELECT SECTOR SPDR TR-$125.0K -28.6%
  • EXXON MOBIL CORP-$108.4K -19.4%
Show all 9 →

New Positions

  • ISHARES TR$971.4K
  • VANGUARD SCOTTSDALE FDS$679.7K
  • ISHARES TR$599.5K
  • VANGUARD INDEX FDS$231.8K
  • SELECT SECTOR SPDR TR$228.6K
Show all 7 →

Exited Positions

  • DIMENSIONAL ETF TRUST$314.9K
  • SPDR SERIES TRUST$287.2K
  • ABBOTT LABORATORIES$255.0K
  • VANECK ETF TRUST$235.2K
  • MERCK & CO INC$223.7K
Show all 5 →
All Holdings

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 $136.8M 41.27% 1,203,485 SH
2 VANGUARD STAR FDS VXUS 921909768 $14.3M 4.30% 166,775 SH
3 EA SERIES TRUST HIDE 02072L631 $12.4M 3.73% 517,076 SH
4 VANGUARD INDEX FDS VTI 922908769 $10.9M 3.30% 29,559 SH
5 VANGUARD BD INDEX FDS BND 921937835 $8.1M 2.46% 110,982 SH
6 EA SERIES TRUST CAOS 02072L516 $7.7M 2.32% 85,138 SH
7 SCHWAB STRATEGIC TR SCHF 808524805 $7.3M 2.19% 262,265 SH
8 SCHWAB STRATEGIC TR SCHR 808524854 $7.2M 2.18% 293,466 SH
9 VANGUARD INDEX FDS VOO 922908363 $5.4M 1.62% 7,810 SH
10 VANGUARD INDEX FDS VXF 922908652 $5.3M 1.61% 21,656 SH
11 DIMENSIONAL ETF TRUST DFUS 25434V401 $4.5M 1.35% 54,817 SH
12 ISHARES TR IVV 464287200 $4.5M 1.34% 5,947 SH
13 VANGUARD INDEX FDS VV 922908637 $4.3M 1.31% 12,599 SH
14 DIMENSIONAL ETF TRUST DFIV 25434V807 $4.2M 1.27% 77,970 SH
15 VANGUARD MUN BD FDS VTEB 922907746 $4.1M 1.24% 81,043 SH
16 AMERICAN CENTY ETF TR AVUV 025072877 $3.7M 1.13% 29,926 SH
17 VANGUARD INDEX FDS VTV 922908744 $3.5M 1.06% 16,085 SH
18 SCHWAB STRATEGIC TR SCHA 808524607 $3.2M 0.97% 88,842 SH
19 VANGUARD TAX-MANAGED FDS VEA 921943858 $2.8M 0.86% 39,994 SH
20 AMERICAN CENTY ETF TR AVDE 025072703 $2.8M 0.86% 31,824 SH
21 SCHWAB STRATEGIC TR SCHX 808524201 $2.5M 0.76% 85,214 SH
22 SCHWAB STRATEGIC TR FNDF 808524755 $2.5M 0.74% 46,656 SH
23 ISHARES TR AGG 464287226 $2.3M 0.69% 23,021 SH
24 VANGUARD INTL EQUITY INDEX F VT 922042742 $2.1M 0.65% 13,632 SH
25 EA SERIES TRUST QVAL 02072L102 $2.0M 0.61% 36,625 SH
26 EA SERIES TRUST QMOM 02072L409 $2.0M 0.60% 25,196 SH
27 AMERICAN CENTY ETF TR AVEM 025072604 $2.0M 0.60% 20,500 SH
28 DIMENSIONAL ETF TRUST DFLV 25434V666 $1.9M 0.58% 48,292 SH
29 ISHARES TR SUB 464288158 $1.7M 0.51% 15,887 SH
30 AMERICAN CENTY ETF TR AVIG 025072562 $1.6M 0.49% 39,242 SH
31 AMERICAN CENTY ETF TR AVDV 025072802 $1.6M 0.48% 15,374 SH
32 WALMART INC WMT 931142103 $1.5M 0.46% 13,420 SH
33 APPLE INC AAPL 037833100 $1.5M 0.45% 5,161 SH
34 DIMENSIONAL ETF TRUST DFAT 25434V609 $1.4M 0.43% 20,280 SH
35 EA SERIES TRUST AAUS 02072Q853 $1.4M 0.42% 23,439 SH
36 SCHWAB STRATEGIC TR SCHB 808524102 $1.3M 0.40% 45,297 SH
37 VANGUARD BD INDEX FDS BSV 921937827 $1.3M 0.39% 16,667 SH
38 SCHWAB STRATEGIC TR SCHE 808524706 $1.3M 0.38% 35,049 SH
39 VANGUARD INDEX FDS VB 922908751 $1.3M 0.38% 4,164 SH
40 ISHARES TR ITOT 464287150 $1.2M 0.38% 7,599 SH
41 M & T BK CORP MTB 55261F104 $1.2M 0.37% 5,177 SH
42 VANGUARD MUN BD FDS VCRM 922907712 $1.2M 0.37% 16,062 SH
43 SCHWAB STRATEGIC TR SCHP 808524870 $1.2M 0.36% 44,662 SH
44 VANGUARD MALVERN FDS VTIP 922020805 $1.2M 0.35% 23,233 SH
45 ISHARES TR SHY 464287457 $1.1M 0.35% 13,993 SH
46 VANGUARD INDEX FDS VNQ 922908553 $1.1M 0.33% 11,348 SH
47 AMERICAN CENTY ETF TR AVMU 025072695 $1.1M 0.33% 23,286 SH
48 EA SERIES TRUST FRDM 02072L607 $1.1M 0.32% 14,589 SH
49 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $992.5K 0.30% 1,329 SH
50 ISHARES TR SMMD 46435G268 $987.3K 0.30% 10,774 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $331.5M 115 0002055235-26-000004
2026-03-31 2026-04-21 $302.5M 113 0002055235-26-000002
2025-12-31 2026-02-06 $199.3M 112 0002055235-26-000001