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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 and exited 5; 66 existing positions rose in reported value and 9 fell.

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.

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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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
TROW41.3% · -14%VXUS4.3% · -0%HIDE3.7% · +10%VTI3.3% · +1%BND2.5% · +4%CAOS2.3% · +11%SCHF2.2% · -3%SCHR2.2% · +2%VOO1.6% · +0%VXF1.6% · +2%DFUS1.4% · +0%IVV1.3% · -2%VV1.3% · +7%DFIV1.3% · +1%VTEB1.2% · +7%AVUV1.1% · -0%VTV1.1% · +1%SCHA1.0% · +0%VEA0.9% · +2%AVDE0.9% · +2%SCHX0.8% · +0%FNDF0.7% · +0%AGG0.7% · +1%VT0.6% · +4%QVAL0.6% · -4%QMOM0.6% · -7%AVEM0.6% · -1%DFLV0.6% · +0%SUB0.5% · +0%AVIG0.5% · +1%AVDV0.5% · -1%WMT0.5% · 0%AAPL0.5% · +6%DFAT0.4% · -0%AAUS0.4% · 0%SCHB0.4% · +0%BSV0.4% · +2%SCHE0.4% · +1%VB0.4% · 0%ITOT0.4% · -3%MTB0.4% · +0%VCRM0.4% · +20%SCHP0.4% · -6%VTIP0.4% · +6%SHY0.3% · +36%VNQ0.3% · -2%AVMU0.3% · -6%FRDM0.3% · -16%SPY0.3% · +0%SMMD0.3% · -3%IMOM0.3% · -6%AOK0.3% · newSGOV0.3% · +6%IVAL0.3% · -6%VWO0.3% · 0%BNDX0.3% · +0%FNDX0.3% · +0%MSFT0.2% · +10%MUB0.2% · +0%FLOT0.2% · -2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 65%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 66 →

Top Trims

Show all 9 →

New Positions

Show all 7 →

Exited Positions

Show all 5 →

L.K. Benson & Company, P.C. Holdings (2026-06-30)

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
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