L.K. Benson & Company, P.C.
13F Reported Value
ⓘ$302.5M
Holdings
113
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
L.K. Benson & Company, P.C. disclosed 113 positions worth $302.5M in its Form 13F-HR for Q1 2026, led by $TROW (PRICE T ROWE GROUP INC) at 41.7% of the equity portfolio. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $MRK and a full exit from $LLY. The portfolio is most concentrated in Other (53.9% of disclosed assets). All figures are sourced directly from L.K. Benson & Company, P.C.’s Form 13F-HR filing with the SEC under CIK 2055235.
AI Fund Analysis
Concentrating
$TROWSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 75.8#118
Quality
$126.1M1,398,751 sh VANGUARD STAR FDS
—Quality
$12.9M166,972 shEA SERIES TRUST
—Quality
$11.3M471,357 shVANGUARD INDEX FDS
—Quality
$9.4M29,174 shVANGUARD BD INDEX FDS
—Quality
$7.8M106,507 shSCHWAB STRATEGIC TR
—Quality
$7.2M288,924 shEA SERIES TRUST
—Quality
$7.0M77,012 shSCHWAB STRATEGIC TR
—Quality
$6.7M270,856 shVANGUARD INDEX FDS
—Quality
$4.6M7,775 shVANGUARD INDEX FDS
—Quality
$4.4M21,172 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| PRICE T ROWE GROUP INC$TROW | 75.8#118 | $126.1M | 1,398,751 |
| VANGUARD STAR FDS | — | $12.9M | 166,972 |
| EA SERIES TRUST | — | $11.3M | 471,357 |
| VANGUARD INDEX FDS | — | $9.4M | 29,174 |
| VANGUARD BD INDEX FDS | — | $7.8M | 106,507 |
| SCHWAB STRATEGIC TR | — | $7.2M | 288,924 |
| EA SERIES TRUST | — | $7.0M | 77,012 |
| SCHWAB STRATEGIC TR | — | $6.7M | 270,856 |
| VANGUARD INDEX FDS | — | $4.6M | 7,775 |
| VANGUARD INDEX FDS | — | $4.4M | 21,172 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of L.K. Benson & Company, P.C.'s 113 positions.
Showing top 10 of 113 holdings.
Sector Allocation
Other
$163.0M
Financials
$128.6M
Technology
$4.0M
Industrials
$2.7M
Consumer Discretionary
$1.7M
Healthcare
$1.3M
Energy
$558,521
Real Estate
$423,527
Full Holdings — L.K. Benson & Company, P.C. (Q1 2026)
All 113 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TROW | PRICE T ROWE GROUP INC | $126.1M | 41.7% | +357% | 75.8 |
| 2 | — | VANGUARD STAR FDS | $12.9M | 4.3% | +2% | — |
| 3 | — | EA SERIES TRUST | $11.3M | 3.7% | +9% | — |
| 4 | — | VANGUARD INDEX FDS | $9.4M | 3.1% | +13% | — |
| 5 | — | VANGUARD BD INDEX FDS | $7.8M | 2.6% | +10% | — |
| 6 | — | SCHWAB STRATEGIC TR | $7.2M | 2.4% | +28% | — |
| 7 | — | EA SERIES TRUST | $7.0M | 2.3% | +11% | — |
| 8 | — | SCHWAB STRATEGIC TR | $6.7M | 2.2% | -1% | — |
| 9 | — | VANGUARD INDEX FDS | $4.6M | 1.5% | +1% | — |
| 10 | — | VANGUARD INDEX FDS | $4.4M | 1.4% | +7% | — |
| 11 | — | DIMENSIONAL ETF TRUST | $4.1M | 1.4% | +0% | — |
| 12 | — | ISHARES TR | $4.0M | 1.3% | +1% | — |
| 13 | — | DIMENSIONAL ETF TRUST | $3.9M | 1.3% | +0% | — |
| 14 | — | VANGUARD MUN BD FDS | $3.8M | 1.3% | -3% | — |
| 15 | — | VANGUARD INDEX FDS | $3.5M | 1.2% | +9% | — |
| 16 | — | AMERICAN CENTY ETF TR | $3.3M | 1.1% | -0% | — |
| 17 | — | VANGUARD INDEX FDS | $3.1M | 1.0% | -2% | — |
| 18 | — | AMERICAN CENTY ETF TR | $2.7M | 0.9% | -0% | — |
| 19 | — | SCHWAB STRATEGIC TR | $2.6M | 0.8% | -0% | — |
| 20 | — | VANGUARD TAX-MANAGED FDS | $2.5M | 0.8% | +28% | — |
| 21 | — | SCHWAB STRATEGIC TR | $2.3M | 0.8% | -3% | — |
| 22 | — | ISHARES TR | $2.3M | 0.8% | +0% | — |
| 23 | — | SCHWAB STRATEGIC TR | $2.2M | 0.7% | +0% | — |
| 24 | — | EA SERIES TRUST | $2.0M | 0.7% | +12% | — |
| 25 | — | EA SERIES TRUST | $1.8M | 0.6% | +13% | — |
| 26 |  $DOV | DOVER Corp | $1.8M | 0.6% | +2% | 63.1 |
| 27 | — | DIMENSIONAL ETF TRUST | $1.7M | 0.6% | +0% | — |
| 28 | — | ISHARES TR | $1.7M | 0.6% | +3% | — |
| 29 |  $WMT | Walmart Inc. | $1.7M | 0.6% | +0% | 63.2 |
| 30 | — | AMERICAN CENTY ETF TR | $1.7M | 0.6% | +1% | — |
| 31 | — | AMERICAN CENTY ETF TR | $1.6M | 0.5% | +0% | — |
| 32 | — | AMERICAN CENTY ETF TR | $1.5M | 0.5% | -1% | — |
| 33 |  $META | Meta Platforms, Inc. | $1.3M | 0.4% | +0% | 80.9 |
| 34 | — | SCHWAB STRATEGIC TR | $1.3M | 0.4% | -1% | — |
| 35 | — | DIMENSIONAL ETF TRUST | $1.3M | 0.4% | +0% | — |
| 36 |  $AAPL | Apple Inc. | $1.2M | 0.4% | -0% | 76.1 |
| 37 | — | EA SERIES TRUST | $1.2M | 0.4% | +0% | — |
| 38 | — | SCHWAB STRATEGIC TR | $1.1M | 0.4% | +0% | — |
| 39 | — | SCHWAB STRATEGIC TR | $1.1M | 0.4% | +0% | — |
| 40 | — | AMERICAN CENTY ETF TR | $1.1M | 0.4% | +2% | — |
| 41 | — | ISHARES TR | $1.1M | 0.4% | +0% | — |
| 42 | — | VANGUARD MALVERN FDS | $1.1M | 0.4% | +12% | — |
| 43 | — | VANGUARD INDEX FDS | $1.1M | 0.4% | -0% | — |
| 44 |  $MTB | M&T BANK CORP | $1.1M | 0.3% | +0% | 64.1 |
| 45 | — | VANGUARD INDEX FDS | $1.0M | 0.3% | -9% | — |
| 46 | — | EA SERIES TRUST | $1.0M | 0.3% | +8% | — |
| 47 | — | VANGUARD MUN BD FDS | $1.0M | 0.3% | +0% | — |
| 48 | — | EA SERIES TRUST | $967,351 | 0.3% | +6% | — |
| 49 | — | EA SERIES TRUST | $952,848 | 0.3% | -1% | — |
| 50 | — | ISHARES TR | $909,903 | 0.3% | +25% | — |
| 51 | — | VANGUARD CHARLOTTE FDS | $883,608 | 0.3% | +0% | — |
| 52 |  $SPY | SPDR S&P 500 ETF TRUST | $861,050 | 0.3% | +0% | — |
| 53 | — | ISHARES TR | $852,276 | 0.3% | +10% | — |
| 54 | — | ISHARES TR | $851,114 | 0.3% | +0% | — |
| 55 | — | VANGUARD INTL EQUITY INDEX F | $842,998 | 0.3% | +0% | — |
| 56 | — | ISHARES TR | $828,591 | 0.3% | +0% | — |
| 57 | — | ISHARES TR | $811,400 | 0.3% | +0% | — |
| 58 | — | SPDR SERIES TRUST | $797,464 | 0.3% | +62% | — |
| 59 |  $MSFT | MICROSOFT CORP | $748,484 | 0.3% | +0% | 83.7 |
| 60 | — | SCHWAB STRATEGIC TR | $744,272 | 0.3% | +0% | — |
| 61 | — | SCHWAB STRATEGIC TR | $728,521 | 0.2% | +1% | — |
| 62 | — | PIMCO ETF TR | $713,751 | 0.2% | +0% | — |
| 63 | — | J P MORGAN EXCHANGE TRADED F | $658,420 | 0.2% | +0% | — |
| 64 | — | AMERICAN CENTY ETF TR | $655,652 | 0.2% | +0% | — |
| 65 |  $GLD | SPDR GOLD TRUST | $642,853 | 0.2% | +31% | — |
| 66 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $635,062 | 0.2% | +0% | 66.7 |
| 67 | — | VANGUARD MALVERN FDS | $608,988 | 0.2% | +5% | — |
| 68 |  $XOM | EXXON MOBIL CORP | $558,521 | 0.2% | +0% | 61.8 |
| 69 | — | DIMENSIONAL ETF TRUST | $554,829 | 0.2% | -0% | — |
| 70 | — | ISHARES TR | $550,979 | 0.2% | +1% | — |
| 71 | — | PIMCO ETF TR | $527,050 | 0.2% | +0% | — |
| 72 | — | VANGUARD WELLINGTON FD | $521,730 | 0.2% | +0% | — |
| 73 | — | VANGUARD SCOTTSDALE FDS | $510,307 | 0.2% | +101% | — |
| 74 | — | ISHARES TR | $490,990 | 0.2% | +43% | — |
| 75 | — | VANGUARD SPECIALIZED FUNDS | $468,188 | 0.1% | +0% | — |
| 76 | — | ALPS ETF TR | $466,706 | 0.1% | +0% | — |
| 77 | — | ISHARES TR | $465,269 | 0.1% | +0% | — |
| 78 |  $BRK.B | BERKSHIRE HATHAWAY INC | $458,115 | 0.1% | +0% | 64.5 |
| 79 | — | DIMENSIONAL ETF TRUST | $456,651 | 0.1% | +0% | — |
| 80 | — | VANGUARD WHITEHALL FDS | $452,483 | 0.1% | +0% | — |
| 81 | — | VANGUARD SCOTTSDALE FDS | $450,094 | 0.1% | -33% | — |
| 82 | — | SELECT SECTOR SPDR TR | $437,397 | 0.1% | +0% | — |
| 83 |  $NMRK | NEWMARK GROUP, INC. | $423,527 | 0.1% | +0% | 52.4 |
| 84 | — | EA SERIES TRUST | $419,199 | 0.1% | +0% | — |
| 85 |  $ABBV | AbbVie Inc. | $411,491 | 0.1% | +0% | 59.3 |
| 86 |  $JPM | JPMORGAN CHASE & CO | $389,644 | 0.1% | +0% | 35.6 |
| 87 | — | VANGUARD INDEX FDS | $387,428 | 0.1% | -1% | — |
| 88 |  $GOOGL | Alphabet Inc. | $386,977 | 0.1% | +1% | 80.2 |
| 89 |  $JNJ | JOHNSON & JOHNSON | $385,449 | 0.1% | +0% | 72.8 |
| 90 | — | DIMENSIONAL ETF TRUST | $379,378 | 0.1% | -19% | — |
| 91 |  $EOSE | Eos Energy Enterprises, Inc. | $357,070 | 0.1% | +0% | 29.2 |
| 92 | — | ISHARES TR | $328,575 | 0.1% | +0% | — |
| 93 | — | SSGA ACTIVE ETF TR | $324,821 | 0.1% | +0% | — |
| 94 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $322,067 | 0.1% | +0% | — |
| 95 | — | DIMENSIONAL ETF TRUST | $314,913 | 0.1% | +0% | — |
| 96 | — | ISHARES TR | $306,463 | 0.1% | -15% | — |
| 97 | — | SPDR SERIES TRUST | $287,210 | 0.1% | +0% | — |
| 98 |  $KO | COCA COLA CO | $284,966 | 0.1% | +0% | 74 |
| 99 | — | T ROWE PRICE ETF INC | $277,158 | 0.1% | +0% | — |
| 100 | — | DIMENSIONAL ETF TRUST | $276,498 | 0.1% | +0% | — |
| 101 | — | T ROWE PRICE ETF INC | $272,641 | 0.1% | +0% | — |
| 102 | — | FIRST TR EXCH TRADED FD III | $266,735 | 0.1% | +0% | — |
| 103 |  $ABT | ABBOTT LABORATORIES | $255,034 | 0.1% | +0% | 67 |
| 104 | — | PIMCO ETF TR | $250,002 | 0.1% | +1% | — |
| 105 | — | ISHARES TR | $246,905 | 0.1% | +0% | — |
| 106 | — | ISHARES TR | $236,826 | 0.1% | -64% | — |
| 107 | — | VANECK ETF TRUST | $235,170 | 0.1% | +0% | — |
| 108 |  $MRK | Merck & Co., Inc. | $223,739 | 0.1% | NEW | 70.9 |
| 109 | — | T ROWE PRICE ETF INC | $222,252 | 0.1% | +0% | — |
| 110 |  $BA | BOEING CO | $216,345 | 0.1% | +0% | 51.8 |
| 111 | — | ISHARES TR | $214,019 | 0.1% | +0% | — |
| 112 | — | VANGUARD BD INDEX FDS | $201,421 | 0.1% | +1% | — |
| 113 |  $HYT | BLACKROCK CORPORATE HIGH YIELD FUND, INC. | $131,251 | 0.0% | +10% | — |
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