13F Insight
DOSSIER · 13F-HR · Q1 2026

L.K. Benson & Company, P.C.

L.K. Benson & Company, P.C.'s pension fund based in Chicago, IL — $302M in tracked AUM across 113 positions as of Q1 2026.

LB
L.K. Benson & Company, P.C.·Chicago, IL·Pension Fund
CIK 0002055235 · last filed Mar 31, 2026
Total AUM
$302M
▼ 8.5%
vs prior
Holdings
113
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
Top sector
Tech
15% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

L.K. Benson & Company, P.C. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TROW
PRICE T ROWE GROUP INC
$126M1.4M41.7%
02
VXUS
VANGUARD STAR FDS
$13M167K4.3%
03
02072L631
EA SERIES TRUST
$11M471K3.7%
04
VTI
VANGUARD INDEX FDS
$9M29K3.1%
05
BND
VANGUARD BD INDEX FDS
$8M107K2.6%
06
SCHR
SCHWAB STRATEGIC TR
$7M289K2.4%
07
CAOS
EA SERIES TRUST
$7M77K2.3%
08
SCHF
SCHWAB STRATEGIC TR
$7M271K2.2%
09
VOO
VANGUARD INDEX FDS
$5M8K1.5%
10
VXF
VANGUARD INDEX FDS
$4M21K1.4%

Filing history

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