DOSSIER · 13F-HR · Q3 2026

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

$337M in tracked AUM across 118 positions as of Q3 2026.

LB
CIK 0002055235 · last filed Sep 30, 2026
Total AUM
$337M
as of Q3 2026
Holdings
118
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

L.K. Benson & Company, P.C. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
TROW
PRICE T ROWE GROUP INC
$125M1.2M37.2%
02
02072L631
EA SERIES TRUST
$17M698K5.1%
03
VXUS
VANGUARD STAR FDS
$15M177K4.5%
04
VTI
VANGUARD INDEX FDS
$12M33K3.7%
05
CAOS
EA SERIES TRUST
$10M113K3.1%
06
SCHR
SCHWAB STRATEGIC TR
$9M375K2.6%
07
BND
VANGUARD BD INDEX FDS
$8M114K2.4%
08
SCHF
SCHWAB STRATEGIC TR
$7M255K2.1%
09
VOO
VANGUARD INDEX FDS
$6M8K1.7%
10
IVV
ISHARES TR
$6M7K1.6%

Filing history

2026Q3Sep 30
$337M▲ 1.6%
118 positionsView →
2026Q2Jun 30
$332M▲ 9.6%
115 positionsView →
2026Q1Mar 31
$302M▲ 51.8%
113 positionsView →
2025Q4Dec 31
$199M▲ 166.7%
112 positionsView →
2025Q3Sep 30
$75M▲ 12.3%
44 positionsLocked
2025Q2Jun 30
$67M▲ 11.2%
40 positionsLocked
2025Q1Mar 31
$60M▼ 57.8%
41 positionsLocked
2024Q4Dec 31
$142M—
95 positionsLocked