DOSSIER · 13F-HR · Q2 2026

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

$332M in tracked AUM across 115 positions as of Q2 2026.

LB
CIK 0002055235 · last filed Jun 30, 2026
Total AUM
$332M
as of Q2 2026
Holdings
115
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

L.K. Benson & Company, P.C. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
TROW
PRICE T ROWE GROUP INC
$137M1.2M41.3%
02
VXUS
VANGUARD STAR FDS
$14M167K4.3%
03
02072L631
EA SERIES TRUST
$12M517K3.7%
04
VTI
VANGUARD INDEX FDS
$11M30K3.3%
05
BND
VANGUARD BD INDEX FDS
$8M111K2.5%
06
CAOS
EA SERIES TRUST
$8M85K2.3%
07
SCHF
SCHWAB STRATEGIC TR
$7M262K2.2%
08
SCHR
SCHWAB STRATEGIC TR
$7M293K2.2%
09
VOO
VANGUARD INDEX FDS
$5M8K1.6%
10
VXF
VANGUARD INDEX FDS
$5M22K1.6%

Filing history

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 positionsView →
2025Q2Jun 30
$67M 11.2%
40 positionsLocked
2025Q1Mar 31
$60M 57.8%
41 positionsLocked
2024Q4Dec 31
$142M
95 positionsLocked