L.K. Benson & Company, P.C.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$302.5M
Q ending 2026-03-31
Prior quarter
$199.3M
Q ending 2025-12-31
Change
+51.8% QoQ · +109.5% YoY
Positions
113
reported holdings
Largest positions
Top 100 of 113 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Price T Rowe Group Inc | TROW | Shares | $126.1M | 1.4M |
| Vanguard Star Fds | VXUS | Shares | $12.9M | 167K |
| Ea Series Trust | HIDE | Shares | $11.3M | 471K |
| Vanguard Index Fds | VTI | Shares | $9.4M | 29K |
| Vanguard Bd Index Fds | BND | Shares | $7.8M | 107K |
| Schwab Strategic Tr | SCHR | Shares | $7.2M | 289K |
| Ea Series Trust | CAOS | Shares | $7.0M | 77K |
| Schwab Strategic Tr | SCHF | Shares | $6.7M | 271K |
| Vanguard Index Fds | VOO | Shares | $4.6M | 8K |
| Vanguard Index Fds | VXF | Shares | $4.4M | 21K |
| Dimensional Etf Trust | DFIV | Shares | $4.1M | 77K |
| Ishares Tr | IVV | Shares | $4.0M | 6K |
| Dimensional Etf Trust | DFUS | Shares | $3.9M | 55K |
| Vanguard Mun Bd Fds | VTEB | Shares | $3.8M | 76K |
| Vanguard Index Fds | VV | Shares | $3.5M | 12K |
| American Centy Etf Tr | AVUV | Shares | $3.3M | 30K |
| Vanguard Index Fds | VTV | Shares | $3.1M | 16K |
| American Centy Etf Tr | AVDE | Shares | $2.7M | 31K |
| Schwab Strategic Tr | SCHA | Shares | $2.6M | 89K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.5M | 39K |
| Schwab Strategic Tr | FNDF | Shares | $2.3M | 47K |
| Ishares Tr | AGG | Shares | $2.3M | 23K |
| Schwab Strategic Tr | SCHX | Shares | $2.2M | 85K |
| Ea Series Trust | QVAL | Shares | $2.0M | 38K |
| Ea Series Trust | QMOM | Shares | $1.8M | 27K |
| Vanguard Intl Equity Index F | VT | Shares | $1.8M | 13K |
| Dimensional Etf Trust | DFLV | Shares | $1.7M | 48K |
| Ishares Tr | SUB | Shares | $1.7M | 16K |
| Walmart Inc | WMT | Shares | $1.7M | 13K |
| American Centy Etf Tr | AVEM | Shares | $1.7M | 21K |
| American Centy Etf Tr | AVIG | Shares | $1.6M | 39K |
| American Centy Etf Tr | AVDV | Shares | $1.5M | 16K |
| Vanguard Bd Index Fds | BSV | Shares | $1.3M | 16K |
| Schwab Strategic Tr | SCHP | Shares | $1.3M | 48K |
| Dimensional Etf Trust | DFAT | Shares | $1.3M | 20K |
| Apple Inc | AAPL | Shares | $1.2M | 5K |
| Ea Series Trust | AAUS | Shares | $1.2M | 23K |
| Schwab Strategic Tr | SCHE | Shares | $1.1M | 35K |
| Schwab Strategic Tr | SCHB | Shares | $1.1M | 45K |
| American Centy Etf Tr | AVMU | Shares | $1.1M | 25K |
| Ishares Tr | ITOT | Shares | $1.1M | 8K |
| Vanguard Malvern Fds | VTIP | Shares | $1.1M | 22K |
| Vanguard Index Fds | VB | Shares | $1.1M | 4K |
| M & T Bk Corp | MTB | Shares | $1.1M | 5K |
| Vanguard Index Fds | VNQ | Shares | $1.0M | 12K |
| Ea Series Trust | IVAL | Shares | $1.0M | 30K |
| Vanguard Mun Bd Fds | VCRM | Shares | $1.0M | 13K |
| Ea Series Trust | IMOM | Shares | $967K | 24K |
| Ea Series Trust | FRDM | Shares | $953K | 17K |
| Ishares Tr | SGOV | Shares | $910K | 9K |
| Vanguard Charlotte Fds | BNDX | Shares | $884K | 18K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $861K | 1K |
| Ishares Tr | SHY | Shares | $852K | 10K |
| Ishares Tr | SMMD | Shares | $851K | 11K |
| Vanguard Intl Equity Index F | VWO | Shares | $843K | 16K |
| Ishares Tr | FLOT | Shares | $829K | 16K |
| Ishares Tr | MUB | Shares | $811K | 8K |
| Spdr Series Trust | SHM | Shares | $797K | 17K |
| Microsoft Corp | MSFT | Shares | $748K | 2K |
| Schwab Strategic Tr | FNDX | Shares | $744K | 27K |
| Schwab Strategic Tr | SCHO | Shares | $729K | 30K |
| Pimco Etf Tr | SMMU | Shares | $714K | 14K |
| J P Morgan Exchange Traded F | BBCA | Shares | $658K | 7K |
| American Centy Etf Tr | AVUS | Shares | $656K | 6K |
| Spdr Gold Tr | GLD | Shares | $643K | 1K |
| International Business Machs | IBM | Shares | $635K | 3K |
| Vanguard Malvern Fds | VCRB | Shares | $609K | 8K |
| Exxon Mobil Corp | XOM | Shares | $559K | 3K |
| Dimensional Etf Trust | DFAI | Shares | $555K | 14K |
| Ishares Tr | FALN | Shares | $551K | 21K |
| Pimco Etf Tr | BOND | Shares | $527K | 6K |
| Vanguard Wellington Fd | VTES | Shares | $522K | 5K |
| Vanguard Scottsdale Fds | VCIT | Shares | $510K | 6K |
| Ishares Tr | AOM | Shares | $491K | 10K |
| Vanguard Specialized Funds | VIG | Shares | $468K | 2K |
| Alps Etf Tr | AMLP | Shares | $467K | 9K |
| Ishares Tr | IWR | Shares | $465K | 5K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $458K | 956 |
| Dimensional Etf Trust | DFAE | Shares | $457K | 13K |
| Vanguard Whitehall Fds | VYM | Shares | $452K | 3K |
| Vanguard Scottsdale Fds | VGSH | Shares | $450K | 8K |
| Select Sector Spdr Tr | XLE | Shares | $437K | 7K |
| Newmark Group Inc | NMRK | Shares | $424K | 28K |
| Ea Series Trust | BOXX | Shares | $419K | 4K |
| Abbvie Inc | ABBV | Shares | $411K | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $390K | 1K |
| Vanguard Index Fds | VO | Shares | $387K | 1K |
| Alphabet Inc | GOOG | Shares | $387K | 1K |
| Johnson & Johnson | JNJ | Shares | $385K | 2K |
| Dimensional Etf Trust | DFSV | Shares | $379K | 11K |
| Eos Energy Enterprises Inc | EOSE | Shares | $357K | 72K |
| Ishares Tr | LRGF | Shares | $329K | 5K |
| Ssga Active Etf Tr | RLY | Shares | $325K | 9K |
| Invesco Qqq Tr | QQQ | Shares | $322K | 558 |
| Dimensional Etf Trust | DFAU | Shares | $315K | 7K |
| Ishares Tr | IWP | Shares | $306K | 2K |
| Spdr Series Trust | SDY | Shares | $287K | 2K |
| Coca Cola Co | KO | Shares | $285K | 4K |
| T Rowe Price Etf Inc | TBUX | Shares | $277K | 6K |
| Dimensional Etf Trust | DFAC | Shares | $276K | 7K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.