Q3 2026 13F · SEC CIK 2055235

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

Wealth managerFiled 2026-10-23 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $336.7M
Reported positions: 118
Holdings vs S&P 500, 3 yrs: —
Assets under management: $446.2M

L.K. Benson & Company, P.C. is a wealth manager that reported 118 positions worth $336.7M in its Q3 2026 13F, filed 2026-10-23. Its largest holdings were Price T Rowe Group Inc (TROW, 37.2%), Ea Series Trust (HIDE, 5.1%), Vanguard Star Fds (VXUS, 4.5%).

L.K. Benson & Company, P.C. holdings largest 50 of 118 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

L.K. Benson & Company, P.C. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
TROWPrice T Rowe Group Inc	37.2%	41.3%	1,203,485	+0.0%	$125.2M
HIDEEa Series Trust	5.1%	3.7%	698,120	+35.0%	$17.0M
VXUSVanguard Star Fds	4.5%	4.3%	177,234	+6.3%	$15.1M
VTIVanguard Index Fds	3.7%	3.3%	33,015	+11.7%	$12.4M
CAOSEa Series Trust	3.1%	2.3%	113,485	+33.3%	$10.3M
SCHRSchwab Strategic Tr	2.6%	2.2%	375,185	+27.8%	$8.9M
BNDVanguard Bd Index Fds	2.4%	2.5%	114,405	+3.1%	$8.0M
SCHFSchwab Strategic Tr	2.1%	2.2%	254,963	-2.8%	$7.0M
VOOVanguard Index Fds	1.7%	1.6%	8,205	+5.1%	$5.8M
IVVIshares Tr	1.6%	1.3%	7,200	+21.1%	$5.5M
VXFVanguard Index Fds	1.6%	1.6%	22,656	+4.6%	$5.2M
VEAVanguard Ftse Developed Markets Index Fu	1.5%	0.9%	69,231	+73.1%	$4.9M
VVVanguard Index Fds	1.4%	1.3%	13,536	+7.4%	$4.8M
DFUSDimensional ETF Trust	1.4%	1.4%	54,729	-0.2%	$4.5M
DFIVDimensional ETF Trust	1.3%	1.3%	78,329	+0.5%	$4.4M
VTEBVanguard Mun Bd Fds	1.2%	1.2%	86,791	+7.1%	$4.1M
VTVVanguard Index Fds	1.0%	1.1%	15,618	-2.9%	$3.4M
AVDEAvantis International Equity ETF	1.0%	0.9%	36,538	+14.8%	$3.3M
AVUVAmerican Centy ETF Tr	0.9%	1.1%	26,697	-10.8%	$3.1M
SCHASchwab Strategic Tr	0.9%	1.0%	88,553	-0.3%	$2.9M
SCHXSchwab Strategic Tr	0.8%	0.8%	85,336	+0.1%	$2.6M
FNDFSchwab Strategic Tr	0.7%	0.7%	44,994	-3.6%	$2.4M
QVALEa Series Trust	0.7%	0.6%	40,619	+10.9%	$2.4M
AGGIshares Tr	0.7%	0.7%	23,538	+2.2%	$2.2M
QMOMEa Series Trust	0.7%	0.6%	30,461	+20.9%	$2.2M
VTVanguard Intl Equity Index F	0.7%	0.6%	13,904	+2.0%	$2.2M
SCHPSchwab Strategic Tr	0.6%	0.4%	84,723	+89.7%	$2.1M
DFLVDimensional ETF Trust	0.6%	0.6%	48,477	+0.4%	$1.9M
AVEMAmerican Centy ETF Tr	0.6%	0.6%	19,995	-2.5%	$1.9M
SUBIshares Tr	0.5%	0.5%	16,310	+2.7%	$1.7M
AAPLApple Inc	0.5%	0.5%	5,029	-2.6%	$1.7M
BSVVanguard Bd Index Fds	0.5%	0.4%	21,352	+28.1%	$1.6M
AVDVAmerican Centy ETF Tr	0.5%	0.5%	14,628	-4.9%	$1.6M
AVIGAmerican Centy ETF Tr	0.5%	0.5%	39,563	+0.8%	$1.6M
AAUSAlpha Architect US	0.4%	0.4%	23,439	+0.0%	$1.4M
WMTWalmart Inc	0.4%	0.5%	13,420	+0.0%	$1.4M
FRDMEa Series Trust	0.4%	0.3%	19,363	+32.7%	$1.4M
DFATDimensional ETF Trust	0.4%	0.4%	19,670	-3.0%	$1.3M
ITOTIshares Tr	0.4%	0.4%	7,599	+0.0%	$1.3M
VCRBVanguard Malvern Fds	0.4%	—	16,964	—	$1.2M
SCHESchwab Strategic Tr	0.4%	0.4%	33,891	-3.3%	$1.2M
VTIPVanguard Malvern Fds	0.4%	0.4%	24,374	+4.9%	$1.2M
IVALEa Series Trust	0.4%	—	32,864	—	$1.2M
SCHBSchwab Strategic Tr	0.3%	0.4%	40,257	-11.1%	$1.2M
IEIIshares Tr	0.3%	—	10,149	—	$1.2M
SHYIshares Tr	0.3%	0.3%	14,164	+1.2%	$1.2M
IMOMEa Series Trust	0.3%	—	27,409	—	$1.1M
MTBM & T Bank Corp	0.3%	0.4%	4,992	-3.6%	$1.1M
MSFTMicrosoft Corp	0.3%	—	2,102	—	$1.1M
VBVanguard Index Fds	0.3%	0.4%	3,752	-9.9%	$1.1M

What L.K. Benson & Company, P.C. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

SCHP Schwab Strategic Tr+89.7% shares
VEA Vanguard Ftse Developed Markets Index Fu+73.1% shares
HIDE Ea Series Trust+35.0% shares
CAOS Ea Series Trust+33.3% shares
FRDM Ea Series Trust+32.7% shares
BSV Vanguard Bd Index Fds+28.1% shares
SCHR Schwab Strategic Tr+27.8% shares
IVV Ishares Tr+21.1% shares

Reduced

Left the top 50

VCRM Vanguard Mun Bd Fdswas 0.4%
VNQ Vanguard Index Fdswas 0.3%
AVMU American Centy ETF Trwas 0.3%
SPY State Str Spdr S&p 500 ETF Twas 0.3%
SMMD Ishares Trwas 0.3%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.8% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$336.7M	118
Q2 2026	$331.5M	115
Q1 2026	$302.5M	113
Q4 2025	$199.3M	112
Q3 2025	$185.5M	106
Q2 2025	$162.8M	99
Q1 2025	$144.4M	98
Q4 2024	$141.9M	95

Questions about L.K. Benson & Company, P.C.'s portfolio

What stocks does L.K. Benson & Company, P.C. own?

L.K. Benson & Company, P.C.'s latest 13F, for Q3 2026 and filed Oct 23, 2026, lists 118 positions worth $336.7M. The largest are Price T Rowe Group Inc (TROW) at 37.2%, Ea Series Trust (HIDE) at 5.1%, Vanguard Star Fds (VXUS) at 4.5%, Vanguard Index Fds (VTI) at 3.7% and Ea Series Trust (CAOS) at 3.1%.

What did L.K. Benson & Company, P.C. buy last quarter?

In Q3 2026, L.K. Benson & Company, P.C. added Schwab Strategic Tr (SCHP) (+89.7% shares), Vanguard Ftse Developed Markets Index Fu (VEA) (+73.1% shares) and Ea Series Trust (HIDE) (+35.0% shares), compared with its Q2 2026 filing.

What did L.K. Benson & Company, P.C. sell last quarter?

In Q3 2026, L.K. Benson & Company, P.C. cut from its top 50 Vanguard Mun Bd Fds (VCRM), cut from its top 50 Vanguard Index Fds (VNQ), cut from its top 50 American Centy ETF Tr (AVMU), cut from its top 50 State Str Spdr S&p 500 ETF T (SPY), cut from its top 50 Ishares Tr (SMMD), Schwab Strategic Tr (SCHB) (-11.1% shares), American Centy ETF Tr (AVUV) (-10.8% shares) and Vanguard Index Fds (VB) (-9.9% shares), compared with its Q2 2026 filing.

When is L.K. Benson & Company, P.C.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. L.K. Benson & Company, P.C.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does L.K. Benson & Company, P.C. manage?

L.K. Benson & Company, P.C. reported $446.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $336.7M.