L.K. Benson & Company, P.C. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, L.K. Benson & Company, P.C. held in its portfolio 109 assets valued at $199,272,665 (i.e. $199.27M).
The most valuable assets in the portfolio included: PRICE T ROWE GROUP INC ($31.36M), EA SERIES TRUST ($17.34M), and VANGUARD STAR FDS ($12.35M).
The chart below shows the top 10 valuable assets, and the table below shows the top 109 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
L.K. Benson & Company, P.C. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| PRICE T ROWE GROUP INC | 306267 | 31355616 | COM |
| EA SERIES TRUST | 524193 | 17339150 | ALPHA ARCHITECT |
| VANGUARD STAR FDS | 163700 | 12349369 | VG TL INTL STK F |
| VANGUARD INDEX FDS | 25926 | 8691374 | TOTAL STK MKT |
| VANGUARD BD INDEX FDS | 96604 | 7155415 | TOTAL BND MRKT |
| SCHWAB STRATEGIC TR | 272770 | 6557389 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 225195 | 5647836 | INT-TRM U.S TRES |
| VANGUARD INDEX FDS | 7720 | 4841177 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 19734 | 4127273 | EXTEND MKT ETF |
| ISHARES TR | 6018 | 4121628 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 54660 | 4054090 | US EQUITY MARKET |
| VANGUARD MUN BD FDS | 78202 | 3932726 | TAX EXEMPT BD |
| DIMENSIONAL ETF TRUST | 76970 | 3840767 | INTERNATNAL VAL |
| VANGUARD INDEX FDS | 10830 | 3409124 | LARGE CAP ETF |
| VANGUARD INDEX FDS | 16326 | 3118255 | VALUE ETF |
| AMERICAN CENTY ETF TR | 30175 | 3077374 | US SML CP VALU |
| AMERICAN CENTY ETF TR | 31434 | 2587893 | INTL EQT ETF |
| SCHWAB STRATEGIC TR | 88858 | 2530686 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 84968 | 2286505 | US LRG CAP ETF |
| ISHARES TR | 22747 | 2271944 | CORE US AGGBD ET |
| SCHWAB STRATEGIC TR | 48127 | 2175776 | FUNDAMENTAL INTL |
| VANGUARD TAX-MANAGED FDS | 30746 | 1920665 | VAN FTSE DEV MKT |
| VANGUARD INTL EQUITY INDEX F | 12916 | 1821640 | TT WRLD ST ETF |
| EA SERIES TRUST | 33881 | 1653225 | US QUAN VALUE |
| ISHARES TR | 15443 | 1647754 | SHRT NAT MUN ETF |
| DIMENSIONAL ETF TRUST | 47943 | 1640135 | US LARGE CAP VAL |
| AMERICAN CENTY ETF TR | 38544 | 1615886 | AVANTIS CORE FI |
| AMERICAN CENTY ETF TR | 20445 | 1574671 | AVANTIS EMGMKT |
| EA SERIES TRUST | 24050 | 1570340 | US QUAN MOMENTUM |
| WALMART INC | 13420 | 1495123 | COM |
| AMERICAN CENTY ETF TR | 15637 | 1469558 | INTL SMCP VLU |
| APPLE INC | 4867 | 1323169 | COM |
| VANGUARD BD INDEX FDS | 16293 | 1284105 | SHORT TRM BOND |
| SCHWAB STRATEGIC TR | 48291 | 1279251 | US TIPS ETF |
| DIMENSIONAL ETF TRUST | 20236 | 1204836 | US TARGETED VLU |
| SCHWAB STRATEGIC TR | 45224 | 1186249 | US BRD MKT ETF |
| ISHARES TR | 7846 | 1166622 | CORE S&P TTL STK |
| SCHWAB STRATEGIC TR | 34839 | 1140978 | EMRG MKTEQ ETF |
| VANGUARD INDEX FDS | 12623 | 1116936 | REAL ESTATE ETF |
| AMERICAN CENTY ETF TR | 24098 | 1114294 | CORE MUNI FXD IN |
| VANGUARD INDEX FDS | 4172 | 1076156 | SMALL CP ETF |
| M & T BK CORP | 5153 | 1038129 | COM |
| VANGUARD MUN BD FDS | 13395 | 1012333 | CORE TAX EXEMPT |
| MICROSOFT CORP | 2022 | 977881 | COM |
| VANGUARD MALVERN FDS | 19568 | 967873 | STRM INFPROIDX |
| SPDR S&P 500 ETF TR | 1324 | 902862 | TR UNIT |
| EA SERIES TRUST | 17574 | 901042 | FREEDOM 100 EM |
| VANGUARD CHARLOTTE FDS | 18338 | 886096 | TOTAL INT BD ETF |
| EA SERIES TRUST | 27896 | 877558 | INTL QUAN VALUE |
| EA SERIES TRUST | 22887 | 872455 | INTL QUAN MOMNTM |
| VANGUARD INTL EQUITY INDEX F | 15596 | 838475 | FTSE EMR MKT ETF |
| ISHARES TR | 11142 | 835038 | RUSEL 2500 ETF |
| EOS ENERGY ENTERPRISES INC | 71990 | 825005 | COM CL A |
| ISHARES TR | 16185 | 823142 | FLTG RATE NT ETF |
| ISHARES TR | 7630 | 817238 | NATIONAL MUN ETF |
| INTERNATIONAL BUSINESS MACHS | 2620 | 776070 | COM |
| ISHARES TR | 9344 | 773895 | 1 3 YR TREAS BD |
| SPDR SERIES TRUST | 12240 | 766816 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 29866 | 727839 | SHT TM US TRES |
| ISHARES TR | 7231 | 725812 | 0-3 MNTH TREASRY |
| SCHWAB STRATEGIC TR | 26626 | 724482 | FUNDAMENTAL US L |
| PIMCO ETF TR | 14109 | 711510 | SHTRM MUN BD ACT |
| VANGUARD SCOTTSDALE FDS | 11392 | 669075 | SHORT TERM TREAS |
| AMERICAN CENTY ETF TR | 5887 | 657861 | US EQT ETF |
| J P MORGAN EXCHANGE TRADED F | 7000 | 651000 | BETABUILDERS CDA |
| VANGUARD MALVERN FDS | 7517 | 585564 | CORE BD ETF |
| ISHARES TR | 20493 | 559451 | FALN ANGLS USD |
| DIMENSIONAL ETF TRUST | 14289 | 544582 | INTL CORE EQT MK |
| PIMCO ETF TR | 5706 | 531211 | ACTIVE BD ETF |
| VANGUARD WELLINGTON FD | 5142 | 522324 | SHORT TRM TAX EX |
| NEWMARK GROUP INC | 28254 | 489924 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 956 | 480533 | CL B NEW |
| VANGUARD SPECIALIZED FUNDS | 2175 | 478128 | DIV APP ETF |
| ISHARES TR | 4785 | 460675 | RUS MID CAP ETF |
| SPDR GOLD TR | 1143 | 452982 | GOLD SHS |
| DIMENSIONAL ETF TRUST | 13448 | 442305 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 13468 | 438665 | EMGR CRE EQT MNG |
| VANGUARD WHITEHALL FDS | 3053 | 438129 | HIGH DIV YLD |
| ABBVIE INC | 1892 | 432303 | COM |
| JPMORGAN CHASE & CO. | 1325 | 426811 | COM |
| ALPHABET INC | 1338 | 419864 | CAP STK CL C |
| ALPS ETF TR | 8866 | 416879 | ALERIAN MLP |
| EA SERIES TRUST | 3604 | 414794 | ALPHA ARCH 1-3 |
| EXXON MOBIL CORP | 3292 | 396159 | COM |
| VANGUARD INDEX FDS | 1362 | 395247 | MID CAP ETF |
| ISHARES TR | 2817 | 385760 | RUS MD CP GR ETF |
| ISHARES TR | 4972 | 345243 | U S EQUITY FACTR |
| INVESCO QQQ TR | 558 | 342785 | UNIT SER 1 |
| DIMENSIONAL ETF TRUST | 6979 | 326617 | US CORE EQT MKT |
| JOHNSON & JOHNSON | 1577 | 326333 | COM |
| SELECT SECTOR SPDR TR | 7140 | 319229 | STATE STREET ENE |
| ABBOTT LABS | 2484 | 311221 | COM |
| SSGA ACTIVE ETF TR | 8982 | 282467 | STATE STREET MUL |
| DIMENSIONAL ETF TRUST | 7097 | 280980 | US CORE EQUITY 2 |
| T ROWE PRICE ETF INC | 5571 | 277714 | ULTRA SHRT TRM |
| FIRST TR EXCH TRADED FD III | 3791 | 269123 | LNG/SHT EQUITY |
| T ROWE PRICE ETF INC | 7435 | 266917 | SMALL MID CAP |
| COCA COLA CO | 3747 | 261958 | COM |
| VANGUARD SCOTTSDALE FDS | 3074 | 257422 | INT-TERM CORP |
| T ROWE PRICE ETF INC | 5488 | 252517 | PRICE GRW STOCK |
| PIMCO ETF TR | 4751 | 249020 | INTER MUN BD ACT |
| ISHARES TR | 2542 | 244108 | MSCI EAFE ETF |
| BOEING CO | 1087 | 236009 | COM |
| VANECK ETF TRUST | 2562 | 219795 | GOLD MINERS ETF |
| VANGUARD INDEX FDS | 448 | 218798 | GROWTH ETF |
| ISHARES TR | 3162 | 208686 | CORE S&P MCP ETF |
| ELI LILLY & CO | 190 | 204190 | COM |
| VANGUARD BD INDEX FDS | 2592 | 201884 | INTERMED TERM |
| BLACKROCK CORPOR HI YLD FD I | 14035 | 124912 | COM |
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