Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
L.K. Benson & Company, P.C. (CIK 2055235) reported $302.5M across 113 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TROW ($126.1M, 41.68%), VXUS ($12.9M, 4.26%), HIDE ($11.3M, 3.74%), VTI ($9.4M, 3.09%), BND ($7.8M, 2.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TROW | PRICE T ROWE GROUP INC | $126.1M | 41.68% | 1.4M | Added |
| 2 | VXUS | VANGUARD STAR FDS | $12.9M | 4.26% | 166,972 | Added |
| 3 | HIDE | EA SERIES TRUST | $11.3M | 3.74% | 471,357 | Added |
| 4 | VTI | VANGUARD INDEX FDS | $9.4M | 3.09% | 29,174 | Added |
| 5 | BND | VANGUARD BD INDEX FDS | $7.8M | 2.59% | 106,507 | Added |
| 6 | SCHR | SCHWAB STRATEGIC TR | $7.2M | 2.38% | 288,924 | Added |
| 7 | CAOS | EA SERIES TRUST | $7.0M | 2.31% | 77,012 | Added |
| 8 | SCHF | SCHWAB STRATEGIC TR | $6.7M | 2.22% | 270,856 | Trimmed |
| 9 | VOO | VANGUARD INDEX FDS | $4.6M | 1.54% | 7,775 | Added |
| 10 | VXF | VANGUARD INDEX FDS | $4.4M | 1.44% | 21,172 | Added |
| 11 | DFIV | DIMENSIONAL ETF TRUST | $4.1M | 1.35% | 77,113 | Added |
| 12 | IVV | ISHARES TR | $4.0M | 1.31% | 6,081 | Added |
| 13 | DFUS | DIMENSIONAL ETF TRUST | $3.9M | 1.28% | 54,738 | Added |
| 14 | VTEB | VANGUARD MUN BD FDS | $3.8M | 1.25% | 75,951 | Trimmed |
| 15 | VV | VANGUARD INDEX FDS | $3.5M | 1.16% | 11,770 | Added |
| 16 | AVUV | AMERICAN CENTY ETF TR | $3.3M | 1.10% | 30,039 | Trimmed |
| 17 | VTV | VANGUARD INDEX FDS | $3.1M | 1.03% | 15,932 | Trimmed |
| 18 | AVDE | AMERICAN CENTY ETF TR | $2.7M | 0.88% | 31,293 | Trimmed |
| 19 | SCHA | SCHWAB STRATEGIC TR | $2.6M | 0.85% | 88,741 | Trimmed |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $2.5M | 0.83% | 39,411 | Added |
| 21 | AGG | ISHARES TR | $2.3M | 0.75% | 22,853 | Added |
| 22 | FNDF | SCHWAB STRATEGIC TR | $2.3M | 0.75% | 46,622 | Trimmed |
| 23 | SCHX | SCHWAB STRATEGIC TR | $2.2M | 0.72% | 85,099 | Added |
| 24 | QVAL | EA SERIES TRUST | $2.0M | 0.65% | 37,998 | Added |
| 25 | QMOM | EA SERIES TRUST | $1.8M | 0.61% | 27,071 | Added |
Source: SEC Form 13F filings · as of 2026-03-31