L.K. Benson & Company, P.C. holds a focused book of 115 stocks worth $331.5M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core 30/70 Conservat and trimmed T Rowe Price Group Inc. Their largest long position is T Rowe Price Group Inc at 41% of the equity book. Cloning the disclosed picks since 2025 would be +20% (+13.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2055235/holdings"
Use Arkolith to show L.K. Benson & Company, P.C.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +25.9%, a 5.6-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning L.K. Benson & Company, P.C.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
45% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as L.K. Benson & Company, P.C.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 78 / 80 | $60.4B |
| ROYAL BANK OF CANADA | 77 / 80 | $78.0B |
| WELLS FARGO & COMPANY/MN | 76 / 80 | $106.0B |
| NewEdge Advisors, LLC | 76 / 80 | $5.1B |
| MORGAN STANLEY | 75 / 80 | $267.2B |
| RAYMOND JAMES FINANCIAL INC | 75 / 80 | $67.6B |
| OSAIC HOLDINGS, INC. | 75 / 80 | $12.6B |
| JPMORGAN CHASE & CO | 74 / 80 | $271.4B |
Ranked by how many of L.K. Benson & Company, P.C.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Price T Rowe Group Inc COM | $136.8M | 1.20M | 41.3% | ▼−14% Reduced · −195K sh | |
| 2 | Vanguard Star FDS VG TL INTL STK F | $14.3M | 166.8K | 4.3% | ▼−0.1% Reduced · −197 sh | |
| 3 | Ea Series Trust ALPHA ARCHITECT | $12.4M | 517.1K | 3.7% | ▲+9.7% Added · +46K sh | |
| 4 | Vanguard Index FDS TOTAL STK MKT | $10.9M | 29.6K | 3.3% | ▲+1.3% Added · +385 sh | |
| 5 | Vanguard BD Index FDS TOTAL BND MRKT | $8.1M | 111.0K | 2.5% | ▲+4.2% Added · +4K sh | |
| 6 | Ea Series Trust ALPHA ARCHITECT | $7.7M | 85.1K | 2.3% | ▲+11% Added · +8K sh | |
| 7 | Schwab Strategic TR INTL EQTY ETF | $7.3M | 262.3K | 2.2% | ▼−3.2% Reduced · −9K sh | |
| 8 | Schwab Strategic TR INT-TRM U.S TRES | $7.2M | 293.5K | 2.2% | ▲+1.6% Added · +5K sh | |
| 9 | Vanguard Index FDS S&P 500 ETF SHS | $5.4M | 7.8K | 1.6% | ▲+0.5% Added · +35 sh | |
| 10 | Vanguard Index FDS EXTEND MKT ETF | $5.3M | 21.7K | 1.6% | ▲+2.3% Added · +484 sh | |
| 11 | Dimensional ETF Trust US EQUI MARK ETF | $4.5M | 54.8K | 1.4% | ▲+0.1% Added · +79 sh | |
| 12 | Ishares TR CORE S&P500 ETF | $4.5M | 5.9K | 1.3% | ▼−2.2% Reduced · −134 sh | |
| 13 | Vanguard Index FDS LARGE CAP ETF | $4.3M | 12.6K | 1.3% | ▲+7.0% Added · +829 sh | |
| 14 | Dimensional ETF Trust INTERNATNAL VAL | $4.2M | 78.0K | 1.3% | ▲+1.1% Added · +857 sh | |
| 15 | Vanguard Mun BD FDS TAX EXEMPT BD | $4.1M | 81.0K | 1.2% | ▲+6.7% Added · +5K sh | |
| 16 | American Centy ETF TR US SML CP VALU | $3.7M | 29.9K | 1.1% | ▼−0.4% Reduced · −113 sh | |
| 17 | Vanguard Index FDS VALUE ETF | $3.5M | 16.1K | 1.1% | ▲+1.0% Added · +153 sh | |
| 18 | Schwab Strategic TR US SML CAP ETF | $3.2M | 88.8K | 1.0% | ▲+0.1% Added · +101 sh | |
| 19 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.8M | 40.0K | 0.9% | ▲+1.5% Added · +583 sh | |
| 20 | American Centy ETF TR INTL EQT ETF | $2.8M | 31.8K | 0.9% | ▲+1.7% Added · +531 sh | |
| 21 | Schwab Strategic TR US LRG CAP ETF | $2.5M | 85.2K | 0.8% | ▲+0.1% Added · +115 sh | |
| 22 | Schwab Strategic TR FUNDAMENTAL INTL | $2.5M | 46.7K | 0.7% | ▲+0.1% Added · +34 sh | |
| 23 | Ishares TR CORE US AGGBD ET | $2.3M | 23.0K | 0.7% | ▲+0.7% Added · +168 sh | |
| 24 | Vanguard Intl Equity Index F TT WRLD ST ETF | $2.1M | 13.6K | 0.6% | ▲+3.7% Added · +486 sh | |
| 25 | Ea Series Trust US QUAN VALUE | $2.0M | 36.6K | 0.6% | ▼−3.6% Reduced · −1K sh | |
| 26 | Ea Series Trust US QUAN MOMENTUM | $2.0M | 25.2K | 0.6% | ▼−6.9% Reduced · −2K sh | |
| 27 | American Centy ETF TR AVANTIS EMGMKT | $2.0M | 20.5K | 0.6% | ▼−0.8% Reduced · −175 sh | |
| 28 | Dimensional ETF Trust US LARG VALU ETF | $1.9M | 48.3K | 0.6% | ▲+0.3% Added · +172 sh | |
| 29 | Ishares TR SHRT NAT MUN ETF | $1.7M | 15.9K | 0.5% | ▲+0.1% Added · +15 sh | |
| 30 | American Centy ETF TR AVANTIS CORE FI | $1.6M | 39.2K | 0.5% | ▲+1.3% Added · +510 sh | |
| 31 | American Centy ETF TR INTL SMCP VLU | $1.6M | 15.4K | 0.5% | ▼−0.9% Reduced · −134 sh | |
| 32 | Walmart Inc COM | $1.5M | 13.4K | 0.5% | —Held | |
| 33 | Apple Inc COM | $1.5M | 5.2K | 0.5% | ▲+6.4% Added · +309 sh | |
| 34 | Dimensional ETF Trust US TARGETED VLU | $1.4M | 20.3K | 0.4% | ▼~0% Reduced · −9 sh | |
| 35 | Ea Series Trust ALPHA ARCHITECT | $1.4M | 23.4K | 0.4% | —Held | |
| 36 | Schwab Strategic TR US BRD MKT ETF | $1.3M | 45.3K | 0.4% | ▲+0.1% Added · +34 sh | |
| 37 | Vanguard BD Index FDS SHORT TRM BOND | $1.3M | 16.7K | 0.4% | ▲+1.8% Added · +294 sh | |
| 38 | Schwab Strategic TR EMRG MKTEQ ETF | $1.3M | 35.0K | 0.4% | ▲+0.6% Added · +210 sh | |
| 39 | Vanguard Index FDS SMALL CP ETF | $1.3M | 4.2K | 0.4% | ▲~0% Added · +2 sh | |
| 40 | Ishares TR CORE S&P TTL STK | $1.2M | 7.6K | 0.4% | ▼−3.1% Reduced · −247 sh | |
| 41 | M & T BK Corp COM | $1.2M | 5.2K | 0.4% | ▲+0.2% Added · +12 sh | |
| 42 | Vanguard Mun BD FDS CORE TAX EXEMPT | $1.2M | 16.1K | 0.4% | ▲+20% Added · +3K sh | |
| 43 | Schwab Strategic TR US TIPS ETF | $1.2M | 44.7K | 0.4% | ▼−6.3% Reduced · −3K sh | |
| 44 | Vanguard Malvern FDS STRM INFPROIDX | $1.2M | 23.2K | 0.4% | ▲+5.7% Added · +1K sh | |
| 45 | Ishares TR 1 3 YR TREAS BD | $1.1M | 14.0K | 0.3% | ▲+36% Added · +4K sh | |
| 46 | Vanguard Index FDS REAL ESTATE ETF | $1.1M | 11.3K | 0.3% | ▼−1.6% Reduced · −187 sh | |
| 47 | American Centy ETF TR CORE MUNI FXD IN | $1.1M | 23.3K | 0.3% | ▼−5.5% Reduced · −1K sh | |
| 48 | Ea Series Trust FREEDOM 100 EM | $1.1M | 14.6K | 0.3% | ▼−16% Reduced · −3K sh | |
| 49 | State STR SPDR S&P 500 ETF T TR UNIT | $992K | 1.3K | 0.3% | ▲+0.4% Added · +5 sh | |
| 50 | Ishares TR RUSEL 2500 ETF | $987K | 10.8K | 0.3% | ▼−3.3% Reduced · −373 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 115 | $331.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 113 | $302.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 112 | $199.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 106 | $185.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 99 | $162.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 98 | $144.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 95 | $141.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.