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 ~24-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.
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
+6 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), 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 |
|---|---|---|
| United Services Automobile Association | 9 / 80 | $1.2B |
| GuidedMoney, LLC | 18 / 80 | $201.9M |
| Ashford Advisors, LLC | 9 / 80 | $446.4M |
| Swiss Re Ltd | 8 / 80 | $1.0B |
| Atmos Advisory, LLC | 15 / 80 | $172.4M |
| Kearns & Associates LLC | 14 / 80 | $190.9M |
| Tenon Financial LLC | 19 / 80 | $275.6M |
| Prospera Capital Management, LLC | 25 / 80 | $272.0M |
Ranked by the share of each fund's own book sitting in the names it shares with L.K. Benson & Company, P.C.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 115 | $331.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 21d | 113 | $302.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 37d | 112 | $199.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 36d | 106 | $185.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 23d | 99 | $162.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 25d | 98 | $144.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 42d | 95 | $141.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.