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L.K. Benson & Company, P.C.
hedge fundUpdated 13 days agoManaged by L.K. Benson & Company, P.C. • Latest filing Q3 2026
Portfolio value
$336.7M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
81.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $185.5M |
| Q4 2025 | $199.3M |
| Q1 2026 | $302.5M |
| Q2 2026 | $331.5M |
| Q3 2026 | $336.7M |
Top holdings
118 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $125.2M | 1.20M | 37.19% | Unchanged | |
| 2 | ? N/A EA SERIES TRUST | $17M | 698.1K | 5.06% | Added(+35.0%) |
| 3 | $15.1M | 177.2K | 4.47% | Added(+6.3%) | |
| 4 | $12.4M | 33.0K | 3.67% | Added(+11.7%) | |
| 5 | ? N/A EA SERIES TRUST | $10.3M | 113.5K | 3.05% | Added(+33.3%) |
| 6 | $8.9M | 375.2K | 2.64% | Added(+27.9%) | |
| 7 | $8M | 114.4K | 2.38% | Added(+3.1%) | |
| 8 | $7M | 255.0K | 2.08% | Trimmed(-2.8%) | |
| 9 | $5.8M | 8.2K | 1.71% | Added(+5.1%) | |
| 10 | $5.5M | 7.2K | 1.64% | Added(+21.1%) | |
| 11 | $5.2M | 22.7K | 1.56% | Added(+4.6%) | |
| 12 | $4.9M | 69.2K | 1.45% | Added(+73.1%) | |
| 13 | $4.8M | 13.5K | 1.41% | Added(+7.4%) | |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $4.5M | 54.7K | 1.35% | Trimmed(-0.2%) |
| 15 | $4.4M | 78.3K | 1.30% | Added(+0.5%) | |
| 16 | $4.1M | 86.8K | 1.22% | Added(+7.1%) | |
| 17 | $3.4M | 15.6K | 1.00% | Trimmed(-2.9%) | |
| 18 | ? N/A AMERICAN CENTY ETF TR | $3.3M | 36.5K | 0.98% | Added(+14.8%) |
| 19 | ? N/A AMERICAN CENTY ETF TR | $3.1M | 26.7K | 0.93% | Trimmed(-10.8%) |
| 20 | $2.9M | 88.6K | 0.86% | Trimmed(-0.3%) |