L.K. Benson & Company, P.C.

hedge fundUpdated 48 days ago

Managed by L.K. Benson & Company, P.C. • Latest filing Q2 2026

Portfolio value

$331.5M

Q2 2026

Filings

7

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

76.1%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 7 quarters

Show data table

Period	Portfolio value
Q4 2024	$141.9M
Q1 2025	$144.4M
Q2 2025	$162.8M
Q3 2025	$185.5M
Q4 2025	$199.3M
Q1 2026	$302.5M
Q2 2026	$331.5M

Top holdings

115 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	T TROW PRICE T ROWE GROUP INC	$136.8M	1.20M	41.27%	Trimmed(-14.0%)
2	V VGES VANGUARD STAR FDS	$14.3M	166.8K	4.30%	Trimmed(-0.1%)
3	? N/A EA SERIES TRUST	$12.4M	517.1K	3.73%	Added(+9.7%)
4	V VGES VANGUARD INDEX FDS	$10.9M	29.6K	3.30%	Added(+1.3%)
5	V VGES VANGUARD BD INDEX FDS	$8.1M	111.0K	2.46%	Added(+4.2%)
6	? N/A EA SERIES TRUST	$7.7M	85.1K	2.32%	Added(+10.6%)
7	S SCHW-PJ SCHWAB STRATEGIC TR	$7.3M	262.3K	2.19%	Trimmed(-3.2%)
8	S SCHW-PJ SCHWAB STRATEGIC TR	$7.2M	293.5K	2.18%	Added(+1.6%)
9	V VGES VANGUARD INDEX FDS	$5.4M	7.8K	1.62%	Added(+0.5%)
10	V VGES VANGUARD INDEX FDS	$5.3M	21.7K	1.61%	Added(+2.3%)
11	? N/A DIMENSIONAL ETF TRUST	$4.5M	54.8K	1.35%	Added(+0.1%)
12	E ETHA ISHARES TR	$4.5M	5.9K	1.34%	Trimmed(-2.2%)
13	V VGES VANGUARD INDEX FDS	$4.3M	12.6K	1.31%	Added(+7.0%)
14	? N/A DIMENSIONAL ETF TRUST	$4.2M	78.0K	1.27%	Added(+1.1%)
15	? N/A VANGUARD MUN BD FDS	$4.1M	81.0K	1.24%	Added(+6.7%)
16	? N/A AMERICAN CENTY ETF TR	$3.7M	29.9K	1.13%	Trimmed(-0.4%)
17	V VGES VANGUARD INDEX FDS	$3.5M	16.1K	1.06%	Added(+1.0%)
18	S SCHW-PJ SCHWAB STRATEGIC TR	$3.2M	88.8K	0.97%	Added(+0.1%)
19	V VGES VANGUARD TAX-MANAGED FDS	$2.8M	40.0K	0.86%	Added(+1.5%)
20	? N/A AMERICAN CENTY ETF TR	$2.8M	31.8K	0.86%	Added(+1.7%)

T

PRICE T ROWE GROUP INC

-14.0%

Value

$136.8M

Shares

1.20M

% Port

41.27%

V

VANGUARD STAR FDS

-0.1%

Value

$14.3M

Shares

166.8K

% Port

4.30%

?

3.N/A

EA SERIES TRUST

+9.7%

Value

$12.4M

Shares

517.1K

% Port

3.73%

V

VANGUARD INDEX FDS

+1.3%

Value

$10.9M

Shares

29.6K

% Port

3.30%

V

VANGUARD BD INDEX FDS

+4.2%

Value

$8.1M

Shares

111.0K

% Port

2.46%

?

6.N/A

EA SERIES TRUST

+10.6%

Value

$7.7M

Shares

85.1K

% Port

2.32%

S

SCHWAB STRATEGIC TR

-3.2%

Value

$7.3M

Shares

262.3K

% Port

2.19%

S

SCHWAB STRATEGIC TR

+1.6%

Value

$7.2M

Shares

293.5K

% Port

2.18%

V

VANGUARD INDEX FDS

+0.5%

Value

$5.4M

Shares

7.8K

% Port

1.62%

V

VANGUARD INDEX FDS

+2.3%

Value

$5.3M

Shares

21.7K

% Port

1.61%

?

11.N/A

DIMENSIONAL ETF TRUST

+0.1%

Value

$4.5M

Shares

54.8K

% Port

1.35%

E

ISHARES TR

-2.2%

Value

$4.5M

Shares

5.9K

% Port

1.34%

V

VANGUARD INDEX FDS

+7.0%

Value

$4.3M

Shares

12.6K

% Port

1.31%

?

14.N/A

DIMENSIONAL ETF TRUST

+1.1%

Value

$4.2M

Shares

78.0K

% Port

1.27%

?

15.N/A

VANGUARD MUN BD FDS

+6.7%

Value

$4.1M

Shares

81.0K

% Port

1.24%

?

16.N/A

AMERICAN CENTY ETF TR

-0.4%

Value

$3.7M

Shares

29.9K

% Port

1.13%

V

VANGUARD INDEX FDS

+1.0%

Value

$3.5M

Shares

16.1K

% Port

1.06%

S

SCHWAB STRATEGIC TR

+0.1%

Value

$3.2M

Shares

88.8K

% Port

0.97%

V

VANGUARD TAX-MANAGED FDS

+1.5%

Value

$2.8M

Shares

40.0K

% Port

0.86%

?

20.N/A

AMERICAN CENTY ETF TR

+1.7%

Value

$2.8M

Shares

31.8K

% Port

0.86%

View full portfolio (115 holdings) →

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