account_balance

Investment manager · 13F filer · SEC CIK 2055235

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

Reported value$337Mas of Sep 30, 2026

Positions118 10 new, 7 sold out

Top 10 weight63.9%TROW alone is 37%

FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

TROWT. Rowe Price Group Inc

37.2%

HIDEEa Series Trust

5.1%Added +35%

VXUSVanguard Star FDS

4.5%Added +6%

VTIVanguard Index FDS

3.7%Added +12%

CAOSEa Series Trust

3.1%Added +33%

SCHRSchwab Strategic Tr

2.6%Added +28%

BNDVanguard Bd Index FDS

2.4%+3%

SCHFSchwab Strategic Tr

2.1%−3%

VOOVanguard Index FDS

1.7%+5%

IVV1.6%

VXF1.6%

VEA1.5%

TROWT. Rowe Price Group Inc

37.2%

HIDEEa Series Trust

5.1%

VXUSVanguard Star FDS

4.5%

VTI3.7%

CAOS3.1%

SCHR2.6%

BND2.4%

SCHF

VOO1.7%

IVV

VXF

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

TROW T. Rowe Price Group Inc 37.2% Held

HIDE Ea Series Trust 5.1% Added +35%

VXUS Vanguard Star FDS 4.5% Added +6%

VTI Vanguard Index FDS 3.7% Added +12%

CAOS Ea Series Trust 3.1% Added +33%

SCHR Schwab Strategic Tr 2.6% Added +28%

BND Vanguard Bd Index FDS 2.4% Added +3%

SCHF Schwab Strategic Tr 2.1% Trimmed −3%

VOO Vanguard Index FDS 1.7% Added +5%

IVV iShares Tr 1.6% Added +21%

VXF Vanguard Index FDS 1.6% Added +5%

VEA Vanguard Tax-Managed FDS 1.5% Added +73%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Jul 24, 2026 filing

add_circleNew

IJR $570K
TGRT $498K
VGIT $493K
TAGG $318K

arrow_upwardAdded

VCRB +114%
IEI +99%
SCHP +90%
VEA +73%

arrow_downwardTrimmed

VCRM −14%
SCHB −11%
AVUV −11%
VNQ −11%

remove_circleSold out

AOK $971K
AOM $715K
XOM $450K
DFSV $405K

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

Where the money is

Biggest moves since Jun 30, 2026

Free weekly email