Holders — by stockHoldings — by fund
L.K. Benson & Company, P.C.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002055235
$331.5M
disclosed book value
115
positions
41.3%
largest position share
Positions, as of 2026-06-30
top 100 of 115 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TROWPRICE T ROWE GROUP INC | 1.2M | $136.8M | 41.3% |
| 2 | VXUSVANGUARD STAR FDS | 166,775 | $14.3M | 4.3% |
| 3 | HIDEEA SERIES TRUST | 517,076 | $12.4M | 3.7% |
| 4 | VTIVANGUARD INDEX FDS | 29,559 | $10.9M | 3.3% |
| 5 | BNDVANGUARD BD INDEX FDS | 110,982 | $8.1M | 2.5% |
| 6 | CAOSEA SERIES TRUST | 85,138 | $7.7M | 2.3% |
| 7 | SCHFSCHWAB STRATEGIC TR | 262,265 | $7.3M | 2.2% |
| 8 | SCHRSCHWAB STRATEGIC TR | 293,466 | $7.2M | 2.2% |
| 9 | VOOVANGUARD INDEX FDS | 7,810 | $5.4M | 1.6% |
| 10 | VXFVANGUARD INDEX FDS | 21,656 | $5.3M | 1.6% |
| 11 | DFUSDIMENSIONAL ETF TRUST | 54,817 | $4.5M | 1.4% |
| 12 | IVVISHARES TR | 5,947 | $4.5M | 1.3% |
| 13 | VVVANGUARD INDEX FDS | 12,599 | $4.3M | 1.3% |
| 14 | DFIVDIMENSIONAL ETF TRUST | 77,970 | $4.2M | 1.3% |
| 15 | VTEBVANGUARD MUN BD FDS | 81,043 | $4.1M | 1.2% |
| 16 | AVUVAMERICAN CENTY ETF TR | 29,926 | $3.7M | 1.1% |
| 17 | VTVVANGUARD INDEX FDS | 16,085 | $3.5M | 1.1% |
| 18 | SCHASCHWAB STRATEGIC TR | 88,842 | $3.2M | 1% |
| 19 | VEAVANGUARD TAX-MANAGED FDS | 39,994 | $2.8M | 0.9% |
| 20 | AVDEAMERICAN CENTY ETF TR | 31,824 | $2.8M | 0.9% |
| 21 | SCHXSCHWAB STRATEGIC TR | 85,214 | $2.5M | 0.8% |
| 22 | FNDFSCHWAB STRATEGIC TR | 46,656 | $2.5M | 0.7% |
| 23 | AGGISHARES TR | 23,021 | $2.3M | 0.7% |
| 24 | VTVANGUARD INTL EQUITY INDEX F | 13,632 | $2.1M | 0.6% |
| 25 | QVALEA SERIES TRUST | 36,625 | $2.0M | 0.6% |
| 26 | QMOMEA SERIES TRUST | 25,196 | $2.0M | 0.6% |
| 27 | AVEMAMERICAN CENTY ETF TR | 20,500 | $2.0M | 0.6% |
| 28 | DFLVDIMENSIONAL ETF TRUST | 48,292 | $1.9M | 0.6% |
| 29 | SUBISHARES TR | 15,887 | $1.7M | 0.5% |
| 30 | AVIGAMERICAN CENTY ETF TR | 39,242 | $1.6M | 0.5% |
| 31 | AVDVAMERICAN CENTY ETF TR | 15,374 | $1.6M | 0.5% |
| 32 | WMTWALMART INC | 13,420 | $1.5M | 0.5% |
| 33 | AAPLAPPLE INC | 5,161 | $1.5M | 0.5% |
| 34 | DFATDIMENSIONAL ETF TRUST | 20,280 | $1.4M | 0.4% |
| 35 | AAUSEA SERIES TRUST | 23,439 | $1.4M | 0.4% |
| 36 | SCHBSCHWAB STRATEGIC TR | 45,297 | $1.3M | 0.4% |
| 37 | BSVVANGUARD BD INDEX FDS | 16,667 | $1.3M | 0.4% |
| 38 | SCHESCHWAB STRATEGIC TR | 35,049 | $1.3M | 0.4% |
| 39 | VBVANGUARD INDEX FDS | 4,164 | $1.3M | 0.4% |
| 40 | ITOTISHARES TR | 7,599 | $1.2M | 0.4% |
| 41 | MTBM & T BK CORP | 5,177 | $1.2M | 0.4% |
| 42 | VCRMVANGUARD MUN BD FDS | 16,062 | $1.2M | 0.4% |
| 43 | SCHPSCHWAB STRATEGIC TR | 44,662 | $1.2M | 0.4% |
| 44 | VTIPVANGUARD MALVERN FDS | 23,233 | $1.2M | 0.4% |
| 45 | SHYISHARES TR | 13,993 | $1.1M | 0.3% |
| 46 | VNQVANGUARD INDEX FDS | 11,348 | $1.1M | 0.3% |
| 47 | AVMUAMERICAN CENTY ETF TR | 23,286 | $1.1M | 0.3% |
| 48 | FRDMEA SERIES TRUST | 14,589 | $1.1M | 0.3% |
| 49 | SPYSTATE STR SPDR S&P 500 ETF T | 1,329 | $992,457 | 0.3% |
| 50 | SMMDISHARES TR | 10,774 | $987,287 | 0.3% |
| 51 | IMOMEA SERIES TRUST | 22,812 | $987,195 | 0.3% |
| 52 | AOKISHARES TR | 23,418 | $971,378 | 0.3% |
| 53 | SGOVISHARES TR | 9,602 | $966,626 | 0.3% |
| 54 | IVALEA SERIES TRUST | 28,262 | $962,833 | 0.3% |
| 55 | VWOVANGUARD INTL EQUITY INDEX F | 15,603 | $931,352 | 0.3% |
| 56 | BNDXVANGUARD CHARLOTTE FDS | 18,416 | $891,879 | 0.3% |
| 57 | FNDXSCHWAB STRATEGIC TR | 26,818 | $834,054 | 0.3% |
| 58 | MSFTMICROSOFT CORP | 2,214 | $825,865 | 0.2% |
| 59 | MUBISHARES TR | 7,663 | $824,682 | 0.2% |
| 60 | FLOTISHARES TR | 15,982 | $815,843 | 0.2% |
| 61 | SHMSPDR SERIES TRUST | 15,787 | $757,223 | 0.2% |
| 62 | AVUSAMERICAN CENTY ETF TR | 5,754 | $736,987 | 0.2% |
| 63 | IBMINTERNATIONAL BUSINESS MACHS | 2,620 | $736,770 | 0.2% |
| 64 | SMMUPIMCO ETF TR | 14,188 | $716,499 | 0.2% |
| 65 | AOMISHARES TR | 14,329 | $714,864 | 0.2% |
| 66 | BBCAJ P MORGAN EXCHANGE TRADED F | 7,000 | $695,800 | 0.2% |
| 67 | SCHOSCHWAB STRATEGIC TR | 28,697 | $692,737 | 0.2% |
| 68 | VCSHVANGUARD SCOTTSDALE FDS | 8,600 | $679,659 | 0.2% |
| 69 | VCRBVANGUARD MALVERN FDS | 7,916 | $611,442 | 0.2% |
| 70 | FALNISHARES TR | 22,164 | $603,750 | 0.2% |
| 71 | IEIISHARES TR | 5,104 | $599,465 | 0.2% |
| 72 | GOOGALPHABET INC | 1,592 | $562,507 | 0.2% |
| 73 | DFAIDIMENSIONAL ETF TRUST | 13,591 | $560,596 | 0.2% |
| 74 | DFAEDIMENSIONAL ETF TRUST | 13,921 | $559,806 | 0.2% |
| 75 | IWRISHARES TR | 4,785 | $527,908 | 0.2% |
| 76 | VTESVANGUARD WELLINGTON FD | 5,183 | $525,042 | 0.2% |
| 77 | BONDPIMCO ETF TR | 5,687 | $524,494 | 0.2% |
| 78 | VIGVANGUARD SPECIALIZED FUNDS | 2,178 | $515,515 | 0.2% |
| 79 | GLDSPDR GOLD TR | 1,360 | $500,997 | 0.2% |
| 80 | VCITVANGUARD SCOTTSDALE FDS | 6,054 | $500,365 | 0.2% |
| 81 | BRK/BBERKSHIRE HATHAWAY INC DEL | 956 | $478,373 | 0.1% |
| 82 | ABBVABBVIE INC | 1,892 | $476,103 | 0.1% |
| 83 | EXMOCEXXON MOBIL CORP | 3,292 | $450,082 | 0.1% |
| 84 | VGSHVANGUARD SCOTTSDALE FDS | 7,706 | $448,506 | 0.1% |
| 85 | VOVANGUARD INDEX FDS | 5,406 | $435,546 | 0.1% |
| 86 | JPMJPMORGAN CHASE & CO | 1,325 | $433,579 | 0.1% |
| 87 | NMRKNEWMARK GROUP INC | 28,254 | $426,918 | 0.1% |
| 88 | BOXXEA SERIES TRUST | 3,628 | $424,776 | 0.1% |
| 89 | EOSEEOS ENERGY ENTERPRISES INC | 71,995 | $423,330 | 0.1% |
| 90 | QQQINVESCO QQQ TR | 558 | $410,911 | 0.1% |
| 91 | VYMVANGUARD WHITEHALL FDS | 2,592 | $409,600 | 0.1% |
| 92 | DFSVDIMENSIONAL ETF TRUST | 10,438 | $404,890 | 0.1% |
| 93 | JNJJOHNSON & JOHNSON | 1,577 | $400,477 | 0.1% |
| 94 | IWPISHARES TR | 2,281 | $333,961 | 0.1% |
| 95 | TMSLT ROWE PRICE EXCHANGE-TRADED | 7,435 | $326,025 | 0.1% |
| 96 | DFACDIMENSIONAL ETF TRUST | 7,133 | $316,405 | 0.1% |
| 97 | XLESELECT SECTOR SPDR TR | 5,883 | $312,446 | 0.1% |
| 98 | LRGFISHARES TR | 4,130 | $312,371 | 0.1% |
| 99 | RLYSSGA ACTIVE ETF TR | 9,021 | $311,293 | 0.1% |
| 100 | KOCOCA COLA CO | 3,747 | $304,525 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.