Institutions / L.K. Benson & Company, P.C.
L.K. Benson & Company, P.C.
CIK 2055235 · Institution · as of Dec 31, 2025
Portfolio value
$199.27M
Positions
112
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 112 →
| Company | Value | % of portfolio |
|---|---|---|
| T Rowe Price Group Inc | $31.36M | 15.7% |
| Vanguard Star Fds | $12.35M | 6.2% |
| Ea Series Trust | $9.80M | 4.9% |
| Vanguard Index Fds | $8.69M | 4.4% |
| Vanguard Bd Index Fds | $7.16M | 3.6% |
| Schwab Strategic Tr | $6.56M | 3.3% |
| Ea Series Trust | $6.25M | 3.1% |
| Schwab Strategic Tr | $5.65M | 2.8% |
| Vanguard Index Fds | $4.84M | 2.4% |
| Vanguard Index Fds | $4.13M | 2.1% |
| iShares Tr | $4.12M | 2.1% |
| Dimensional ETF Trust | $4.05M | 2.0% |
| Vanguard Mun Bd Fds | $3.93M | 2.0% |
| Dimensional ETF Trust | $3.84M | 1.9% |
| Vanguard Index Fds | $3.41M | 1.7% |
| Vanguard Index Fds | $3.12M | 1.6% |
| American Centy ETF Tr | $3.08M | 1.5% |
| American Centy ETF Tr | $2.59M | 1.3% |
| Schwab Strategic Tr | $2.53M | 1.3% |
| Schwab Strategic Tr | $2.29M | 1.1% |
| iShares Tr | $2.27M | 1.1% |
| Schwab Strategic Tr | $2.18M | 1.1% |
| Vanguard Tax-Managed Fds | $1.92M | 1.0% |
| Vanguard Intl Equity Index F | $1.82M | 0.9% |
| Ea Series Trust | $1.65M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.