L.K. Benson & Company, P.C

$302M 13F equity value
115 Holdings
Latest filing 2026-03-31

Top Holdings

TickerCompanySharesValueWeight
TROWPRICE T ROWE GROUP INC1,398,751$126M41.7%
VXUSVANGUARD STAR FDS166,972$13M4.3%
HIDEEA SERIES TRUST471,357$11M3.7%
VTIVANGUARD INDEX FDS29,174$9M3.1%
BNDVANGUARD BD INDEX FDS106,507$8M2.6%
SCHRSCHWAB STRATEGIC TR288,924$7M2.4%
CAOSEA SERIES TRUST77,012$7M2.3%
SCHFSCHWAB STRATEGIC TR270,856$7M2.2%
VOOVANGUARD INDEX FDS7,775$5M1.5%
VXFVANGUARD INDEX FDS21,172$4M1.4%

Track L.K. Benson & Company, P.C's 13F portfolio: $302M in reported holdings, 115 positions. Top holdings and quarterly changes on SentiSense.