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CIK: 0002055235
Total reported value
$336.7M
$336.7M
115 檔
54.2%
In Q2 2026, L.K. Benson & Company, P.C.'s U.S. equity holdings reached a combined market value of $336.7M, distributed across 115 disclosed stock positions.
In Q2 2026, L.K. Benson & Company, P.C. displayed an active expansion posture, initiating 7 new positions and adding to 55 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TROW | T Rowe Price Group Inc | Stock-Financials | 41.27% | -4.08% | -13.96% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.30% | +0.17% | -0.12% | |
| 3 | HIDE | Alpha Arc High Inf & Def ETF | ETF-Other | 3.73% | +1.33% | +9.70% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.30% | +0.37% | +1.32% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 2.46% | -0.08% | +4.20% | |
| 6 | CAOS | Alpha Architect Tail Risk | ETF-Other | 2.32% | +0.73% | +10.55% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.19% | -0.11% | -3.17% | |
| 8 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.18% | +0.46% | +1.57% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.62% | +0.09% | +0.45% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.61% | -0.05% | +2.29% | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.35% | — | +0.14% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | +0.30% | -2.20% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 1.31% | +0.10% | +7.04% | |
| 14 | DFIV | Dimensional International Va | ETF-Other | 1.27% | +0.03% | +1.11% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.24% | -0.02% | +6.70% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.13% | -0.20% | -0.38% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.06% | -0.06% | +0.96% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.97% | -0.11% | +0.11% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.86% | +0.59% | +1.48% | |
| 20 | AVDE | Avantis International Equity | ETF-Other | 0.86% | +0.12% | +1.70% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.76% | — | +0.14% | |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.74% | -0.02% | +0.07% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.69% | -0.03% | +0.74% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.65% | — | +3.70% | |
| 25 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 0.61% | +0.09% | -3.61% | |
| 26 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 0.60% | +0.05% | -6.93% | |
| 27 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.60% | -0.04% | -0.85% | |
| 28 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.58% | — | +0.36% | |
| 29 | SUB | Ishares Short-term National | ETF-Other | 0.51% | — | +0.09% | |
| 30 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.49% | -0.03% | +1.32% | |
| 31 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.48% | — | -0.86% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.05% | — | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.45% | +0.05% | +6.37% | |
| 34 | DFAT | Dimensional US Target Value | ETF-Other | 0.43% | -0.04% | -0.04% | |
| 35 | AAUS | Alpha Architect US Eqy ETF | ETF-Other | 0.42% | +0.01% | — | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.40% | -0.05% | +0.08% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.39% | +0.09% | +1.80% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.38% | -0.01% | +0.60% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.38% | -0.06% | +0.05% | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.38% | — | -3.15% | |
| 41 | MTB | M & T Bank CORP | Stock-Financials | 0.37% | -0.05% | +0.23% | |
| 42 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.37% | -0.08% | +19.80% | |
| 43 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.36% | +0.27% | -6.28% | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.35% | +0.01% | +5.70% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.35% | -0.01% | +35.56% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.33% | -0.06% | -1.62% | |
| 47 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.33% | -0.02% | -5.49% | |
| 48 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.32% | +0.08% | -16.32% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | — | +0.38% | |
| 50 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.30% | -0.03% | -3.35% |
According to official SEC Form 13F filings, L.K. Benson & Company, P.C. reported a total U.S. public equity portfolio value of $336.7M across 115 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including TROW, VXUS, HIDE) accounted for 54.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
AOK
市值: $971.4K
Top Position Liquidated / Trimmed
DFAU
前期市值: $314.9K
During Q2 2026, L.K. Benson & Company, P.C.'s top holdings by market value included TROW (41.3%)、VXUS (4.3%)、HIDE (3.7%). The largest single position, TROW, represented 41.3% of total portfolio value.
In Q2 2026, L.K. Benson & Company, P.C. made 99 total portfolio adjustments, initiating 7 new buys, adding to 55 positions, trimming 32 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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