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

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), L.K. Benson & Company, P.C. reported 115 stock positions worth $331.5 million. Its top holding was T Rowe Price (TROW) at 41.3% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 4.3%) and Alpha Arc High Inf & Def ETF (HIDE, 3.7%). Compared with Q1 2026, it opened 7 new positions, sold out of 5, added to 55 and reduced 32. The biggest buy was a new position in iShares Core 30/70 Conservat (AOK) and the biggest sale T Rowe Price (TROW, shares −14%).

Most Recent 13F
Q2 2026
Location
TIMONIUM, MD
CIK
0002055235
Portfolio Value
$331.5M (Q2 2026)
SEC Filing
0002055235-26-000004 ↗ filed Jul 24, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q4 2024: $141.9M Q4 2024 Q1 2025: $144.4M Q1 2025 Q2 2025: $162.8M Q2 2025 Q3 2025: $185.5M Q3 2025 Q4 2025: $199.3M Q4 2025 Q1 2026: $302.5M Q1 2026 Q2 2026: $331.5M $331.5M Q2 2026

Holdings 115 stocks · $331.5M
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 41.27% 1,203,485 $136.8M Reduce -14.0%
VXUS Vanguard Total Intl Stock 4.30% 166,775 $14.3M Reduce -0.1%
HIDE Alpha Arc High Inf & Def ETF 3.73% 517,076 $12.4M Add +9.7%
VTI VG Morningstar TS MKT ETF-US 3.30% 29,559 $10.9M Add +1.3%
BND Vanguard Total Bond Market 2.46% 110,982 $8.1M Add +4.2%
CAOS Alpha Architect Tail Risk 2.32% 85,138 $7.7M Add +10.6%
SCHF Schwab Intl Equity ETF 2.19% 262,265 $7.3M Reduce -3.2%
SCHR Schwab Intermediate-Term US 2.18% 293,466 $7.2M Add +1.6%
VOO Vanguard S&P 500 ETF 1.62% 7,810 $5.4M Add +0.5%
VXF Vanguard Extended Market ETF 1.61% 21,656 $5.3M Add +2.3%
DFUS Dimensional US Eq MKT ETF 1.35% 54,817 $4.5M Add +0.1%
IVV iShares Core S&P 500 ETF 1.34% 5,947 $4.5M Reduce -2.2%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 1.31% 12,599 $4.3M Add +7.0%
DFIV Dimensional International Va 1.27% 77,970 $4.2M Add +1.1%
VTEB Vanguard Tax-Exempt Bond ETF 1.24% 81,043 $4.1M Add +6.7%
AVUV Avantis US Small Cap Value 1.13% 29,926 $3.7M Reduce -0.4%
VTV Vanguard Mrngstr Val ETF-Aui 1.06% 16,085 $3.5M Add +1.0%
SCHA Schwab US Small-Cap ETF 0.97% 88,842 $3.2M Add +0.1%
VEA Vanguard Ftse Developed ETF 0.86% 39,994 $2.8M Add +1.5%
AVDE Avantis International Equity 0.86% 31,824 $2.8M Add +1.7%
SCHX Schwab US Large-Cap ETF 0.76% 85,214 $2.5M Add +0.1%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.74% 46,656 $2.5M Add +0.1%
AGG iShares Core U.S. Aggregate 0.69% 23,021 $2.3M Add +0.7%
VT Vanguard Tot World STK ETF 0.65% 13,632 $2.1M Add +3.7%
QVAL Alpha Arch US QNT Value ETF 0.61% 36,625 $2.0M Reduce -3.6%
QMOM Alpha US Quant Mom ETF 0.60% 25,196 $2.0M Reduce -6.9%
AVEM Avantis Emerging Markets Eq 0.60% 20,500 $2.0M Reduce -0.8%
DFLV Dim US Large Cap Value ETF 0.58% 48,292 $1.9M Add +0.4%
SUB iShares Short-Term National 0.51% 15,887 $1.7M Add +0.1%
AVIG Avantis Core Fixed Income 0.49% 39,242 $1.6M Add +1.3%
AVDV Avantis Intl S/C Value ETF 0.48% 15,374 $1.6M Reduce -0.9%
WMT Walmart Inc. 0.46% 13,420 $1.5M No change
AAPL Apple Inc. 0.45% 5,161 $1.5M Add +6.4%
DFAT Dimensional US Target Value 0.43% 20,280 $1.4M Reduce -0.0%
AAUS Alpha Architect US Eqy ETF 0.42% 23,439 $1.4M No change
SCHB Schwab US Broad Market ETF 0.40% 45,297 $1.3M Add +0.1%
BSV Vanguard Short-Term Bond ETF 0.39% 16,667 $1.3M Add +1.8%
SCHE Schwab Emrg Mrkts Eqty ETF 0.38% 35,049 $1.3M Add +0.6%
VB Vanguard Most SM-Cap ETF-Usd 0.38% 4,164 $1.3M Add +0.1%
ITOT iShares Core S&P Total U.S. 0.38% 7,599 $1.2M Reduce -3.1%
MTB M & T Bank Corp. filed as M & T BK CORP 0.37% 5,177 $1.2M Add +0.2%
VCRM Vanguard Core Tax-Ex Bond 0.37% 16,062 $1.2M Add +19.8%
SCHP Schwab U.S. Tips ETF 0.36% 44,662 $1.2M Reduce -6.3%
VTIP Vanguard Short-Term Tips 0.35% 23,233 $1.2M Add +5.7%
SHY iShares 1-3 Year Treasury Bo 0.35% 13,993 $1.1M Add +35.6%
VNQ Vanguard Real Estate ETF 0.33% 11,348 $1.1M Reduce -1.6%
AVMU Avantis Core Municipal Fixed 0.33% 23,286 $1.1M Reduce -5.5%
FRDM Freedom 100 Emeging MRKT ETF 0.32% 14,589 $1.1M Reduce -16.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.30% 1,329 $992K Add +0.4%
SMMD iShares Russell 2500 ETF 0.30% 10,774 $987K Reduce -3.4%
IMOM Alpha Intl Quant Mom ETF 0.30% 22,812 $987K Reduce -6.1%
AOK iShares Core 30/70 Conservat 0.29% 23,418 $971K New
SGOV iShares 0-3 Month Treasury B 0.29% 9,602 $967K Add +6.2%
IVAL Alpha Archi Intl QT Vlu ETF 0.29% 28,262 $963K Reduce -5.9%
VWO Vanguard Ftse Emerging Marke 0.28% 15,603 $931K Add +0.0%
BNDX Vanguard Total Intl Bond ETF 0.27% 18,416 $892K Add +0.1%
FNDX Schwab Fndmntl US LRG Co. ETF 0.25% 26,818 $834K Add +0.3%
MSFT Microsoft Corp. 0.25% 2,214 $826K Add +9.5%
MUB iShares National Muni Bond E 0.25% 7,663 $825K Add +0.3%
FLOT iShares Floating Rate Bond E 0.25% 15,982 $816K Reduce -1.7%
SHM SS SPDR N Ice St Muni ETF 0.23% 15,787 $757K Reduce -5.3%
AVUS Avantis U.S. Equity ETF 0.22% 5,754 $737K Reduce -2.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.22% 2,620 $737K No change
SMMU PIMCO SHRT TRM Muni BND ETF 0.22% 14,188 $716K Add +0.3%
AOM iShares Core 40/60 Moderate 0.22% 14,329 $715K Add +38.2%
BBCA JPMorgan Betabuilders Canada 0.21% 7,000 $696K No change
SCHO Schwab Short-Term US Treas 0.21% 28,697 $693K Reduce -4.4%
VCSH Vanguard S/T Corp. Bond ETF 0.20% 8,600 $680K New
VCRB Vanguard Core Bond ETF 0.18% 7,916 $611K Add +0.6%
FALN iShares Fallen Angels ETF 0.18% 22,164 $604K Add +7.5%
IEI iShares 3-7 Year Treasury Bo 0.18% 5,104 $599K New
GOOG Alphabet Inc. Class C 0.17% 1,592 $563K Add +18.0%
DFAI Dimensional International Co. 0.17% 13,591 $561K Reduce -4.6%
DFAE Dimensional Emerging Core Eq 0.17% 13,921 $560K Add +3.2%
IWR iShares Russell Mid-Cap ETF 0.16% 4,785 $528K No change
VTES Vanguard SH Term Tax-Ex Bond 0.16% 5,183 $525K Add +0.5%
BOND PIMCO Active Bond Exchange-T 0.16% 5,687 $524K Reduce -0.4%
VIG Vanguard Dividend Apprec ETF 0.16% 2,178 $516K Add +0.1%
GLD SPDR Gold Shares 0.15% 1,360 $501K Reduce -9.0%
VCIT Vanguard Int-Term Corporate 0.15% 6,054 $500K Reduce -1.8%
BRK.B Berkshire Hathaway Inc. Class B 0.14% 956 $478K No change
ABBV Abbvie Inc. 0.14% 1,892 $476K No change
XOM Exxon Mobil Corp. 0.14% 3,292 $450K No change
VGSH Vanguard Short-Term Treasury 0.14% 7,706 $449K Add +0.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.13% 5,406 $436K Add +0.2%
JPM JPMorgan Chase & Co. 0.13% 1,325 $434K No change
NMRK Newmark Group Inc. Class A 0.13% 28,254 $427K No change
BOXX Alpha Architect 1-3 MNTH Box 0.13% 3,628 $425K Add +0.6%
EOSE Eos Energy Enterprises Inc. 0.13% 71,995 $423K Add +0.0%
QQQ Invesco QQQ Trust Series 1 0.12% 558 $411K No change
VYM Vanguard High DVD Yield ETF 0.12% 2,592 $410K Reduce -15.2%
DFSV Dimensional US Small Cap Val 0.12% 10,438 $405K Reduce -3.6%
JNJ Johnson & Johnson 0.12% 1,577 $400K No change
IWP iShares Russell Mid-Cap Grow 0.10% 2,281 $334K Reduce -4.6%
TMSL T.rowe PRC Small-Mid Cap ETF 0.10% 7,435 $326K No change
DFAC Dimensional US Core Equity 2 0.10% 7,133 $316K Add +0.3%
XLE SS Energy Select Sector 0.09% 5,883 $312K Reduce -17.6%
LRGF iShares US Equity Factor ETF 0.09% 4,130 $312K Reduce -17.1%
RLY SS Multi-Asset Real Ret ETF 0.09% 9,021 $311K Add +0.4%
KO The Coca-Cola Co. 0.09% 3,747 $305K No change

Show all 115 holdings

Portfolio Sells Q1 2026 → Q2 2026
TROW T Rowe Price Group Inc. Reduce -14.0% 41.27% −0.41
DFAU Dimensional US Core Equity M Sold out 0.00% −0.10
SDY SS SPDR S&P Dividend ETF Sold out 0.00% −0.09
ABT Abbott Laboratories Sold out 0.00% −0.08
GDX Vaneck Gold Miners ETF Sold out 0.00% −0.08
MRK Merck & Co. Inc. Sold out 0.00% −0.07
AMLP Alerian MLP ETF Reduce -34.4% 0.09% −0.06
SCHP Schwab U.S. Tips ETF Reduce -6.3% 0.36% −0.06
GLD SPDR Gold Shares Reduce -9.0% 0.15% −0.06
XLE SS Energy Select Sector Reduce -17.6% 0.09% −0.05
IVAL Alpha Archi Intl QT Vlu ETF Reduce -5.9% 0.29% −0.05
AVMU Avantis Core Municipal Fixed Reduce -5.5% 0.33% −0.05
QVAL Alpha Arch US QNT Value ETF Reduce -3.6% 0.61% −0.04
SHM SS SPDR N Ice St Muni ETF Reduce -5.3% 0.23% −0.04
AVDV Avantis Intl S/C Value ETF Reduce -0.9% 0.48% −0.03
SCHO Schwab Short-Term US Treas Reduce -4.4% 0.21% −0.03
FLOT iShares Floating Rate Bond E Reduce -1.7% 0.25% −0.03
VYM Vanguard High DVD Yield ETF Reduce -15.2% 0.12% −0.03
SCHF Schwab Intl Equity ETF Reduce -3.2% 2.19% −0.02
IMOM Alpha Intl Quant Mom ETF Reduce -6.1% 0.30% −0.02
VCIT Vanguard Int-Term Corporate Reduce -1.8% 0.15% −0.02
BOND PIMCO Active Bond Exchange-T Reduce -0.4% 0.16% −0.02
LRGF iShares US Equity Factor ETF Reduce -17.1% 0.09% −0.01
DFAI Dimensional International Co. Reduce -4.6% 0.17% −0.01
QMOM Alpha US Quant Mom ETF Reduce -6.9% 0.60% −0.01
VNQ Vanguard Real Estate ETF Reduce -1.6% 0.33% −0.01
DFSV Dimensional US Small Cap Val Reduce -3.6% 0.12% −0.00
IWP iShares Russell Mid-Cap Grow Reduce -4.6% 0.10% −0.00
AVUS Avantis U.S. Equity ETF Reduce -2.4% 0.22% +0.01
FRDM Freedom 100 Emeging MRKT ETF Reduce -16.3% 0.32% +0.01
ITOT iShares Core S&P Total U.S. Reduce -3.1% 0.38% +0.01
DFAT Dimensional US Target Value Reduce -0.0% 0.43% +0.01
SMMD iShares Russell 2500 ETF Reduce -3.4% 0.30% +0.02
AVUV Avantis US Small Cap Value Reduce -0.4% 1.13% +0.03
IVV iShares Core S&P 500 ETF Reduce -2.2% 1.34% +0.03
VXUS Vanguard Total Intl Stock Reduce -0.1% 4.30% +0.04
AVEM Avantis Emerging Markets Eq Reduce -0.8% 0.60% +0.05

Portfolio Buys Q1 2026 → Q2 2026
AOK iShares Core 30/70 Conservat New 0.29% +0.29
VTI VG Morningstar TS MKT ETF-US Add +1.3% 3.30% +0.21
VCSH Vanguard S/T Corp. Bond ETF New 0.20% +0.20
IEI iShares 3-7 Year Treasury Bo New 0.18% +0.18
VXF Vanguard Extended Market ETF Add +2.3% 1.61% +0.17
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +7.0% 1.31% +0.14
SCHA Schwab US Small-Cap ETF Add +0.1% 0.97% +0.12
VOO Vanguard S&P 500 ETF Add +0.5% 1.62% +0.08
DFUS Dimensional US Eq MKT ETF Add +0.1% 1.35% +0.07
VUG Vanguard Mrngstar GR ETF-Sui New 0.07% +0.07
XLK SS Technology Select Sector New 0.07% +0.07
LLY Eli Lilly & Co. New 0.07% +0.07
NVDA Nvidia Corp. New 0.07% +0.07
SHY iShares 1-3 Year Treasury Bo Add +35.6% 0.35% +0.06
AOM iShares Core 40/60 Moderate Add +38.2% 0.22% +0.05
VT Vanguard Tot World STK ETF Add +3.7% 0.65% +0.04
AAPL Apple Inc. Add +6.4% 0.45% +0.04
GOOG Alphabet Inc. Class C Add +18.0% 0.17% +0.04
VCRM Vanguard Core Tax-Ex Bond Add +19.8% 0.37% +0.04
SCHX Schwab US Large-Cap ETF Add +0.1% 0.76% +0.04
VEA Vanguard Ftse Developed ETF Add +1.5% 0.86% +0.02
VTV Vanguard Mrngstr Val ETF-Aui Add +1.0% 1.06% +0.02
VB Vanguard Most SM-Cap ETF-Usd Add +0.1% 0.38% +0.02
SCHB Schwab US Broad Market ETF Add +0.1% 0.40% +0.02
MTB M & T Bank Corp. Add +0.2% 0.37% +0.02
DFAE Dimensional Emerging Core Eq Add +3.2% 0.17% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +0.4% 0.30% +0.01
CAOS Alpha Architect Tail Risk Add +10.6% 2.32% +0.01
EOSE Eos Energy Enterprises Inc. Add +0.0% 0.13% +0.01
DFLV Dim US Large Cap Value ETF Add +0.4% 0.58% +0.01
FNDX Schwab Fndmntl US LRG Co. ETF Add +0.3% 0.25% +0.01
DFAC Dimensional US Core Equity 2 Add +0.3% 0.10% +0.00
SCHE Schwab Emrg Mrkts Eqty ETF Add +0.6% 0.38% +0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.2% 0.13% +0.00
VWO Vanguard Ftse Emerging Marke Add +0.0% 0.28% +0.00
MSFT Microsoft Corp. Add +9.5% 0.25% +0.00
VIG Vanguard Dividend Apprec ETF Add +0.1% 0.16% +0.00
FALN iShares Fallen Angels ETF Add +7.5% 0.18% 0.00
HYT BlackRock Corp. Hi YLD Add +1.5% 0.04% −0.00
BIV Vanguard Intermediate-Term B Add +1.1% 0.06% −0.01
MUNI PIMCO Intermediate Municipal Add +0.8% 0.08% −0.01
SGOV iShares 0-3 Month Treasury B Add +6.2% 0.29% −0.01
BOXX Alpha Architect 1-3 MNTH Box Add +0.6% 0.13% −0.01
VTIP Vanguard Short-Term Tips Add +5.7% 0.35% −0.01
FNDF Schwab Fndmn Intl LRG Co. ETF Add +0.1% 0.74% −0.01
HIDE Alpha Arc High Inf & Def ETF Add +9.7% 3.73% −0.01
RLY SS Multi-Asset Real Ret ETF Add +0.4% 0.09% −0.01
VGSH Vanguard Short-Term Treasury Add +0.2% 0.14% −0.01
VTES Vanguard SH Term Tax-Ex Bond Add +0.5% 0.16% −0.01
VTEB Vanguard Tax-Exempt Bond ETF Add +6.7% 1.24% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 115$331.5MTROW, VXUS, HIDE, VTI, BND
Q1 2026 113$302.5MTROW, VXUS, HIDE, VTI, BND
Q4 2025 112$199.3MTROW, VXUS, HIDE, VTI, BND
Q3 2025 106$185.5MTROW, VXUS, VTI, HIDE, BND
Q2 2025 99$162.8MTROW, VXUS, VTI, HIDE, BND
Q1 2025 98$144.4MTROW, VXUS, VTI, SCHF, BND
Q4 2024 95$141.9MTROW, VXUS, VTI, SCHF, BND