L.K. Benson & Company, P.C.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), L.K. Benson & Company, P.C. reported 95 stock positions worth $141.9 million. Its top holding was T Rowe Price (TROW) at 25.8% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 5.1%) and VG Morningstar TS MKT ETF-US (VTI, 3.9%).
- Most Recent 13F
- Q2 2026
- Location
- TIMONIUM, MD
- CIK
- 0002055235
- Portfolio Value
- $141.9M (Q4 2024)
- SEC Filing
- 0001085146-25-000955 ↗ filed Feb 11, 2025
Holdings Value
Holdings 95 stocks · $141.9M
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 25.83% | 324,020 | $36.6M | — |
| VXUS Vanguard Total Intl Stock | 5.09% | 122,515 | $7.2M | — |
| VTI VG Morningstar TS MKT ETF-US | 3.91% | 19,143 | $5.5M | — |
| SCHF Schwab Intl Equity ETF | 3.62% | 277,427 | $5.1M | — |
| BND Vanguard Total Bond Market | 2.81% | 55,389 | $4.0M | — |
| DFUS Dimensional US Eq MKT ETF | 2.55% | 56,706 | $3.6M | — |
| HIDE Alpha Arc High Inf & Def ETF | 2.44% | 155,505 | $3.5M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.41% | 20,232 | $3.4M | — |
| VXF Vanguard Extended Market ETF | 2.31% | 17,240 | $3.3M | — |
| AVUV Avantis US Small Cap Value | 2.07% | 30,445 | $2.9M | — |
| DFIV Dimensional International Va | 1.86% | 74,486 | $2.6M | — |
| VOO Vanguard S&P 500 ETF | 1.70% | 4,468 | $2.4M | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.64% | 8,636 | $2.3M | — |
| SCHA Schwab US Small-Cap ETF | 1.62% | 88,865 | $2.3M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.43% | 40,383 | $2.0M | — |
| SCHX Schwab US Large-Cap ETF | 1.39% | 85,032 | $2.0M | — |
| AVDE Avantis International Equity | 1.37% | 31,667 | $1.9M | — |
| AGG iShares Core U.S. Aggregate | 1.32% | 19,364 | $1.9M | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.15% | 49,156 | $1.6M | — |
| SUB iShares Short-Term National | 1.10% | 14,834 | $1.6M | — |
| AVIG Avantis Core Fixed Income | 1.10% | 38,499 | $1.6M | — |
| SCHR Schwab Intermediate-Term US | 1.04% | 60,668 | $1.5M | — |
| AVMU Avantis Core Municipal Fixed | 1.01% | 31,110 | $1.4M | — |
| DFLV Dim US Large Cap Value ETF | 1.00% | 47,127 | $1.4M | — |
| VT Vanguard Tot World STK ETF | 0.96% | 11,564 | $1.4M | — |
| SCHP Schwab U.S. Tips ETF | 0.96% | 52,575 | $1.4M | — |
| VNQ Vanguard Real Estate ETF | 0.88% | 14,088 | $1.3M | — |
| AVEM Avantis Emerging Markets Eq | 0.88% | 21,307 | $1.3M | — |
| WMT Walmart Inc. | 0.78% | 12,225 | $1.1M | — |
| AVDV Avantis Intl S/C Value ETF | 0.75% | 16,258 | $1.1M | — |
| DFAT Dimensional US Target Value | 0.72% | 18,436 | $1.0M | — |
| SCHB Schwab US Broad Market ETF | 0.70% | 43,886 | $996K | — |
| CAOS Alpha Architect Tail Risk | 0.69% | 11,215 | $982K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.67% | 3,958 | $951K | — |
| ITOT iShares Core S&P Total U.S. | 0.67% | 7,368 | $948K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.65% | 34,682 | $924K | — |
| MUB iShares National Muni Bond E | 0.62% | 8,200 | $874K | — |
| FLOT iShares Floating Rate Bond E | 0.60% | 16,647 | $847K | — |
| VTIP Vanguard Short-Term Tips | 0.59% | 17,362 | $841K | — |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.59% | 4,439 | $835K | — |
| AAPL Apple Inc. | 0.57% | 3,242 | $812K | — |
| SMMD iShares Russell 2500 ETF | 0.56% | 11,586 | $788K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 1,324 | $776K | — |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.49% | 13,954 | $695K | — |
| VWO Vanguard Ftse Emerging Marke | 0.49% | 15,692 | $691K | — |
| IVV iShares Core S&P 500 ETF | 0.47% | 1,129 | $665K | — |
| VIG Vanguard Dividend Apprec ETF | 0.47% | 3,387 | $663K | — |
| SHM SS SPDR N Ice St Muni ETF | 0.46% | 13,644 | $647K | — |
| VGSH Vanguard Short-Term Treasury | 0.45% | 11,080 | $645K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.45% | 2,900 | $638K | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.44% | 26,370 | $624K | — |
| FALN iShares Fallen Angels ETF | 0.44% | 23,194 | $620K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.43% | 12,442 | $610K | — |
| BSV Vanguard Short-Term Bond ETF | 0.42% | 7,791 | $602K | — |
| MSFT Microsoft Corp. | 0.40% | 1,357 | $572K | — |
| BGC BGC Group Inc. Class A | 0.39% | 61,551 | $558K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 1,199 | $543K | — |
| AVUS Avantis U.S. Equity ETF | 0.37% | 5,467 | $530K | — |
| VTES Vanguard SH Term Tax-Ex Bond | 0.35% | 5,007 | $502K | — |
| BBCA JPMorgan Betabuilders Canada | 0.35% | 7,000 | $494K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.34% | 1,835 | $485K | — |
| IWP iShares Russell Mid-Cap Grow | 0.34% | 3,815 | $484K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.33% | 5,664 | $464K | — |
| BOND PIMCO Active Bond Exchange-T | 0.30% | 4,763 | $431K | — |
| GLD SPDR Gold Shares | 0.29% | 1,684 | $408K | — |
| NMRK Newmark Group Inc. Class A | 0.28% | 31,108 | $398K | — |
| AMLP Alerian MLP ETF | 0.27% | 8,007 | $386K | — |
| SCHO Schwab Short-Term US Treas | 0.25% | 14,472 | $348K | — |
| ABBV Abbvie Inc. | 0.24% | 1,952 | $347K | — |
| QVAL Alpha Arch US QNT Value ETF | 0.24% | 7,711 | $344K | — |
| XOM Exxon Mobil Corp. | 0.24% | 3,173 | $341K | — |
| VYM Vanguard High DVD Yield ETF | 0.23% | 2,572 | $328K | — |
| ABT Abbott Laboratories | 0.23% | 2,885 | $326K | — |
| VEA Vanguard Ftse Developed ETF | 0.23% | 6,738 | $322K | — |
| VCRB Vanguard Core Bond ETF | 0.22% | 4,074 | $309K | — |
| LRGF iShares US Equity Factor ETF | 0.21% | 4,946 | $298K | — |
| PG The Procter & Gamble Co. | 0.21% | 1,760 | $295K | — |
| FRDM Freedom 100 Emeging MRKT ETF | 0.21% | 8,915 | $291K | — |
| DFAU Dimensional US Core Equity M | 0.20% | 7,180 | $291K | — |
| DFAE Dimensional Emerging Core Eq | 0.20% | 11,364 | $288K | — |
| BOXX Alpha Architect 1-3 MNTH Box | 0.20% | 2,600 | $287K | — |
| TBUX T Rowe Price Ultra Short-Ter | 0.19% | 5,571 | $276K | — |
| QMOM Alpha US Quant Mom ETF | 0.19% | 4,195 | $269K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 627 | $257K | — |
| MKL Markel Group Inc. | 0.18% | 146 | $252K | — |
| FTLS First Trust Long/Short Eqty | 0.18% | 3,791 | $249K | — |
| RLY SS Multi-Asset Real Ret ETF | 0.17% | 9,098 | $246K | — |
| KO The Coca-Cola Co. | 0.17% | 3,914 | $244K | — |
| MUNI PIMCO Intermediate Municipal | 0.17% | 4,598 | $238K | — |
| GOOG Alphabet Inc. Class C | 0.16% | 1,180 | $225K | — |
| JNJ Johnson & Johnson | 0.15% | 1,516 | $219K | — |
| MRK Merck & Co. Inc. | 0.15% | 2,160 | $215K | — |
| DFSV Dimensional US Small Cap Val | 0.15% | 6,830 | $210K | — |
| SCHZ Schwab US Aggregate Bond ETF | 0.15% | 9,224 | $209K | — |
| XLE SS Energy Select Sector | 0.14% | 2,344 | $201K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 115 | $331.5M | TROW, VXUS, HIDE, VTI, BND |
| Q1 2026 | 113 | $302.5M | TROW, VXUS, HIDE, VTI, BND |
| Q4 2025 | 112 | $199.3M | TROW, VXUS, HIDE, VTI, BND |
| Q3 2025 | 106 | $185.5M | TROW, VXUS, VTI, HIDE, BND |
| Q2 2025 | 99 | $162.8M | TROW, VXUS, VTI, HIDE, BND |
| Q1 2025 | 98 | $144.4M | TROW, VXUS, VTI, SCHF, BND |
| Q4 2024 | 95 | $141.9M | TROW, VXUS, VTI, SCHF, BND |