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

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), L.K. Benson & Company, P.C. reported 113 stock positions worth $302.5 million. Its top holding was T Rowe Price (TROW) at 41.7% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 4.3%) and Alpha Arc High Inf & Def ETF (HIDE, 3.7%). Compared with Q4 2025, it opened 3 new positions, sold out of 2, added to 61 and reduced 18. The biggest buy was T Rowe Price (TROW, shares +357%) and the biggest sale Schwab Intl Equity ETF (SCHF, shares −1%).

Most Recent 13F
Q2 2026
Location
TIMONIUM, MD
CIK
0002055235
Portfolio Value
$302.5M (Q1 2026)
SEC Filing
0002055235-26-000002 ↗ filed Apr 21, 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 $302.5M Q1 2026 Q2 2026: $331.5M Q2 2026

Holdings 113 stocks · $302.5M
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 41.68% 1,398,751 $126.1M Add +356.7%
VXUS Vanguard Total Intl Stock 4.26% 166,972 $12.9M Add +2.0%
HIDE Alpha Arc High Inf & Def ETF 3.74% 471,357 $11.3M Add +9.3%
VTI VG Morningstar TS MKT ETF-US 3.09% 29,174 $9.4M Add +12.5%
BND Vanguard Total Bond Market 2.59% 106,507 $7.8M Add +10.3%
SCHR Schwab Intermediate-Term US 2.38% 288,924 $7.2M Add +28.3%
CAOS Alpha Architect Tail Risk 2.31% 77,012 $7.0M Add +10.6%
SCHF Schwab Intl Equity ETF 2.22% 270,856 $6.7M Reduce -0.7%
VOO Vanguard S&P 500 ETF 1.54% 7,775 $4.6M Add +0.7%
VXF Vanguard Extended Market ETF 1.44% 21,172 $4.4M Add +7.3%
DFIV Dimensional International Va 1.35% 77,113 $4.1M Add +0.2%
IVV iShares Core S&P 500 ETF 1.31% 6,081 $4.0M Add +1.1%
DFUS Dimensional US Eq MKT ETF 1.28% 54,738 $3.9M Add +0.1%
VTEB Vanguard Tax-Exempt Bond ETF 1.25% 75,951 $3.8M Reduce -2.9%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 1.16% 11,770 $3.5M Add +8.7%
AVUV Avantis US Small Cap Value 1.10% 30,039 $3.3M Reduce -0.5%
VTV Vanguard Mrngstr Val ETF-Aui 1.03% 15,932 $3.1M Reduce -2.4%
AVDE Avantis International Equity 0.88% 31,293 $2.7M Reduce -0.5%
SCHA Schwab US Small-Cap ETF 0.85% 88,741 $2.6M Reduce -0.1%
VEA Vanguard Ftse Developed ETF 0.83% 39,411 $2.5M Add +28.2%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.75% 46,622 $2.3M Reduce -3.1%
AGG iShares Core U.S. Aggregate 0.75% 22,853 $2.3M Add +0.5%
SCHX Schwab US Large-Cap ETF 0.72% 85,099 $2.2M Add +0.1%
QVAL Alpha Arch US QNT Value ETF 0.66% 37,998 $2.0M Add +12.2%
QMOM Alpha US Quant Mom ETF 0.61% 27,071 $1.8M Add +12.6%
VT Vanguard Tot World STK ETF 0.60% 13,146 $1.8M Add +1.8%
DFLV Dim US Large Cap Value ETF 0.57% 48,120 $1.7M Add +0.4%
SUB iShares Short-Term National 0.56% 15,872 $1.7M Add +2.8%
WMT Walmart Inc. 0.55% 13,420 $1.7M No change
AVEM Avantis Emerging Markets Eq 0.55% 20,675 $1.7M Add +1.1%
AVIG Avantis Core Fixed Income 0.53% 38,732 $1.6M Add +0.5%
AVDV Avantis Intl S/C Value ETF 0.51% 15,508 $1.5M Reduce -0.8%
BSV Vanguard Short-Term Bond ETF 0.42% 16,373 $1.3M Add +0.5%
SCHP Schwab U.S. Tips ETF 0.42% 47,656 $1.3M Reduce -1.3%
DFAT Dimensional US Target Value 0.42% 20,289 $1.3M Add +0.3%
AAPL Apple Inc. 0.41% 4,852 $1.2M Reduce -0.3%
AAUS Alpha Architect US Eqy ETF 0.41% 23,439 $1.2M No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.38% 34,839 $1.1M No change
SCHB Schwab US Broad Market ETF 0.38% 45,263 $1.1M Add +0.1%
AVMU Avantis Core Municipal Fixed 0.37% 24,639 $1.1M Add +2.2%
ITOT iShares Core S&P Total U.S. 0.37% 7,846 $1.1M No change
VTIP Vanguard Short-Term Tips 0.36% 21,981 $1.1M Add +12.3%
VB Vanguard Most SM-Cap ETF-Usd 0.36% 4,162 $1.1M Reduce -0.2%
MTB M & T Bank Corp. filed as M & T BK CORP 0.35% 5,165 $1.1M Add +0.2%
VNQ Vanguard Real Estate ETF 0.34% 11,535 $1.0M Reduce -8.6%
IVAL Alpha Archi Intl QT Vlu ETF 0.34% 30,027 $1.0M Add +7.6%
VCRM Vanguard Core Tax-Ex Bond 0.33% 13,407 $1.0M Add +0.1%
IMOM Alpha Intl Quant Mom ETF 0.32% 24,288 $967K Add +6.1%
FRDM Freedom 100 Emeging MRKT ETF 0.32% 17,435 $953K Reduce -0.8%
SGOV iShares 0-3 Month Treasury B 0.30% 9,039 $910K Add +25.0%
BNDX Vanguard Total Intl Bond ETF 0.29% 18,389 $884K Add +0.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.28% 1,324 $861K No change
SHY iShares 1-3 Year Treasury Bo 0.28% 10,322 $852K Add +10.5%
SMMD iShares Russell 2500 ETF 0.28% 11,147 $851K Add +0.0%
VWO Vanguard Ftse Emerging Marke 0.28% 15,596 $843K No change
FLOT iShares Floating Rate Bond E 0.27% 16,263 $829K Add +0.5%
MUB iShares National Muni Bond E 0.27% 7,644 $811K Add +0.2%
SHM SS SPDR N Ice St Muni ETF 0.26% 16,673 $797K Add +62.3%
MSFT Microsoft Corp. 0.25% 2,022 $748K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.25% 26,725 $744K Add +0.4%
SCHO Schwab Short-Term US Treas 0.24% 30,018 $729K Add +0.5%
SMMU PIMCO SHRT TRM Muni BND ETF 0.24% 14,148 $714K Add +0.3%
BBCA JPMorgan Betabuilders Canada 0.22% 7,000 $658K No change
AVUS Avantis U.S. Equity ETF 0.22% 5,897 $656K Add +0.2%
GLD SPDR Gold Shares 0.21% 1,494 $643K Add +30.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.21% 2,620 $635K No change
VCRB Vanguard Core Bond ETF 0.20% 7,871 $609K Add +4.7%
XOM Exxon Mobil Corp. 0.18% 3,292 $559K No change
DFAI Dimensional International Co. 0.18% 14,241 $555K Reduce -0.3%
FALN iShares Fallen Angels ETF 0.18% 20,620 $551K Add +0.6%
BOND PIMCO Active Bond Exchange-T 0.17% 5,711 $527K Add +0.1%
VTES Vanguard SH Term Tax-Ex Bond 0.17% 5,159 $522K Add +0.3%
VCIT Vanguard Int-Term Corporate 0.17% 6,166 $510K Add +100.6%
AOM iShares Core 40/60 Moderate 0.16% 10,365 $491K New
VIG Vanguard Dividend Apprec ETF 0.15% 2,177 $468K Add +0.1%
AMLP Alerian MLP ETF 0.15% 8,866 $467K No change
IWR iShares Russell Mid-Cap ETF 0.15% 4,785 $465K No change
BRK.B Berkshire Hathaway Inc. Class B 0.15% 956 $458K No change
DFAE Dimensional Emerging Core Eq 0.15% 13,487 $457K Add +0.1%
VYM Vanguard High DVD Yield ETF 0.15% 3,055 $452K Add +0.1%
VGSH Vanguard Short-Term Treasury 0.15% 7,689 $450K Reduce -32.5%
XLE SS Energy Select Sector 0.14% 7,140 $437K No change
NMRK Newmark Group Inc. Class A 0.14% 28,254 $424K No change
BOXX Alpha Architect 1-3 MNTH Box 0.14% 3,605 $419K Add +0.0%
ABBV Abbvie Inc. 0.14% 1,892 $411K No change
JPM JPMorgan Chase & Co. 0.13% 1,325 $390K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.13% 1,349 $387K Reduce -0.9%
GOOG Alphabet Inc. Class C 0.13% 1,349 $387K Add +0.8%
JNJ Johnson & Johnson 0.13% 1,577 $385K No change
DFSV Dimensional US Small Cap Val 0.13% 10,827 $379K Reduce -19.5%
EOSE Eos Energy Enterprises Inc. 0.12% 71,990 $357K No change
LRGF iShares US Equity Factor ETF 0.11% 4,979 $329K Add +0.1%
RLY SS Multi-Asset Real Ret ETF 0.11% 8,985 $325K Add +0.0%
QQQ Invesco QQQ Trust Series 1 0.11% 558 $322K No change
DFAU Dimensional US Core Equity M 0.10% 6,979 $315K No change
IWP iShares Russell Mid-Cap Grow 0.10% 2,392 $306K Reduce -15.1%
SDY SS SPDR S&P Dividend ETF 0.09% 1,968 $287K No change
KO The Coca-Cola Co. 0.09% 3,747 $285K No change
TBUX T Rowe Price Ultra Short-Ter 0.09% 5,571 $277K No change
DFAC Dimensional US Core Equity 2 0.09% 7,115 $276K Add +0.3%
TMSL T.rowe PRC Small-Mid Cap ETF 0.09% 7,435 $273K No change
FTLS First Trust Long/Short Eqty 0.09% 3,791 $267K No change
ABT Abbott Laboratories 0.08% 2,484 $255K No change
MUNI PIMCO Intermediate Municipal 0.08% 4,790 $250K Add +0.8%
EFA iShares MSCI Eafe ETF 0.08% 2,542 $247K No change
IEFA iShares Core MSCI Eafe ETF 0.08% 2,616 $237K New
GDX Vaneck Gold Miners ETF 0.08% 2,562 $235K No change
MRK Merck & Co. Inc. 0.07% 1,860 $224K New
TGRW T Rowe Price Growth Stock Et 0.07% 5,488 $222K No change
BA The Boeing Co. 0.07% 1,087 $216K No change
IJH iShares Core S&P Midcap ETF 0.07% 3,169 $214K Add +0.2%
BIV Vanguard Intermediate-Term B 0.07% 2,610 $201K Add +0.7%
HYT BlackRock Corp. Hi YLD 0.04% 15,405 $131K Add +9.8%

Portfolio Sells Q4 2025 → Q1 2026
SCHF Schwab Intl Equity ETF Reduce -0.7% 2.22% −1.07
VTEB Vanguard Tax-Exempt Bond ETF Reduce -2.9% 1.25% −0.72
VTV Vanguard Mrngstr Val ETF-Aui Reduce -2.4% 1.03% −0.53
AVUV Avantis US Small Cap Value Reduce -0.5% 1.10% −0.45
AVDE Avantis International Equity Reduce -0.5% 0.88% −0.42
SCHA Schwab US Small-Cap ETF Reduce -0.1% 0.85% −0.42
FNDF Schwab Fndmn Intl LRG Co. ETF Reduce -3.1% 0.75% −0.34
AAPL Apple Inc. Reduce -0.3% 0.41% −0.26
AVDV Avantis Intl S/C Value ETF Reduce -0.8% 0.51% −0.23
SCHP Schwab U.S. Tips ETF Reduce -1.3% 0.42% −0.22
VNQ Vanguard Real Estate ETF Reduce -8.6% 0.34% −0.22
VGSH Vanguard Short-Term Treasury Reduce -32.5% 0.15% −0.19
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.2% 0.36% −0.18
FRDM Freedom 100 Emeging MRKT ETF Reduce -0.8% 0.32% −0.14
VUG Vanguard Mrngstar GR ETF-Sui Sold out 0.00% −0.11
LLY Eli Lilly & Co. Sold out 0.00% −0.10
DFSV Dimensional US Small Cap Val Reduce -19.5% 0.13% −0.10
IWP iShares Russell Mid-Cap Grow Reduce -15.1% 0.10% −0.09
DFAI Dimensional International Co. Reduce -0.3% 0.18% −0.09
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.9% 0.13% −0.07

Portfolio Buys Q4 2025 → Q1 2026
TROW T Rowe Price Group Inc. Add +356.7% 41.68% +25.95
AOM iShares Core 40/60 Moderate New 0.16% +0.16
IEFA iShares Core MSCI Eafe ETF New 0.08% +0.08
MRK Merck & Co. Inc. New 0.07% +0.07
VCIT Vanguard Int-Term Corporate Add +100.6% 0.17% +0.04
SHM SS SPDR N Ice St Muni ETF Add +62.3% 0.26% +0.02
GLD SPDR Gold Shares Add +30.7% 0.21% −0.01
HYT BlackRock Corp. Hi YLD Add +9.8% 0.04% −0.02
IJH iShares Core S&P Midcap ETF Add +0.2% 0.07% −0.03
RLY SS Multi-Asset Real Ret ETF Add +0.0% 0.11% −0.03
BIV Vanguard Intermediate-Term B Add +0.7% 0.07% −0.03
MUNI PIMCO Intermediate Municipal Add +0.8% 0.08% −0.04
DFAC Dimensional US Core Equity 2 Add +0.3% 0.09% −0.05
SGOV iShares 0-3 Month Treasury B Add +25.0% 0.30% −0.06
LRGF iShares US Equity Factor ETF Add +0.1% 0.11% −0.06
DFAE Dimensional Emerging Core Eq Add +0.1% 0.15% −0.07
BOXX Alpha Architect 1-3 MNTH Box Add +0.0% 0.14% −0.07
VYM Vanguard High DVD Yield ETF Add +0.1% 0.15% −0.07
GOOG Alphabet Inc. Class C Add +0.8% 0.13% −0.08
VIG Vanguard Dividend Apprec ETF Add +0.1% 0.15% −0.09
VTES Vanguard SH Term Tax-Ex Bond Add +0.3% 0.17% −0.09
BOND PIMCO Active Bond Exchange-T Add +0.1% 0.17% −0.09
VCRB Vanguard Core Bond ETF Add +4.7% 0.20% −0.09
FALN iShares Fallen Angels ETF Add +0.6% 0.18% −0.10
IVAL Alpha Archi Intl QT Vlu ETF Add +7.6% 0.34% −0.10
SHY iShares 1-3 Year Treasury Bo Add +10.5% 0.28% −0.11
AVUS Avantis U.S. Equity ETF Add +0.2% 0.22% −0.11
FNDX Schwab Fndmntl US LRG Co. ETF Add +0.4% 0.25% −0.12
IMOM Alpha Intl Quant Mom ETF Add +6.1% 0.32% −0.12
SMMU PIMCO SHRT TRM Muni BND ETF Add +0.3% 0.24% −0.12
VTIP Vanguard Short-Term Tips Add +12.3% 0.36% −0.12
SCHO Schwab Short-Term US Treas Add +0.5% 0.24% −0.12
VEA Vanguard Ftse Developed ETF Add +28.2% 0.83% −0.13
SMMD iShares Russell 2500 ETF Add +0.0% 0.28% −0.14
FLOT iShares Floating Rate Bond E Add +0.5% 0.27% −0.14
MUB iShares National Muni Bond E Add +0.2% 0.27% −0.14
BNDX Vanguard Total Intl Bond ETF Add +0.3% 0.29% −0.15
MTB M & T Bank Corp. Add +0.2% 0.35% −0.17
QVAL Alpha Arch US QNT Value ETF Add +12.2% 0.66% −0.17
VCRM Vanguard Core Tax-Ex Bond Add +0.1% 0.33% −0.17
QMOM Alpha US Quant Mom ETF Add +12.6% 0.61% −0.18
DFAT Dimensional US Target Value Add +0.3% 0.42% −0.19
AVMU Avantis Core Municipal Fixed Add +2.2% 0.37% −0.19
SCHB Schwab US Broad Market ETF Add +0.1% 0.38% −0.22
BSV Vanguard Short-Term Bond ETF Add +0.5% 0.42% −0.22
AVEM Avantis Emerging Markets Eq Add +1.1% 0.55% −0.24
DFLV Dim US Large Cap Value ETF Add +0.4% 0.57% −0.26
SUB iShares Short-Term National Add +2.8% 0.56% −0.27
AVIG Avantis Core Fixed Income Add +0.5% 0.53% −0.28
VT Vanguard Tot World STK ETF Add +1.8% 0.60% −0.31

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