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

CIK 0002055235 • 6 13F filings • Apr 25, 2025 – Jul 24, 2026

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Filer information

Filed by: L.K. Benson & Company, P.C., Principal
Address: 1107 KENILWORTH DR, SUITE 302, BALTIMORE, MD, 21204
Phone: 410-494-6680
AUM: $199.3M

AUM over time

$331.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $199.3M109 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$311K	0.2%Prev: 0.2%	2,484 SH	Decreased-80 SH
ABBVIE INC	COM	$432K	0.2%Prev: 0.2%	1,892 SH	Increased+65 SH
ALPHABET INC	CAP STK CL C	$420K	0.2%Prev: 0.2%	1,338 SH	Increased
ALPS ETF TR	ALERIAN MLP	$417K	0.2%Prev: 0.2%	8,866 SH	Increased
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$1.6M	0.8%Prev: 0.9%	38,544 SH	Increased+448 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.6M	0.8%Prev: 0.8%	20,445 SH	Increased-362 SH
AMERICAN CENTY ETF TR	CORE MUNI FXD IN	$1.1M	0.6%Prev: 0.6%	24,098 SH	Increased+185 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$2.6M	1.3%Prev: 1.3%	31,434 SH	Increased+1,114 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$1.5M	0.7%Prev: 0.8%	15,637 SH	Increased-347 SH
AMERICAN CENTY ETF TR	US EQT ETF	$658K	0.3%Prev: 0.3%	5,887 SH	Increased+188 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$3.1M	1.5%Prev: 1.6%	30,175 SH	Increased+234 SH
APPLE INC	COM	$1.3M	0.7%Prev: 0.5%	4,867 SH	Increased+1,147 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$481K	0.2%Prev: 0.3%	956 SH	Decreased-100 SH
BLACKROCK CORPOR HI YLD FD I	COM	$125K	0.1%Prev: 0.1%	14,035 SH	Decreased
BOEING CO	COM	$236K	0.1%Prev: 0.1%	1,087 SH	Increased
COCA COLA CO	COM	$262K	0.1%Prev: 0.1%	3,747 SH	Increased+71 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$439K	0.2%Prev: 0.2%	13,468 SH	Increased+1,911 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$3.8M	1.9%Prev: 1.9%	76,970 SH	Increased+365 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$545K	0.3%Prev: 0.2%	14,289 SH	Increased+3,053 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$327K	0.2%Prev: 0.2%	6,979 SH	Increased-19 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$281K	0.1%Prev: 0.1%	7,097 SH	Increased+1,427 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$4.1M	2.0%Prev: 2.1%	54,660 SH	Increased+75 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$1.6M	0.8%Prev: 0.8%	47,943 SH	Increased+188 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$442K	0.2%Prev: 0.2%	13,448 SH	Increased-13 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.2M	0.6%Prev: 0.6%	20,236 SH	Increased+64 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$415K	0.2%Prev: 0.2%	3,604 SH	Increased+4 SH
EA SERIES TRUST	ALPHA ARCHITECT	$17.3M	8.7%Prev: 7.0%	524,193 SH	Increased+123,965 SH
EA SERIES TRUST	FREEDOM 100 EM	$901K	0.5%Prev: 0.4%	17,574 SH	Increased+2,898 SH
EA SERIES TRUST	INTL QUAN MOMNTM	$872K	0.4%Prev: 0.3%	22,887 SH	Increased+8,832 SH
EA SERIES TRUST	INTL QUAN VALUE	$878K	0.4%Prev: 0.3%	27,896 SH	Increased+9,948 SH
EA SERIES TRUST	US QUAN MOMENTUM	$1.6M	0.8%Prev: 0.5%	24,050 SH	Increased+9,108 SH
EA SERIES TRUST	US QUAN VALUE	$1.7M	0.8%Prev: 0.6%	33,881 SH	Increased+11,661 SH
ELI LILLY & CO	COM	$204K	0.1%	190 SH	New
EOS ENERGY ENTERPRISES INC	COM CL A	$825K	0.4%Prev: 0.5%	71,990 SH	Decreased-5,900 SH
EXXON MOBIL CORP	COM	$396K	0.2%Prev: 0.3%	3,292 SH	Decreased-1,067 SH
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$269K	0.1%Prev: 0.1%	3,791 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$776K	0.4%Prev: 0.4%	2,620 SH	Decreased-280 SH
INVESCO QQQ TR	UNIT SER 1	$343K	0.2%	558 SH	New
ISHARES TR	0-3 MNTH TREASRY	$726K	0.4%Prev: 0.2%	7,231 SH	Increased+4,153 SH
ISHARES TR	1 3 YR TREAS BD	$774K	0.4%Prev: 0.2%	9,344 SH	Increased+4,187 SH
ISHARES TR	CORE S&P MCP ETF	$209K	0.1%Prev: 0.2%	3,162 SH	Decreased-1,348 SH
ISHARES TR	CORE S&P TTL STK	$1.2M	0.6%Prev: 0.6%	7,846 SH	Increased+80 SH
ISHARES TR	CORE S&P500 ETF	$4.1M	2.1%Prev: 2.4%	6,018 SH	Decreased-770 SH
ISHARES TR	CORE US AGGBD ET	$2.3M	1.1%Prev: 1.1%	22,747 SH	Increased+2,059 SH
ISHARES TR	FALN ANGLS USD	$559K	0.3%Prev: 0.3%	20,493 SH	Increased+390 SH
ISHARES TR	FLTG RATE NT ETF	$823K	0.4%Prev: 0.4%	16,185 SH	Increased+204 SH
ISHARES TR	MSCI EAFE ETF	$244K	0.1%Prev: 0.1%	2,542 SH	Increased
ISHARES TR	NATIONAL MUN ETF	$817K	0.4%Prev: 0.5%	7,630 SH	Decreased-937 SH
ISHARES TR	RUS MD CP GR ETF	$386K	0.2%Prev: 0.3%	2,817 SH	Decreased-494 SH
ISHARES TR	RUS MID CAP ETF	$461K	0.2%	4,785 SH	New
ISHARES TR	RUSEL 2500 ETF	$835K	0.4%Prev: 0.4%	11,142 SH	Increased+8 SH
ISHARES TR	SHRT NAT MUN ETF	$1.6M	0.8%Prev: 0.9%	15,443 SH	Increased+517 SH
ISHARES TR	U S EQUITY FACTR	$345K	0.2%Prev: 0.2%	4,972 SH	Increased+8 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS CDA	$651K	0.3%Prev: 0.3%	7,000 SH	Increased
JOHNSON & JOHNSON	COM	$326K	0.2%Prev: 0.2%	1,577 SH	Increased+61 SH
JPMORGAN CHASE & CO.	COM	$427K	0.2%	1,325 SH	New
M & T BK CORP	COM	$1.0M	0.5%Prev: 0.6%	5,153 SH	Decreased-629 SH
MICROSOFT CORP	COM	$978K	0.5%Prev: 0.4%	2,022 SH	Increased+707 SH
NEWMARK GROUP INC	CL A	$490K	0.2%Prev: 0.3%	28,254 SH	Decreased+550 SH
PIMCO ETF TR	ACTIVE BD ETF	$531K	0.3%Prev: 0.3%	5,706 SH	Decreased-540 SH
PIMCO ETF TR	INTER MUN BD ACT	$249K	0.1%Prev: 0.1%	4,751 SH	Increased+38 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$712K	0.4%Prev: 0.4%	14,109 SH	Increased+41 SH
PRICE T ROWE GROUP INC	COM	$31.4M	15.7%Prev: 17.5%	306,267 SH	Decreased-9,574 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.1M	0.6%Prev: 0.6%	34,839 SH	Increased+665 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$2.2M	1.1%Prev: 1.1%	48,127 SH	Increased+180 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$724K	0.4%Prev: 0.4%	26,626 SH	Increased-5 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$5.6M	2.8%Prev: 2.1%	225,195 SH	Increased+66,928 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$6.6M	3.3%Prev: 3.5%	272,770 SH	Increased-2,711 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$728K	0.4%Prev: 0.2%	29,866 SH	Increased+13,602 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.2M	0.6%Prev: 0.6%	45,224 SH	Increased-61 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.3M	1.1%Prev: 1.2%	84,968 SH	Increased-693 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$2.5M	1.3%Prev: 1.3%	88,858 SH	Increased+56 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.3M	0.6%Prev: 0.8%	48,291 SH	Decreased-4,502 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$319K	0.2%	7,140 SH	New
SPDR GOLD TR	GOLD SHS	$453K	0.2%Prev: 0.2%	1,143 SH	Increased+45 SH
SPDR S&P 500 ETF TR	TR UNIT	$903K	0.5%Prev: 0.5%	1,324 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$767K	0.4%	12,240 SH	New
SSGA ACTIVE ETF TR	STATE STREET MUL	$282K	0.1%	8,982 SH	New
T ROWE PRICE ETF INC	PRICE GRW STOCK	$253K	0.1%	5,488 SH	New
T ROWE PRICE ETF INC	SMALL MID CAP	$267K	0.1%	7,435 SH	New
T ROWE PRICE ETF INC	ULTRA SHRT TRM	$278K	0.1%Prev: 0.1%	5,571 SH	Increased
VANECK ETF TRUST	GOLD MINERS ETF	$220K	0.1%	2,562 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$202K	0.1%	2,592 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.3M	0.6%Prev: 0.7%	16,293 SH	Decreased-794 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$7.2M	3.6%Prev: 3.9%	96,604 SH	Decreased-65 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$886K	0.4%Prev: 0.4%	18,338 SH	Increased+3,727 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$4.1M	2.1%Prev: 2.3%	19,734 SH	Decreased-1,060 SH
VANGUARD INDEX FDS	GROWTH ETF	$219K	0.1%Prev: 0.1%	448 SH	Decreased-37 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$3.4M	1.7%Prev: 1.7%	10,830 SH	Increased+697 SH
VANGUARD INDEX FDS	MID CAP ETF	$395K	0.2%Prev: 0.3%	1,362 SH	Decreased-404 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.1M	0.6%Prev: 0.7%	12,623 SH	Decreased-1,237 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.8M	2.4%Prev: 3.0%	7,720 SH	Decreased-1,277 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.1M	0.5%Prev: 0.6%	4,172 SH	Increased+3 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$8.7M	4.4%Prev: 4.3%	25,926 SH	Increased+1,809 SH
VANGUARD INDEX FDS	VALUE ETF	$3.1M	1.6%Prev: 1.7%	16,326 SH	Increased-366 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$838K	0.4%Prev: 0.5%	15,596 SH	Decreased+28 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.8M	0.9%Prev: 0.9%	12,916 SH	Increased+1,133 SH
VANGUARD MALVERN FDS	CORE BD ETF	$586K	0.3%Prev: 0.4%	7,517 SH	Decreased-1,079 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$968K	0.5%Prev: 0.5%	19,568 SH	Increased+2,115 SH
VANGUARD MUN BD FDS	CORE TAX EXEMPT	$1.0M	0.5%Prev: 0.5%	13,395 SH	Increased+249 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.9M	2.0%Prev: 2.0%	78,202 SH	Increased+5,529 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$257K	0.1%	3,074 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$669K	0.3%Prev: 0.4%	11,392 SH	Increased+101 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$478K	0.2%Prev: 0.3%	2,175 SH	Decreased-161 SH
VANGUARD STAR FDS	VG TL INTL STK F	$12.3M	6.2%Prev: 6.4%	163,700 SH	Increased+2,873 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.9M	1.0%Prev: 0.8%	30,746 SH	Increased+6,654 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$522K	0.3%Prev: 0.3%	5,142 SH	Increased+83 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$438K	0.2%Prev: 0.2%	3,053 SH	Increased+72 SH
WALMART INC	COM	$1.5M	0.8%Prev: 0.7%	13,420 SH	Increased+1,195 SH

Sold (vs prior filing)

BGC GROUP INC — $227K
CAMBRIA ETF TR — $171K
ISHARES TR — $218K
SELECT SECTOR SPDR TR — $209K
SPDR SERIES TRUST — $507K
SSGA ACTIVE ETF TR — $275K
VANGUARD INDEX FDS — $200K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0002055235-26-000001	$199.3M	View
Nov 5, 2025	Q3 2025	13F-HR	0002055235-25-000002	$185.5M	View
Jul 24, 2026	Q2 2026