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: $302.5M110 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$255K	0.1%	2,484 SH	New
ABBVIE INC	COM	$411K	0.1%Prev: 0.3%	1,892 SH	Increased-60 SH
ALPHABET INC	CAP STK CL C	$387K	0.1%Prev: 0.1%	1,349 SH	Increased+11 SH
ALPS ETF TR	ALERIAN MLP	$467K	0.2%Prev: 0.3%	8,866 SH	Increased+329 SH
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$1.6M	0.5%Prev: 1.1%	38,732 SH	Increased+108 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.7M	0.6%Prev: 0.9%	20,675 SH	Increased-682 SH
AMERICAN CENTY ETF TR	CORE MUNI FXD IN	$1.1M	0.4%Prev: 1.0%	24,639 SH	Decreased-6,576 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$2.7M	0.9%Prev: 1.4%	31,293 SH	Increased+631 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$1.5M	0.5%Prev: 0.8%	15,508 SH	Increased-743 SH
AMERICAN CENTY ETF TR	US EQT ETF	$656K	0.2%Prev: 0.4%	5,897 SH	Increased+414 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$3.3M	1.1%Prev: 1.8%	30,039 SH	Increased-11 SH
APPLE INC	COM	$1.2M	0.4%Prev: 0.6%	4,852 SH	Increased+1,132 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$458K	0.2%Prev: 0.5%	956 SH	Decreased-267 SH
BLACKROCK CORPOR HI YLD FD I	COM	$131K	0.0%Prev: 0.1%	15,405 SH	Increased+2,910 SH
BOEING CO	COM	$216K	0.1%	1,087 SH	New
COCA COLA CO	COM	$285K	0.1%Prev: 0.2%	3,747 SH	Increased-167 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$457K	0.2%Prev: 0.2%	13,487 SH	Increased+2,098 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.1M	1.3%Prev: 2.1%	77,113 SH	Increased+1,783 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$555K	0.2%Prev: 0.1%	14,241 SH	Increased+7,750 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$315K	0.1%Prev: 0.2%	6,979 SH	Increased-208 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$276K	0.1%	7,115 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$3.9M	1.3%Prev: 2.3%	54,738 SH	Increased+236 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$1.7M	0.6%Prev: 1.0%	48,120 SH	Increased+799 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$379K	0.1%Prev: 0.1%	10,827 SH	Increased+3,239 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.3M	0.4%Prev: 0.7%	20,289 SH	Increased+1,807 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$419K	0.1%Prev: 0.3%	3,605 SH	Increased+124 SH
EA SERIES TRUST	ALPHA ARCHITECT	$19.5M	6.5%Prev: 4.7%	571,808 SH	Increased+331,884 SH
EA SERIES TRUST	FREEDOM 100 EM	$953K	0.3%Prev: 0.3%	17,435 SH	Increased+5,296 SH
EA SERIES TRUST	INTL QUAN MOMNTM	$967K	0.3%Prev: 0.2%	24,288 SH	Increased+14,765 SH
EA SERIES TRUST	INTL QUAN VALUE	$1.0M	0.3%Prev: 0.2%	30,027 SH	Increased+17,941 SH
EA SERIES TRUST	US QUAN MOMENTUM	$1.8M	0.6%Prev: 0.4%	27,071 SH	Increased+17,977 SH
EA SERIES TRUST	US QUAN VALUE	$2.0M	0.7%Prev: 0.4%	37,998 SH	Increased+23,504 SH
EOS ENERGY ENTERPRISES INC	COM CL A	$357K	0.1%	71,990 SH	New
EXXON MOBIL CORP	COM	$559K	0.2%Prev: 0.3%	3,292 SH	Increased+119 SH
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$267K	0.1%Prev: 0.2%	3,791 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$635K	0.2%Prev: 0.5%	2,620 SH	Decreased-280 SH
INVESCO QQQ TR	UNIT SER 1	$322K	0.1%	558 SH	New
ISHARES TR	0-3 MNTH TREASRY	$910K	0.3%	9,039 SH	New
ISHARES TR	1 3 YR TREAS BD	$852K	0.3%Prev: 0.3%	10,322 SH	Increased+5,175 SH
ISHARES TR	CORE 40/60 MODER	$491K	0.2%	10,365 SH	New
ISHARES TR	CORE MSCI EAFE	$237K	0.1%	2,616 SH	New
ISHARES TR	CORE S&P MCP ETF	$214K	0.1%	3,169 SH	New
ISHARES TR	CORE S&P TTL STK	$1.1M	0.4%Prev: 0.6%	7,846 SH	Increased+307 SH
ISHARES TR	CORE S&P500 ETF	$4.0M	1.3%Prev: 1.0%	6,081 SH	Increased+3,486 SH
ISHARES TR	CORE US AGGBD ET	$2.3M	0.7%Prev: 1.3%	22,853 SH	Increased+3,423 SH
ISHARES TR	FALN ANGLS USD	$551K	0.2%Prev: 0.4%	20,620 SH	Decreased-2,724 SH
ISHARES TR	FLTG RATE NT ETF	$829K	0.3%Prev: 0.6%	16,263 SH	Increased+169 SH
ISHARES TR	MSCI EAFE ETF	$247K	0.1%Prev: 0.1%	2,542 SH	Increased
ISHARES TR	NATIONAL MUN ETF	$811K	0.3%Prev: 0.6%	7,644 SH	Decreased-556 SH
ISHARES TR	RUS MD CP GR ETF	$306K	0.1%Prev: 0.3%	2,392 SH	Decreased-919 SH
ISHARES TR	RUS MID CAP ETF	$465K	0.2%	4,785 SH	New
ISHARES TR	RUSEL 2500 ETF	$851K	0.3%Prev: 0.5%	11,147 SH	Increased-490 SH
ISHARES TR	SHRT NAT MUN ETF	$1.7M	0.6%Prev: 1.1%	15,872 SH	Increased+1,487 SH
ISHARES TR	U S EQUITY FACTR	$329K	0.1%Prev: 0.2%	4,979 SH	Increased+28 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS CDA	$658K	0.2%Prev: 0.3%	7,000 SH	Increased
JOHNSON & JOHNSON	COM	$385K	0.1%Prev: 0.2%	1,577 SH	Increased+61 SH
JPMORGAN CHASE & CO	COM	$390K	0.1%	1,325 SH	New
M & T BK CORP	COM	$1.1M	0.4%Prev: 0.6%	5,165 SH	Increased+692 SH
MERCK & CO INC	COM	$224K	0.1%	1,860 SH	New
MICROSOFT CORP	COM	$748K	0.2%Prev: 0.4%	2,022 SH	Increased+430 SH
NEWMARK GROUP INC	CL A	$424K	0.1%Prev: 0.2%	28,254 SH	Increased+550 SH
PIMCO ETF TR	ACTIVE BD ETF	$527K	0.2%Prev: 0.3%	5,711 SH	Increased+943 SH
PIMCO ETF TR	INTER MUN BD ACT	$250K	0.1%Prev: 0.2%	4,790 SH	Increased+155 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$714K	0.2%Prev: 0.5%	14,148 SH	Increased+156 SH
PRICE T ROWE GROUP INC	COM	$126.1M	41.7%Prev: 20.6%	1,398,751 SH	Increased+1,074,806 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.1M	0.4%Prev: 0.7%	34,839 SH	Increased+426 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$2.3M	0.8%Prev: 1.2%	46,622 SH	Increased-2,075 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$744K	0.2%Prev: 0.4%	26,725 SH	Increased+365 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$7.2M	2.4%Prev: 1.7%	288,924 SH	Increased+190,789 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$6.7M	2.2%Prev: 3.8%	270,856 SH	Increased-4,792 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$729K	0.2%Prev: 0.2%	30,018 SH	Increased+15,477 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.1M	0.4%Prev: 0.7%	45,263 SH	Increased+721 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.2M	0.7%Prev: 1.3%	85,099 SH	Increased+355 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$2.6M	0.9%Prev: 1.4%	88,741 SH	Increased-208 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.3M	0.4%Prev: 0.8%	47,656 SH	Increased+3,457 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$437K	0.1%	7,140 SH	New
SPDR GOLD TR	GOLD SHS	$643K	0.2%Prev: 0.2%	1,494 SH	Increased+245 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.1M	0.4%	18,641 SH	New
SSGA ACTIVE ETF TR	STATE STREET MUL	$325K	0.1%	8,985 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$861K	0.3%	1,324 SH	New
T ROWE PRICE ETF INC	PRICE GRW STOCK	$222K	0.1%	5,488 SH	New
T ROWE PRICE ETF INC	SMALL MID CAP	$273K	0.1%	7,435 SH	New
T ROWE PRICE ETF INC	ULTRA SHRT TRM	$277K	0.1%Prev: 0.2%	5,571 SH	Increased
VANECK ETF TRUST	GOLD MINERS ETF	$235K	0.1%	2,562 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$201K	0.1%	2,610 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.3M	0.4%Prev: 0.8%	16,373 SH	Increased+1,431 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$7.8M	2.6%Prev: 3.6%	106,507 SH	Increased+36,252 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$884K	0.3%Prev: 0.4%	18,389 SH	Increased+6,193 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$4.4M	1.4%Prev: 2.0%	21,172 SH	Increased+4,180 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$3.5M	1.2%Prev: 1.6%	11,770 SH	Increased+2,820 SH
VANGUARD INDEX FDS	MID CAP ETF	$387K	0.1%Prev: 0.3%	1,349 SH	Decreased-494 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.0M	0.3%Prev: 0.9%	11,535 SH	Decreased-2,552 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.6M	1.5%Prev: 1.6%	7,775 SH	Increased+3,294 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.1M	0.4%Prev: 0.6%	4,162 SH	Increased+356 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$9.4M	3.1%Prev: 4.2%	29,174 SH	Increased+6,871 SH
VANGUARD INDEX FDS	VALUE ETF	$3.1M	1.0%Prev: 2.2%	15,932 SH	Decreased-2,579 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$843K	0.3%Prev: 0.5%	15,596 SH	Increased-468 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.8M	0.6%Prev: 1.0%	13,146 SH	Increased+1,021 SH
VANGUARD MALVERN FDS	CORE BD ETF	$609K	0.2%Prev: 0.3%	7,871 SH	Increased+2,303 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.1M	0.4%Prev: 0.6%	21,981 SH	Increased+4,619 SH
VANGUARD MUN BD FDS	CORE TAX EXEMPT	$1.0M	0.3%	13,407 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.8M	1.3%Prev: 1.6%	75,951 SH	Increased+30,595 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$510K	0.2%	6,166 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$450K	0.1%Prev: 0.5%	7,689 SH	Decreased-3,442 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$468K	0.2%Prev: 0.5%	2,177 SH	Decreased-1,214 SH
VANGUARD STAR FDS	VG TL INTL STK F	$12.9M	4.3%Prev: 5.8%	166,972 SH	Increased+32,064 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.5M	0.8%Prev: 0.6%	39,411 SH	Increased+23,708 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$522K	0.2%Prev: 0.3%	5,159 SH	Increased+149 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$452K	0.1%Prev: 0.2%	3,055 SH	Increased+304 SH
WALMART INC	COM	$1.7M	0.6%Prev: 0.7%	13,420 SH	Increased+1,195 SH

Sold (vs prior filing)

ABBOTT LABS — $383K
BGC GROUP INC — $510K
MARKEL GROUP INC — $413K
PROCTER AND GAMBLE CO — $515K
SELECT SECTOR SPDR TR — $219K
SPDR S&P 500 ETF TR — $741K
SPDR SER TR — $650K
SSGA ACTIVE ETF TR — $260K
VANGUARD INDEX FDS — $232K

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