L.K. Benson & Company, P.C.
L.K. Benson & Company, P.C. reported 118 stocks worth $337M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are TROW (37.2%), HIDE (5.1%) and VXUS (4.5%). Compared with Q2 2026, the fund opened new positions in IJR, TGRT and VGIT, added to HIDE, VXUS and VTI, trimmed SCHF, DFUS and VTV and sold out of AOK, AOM and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TROW Price T Rowe Group Inc | $125M | 37.2% | 1.2M | No change | 8 of 8 | |
| 2 |  HIDE EA Series Trust | $17M | 5.1% | 698K | +181K (+35%) | 8 of 8 | |
| 3 |  VXUS Vanguard Star Fds | $15.1M | 4.5% | 177K | +10K (+6%) | 8 of 8 | |
| 4 |  VTI Vanguard Total Stock Market ETF | $12.4M | 3.7% | 33K | +3,456 (+12%) | 8 of 8 | |
| 5 |  CAOS EA Series Trust | $10.3M | 3.0% | 113K | +28K (+33%) | 8 of 8 | |
| 6 |  SCHR Schwab Strategic TR | $8.9M | 2.6% | 375K | +82K (+28%) | 8 of 8 | |
| 7 |  BND Vanguard BD Index Fds | $8M | 2.4% | 114K | +3,423 (+3%) | 8 of 8 | |
| 8 |  SCHF Schwab International | $7M | 2.1% | 255K | −7,302 (−3%) | 8 of 8 | |
| 9 |  VOO Vanguard S&P 500 ETF | $5.8M | 1.7% | 8,205 | +395 (+5%) | 8 of 8 | |
| 10 |  IVV Ishares TR | $5.5M | 1.6% | 7,200 | +1,253 (+21%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AOK Ishares Core 30 70 Con | $971K | 23K |
 AOM Ishares TR | $715K | 14K |
 XOM Exxon Mobil Corp | $450K | 3,292 |
DIMENSIONAL ETF TRUST | $405K | 10K |
 IWP Ishares TR | $334K | 2,281 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →L.K. Benson & Company, P.C. 13F FAQ
What does L.K. Benson & Company, P.C. own?
L.K. Benson & Company, P.C. The table above lists every position in the filing (the top 10 without an account).
What did L.K. Benson & Company, P.C. buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 53 added to, 27 trimmed and 7 sold out. New positions include IJR, TGRT and VGIT. It sold all of AOK, AOM and XOM.
When will L.K. Benson & Company, P.C. file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is L.K. Benson & Company, P.C.'s portfolio worth?
The Q3 2026 filing reports $337M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.