L.K. Benson & Company, P.C.: 13F holdings
CIK 20552352026Q2
| Positions | 115 |
|---|
| Reported value | $331.5m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 115 (+2 vs prior quarter) |
|---|
| Reported value | $331.5m (+9.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TROW PRICE T ROWE GROUP INC | 1,203,485 | $136.8m | 41.3% |
| VXUS VANGUARD STAR FDS | 166,775 | $14.3m | 4.3% |
| EA SERIES TRUST | 517,076 | $12.4m | 3.7% |
| VTI VANGUARD INDEX FDS | 29,559 | $10.9m | 3.3% |
| BND VANGUARD BD INDEX FDS | 110,982 | $8.1m | 2.5% |
| CAOS EA SERIES TRUST | 85,138 | $7.7m | 2.3% |
| SCHF SCHWAB STRATEGIC TR | 262,265 | $7.3m | 2.2% |
| SCHR SCHWAB STRATEGIC TR | 293,466 | $7.2m | 2.2% |
| VOO VANGUARD INDEX FDS | 7,810 | $5.4m | 1.6% |
| VXF VANGUARD INDEX FDS | 21,656 | $5.3m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055235")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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