AI Portfolio Summary
In 2026 Q1, L.K. Benson & Company, P.C. maintained a portfolio of 115 distinct positions. They heavily accumulated shares in PRICE T ROWE GROUP I, increasing their position by 356.7%. The fund also reduced its exposure to VANGUARD INDEX FDS by 8.6%.
Total Positions
115
Quarter
2026 Q1
Top Holding
TROW (41.7%)
Top 10 Concentration
65.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 115
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TROW
PRICE T ROWE GR...
|
Financial Services | 41.68% | 15.74% |
#1
Prev: #1
|
9.0 | 1,092,484 | 356.7% |
P
S
|
1,398,751 | $126,083,416 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 4.26% | 6.20% |
#2
Prev: #2
|
3.7 | 3,272 | 2.0% |
P
S
|
166,972 | $12,874,952 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
HIDE
EA SERIES TRUST
|
Unknown | 3.74% | 4.92% |
#3
Prev: #3
|
4.5 | 40,218 | 9.3% |
P
S
|
471,357 | $11,314,890 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 3.09% | 4.36% |
#4
Prev: #4
|
3.7 | 3,248 | 12.5% |
P
S
|
29,174 | $9,359,165 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BND
VANGUARD BD IND...
|
ETF | 2.59% | 3.59% |
#5
Prev: #5
|
3.5 | 9,903 | 10.3% |
P
S
|
106,507 | $7,843,234 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 2.38% | 2.83% |
#6
2
Prev: #8
|
3.5 | 63,729 | 28.3% |
P
S
|
288,924 | $7,197,095 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CAOS
EA SERIES TRUST
|
Unknown | 2.31% | 3.14% |
#7
Prev: #7
|
2.9 | 7,397 | 10.6% |
P
S
|
77,012 | $6,989,612 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 2.22% | 3.29% |
#8
2
Prev: #6
|
1.4 | -1,914 | -0.7% |
P
S
|
270,856 | $6,703,686 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.54% | 2.43% |
#9
Prev: #9
|
1.1 | 55 | 0.7% |
P
S
|
7,775 | $4,645,449 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 1.44% | 2.07% |
#10
Prev: #10
|
2.6 | 1,438 | 7.3% |
P
S
|
21,172 | $4,356,900 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 1.35% | 1.93% |
#11
3
Prev: #14
|
1.0 | 143 | 0.2% |
P
S
|
77,113 | $4,070,013 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IVV
ISHARES TR
|
ETF | 1.31% | 2.07% |
#12
1
Prev: #11
|
1.0 | 63 | 1.0% |
P
S
|
6,081 | $3,971,175 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 1.28% | 2.03% |
#13
1
Prev: #12
|
1.0 | 78 | 0.1% |
P
S
|
54,738 | $3,881,365 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 1.25% | 1.97% |
#14
1
Prev: #13
|
1.0 | -2,251 | -2.9% |
P
S
|
75,951 | $3,789,201 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 1.16% | 1.71% |
#15
Prev: #15
|
2.5 | 940 | 8.7% |
P
S
|
11,770 | $3,517,024 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 1.10% | 1.54% |
#16
1
Prev: #17
|
0.9 | -136 | -0.5% |
P
S
|
30,039 | $3,318,378 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.03% | 1.56% |
#17
1
Prev: #16
|
0.9 | -394 | -2.4% |
P
S
|
15,932 | $3,126,045 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 0.88% | 1.30% |
#18
Prev: #18
|
0.9 | -141 | -0.4% |
P
S
|
31,293 | $2,654,909 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.85% | 1.27% |
#19
Prev: #19
|
0.8 | -117 | -0.1% |
P
S
|
88,741 | $2,580,567 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.83% | 0.96% |
#20
3
Prev: #23
|
2.8 | 8,665 | 28.2% |
P
S
|
39,411 | $2,525,550 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
FNDF
SCHWAB STRATEGI...
|
Bond/Debt | 0.75% | 1.09% |
#21
1
Prev: #22
|
0.8 | -1,505 | -3.1% |
P
S
|
46,622 | $2,281,164 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AGG
ISHARES TR
|
ETF | 0.75% | 1.14% |
#22
1
Prev: #21
|
0.8 | 106 | 0.5% |
P
S
|
22,853 | $2,268,677 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.72% | 1.15% |
#23
3
Prev: #20
|
0.8 | 131 | 0.2% |
P
S
|
85,099 | $2,181,902 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
QVAL
EA SERIES TRUST
|
ETF | 0.65% | 0.83% |
#24
1
Prev: #25
|
2.3 | 4,117 | 12.2% |
P
S
|
37,998 | $1,981,283 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
QMOM
EA SERIES TRUST
|
Bond/Debt | 0.61% | 0.79% |
#25
5
Prev: #30
|
2.2 | 3,021 | 12.6% |
P
S
|
27,071 | $1,849,248 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.60% | 0.91% |
#26
2
Prev: #24
|
0.7 | 230 | 1.8% |
P
S
|
13,146 | $1,818,589 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 0.57% | 0.82% |
#27
Prev: #27
|
0.7 | 177 | 0.4% |
P
S
|
48,120 | $1,718,327 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SUB
ISHARES TR
|
ETF | 0.56% | 0.83% |
#28
2
Prev: #26
|
0.7 | 429 | 2.8% |
P
S
|
15,872 | $1,690,430 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.55% | 0.75% |
#29
2
Prev: #31
|
1.2 | no change | no change |
P
S
|
13,420 | $1,667,838 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 0.55% | 0.79% |
#30
1
Prev: #29
|
0.7 | 230 | 1.1% |
P
S
|
20,675 | $1,666,102 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVIG
AMERICAN CENTY ...
|
Bond/Debt | 0.53% | 0.81% |
#31
3
Prev: #28
|
0.7 | 188 | 0.5% |
P
S
|
38,732 | $1,608,904 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 0.51% | 0.74% |
#32
Prev: #32
|
0.7 | -129 | -0.8% |
P
S
|
15,508 | $1,548,457 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.42% | 0.64% |
#33
2
Prev: #35
|
0.7 | 80 | 0.5% |
P
S
|
16,373 | $1,283,802 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 0.42% | 0.64% |
#34
2
Prev: #36
|
0.7 | -635 | -1.3% |
P
S
|
47,656 | $1,268,146 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.42% | 0.60% |
#35
2
Prev: #37
|
0.7 | 53 | 0.3% |
P
S
|
20,289 | $1,267,035 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AAPL
APPLE INC
|
Technology | 0.41% | 0.66% |
#36
3
Prev: #33
|
0.7 | -15 | -0.3% |
P
S
|
4,852 | $1,231,400 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AAUS
EA SERIES TRUST
|
Unknown | 0.41% | 0.65% |
#37
3
Prev: #34
|
1.2 | no change | no change |
P
S
|
23,439 | $1,227,824 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 0.38% | 0.57% |
#38
2
Prev: #40
|
1.2 | no change | no change |
P
S
|
34,839 | $1,147,946 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.38% | 0.60% |
#39
1
Prev: #38
|
0.7 | 39 | 0.1% |
P
S
|
45,263 | $1,136,083 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVMU
AMERICAN CENTY ...
|
ETF | 0.37% | 0.56% |
#40
2
Prev: #42
|
0.6 | 541 | 2.2% |
P
S
|
24,639 | $1,128,335 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ITOT
ISHARES TR
|
ETF | 0.37% | 0.59% |
#41
2
Prev: #39
|
1.1 | no change | no change |
P
S
|
7,846 | $1,117,506 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.36% | 0.49% |
#42
5
Prev: #47
|
2.1 | 2,413 | 12.3% |
P
S
|
21,981 | $1,097,991 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.36% | 0.54% |
#43
Prev: #43
|
0.6 | -10 | -0.2% |
P
S
|
4,162 | $1,090,357 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MTB
M & T BK CORP
|
Financial Services | 0.35% | 0.52% |
#44
Prev: #44
|
0.6 | 12 | 0.2% |
P
S
|
5,165 | $1,067,740 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.34% | 0.56% |
#45
4
Prev: #41
|
0.6 | -1,088 | -8.6% |
P
S
|
11,535 | $1,023,136 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IVAL
EA SERIES TRUST
|
Bond/Debt | 0.34% | 0.44% |
#46
5
Prev: #51
|
2.1 | 2,131 | 7.6% |
P
S
|
30,027 | $1,019,723 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VCRM
VANGUARD MUN BD...
|
ETF | 0.33% | 0.51% |
#47
2
Prev: #45
|
0.6 | 12 | 0.1% |
P
S
|
13,407 | $1,007,528 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IMOM
EA SERIES TRUST
|
Bond/Debt | 0.32% | 0.44% |
#48
4
Prev: #52
|
2.1 | 1,401 | 6.1% |
P
S
|
24,288 | $967,351 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
FRDM
EA SERIES TRUST
|
ETF | 0.31% | 0.45% |
#49
Prev: #49
|
0.6 | -139 | -0.8% |
P
S
|
17,435 | $952,848 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 0.30% | 0.36% |
#50
11
Prev: #61
|
2.6 | 1,808 | 25.0% |
P
S
|
9,039 | $909,903 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 |
Showing 1-50 of 115 holdings