L.K. Benson & Company, P.C. has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $163 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Price T Rowe Group Inc with a value of $31.3B, Vanguard Star Fd Vanguard Tota with a value of $10.2B, Vanguard Total Stock Market Et with a value of $7.49B, Ea Ser Tr Alpha Architect High with a value of $6.52B, and Vanguard Bd Index Fd Inc Total with a value of $6.39B.

Examining the 13F form we can see an increase of $18.4B in the current position value, from $144B to 163B.

L.K. Benson & Company, P.C. is based out at Baltimore, MD

Below you can find more details about L.K. Benson & Company, P.C. portfolio as well as his latest detailed transactions.

Portfolio value $163 Billion
ETFs: $109 Billion
Financial Services: $33.1 Billion
Technology: $2.41 Billion
Consumer Defensive: $1.47 Billion
Healthcare: $933 Million
Energy: $470 Million
Real Estate: $337 Million
Communication Services: $237 Million
Other: $443 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $163 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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