L.K. Benson & Company, P.C. Portfolio Holdings

L.K. Benson & Company, P.C.

  • $186 Billion
  • Q3 2025

L.K. Benson & Company, P.C. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $186 Billion distributed in 106 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 $32.4B, Vanguard Star Fd Vanguard Tota with a value of $11.8B, Vanguard Total Stock Market Et with a value of $7.91B, Ea Ser Tr Alpha Architect High with a value of $7.68B, and Vanguard Bd Index Fd Inc Total with a value of $7.19B.

Examining the 13F form we can see an increase of $22.7B in the current position value, from $163B to 186B.

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 $186 Billion
ETFs: $126 Billion
Financial Services: $34.2 Billion
Technology: $2.45 Billion
Consumer Defensive: $1.5 Billion
Industrials: $1.12 Billion
Healthcare: $1.05 Billion
Real Estate: $517 Million
Energy: $491 Million
Other: $326 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.9B
$32.4 Billion 17.47% of portfolio
315,841
Q3 2025 Reduced 2.67%
$0
$11.8 Billion 6.37% of portfolio
160,827
Q3 2025 Added 9.4%
$0
$7.91 Billion 4.27% of portfolio
24,117
Q3 2025 Reduced 2.11%
-
$7.68 Billion 4.14% of portfolio
-
Q3 2025 Added 15.94%
$0
$7.19 Billion 3.88% of portfolio
96,669
Q3 2025 Added 11.38%
$0
$6.41 Billion 3.46% of portfolio
275,481
Q3 2025 Added 0.16%
$0
$5.51 Billion 2.97% of portfolio
8,997
Q3 2025 Added 69.79%
$0
$4.54 Billion 2.45% of portfolio
6,788
Q3 2025 Added 87.1%
$0
$4.35 Billion 2.35% of portfolio
20,794
Q3 2025 Added 19.31%
Ea Series Trust
-
$4.04 Billion 2.18% of portfolio
-
Q3 2025 Added 29.96%
$0
$3.98 Billion 2.14% of portfolio
158,267
Q3 2025 Added 27.18%
$0
$3.95 Billion 2.13% of portfolio
54,585
Q3 2025 Added 0.16%
$0
$3.64 Billion 1.96% of portfolio
72,673
Q3 2025 Added 22.89%
$0
$3.53 Billion 1.9% of portfolio
76,605
Q3 2025 Added 0.58%
$0
$3.11 Billion 1.68% of portfolio
16,692
Q3 2025 Reduced 8.67%
$0
$3.12 Billion 1.68% of portfolio
10,133
Q3 2025 Added 9.55%
$0
$2.48 Billion 1.34% of portfolio
88,802
Q3 2025 Reduced 0.29%
$0
$2.39 Billion 1.29% of portfolio
30,320
Q3 2025 Added 0.17%
$0
$2.26 Billion 1.22% of portfolio
85,661
Q3 2025 Added 0.77%
$0
$2.07 Billion 1.12% of portfolio
20,688
Q3 2025 Added 11.05%
$0
$2.06 Billion 1.11% of portfolio
47,947
Q3 2025 Reduced 0.16%
$0
$1.62 Billion 0.88% of portfolio
11,783
Q3 2025 Reduced 5.05%
$0
$1.59 Billion 0.86% of portfolio
14,926
Q3 2025 Added 2.9%
$0
$1.6 Billion 0.86% of portfolio
38,096
Q3 2025 Added 24.75%
Dimensional ETF Trust
-
$1.57 Billion 0.85% of portfolio
-
Q3 2025 Added 0.45%
$0
$1.56 Billion 0.84% of portfolio
20,807
Q3 2025 Reduced 3.51%
$0
$1.44 Billion 0.78% of portfolio
24,092
Q3 2025 Added 21.47%
$0
$1.42 Billion 0.77% of portfolio
52,793
Q3 2025 Reduced 8.22%
$0
$1.42 Billion 0.77% of portfolio
15,984
Q3 2025 Reduced 1.15%
$0
$1.35 Billion 0.73% of portfolio
17,087
Q3 2025 Reduced 0.99%
Ea Series Trust
-
$1.27 Billion 0.68% of portfolio
-
Q3 2025 New
$0
$1.27 Billion 0.68% of portfolio
13,860
Q3 2025 Reduced 0.21%
$278B
$1.26 Billion 0.68% of portfolio
12,225
Q4 2024 New
$0
$1.16 Billion 0.63% of portfolio
45,285
Q3 2025 Added 1.27%
$0
$1.17 Billion 0.63% of portfolio
20,172
Q3 2025 Added 14.97%
$31.3B
$1.14 Billion 0.62% of portfolio
5,782
Q3 2025 Added 0.23%
$0
$1.14 Billion 0.61% of portfolio
34,174
Q3 2025 Reduced 0.77%
$0
$1.13 Billion 0.61% of portfolio
7,766
Q3 2025 Added 1.11%
$0
$1.09 Billion 0.59% of portfolio
23,913
Q3 2025 Reduced 3.08%
$0
$1.06 Billion 0.57% of portfolio
4,169
Q3 2025 Added 10.17%
$0
$1.04 Billion 0.56% of portfolio
22,220
Q3 2025 Added 10.45%
Vanguard Mun Bd Fds
-
$989 Million 0.53% of portfolio
-
Q3 2025 Added 8.48%
$0
$963 Million 0.52% of portfolio
14,942
Q3 2025 Added 11.87%
$4.34T
$947 Million 0.51% of portfolio
3,720
Q1 2025 Added 14.74%
$0
$912 Million 0.49% of portfolio
8,567
Q3 2025 Added 4.48%
$0
$884 Million 0.48% of portfolio
17,453
Q3 2025 Added 0.33%
$0
$882 Million 0.48% of portfolio
1,324
Q4 2024 New
$872M
$887 Million 0.48% of portfolio
77,890
Q3 2025 New
$0
$843 Million 0.45% of portfolio
15,568
Q3 2025 Added 0.18%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $186 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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