L K BENSON & COMPANY P C
Q2 2025 Form 13-F
BALTIMORE, MARYLAND
CIK 0002055235
· CRD 107908
· SEC-registered investment adviser
$162.8M Reported Value Total
L. K. BENSON & COMPANY, P.C. reports 428 total accounts under management (AUM). There are 397 discretionary accounts valued at $322,156,387, and 31 non-discretionary accounts valued at $46,984,033.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-07-30
Reported value
$162.8M
Quarter over quarter
+6.0%
Holdings
99
Top-10 concentration
50.0%
Key People
Form ADV owners & control persons
Christopher David Benson
PRINCIPAL AND CHIEF COMPLIANCE OFFICER
Lyle Kraus Benson
PRESIDENT
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13F Metrics
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Q2 2025 13F record
Q2 2025 13F filing summary
| Period of report | June 30, 2025 |
|---|---|
| Filed | July 23, 2025 |
| Form | 13F-HR |
| Reported value | $162.8M |
| Positions | 99 |
| Change in reported value | +12.8% |
| New positions | 4 |
| Exited positions | 3 |
| Position turnover | 6.9% |
| Top-10 concentration | 50.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 23, 2026
|
118 | $336.7M |
|
Q2 2026 13F
Filed Jul 24, 2026
|
115 | $331.5M |
|
Q1 2026 13F
Filed Apr 21, 2026
|
113 | $302.5M |
|
Q4 2025 13F
Filed Feb 6, 2026
|
112 | $199.3M |
|
Q3 2025 13F
Filed Nov 5, 2025
|
106 | $185.5M |
|
Q2 2025 13F
Filed Jul 23, 2025
|
99 | $162.8M |
|
Q1 2025 13F
Filed Apr 25, 2025
|
98 | $144.4M |
|
Q4 2024 13F
Filed Feb 11, 2025
|
95 | $141.9M |
Top 20 holdings · Q2 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | TROW PRICE T ROWE GROUP INC | $31.3M | 19.23% |
| 2 | VXUS VANGUARD STAR FDS | $10.2M | 6.24% |
| 3 | VTI VANGUARD INDEX FDS | $7.5M | 4.6% |
| 4 | HIDE EA SERIES TRUST | $6.5M | 4.0% |
| 5 | BND VANGUARD BD INDEX FDS | $6.4M | 3.92% |
| 6 | SCHF SCHWAB STRATEGIC TR | $6.1M | 3.73% |
| 7 | DFUS DIMENSIONAL ETF TRUST | $3.7M | 2.24% |
| 8 | VXF VANGUARD INDEX FDS | $3.4M | 2.06% |
| 9 | DFIV DIMENSIONAL ETF TRUST | $3.3M | 2.0% |
| 10 | VTV VANGUARD INDEX FDS | $3.2M | 1.98% |
| 11 | SCHR SCHWAB STRATEGIC TR | $3.1M | 1.91% |
| 12 | CAOS EA SERIES TRUST | $3.1M | 1.9% |
| 13 | VOO VANGUARD INDEX FDS | $3.0M | 1.85% |
| 14 | VTEB VANGUARD MUN BD FDS | $2.9M | 1.78% |
| 15 | AVUV AMERICAN CENTY ETF TR | $2.8M | 1.71% |
| 16 | VV VANGUARD INDEX FDS | $2.6M | 1.62% |
| 17 | SCHA SCHWAB STRATEGIC TR | $2.3M | 1.38% |
| 18 | IVV ISHARES TR | $2.3M | 1.38% |
| 19 | AVDE AMERICAN CENTY ETF TR | $2.2M | 1.38% |
| 20 | SCHX SCHWAB STRATEGIC TR | $2.1M | 1.28% |
Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.