§ 13F · FUND PROFILE
L.K. Benson & Company, P.C..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $162.8T (13F)Positions · 99Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TROW | PRICE T ROWE GROUP INC | 306K | $31.4T | 15.7% | −3% |
| 2 | VXUS | VANGUARD STAR FDS | 164K | $12.3T | 6.2% | +2% |
| 3 | HIDE | EA SERIES TRUST | 431K | $9.8T | 4.9% | +30% |
| 4 | VTI | VANGUARD INDEX FDS | 26K | $8.7T | 4.4% | +8% |
| 5 | BND | VANGUARD BD INDEX FDS | 97K | $7.2T | 3.6% | ±0% |
| 6 | SCHF | SCHWAB STRATEGIC TR | 273K | $6.6T | 3.3% | −1% |
| 7 | CAOS | EA SERIES TRUST | 70K | $6.2T | 3.1% | +54% |
| 8 | SCHR | SCHWAB STRATEGIC TR | 225K | $5.6T | 2.8% | +42% |
| 9 | VOO | VANGUARD INDEX FDS | 8K | $4.8T | 2.4% | −14% |
| 10 | VXF | VANGUARD INDEX FDS | 20K | $4.1T | 2.1% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE L.K. SIGNAL
AC read
L.K. Benson & Company, P.C. is a Other fund managing $162820.0 trillion in assets. The fund runs a portfolio of 99 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed