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Chris Benson

L.k. Benson & Company, P.c.

Assets Managed
$331.523M
Holdings
115
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
9.6%(2Q avg: 30.7%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in L.k. Benson & Company, P.c.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 115 positions.

Assets under management

The assets under management (AUM) of L.k. Benson & Company, P.c. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 331.523M in assets, with a quarterly growth rate of 9.6% and a 2-quarter average growth rate of 30.7%. The portfolio is managed by Chris Benson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TROW
T Rowe Price Group Inc
Recent Activity
Decreased -13.96%
41.28%
$136.824M
1.203M shares@ $113.69 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Decreased -0.11%
4.31%
$14.258M
166,775 shares@ $85.5 avg price
HIDE
Alpha Arc High Inf & Def Etf
Recent Activity
Increased 9.7%
3.73%
$12.36M
517,076 shares@ $23.91 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.32%
3.3%
$10.937M
29,559 shares@ $370.02 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 4.21%
2.46%
$8.147M
110,982 shares@ $73.41 avg price
CAOS
Alpha Architect Tail Risk
Recent Activity
Increased 10.56%
2.33%
$7.693M
85,138 shares@ $90.37 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -3.17%
2.2%
$7.265M
262,265 shares@ $27.71 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 1.58%
2.19%
$7.237M
293,466 shares@ $24.66 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.46%
1.62%
$5.365M
7,810 shares@ $686.88 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 2.29%
1.61%
$5.332M
21,656 shares@ $246.23 avg price

1-10 of 115