Portfolio (Quarterly) Guide ↗

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

· CIK 0002055235

13F Portfolio $332M AUM 115 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 7 New 33 Added 28 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DFAU	DIMENSIONAL ETF TRUST	—	6,979	$315K	0.10%	SOLD
2	SDY	SPDR SERIES TRUST	—	1,968	$287K	0.10%	SOLD
3	ABT	ABBOTT LABORATORIES	Healthcare	2,484	$255K	0.08%	SOLD
4	GDX	VANECK ETF TRUST	—	2,562	$235K	0.08%	SOLD
5	MRK	MERCK & CO INC	Healthcare	1,860	$224K	0.07%	SOLD

Sector Allocation

Financial Services 94.8%

Technology 2.2%

Consumer Defensive 1.2%

Healthcare 0.7%

Industrials 0.4%

Energy 0.3%

Real Estate 0.3%