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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
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLD SPDR GOLD TR Financial Services 1,360.0 $501K 0.15% -134.0 -9.0% $368.38 +7.7%
22 VCIT VANGUARD SCOTTSDALE FDS 6,054.0 $500K 0.15% -112.0 -1.8% $82.65 -2.7%
23 VYM VANGUARD WHITEHALL FDS 2,592.0 $410K 0.12% -463.0 -15.2% $158.02 +3.3%
24 DFSV DIMENSIONAL ETF TRUST 10,438.0 $405K 0.12% -389.0 -3.6% $38.79 +1.9%
25 IWP ISHARES TR 2,281.0 $334K 0.10% -111.0 -4.6% $146.41 -5.8%
26 XLE SELECT SECTOR SPDR TR 5,883.0 $312K 0.09% -1K -17.6% $53.11 +22.0%
27 LRGF ISHARES TR 4,130.0 $312K 0.09% -849.0 -17.1% $75.63 +2.8%
28 AMLP ALPS ETF TR 5,818.0 $302K 0.09% -3K -34.4% $51.85 +7.7%
Page 2 of 2  ·  28 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%