L.K. Benson & Company, P.C.
RIA/Wealth
L.K. Benson & Company, P.C. is a RIA/Wealth based in Towson, MD led by Lyle Kraus Benson, reporting $369.1M in AUM as of Q3 2025 with 77% ETF concentration, 50% concentrated in top 10 holdings, 18% allocation to TROW, and minimal technology exposure.
PresidentLyle Kraus Benson
- Portfolio Value
- $183.3M
- Positions
- 104
- Top Holding
- TROW at 17.69%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in L.K. Benson & Company, P.C.'s portfolio (50.1% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Asset Management Financial Services | $32.4M | 17.69% | -$890.0K Sold | 0.14% 315.8K shares | |
ETF ETF | $11.8M | 6.45% | +$1.0M Bought | — 160.8K shares | |
ETF ETF | $7.9M | 4.32% | -$171.0K Sold | — 24.1K shares | |
ETF ETF | $7.7M | 4.19% | +$1.1M Bought | — 331.6K shares | |
ETF ETF | $7.2M | 3.92% | +$734.5K Bought | — 96.7K shares | |
ETF ETF | $6.4M | 3.50% | +$10.0K Bought | — 275.5K shares | |
ETF ETF | $5.5M | 3.01% | +$2.3M Bought | — 9.0K shares | |
ETF ETF | $4.5M | 2.48% | +$2.1M Bought | — 6.8K shares | |
ETF ETF | $4.4M | 2.38% | +$704.6K Bought | — 20.8K shares | |
ETF ETF | $4.0M | 2.21% | +$932.0K Bought | — 45.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in L.K. Benson & Company, P.C.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-49.0% | |
-17.4% | |
-17.13% | |
-14.92% |
Analytics
Portfolio insights and performance metrics for L.K. Benson & Company, P.C.
GthenA