Benson Investment Management Company, Inc. Diversified Active

Name: Benson Investment Management Company, Inc. Q2 2026 13F Filing | 13F Explorer
Creator: Benson Investment Management Company, Inc.
Published: 2026-07-14

Location: Roanoke, VA

CIK: 0001694896 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 14, 2026

Total Value: $18.78M (100.0% shares, 0.0% debt)

Holdings (9)

New Positions (2)

IDEQ LAZARD ACTIVE ETF TR 18.9%

Value $3.559M Shares 101,480 Est. Cost $35.07 Unrealized —

AVUV AMERICAN CENTY ETF TR 3.5%

Value $649K Shares 5,200 Est. Cost $124.76 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IDEQ	LAZARD ACTIVE ETF TR	101,480	$3.559M	18.9%	$35.07	—	INTL DYNAMIC EQT	52110K400
AVUV	AMERICAN CENTY ETF TR	5,200	$649K	3.5%	$124.76	—	US SML CP VALU	025072877

Increased Positions (2)

SCHX SCHWAB STRATEGIC TR 36.1%

Value $6.781M (+75.4%) Shares 230,404 (+52.8%) Est. Cost $26.95 Unrealized —

VOO VANGUARD INDEX FDS 2.0%

Value $372K (+19.6%) Shares 542 (+4.0%) Est. Cost $583.37 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SCHX	SCHWAB STRATEGIC TR	230,404 (+52.8%)	$6.781M (+75.4%)	36.1%	$26.95	—	US LRG CAP ETF	808524201
VOO	VANGUARD INDEX FDS	542 (+4.0%)	$372K (+19.6%)	2.0%	$583.37	—	S&P 500 ETF SHS	922908363

Unchanged Positions (5)

DFAI DIMENSIONAL ETF TRUST 21.2%

Value $3.979M Shares 96,470 Est. Cost $38.34 Unrealized —

SPY STATE STR SPDR S&P 500 ETF T 2.3%

Value $425K Shares 569 Est. Cost $594.73 Unrealized —

— BANK OF AMER CORP 3.2%

Value $596K Shares 475 Est. Cost $1191.56 Unrealized —

DISV DIMENSIONAL ETF TRUST 9.1%

Value $1.711M Shares 42,645 Est. Cost $39.44 Unrealized —

— WELLS FARGO & CO 3.8%

Value $712K Shares 615 Est. Cost $1187.47 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DFAI	DIMENSIONAL ETF TRUST	96,470	$3.979M	21.2%	$38.34	—	INTL CORE EQT MK	25434V203
SPY	STATE STR SPDR S&P 500 ETF T	569	$425K	2.3%	$594.73	—	TR UNIT	78462F103
—	BANK OF AMER CORP	475	$596K	3.2%	$1191.56	—	7.25%CNV PFD L	060505682
DISV	DIMENSIONAL ETF TRUST	42,645	$1.711M	9.1%	$39.44	—	INTL SMALL CAP V	25434V781
—	WELLS FARGO & CO	615	$712K	3.8%	$1187.47	—	PERP PFD CNV A	949746804