Benson Investment Management Company, Inc.

Roanoke, VA · CIK 1694896 · 13F filing filed 2026-07-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyRoanoke, VA

$18.8m reported value +66.8% vs Q1 2026

9positions

100.0%in top 10

2 new 2 added 0 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	230,404	$6.8m36.10%	36.10%	Added +79.6k	+79,602 52.8%
2	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	96,470	$4.0m21.19%	21.19%	Unchanged
3	LAZARD ACTIVE ETF TR INTL DYNAMIC EQT IDEQ	IDEQ	101,480	$3.6m18.95%	18.95%	New
4	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	42,645	$1.7m9.11%	9.11%	Unchanged
5	WELLS FARGO CO NEW PERP PFD CNV A WFC 7.5 PERP L	WFC 7.5 PERP L	615	$711.6k3.79%	3.79%	Unchanged
6	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	5,200	$648.8k3.45%	3.45%	New
7	BANK AMERICA CORP 7.25%CNV PFD L BAC 7.25 PERP L	BAC 7.25 PERP L	475	$595.9k3.17%	3.17%	Unchanged
8	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	569	$424.9k2.26%	2.26%	Unchanged
9	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	542	$372.3k1.98%	1.98%	Added +21	+21 4.0%