Landaas & Co /Wi /Adv
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$455.9M
Q ending 2026-03-31
Prior quarter
$454.5M
Q ending 2025-12-31
Change
+0.3% QoQ · +26.0% YoY
Positions
130
reported holdings
Largest positions
Top 100 of 130 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $107.7M | 336K |
| Ishares Tr | IWD | Shares | $79.8M | 374K |
| Ishares Tr | QUAL | Shares | $59.1M | 308K |
| Dimensional Etf Trust | DFIV | Shares | $33.4M | 632K |
| Ishares Tr | GARP | Shares | $29.9M | 468K |
| Capital Grp Fixed Incm Etf T | CGSD | Shares | $15.0M | 582K |
| Vanguard Index Fds | VOO | Shares | $11.9M | 20K |
| Ishares Tr | IWF | Shares | $8.3M | 19K |
| Ishares Tr | TFLO | Shares | $8.1M | 160K |
| Apple Inc | AAPL | Shares | $8.1M | 32K |
| Ishares Tr | DVY | Shares | $5.5M | 36K |
| T Rowe Price Etf Inc | TEQI | Shares | $5.2M | 115K |
| Microsoft Corp | MSFT | Shares | $4.9M | 13K |
| Capital Group Dividend Value | CGDV | Shares | $3.0M | 71K |
| Ishares Tr | IWB | Shares | $2.3M | 6K |
| Capital Group Intl Focus Eqt | CGXU | Shares | $2.2M | 76K |
| Select Sector Spdr Tr | XLI | Shares | $2.1M | 13K |
| Capital Group Gbl Growth Eqt | CGGO | Shares | $2.0M | 61K |
| Wisdomtree Tr | USFR | Shares | $2.0M | 39K |
| Ishares Tr | IQLT | Shares | $1.9M | 41K |
| Amazon Com Inc | AMZN | Shares | $1.8M | 9K |
| Nvidia Corporation | NVDA | Shares | $1.6M | 9K |
| Wec Energy Group Inc | WEC | Shares | $1.5M | 13K |
| Caterpillar Inc | CAT | Shares | $1.4M | 2K |
| Ishares Tr | ITA | Shares | $1.4M | 6K |
| Schwab Strategic Tr | SCHD | Shares | $1.4M | 45K |
| Capital Group Core Equity Et | CGUS | Shares | $1.3M | 34K |
| Tesla Inc | TSLA | Shares | $1.3M | 3K |
| Abbvie Inc | ABBV | Shares | $1.3M | 6K |
| J P Morgan Exchange Traded F | JAVA | Shares | $1.3M | 18K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.3M | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $1.2M | 4K |
| Alphabet Inc | GOOGL | Shares | $1.2M | 4K |
| Select Sector Spdr Tr | XLF | Shares | $1.2M | 24K |
| Oracle Corp | ORCL | Shares | $1.1M | 8K |
| Ishares U S Etf Tr | NEAR | Shares | $1.1M | 22K |
| Dimensional Etf Trust | DFCF | Shares | $1.1M | 27K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.1M | 2K |
| Procter & Gamble Co | PG | Shares | $1.0M | 7K |
| Mcdonalds Corp | MCD | Shares | $997K | 3K |
| Vanguard World Fd | ESGV | Shares | $968K | 9K |
| Invesco Exch Traded Fd Tr Ii | SPLV | Shares | $940K | 13K |
| Capital Group Global Equity | CGGE | Shares | $928K | 30K |
| Freeport Mcmoran Inc | FCX | Shares | $907K | 15K |
| Invesco Exch Trd Slf Idx Fd | BSMR | Shares | $873K | 37K |
| Ishares Tr | IDV | Shares | $806K | 19K |
| Capital Group International | CGIC | Shares | $786K | 24K |
| T Rowe Price Etf Inc | TCHP | Shares | $767K | 17K |
| Exxon Mobil Corp | XOM | Shares | $764K | 5K |
| Vanguard World Fd | MGV | Shares | $752K | 5K |
| Schwab Strategic Tr | SCHY | Shares | $728K | 23K |
| Invesco Exch Traded Fd Tr Ii | RWL | Shares | $706K | 6K |
| Johnson & Johnson | JNJ | Shares | $677K | 3K |
| Invesco Exch Trd Slf Idx Fd | BSMS | Shares | $655K | 28K |
| Nextera Energy Inc | NEE | Shares | $637K | 7K |
| Vanguard Mun Bd Fds | VTEB | Shares | $627K | 13K |
| Asml Hldg Nv | Shares | $613K | 464 | |
| Vanguard Index Fds | VTV | Shares | $589K | 3K |
| Capital Grp Fixed Incm Etf T | CGSM | Shares | $572K | 22K |
| Invesco Qqq Tr | QQQ | Shares | $567K | 982 |
| Schwab Strategic Tr | SCHB | Shares | $559K | 22K |
| Disney Walt Co | DIS | Shares | $559K | 6K |
| Alphabet Inc | GOOG | Shares | $554K | 2K |
| Ishares Inc | ACWV | Shares | $537K | 4K |
| Vanguard Tax-Managed Fds | VEA | Shares | $517K | 8K |
| Invesco Exch Trd Slf Idx Fd | BSCS | Shares | $506K | 25K |
| Coca Cola Co | KO | Shares | $489K | 6K |
| Vanguard Whitehall Fds | VIGI | Shares | $478K | 5K |
| Rtx Corporation | RTX | Shares | $466K | 2K |
| Costco Wholesale Corporation | COST | Shares | $463K | 465 |
| International Business Machs | IBM | Shares | $444K | 2K |
| Nucor Corp | NUE | Shares | $440K | 3K |
| Amphenol Corp | APH | Shares | $426K | 3K |
| Vaneck Etf Trust | MOAT | Shares | $425K | 4K |
| Ishares Tr | EFAV | Shares | $425K | 5K |
| Linde Plc | Shares | $410K | 828 | |
| Abbott Laboratories | ABT | Shares | $400K | 4K |
| Ishares Tr | DSI | Shares | $397K | 3K |
| Fiserv Inc | FISV | Shares | $396K | 7K |
| Ishares Tr | ILCB | Shares | $395K | 4K |
| Us Bancorp | USB | Shares | $390K | 7K |
| Vanguard World Fd | MGK | Shares | $389K | 1K |
| Ishares Tr | ACWX | Shares | $388K | 6K |
| Amgen Inc | AMGN | Shares | $387K | 1K |
| Ge Aerospace | GE | Shares | $381K | 1K |
| Ishares Gold Tr | IAU | Shares | $380K | 4K |
| Eli Lilly & Co | LLY | Shares | $368K | 400 |
| Invesco Exch Trd Slf Idx Fd | BSMQ | Shares | $366K | 15K |
| Chevron Corporation | CVX | Shares | $352K | 2K |
| Walmart Inc | WMT | Shares | $351K | 3K |
| Eaton Corp Plc | Shares | $346K | 966 | |
| Vanguard Specialized Funds | VIG | Shares | $344K | 2K |
| Ishares Tr | SUSL | Shares | $343K | 3K |
| Vanguard Star Fds | VXUS | Shares | $343K | 4K |
| Lockheed Martin Corp | LMT | Shares | $332K | 550 |
| Visa Inc | V | Shares | $330K | 1K |
| Philip Morris Intl Inc | PM | Shares | $310K | 2K |
| Invesco Exch Traded Fd Tr Ii | PGX | Shares | $283K | 26K |
| Qualcomm Inc | QCOM | Shares | $282K | 2K |
| Kimberly-Clark Corp | KMB | Shares | $280K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.