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CIK: 0000913990
Total reported value
$549.7M
$549.7M
94 檔
51.5%
As reported in its official Q1 2025 Form 13F filing, Landaas & Co /wi /adv's tracked investment portfolio stood at $549.7M with 94 total positions.
In Q1 2025, Landaas & Co /wi /adv displayed an active expansion posture, initiating 26 new positions and adding to 10 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 27.75% | -1.16% | -0.50% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 18.72% | -0.52% | +1.34% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 16.71% | -0.55% | +3.32% | |
| 4 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 9.24% | +0.25% | +1.52% | |
| 5 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 5.77% | +1.06% | +13.41% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.45% | -0.12% | +11.72% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.97% | +0.01% | -2.74% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.77% | -0.18% | -1.37% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.41% | -0.17% | +0.40% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | -0.22% | +0.06% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.58% | -0.03% | -2.65% | |
| 12 | TEQI | T Rowe Price Equity Income E | ETF-Other | 0.54% | +0.15% | +517.46% | |
| 13 | FISV | Fiserv Inc | Stock-Other | 0.50% | -0.03% | -1.51% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.07% | +61.89% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | -0.02% | +1.40% | |
| 16 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.39% | -0.03% | +0.01% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.03% | +0.48% | |
| 18 | XLI | Ss Industrial Select Sector | ETF-Other | 0.33% | -0.02% | +7.61% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | -0.03% | -0.93% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | -0.02% | — | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.29% | -0.04% | +0.55% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.28% | -0.01% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.06% | +0.07% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.28% | -0.06% | — | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.26% | -0.06% | +14.32% | |
| 26 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.26% | -0.03% | -0.87% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.25% | -0.04% | +9.82% | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.24% | — | +9.13% | |
| 29 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.22% | -0.02% | +32.66% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +0.01% | +6.49% | |
| 31 | CGUS | Cap Group Core Equity | ETF-Other | 0.20% | +0.13% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | — | — | |
| 33 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.17% | -0.01% | — | |
| 34 | IQLT | Ishares Msci International Q | ETF-Other | 0.17% | -0.02% | -10.74% | |
| 35 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.16% | -0.02% | — | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.15% | -0.02% | +0.05% | |
| 37 | IDV | Ishares International Select | ETF-Other | 0.15% | -0.02% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.02% | +38.43% | |
| 39 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.14% | -0.02% | +46.99% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.02% | — | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.14% | -0.01% | — | |
| 42 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.14% | -0.02% | — | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.14% | +0.01% | — | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.13% | — | — | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.13% | — | -9.72% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.13% | -0.02% | — | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.12% | +0.07% | — | |
| 48 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 0.12% | +0.03% | — | |
| 49 | ETN | Eaton Corporation plc | Stock-Industrials | 0.11% | -0.01% | — | |
| 50 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.11% | -0.01% | — |
According to official SEC Form 13F filings, Landaas & Co /wi /adv reported a total U.S. public equity portfolio value of $549.7M across 94 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IWD, QUAL) accounted for 51.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
QUAL
市值: $60.4M
Top Position Liquidated / Trimmed
ICLN
前期市值: $1.3M
During Q1 2025, Landaas & Co /wi /adv's top holdings by market value included VTI (27.8%)、IWD (18.7%)、QUAL (16.7%). The largest single position, VTI, represented 27.8% of total portfolio value.
In Q1 2025, Landaas & Co /wi /adv made 50 total portfolio adjustments, initiating 26 new buys, adding to 10 positions, trimming 6 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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