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CIK: 0000913990
Total reported value
$549.7M
$549.7M
116 檔
55.6%
In Q2 2025, Landaas & Co /wi /adv's U.S. equity holdings reached a combined market value of $549.7M, distributed across 116 disclosed stock positions.
In Q2 2025, Landaas & Co /wi /adv displayed an active expansion posture, initiating 23 new positions and adding to 20 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 | 25.60% | -1.16% | -3.43% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 16.73% | -0.52% | +0.23% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 15.47% | -0.55% | +0.18% | |
| 4 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 9.05% | +0.25% | +13.48% | |
| 5 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 6.12% | +1.06% | +3.69% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.62% | -0.12% | +11.80% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.01% | +0.01% | +0.45% | |
| 8 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.99% | -0.05% | — | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 1.64% | +0.11% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.41% | -0.18% | -0.32% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | -0.22% | +12.91% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.17% | -0.17% | -3.05% | |
| 13 | TEQI | T Rowe Price Equity Income E | ETF-Other | 0.87% | +0.15% | +81.68% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.56% | -0.03% | — | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | +0.07% | +6.60% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 0.44% | -0.04% | +11.79% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | -0.02% | +0.17% | |
| 18 | CGXU | Cap Group Intl Focus | ETF-Other | 0.40% | +0.12% | +283.43% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | +0.01% | +31.45% | |
| 20 | XLI | Ss Industrial Select Sector | ETF-Other | 0.34% | -0.02% | +3.54% | |
| 21 | FISV | Fiserv Inc | Stock-Other | 0.33% | -0.03% | -3.78% | |
| 22 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.32% | -0.03% | +0.01% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | -0.06% | +0.10% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | -0.02% | — | |
| 25 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.28% | +0.03% | +313.64% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.27% | -0.04% | +30.85% | |
| 27 | XLF | Ss Financial Select Sector | ETF-Other | 0.27% | -0.03% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.03% | — | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | -0.03% | — | |
| 30 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.25% | -0.02% | +6.82% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.23% | — | -0.98% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.22% | -0.06% | — | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | -0.01% | +1.08% | |
| 34 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.22% | -0.03% | +0.17% | |
| 35 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 0.19% | +0.03% | +60.64% | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.18% | -0.02% | +8.06% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | — | -0.02% | |
| 38 | IQLT | Ishares Msci International Q | ETF-Other | 0.18% | -0.02% | +12.51% | |
| 39 | CGUS | Cap Group Core Equity | ETF-Other | 0.17% | +0.13% | -9.77% | |
| 40 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.16% | -0.01% | +9.50% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.16% | -0.06% | -28.16% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.16% | — | +17.89% | |
| 43 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.16% | -0.02% | +0.01% | |
| 44 | IDV | Ishares International Select | ETF-Other | 0.15% | -0.02% | +6.88% | |
| 45 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.13% | -0.02% | +2.86% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.13% | -0.02% | — | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.12% | +0.04% | -0.12% | |
| 48 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.12% | -0.02% | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.12% | +0.07% | — | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.11% | -0.03% | +25.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | +2% | NEW | New buy |
| 2 | DFIV | Dimensional International Va | +1.6% | NEW | New buy |
| 3 | GARP | Ishares Msci USA Quality Gar | +0.4% | +3.69% | Add |
| 4 | TEQI | T Rowe Price Equity Income E | +0.3% | +81.68% | Add |
| 5 | MSFT | Microsoft CORP | +0.3% | +12.91% | Add |
| 6 | CGXU | Cap Group Intl Focus | +0.3% | +283.43% | Add |
| 7 | XLF | Ss Financial Select Sector | +0.3% | NEW | New buy |
| 8 | JAVA | Jpmorgan Active Value ETF | +0.2% | +313.64% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.2% | +11.80% | Add |
| 10 | ORCL | Oracle CORP | +0.2% | +11.79% | Add |
| 11 | NVDA | Nvidia CORP | +0.1% | +31.45% | Add |
| 12 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | NEW | New buy |
| 13 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 14 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | NEW | New buy |
| 15 | NUE | Nucor CORP | +0.1% | NEW | New buy |
| 16 | VIG | Vanguard Dividend Apprec ETF | +0.1% | NEW | New buy |
| 17 | ARKB | Ark 21shares Bitcoin ETF | +0.1% | NEW | New buy |
| 18 | TCHP | T Rowe Price Blue Chip Growt | +0.1% | +60.64% | Add |
| 19 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | NEW | New buy |
| 20 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 21 | BSMR | Invesco Bulletshares 2027 Mb | +0.1% | NEW | New buy |
| 22 | TSLA | Tesla Inc | +0.1% | +6.60% | Add |
| 23 | CVS | Cvs Health CORP | +0.1% | NEW | New buy |
| 24 | BSMQ | Invesco Bulletshares 2026 Mb | +0.1% | NEW | New buy |
| 25 | DG | Dollar General CORP | +0.1% | NEW | New buy |
| 26 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 27 | AVUS | Avantis U.s. Equity ETF | +0.1% | NEW | New buy |
| 28 | CGIE | Cap Group Intl Equity | +0.1% | NEW | New buy |
| 29 | BMO | Bank Of Montreal | +0.1% | NEW | New buy |
| 30 | SCHV | Schwab US Large-cap Value | +0.1% | NEW | New buy |
| 31 | CGDV | Cap Group Dividend Value | +0.1% | NEW | New buy |
| 32 | AN | Autonation Inc | +0.1% | NEW | New buy |
| 33 | BSMS | Invesco Bulletshares 2028 Mb | +0.1% | NEW | New buy |
| 34 | IWF | Ishares Russell 1000 Growth | 0% | +0.45% | Add |
| 35 | ITA | Ishares U.s. Aerospace & Def | 0% | +6.82% | Add |
| 36 | DIS | Walt Disney Co/the | 0% | +8.06% | Add |
| 37 | CAT | Caterpillar Inc | 0% | +17.89% | Add |
| 38 | SCHD | Schwab US Dvd Equity ETF | 0% | +30.85% | Add |
| 39 | XLI | Ss Industrial Select Sector | 0% | +3.54% | Add |
| 40 | AMZN | Amazon.com Inc | — | +0.17% | Add |
| 41 | IWB | Ishares Russell 1000 ETF | 0% | — | Unchanged |
| 42 | OXY | Occidental Petroleum CORP | -0.1% | EXIT | Sold out |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | -28.16% | Trim |
| 44 | FISV | Fiserv Inc | -0.2% | -3.78% | Trim |
| 45 | TFLO | Ishares Treasury Floating Ra | -0.2% | +13.48% | Add |
| 46 | DVY | Ishares Select Dividend ETF | -0.2% | -3.05% | Trim |
| 47 | AAPL | Apple Inc | -0.4% | -0.32% | Trim |
| 48 | QUAL | Ishares Msci USA Quality Fac | -1.2% | +0.18% | Add |
| 49 | IWD | Ishares Russell 1000 Value E | -2% | +0.23% | Add |
| 50 | VTI | Vanguard Total Stock Mkt ETF | -2.2% | -3.43% | Trim |
According to official SEC Form 13F filings, Landaas & Co /wi /adv reported a total U.S. public equity portfolio value of $549.7M across 116 disclosed positions in Q2 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 55.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
USFR
市值: $8.4M
Top Position Liquidated / Trimmed
OXY
前期市值: $217.0K
During Q2 2025, Landaas & Co /wi /adv's top holdings by market value included VTI (25.6%)、IWD (16.7%)、QUAL (15.5%). The largest single position, VTI, represented 25.6% of total portfolio value.
In Q2 2025, Landaas & Co /wi /adv made 49 total portfolio adjustments, initiating 23 new buys, adding to 20 positions, trimming 5 holdings, and fully liquidating 1 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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