13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000913990
Total reported value
$549.7M
$549.7M
130 檔
56.4%
At the close of Q1 2026, Landaas & Co /wi /adv disclosed equity holdings valued at approximately $549.7M, spread across 130 reported holdings.
In Q1 2026, Landaas & Co /wi /adv displayed an active expansion posture, initiating 12 new positions and adding to 49 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 | 23.62% | -1.16% | -1.66% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 17.51% | -0.52% | +2.28% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 12.96% | -0.55% | -1.18% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 7.32% | +0.11% | +33.39% | |
| 5 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 6.56% | +1.06% | +5.37% | |
| 6 | CGSD | Cap Group Short Duration | ETF-Other | 3.29% | -0.61% | +7.37% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.60% | -0.12% | -0.96% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.81% | +0.01% | -1.84% | |
| 9 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.78% | +0.25% | -40.87% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.77% | -0.18% | +13.25% | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.21% | -0.17% | +1.12% | |
| 12 | TEQI | T Rowe Price Equity Income E | ETF-Other | 1.13% | +0.15% | +15.71% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | -0.22% | +12.73% | |
| 14 | CGDV | Cap Group Dividend Value | ETF-Other | 0.66% | +0.24% | +6.38% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.51% | -0.03% | -0.60% | |
| 16 | CGXU | Cap Group Intl Focus | ETF-Other | 0.49% | +0.12% | +0.45% | |
| 17 | XLI | Ss Industrial Select Sector | ETF-Other | 0.46% | -0.02% | +1.81% | |
| 18 | CGGO | Cap Group Global Growth | ETF-Other | 0.45% | +0.21% | +84.94% | |
| 19 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.43% | -0.05% | -34.40% | |
| 20 | IQLT | Ishares Msci International Q | ETF-Other | 0.41% | -0.02% | +3.65% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | -0.02% | +11.36% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | +0.01% | +0.71% | |
| 23 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.33% | -0.03% | +0.01% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.31% | — | +7.11% | |
| 25 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.31% | -0.02% | +2.38% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.30% | -0.04% | — | |
| 27 | CGUS | Cap Group Core Equity | ETF-Other | 0.29% | +0.13% | +14.95% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.28% | +0.07% | +16.43% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.28% | -0.01% | +20.04% | |
| 30 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.28% | +0.03% | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | -0.02% | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | -0.06% | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | — | — | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.26% | -0.03% | +1.93% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.25% | -0.04% | — | |
| 36 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.25% | +0.30% | +109.96% | |
| 37 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.25% | +0.06% | +219.70% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.03% | — | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | -0.03% | +3.63% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.22% | -0.06% | — | |
| 41 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.21% | — | -0.99% | |
| 42 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.21% | -0.03% | +0.22% | |
| 43 | CGGE | Cap Group Global Eq | ETF-Other | 0.20% | +0.05% | — | |
| 44 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.20% | -0.02% | -0.41% | |
| 45 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.19% | -0.01% | +12.90% | |
| 46 | IDV | Ishares International Select | ETF-Other | 0.18% | -0.02% | +4.53% | |
| 47 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.17% | -0.01% | — | |
| 48 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 0.17% | +0.03% | -4.70% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.02% | -0.38% | |
| 50 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.16% | -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 130 disclosed positions in Q1 2026.
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 56.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
CGGE
市值: $928.2K
Top Position Liquidated / Trimmed
ADP
前期市值: $234.1K
During Q1 2026, Landaas & Co /wi /adv's top holdings by market value included VTI (23.6%)、IWD (17.5%)、QUAL (13.0%). The largest single position, VTI, represented 23.6% of total portfolio value.
In Q1 2026, Landaas & Co /wi /adv made 85 total portfolio adjustments, initiating 12 new buys, adding to 49 positions, trimming 16 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.