L&

Landaas & Co /wi /adv

Momentum followerLong-term holderSector-focused

Total reported value

$455.9M

Reporting period: 2026-03-31 · Number of holdings: 130

LANDAAS & CO /WI /ADV disclosed 130 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $455.9M and a quarterly turnover rate of 10.6%.

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Personality snowflake

Concentration
46.57
Portfolio Stability
10.62
Momentum/Contrarian
100
Sector conviction
70.69
Diversification
100
Sizing Uniformity
62.26

Recent moves

  • Add DFIV

    +33.4%　$9.7M

  • Trim VTI

    -1.7%　-$6.8M

  • Trim TFLO

    -40.9%　-$5.6M

  • Trim QUAL

    -1.2%　-$2.8M

  • Add IWD

    +2.3%　$3.0M

  • Trim IWF

    -1.8%　-$1.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-Other23.62%-1.56%-1.66%
2IWDIshares Russell 1000 Value EETF-Other17.51%+0.61%+2.28%
3QUALIshares Msci USA Quality FacETF-Other12.96%-0.66%-1.18%
4DFIVDimensional International VaETF-Other7.32%+2.12%+33.39%
5GARPIshares Msci USA Quality GarETF-Other6.56%-0.09%+5.37%
6CGSDCap Group Short DurationETF-Other3.29%+0.19%+7.37%
7VOOVanguard S&p 500 ETFETF-Large Cap & Growth2.60%-0.16%-0.96%
8IWFIshares Russell 1000 GrowthETF-Other1.81%-0.24%-1.84%
9TFLOIshares Treasury Floating RaETF-Gov Bonds1.78%-1.23%-40.87%
10AAPLApple INCStock-Tech1.77%+0.09%+13.25%
11DVYIshares Select Dividend ETFETF-Other1.21%+0.09%+1.12%
12TEQIT Rowe Price Equity Income EETF-Other1.13%+0.15%+15.71%
13MSFTMicrosoft CORPStock-Tech1.09%-0.17%+12.73%
14CGDVCap Group Dividend ValueETF-Other0.66%—+6.38%
15IWBIshares Russell 1000 ETFETF-Other0.51%-0.03%-0.60%
16CGXUCap Group Intl FocusETF-Other0.49%—+0.45%
17XLISs Industrial Select SectorETF-Other0.46%—+1.81%
18CGGOCap Group Global GrowthETF-Other0.45%+0.20%+84.94%
19USFRWisdomtree Floating Rate TreETF-Other0.43%-0.23%-34.40%
20IQLTIshares Msci International QETF-Other0.41%—+3.65%
21AMZNAmazon.com INCStock-Consumer Disc0.39%—+11.36%
22NVDANvidia CORPStock-Tech0.35%—+0.71%
23WECWec Energy Group INCStock-Utilities0.33%+0.03%+0.01%
24CATCaterpillar INCStock-Industrials0.31%+0.07%+7.11%
25ITAIshares U.s. Aerospace & DefETF-Other0.31%—+2.38%
26SCHDSchwab US Dvd Equity ETFETF-Other0.30%+0.03%—
27CGUSCap Group Core EquityETF-Other0.29%—+14.95%
28TSLATesla INCStock-Consumer Disc0.28%—+16.43%
29ABBVAbbvie INCStock-Healthcare0.28%+0.03%+20.04%
30JAVAJpmorgan Active Value ETFETF-Other0.28%——
31SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.28%——
32JPMJpmorgan Chase & CoStock-Financials0.27%——
33GOOGLAlphabet Inc-cl AStock-Comm Services0.26%——
34XLFSs Financial Select SectorETF-Other0.26%—+1.93%
35ORCLOracle CORPStock-Tech0.25%-0.08%—
36NEARIshares Sh Dba ETF Usd INCETF-Other0.25%+0.13%+109.96%
37DFCFDimensional Core Fixed INCETF-Other0.25%+0.17%+219.70%
38BRK-BBerkshire Hathaway Inc-cl BStock-Other0.24%——
39PGProcter & Gamble Co/theStock-Consumer Staples0.22%—+3.63%
40MCDMcdonald's CORPStock-Consumer Disc0.22%——
41ESGVVanguard Esg US Stock ETFETF-Other0.21%—-0.99%
42SPLVInvesco S&p 500 Low VolatiliETF-Large Cap & Growth0.21%—+0.22%
43CGGECap Group Global EqETF-Other0.20%+0.20%NEW
44FCXFreeport-mcmoran INCStock-Materials0.20%—-0.41%
45BSMRInvesco Bulletshares 2027 MbETF-Other0.19%—+12.90%
46IDVIshares International SelectETF-Other0.18%—+4.53%
47CGICCap Group Intl Core EqETF-Other0.17%——
48TCHPT Rowe Price Blue Chip GrowtETF-Other0.17%-0.03%-4.70%
49XOMExxon Mobil CORPStock-Energy0.17%+0.05%-0.38%
50MGVVanguard Mega Cap Value ETFETF-Other0.16%——
1–50 of 130

Holding changes this quarter

Landaas & Co /wi /adv's most significant position changes for 2026-03-31: New buy: Cap Group Global Eq (CGGE); New buy: Schwab US Broad Market ETF (SCHB); New buy: Ishares Gold Trust (IAU); New buy: Kimberly-clark CORP (KMB); New buy: Verizon Communications INC (VZ).

Position changes disclosed by Landaas & Co /wi /adv for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DFIVDimensional International Va+2.1%+33.39%Add
2IWDIshares Russell 1000 Value E+0.6%+2.28%Add
3CGGOCap Group Global Growth+0.2%+84.94%Add
4CGSDCap Group Short Duration+0.2%+7.37%Add
5DFCFDimensional Core Fixed INC+0.2%+219.70%Add
6TEQIT Rowe Price Equity Income E+0.2%+15.71%Add
7NEARIshares Sh Dba ETF Usd INC+0.1%+109.96%Add
8AAPLApple INC+0.1%+13.25%Add
9DVYIshares Select Dividend ETF+0.1%+1.12%Add
10CATCaterpillar INC+0.1%+7.11%Add
11XOMExxon Mobil CORP+0.1%-0.38%Trim
12ABBVAbbvie INC0%+20.04%Add
13RWLInvesco S&p 500 Revenue ETF0%+26.28%Add
14SCHDSchwab US Dvd Equity ETF0%—Unchanged
15VEAVanguard Ftse Developed ETF0%+32.97%Add
16JNJJohnson & Johnson0%+6.01%Add
17WECWec Energy Group INC0%+0.01%Add
18TCHPT Rowe Price Blue Chip Growt0%-4.70%Trim
19FISVFiserv INC0%-9.13%Trim
20IWBIshares Russell 1000 ETF0%-0.60%Trim
21VUGVanguard Growth ETF0%-23.35%Trim
22CGSMCap Group Short Muni Income-0.1%-30.24%Trim
23ORCLOracle CORP-0.1%—Unchanged
24GARPIshares Msci USA Quality Gar-0.1%+5.37%Add
25VOOVanguard S&p 500 ETF-0.2%-0.96%Trim
26MSFTMicrosoft CORP-0.2%+12.73%Add
27USFRWisdomtree Floating Rate Tre-0.2%-34.40%Trim
28IWFIshares Russell 1000 Growth-0.2%-1.84%Trim
29QUALIshares Msci USA Quality Fac-0.7%-1.18%Trim
30TFLOIshares Treasury Floating Ra-1.2%-40.87%Trim
31VTIVanguard Total Stock Mkt ETF-1.6%-1.66%Trim
32CGGECap Group Global Eq—NEWNew buy
33SCHBSchwab US Broad Market ETF—NEWNew buy
34IAUIshares Gold Trust—NEWNew buy
35KMBKimberly-clark CORP—NEWNew buy
36VZVerizon Communications INC—NEWNew buy
37BKNGBooking Holdings INC—NEWNew buy
38CCL1EURCarnival CORP LTD—NEWNew buy
39ADPAutomatic Data Processing—EXITSold out
40AAAlcoa CORP—NEWNew buy
41TRI4EURThomson Reuters CORP—NEWNew buy
42UNHUnitedhealth Group INC—EXITSold out
43MKCMccormick & Co-non Vtg Shrs—EXITSold out
44PYPLPaypal Holdings INC—EXITSold out
45TROWT Rowe Price Group INC—EXITSold out
46CORCencora INC—EXITSold out
47LOWLowe's Cos INC—EXITSold out
48CMICummins INC—NEWNew buy
49DEDeere & Co—NEWNew buy
50HDHome Depot INC—EXITSold out

FAQ

What is Landaas & Co /wi /adv and what type of investor is it?
Landaas & Co /wi /adv is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $455.9M, spread across 130 disclosed positions.
What are Landaas & Co /wi /adv's largest equity positions?
Based on the latest 13F filing, Landaas & Co /wi /adv's top holdings by market value are: 1. Vanguard Total Stock Mkt ETF (VTI) — $107.7M (23.6%) 2. Ishares Russell 1000 Value E (IWD) — $79.8M (17.5%) 3. Ishares Msci USA Quality Fac (QUAL) — $59.1M (13.0%) 4. Dimensional International Va (DFIV) — $33.4M (7.3%) 5. Ishares Msci USA Quality Gar (GARP) — $29.9M (6.6%)
What changes did Landaas & Co /wi /adv make in its most recent portfolio filing?
In the latest reported quarter, Landaas & Co /wi /adv made 48 notable position adjustments: 11 new positions were initiated, 17 existing holdings were added to, 12 positions were partially reduced, and 8 were completely exited. The largest of these moves: New buy: Cap Group Global Eq (CGGE); New buy: Schwab US Broad Market ETF (SCHB); New buy: Ishares Gold Trust (IAU); New buy: Kimberly-clark CORP (KMB); New buy: Verizon Communications INC (VZ)
What sectors does Landaas & Co /wi /adv focus on?
Landaas & Co /wi /adv is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 43.4% • Consumer Discretionary: 11.9% • Health Care: 9.4% • Financials: 8.2% • Industrials: 7.8% • Consumer Staples: 7.4%

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