Landaas & Co /Wi holds a concentrated book of 149 stocks worth $549.7M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Johnson Controls Internation and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 22% of the equity book. Cloning the disclosed picks since 2024 would be +22% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/913990/holdings"
Use Arkolith to show LANDAAS & CO /WI /ADV's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +24.3%, a 2.2-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Landaas & Co /Wi's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
11% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Landaas & Co /Wi
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $512.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $142.0B |
| LPL Financial LLC | 80 / 80 | $81.1B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $69.2B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80 / 80 | $27.3B |
| Cetera Investment Advisers | 80 / 80 | $22.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $19.9B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $17.2B |
Ranked by how many of Landaas & Co /Wi's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $123.5M | 333.7K | 22.5% | ▼−0.6% Reduced · −2K sh | |
| 2 | Ishares TR RUS 1000 VAL ETF | $93.4M | 385.2K | 17.0% | ▲+3.1% Added · +12K sh | |
| 3 | Ishares TR MSCI USA QLT FCT | $68.2M | 310.8K | 12.4% | ▲+0.9% Added · +3K sh | |
| 4 | Ishares TR MSCI US GARP ETF | $41.9M | 507.4K | 7.6% | ▲+8.5% Added · +40K sh | |
| 5 | Dimensional ETF Trust INTERNATNAL VAL | $40.8M | 756.1K | 7.4% | ▲+20% Added · +124K sh | |
| 6 | Capital Grp Fixed Incm ETF T SHORT DURATION | $14.7M | 571.5K | 2.7% | ▼−1.8% Reduced · −10K sh | |
| 7 | Vanguard Index FDS S&P 500 ETF SHS | $13.6M | 19.9K | 2.5% | ▲+0.1% Added · +21 sh | |
| 8 | Ishares TR TRS FLT RT BD | $11.2M | 220.9K | 2.0% | ▲+38% Added · +61K sh | |
| 9 | Ishares TR RUS 1000 GRW ETF | $10.0M | 80.6K | 1.8% | ▲+317% Added · +61K sh | |
| 10 | Apple Inc COM | $8.8M | 30.3K | 1.6% | ▼−4.9% Reduced · −2K sh | |
| 11 | T Rowe Price Exchange-Traded PRICE EQT INCOME | $7.0M | 139.3K | 1.3% | ▲+22% Added · +25K sh | |
| 12 | Ishares TR SELECT DIVID ETF | $5.7M | 36.4K | 1.0% | ▼−0.1% Reduced · −46 sh | |
| 13 | Capital Group Dividend Value SHS CREAT UNIT | $4.9M | 100.1K | 0.9% | ▲+41% Added · +29K sh | |
| 14 | Microsoft Corp COM | $4.8M | 12.8K | 0.9% | ▼−3.9% Reduced · −521 sh | |
| 15 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $3.6M | 85.1K | 0.7% | ▲+39% Added · +24K sh | |
| 16 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $3.3M | 96.5K | 0.6% | ▲+27% Added · +21K sh | |
| 17 | Ishares U S ETF TR SHOR DURA BD ETF | $3.0M | 59.8K | 0.6% | ▲+167% Added · +37K sh | |
| 18 | Ishares TR RUS 1000 ETF | $2.7M | 6.5K | 0.5% | —Held | |
| 19 | Select Sector SPDR TR ST STR INDL ETF | $2.4M | 13.1K | 0.4% | ▲+2.2% Added · +287 sh | |
| 20 | Capital Group Core Equity Et SHS CREAT UNIT | $2.3M | 52.3K | 0.4% | ▲+54% Added · +18K sh | |
| 21 | Ishares TR MSCI INTL QUALTY | $2.2M | 43.6K | 0.4% | ▲+7.7% Added · +3K sh | |
| 22 | Wisdomtree TR FLOATNG RAT TREA | $2.1M | 41.2K | 0.4% | ▲+5.1% Added · +2K sh | |
| 23 | Amazon Com Inc COM | $2.1M | 8.6K | 0.4% | ▲+0.7% Added · +63 sh | |
| 24 | Nvidia Corporation COM | $2.0M | 9.8K | 0.4% | ▲+5.6% Added · +516 sh | |
| 25 | Tesla Inc COM | $1.9M | 4.5K | 0.3% | ▲+30% Added · +1K sh | |
| 26 | Johnson Controls Internation SHS | $1.7M | 11.8K | 0.3% | ▲New New position | |
| 27 | Caterpillar Inc COM | $1.7M | 1.6K | 0.3% | ▼−20% Reduced · −396 sh | |
| 28 | J P Morgan Exchange Traded F ACTIVE VALUE ETF | $1.7M | 21.4K | 0.3% | ▲+21% Added · +4K sh | |
| 29 | Dimensional ETF Trust CORE FIXE IN ETF | $1.7M | 39.8K | 0.3% | ▲+48% Added · +13K sh | |
| 30 | Wec Energy Group Inc COM | $1.6M | 13.9K | 0.3% | ▲+8.5% Added · +1K sh | |
| 31 | Ishares TR US AER DEF ETF | $1.6M | 6.6K | 0.3% | ▲+3.4% Added · +218 sh | |
| 32 | Vanguard World FD MEGA GRWTH IND | $1.5M | 17.4K | 0.3% | ▲16× Added · +16K sh | |
| 33 | Abbvie Inc COM | $1.5M | 6.0K | 0.3% | ▲+1.1% Added · +66 sh | |
| 34 | State STR SPDR S&P 500 ETF T TR UNIT | $1.4M | 1.9K | 0.3% | —Held | |
| 35 | Schwab Strategic TR US DIVIDEND EQ | $1.4M | 45.3K | 0.3% | ▲+1.6% Added · +740 sh | |
| 36 | Alphabet Inc CAP STK CL A | $1.4M | 4.0K | 0.3% | ▼−5.5% Reduced · −231 sh | |
| 37 | Capital Group Global Equity SHS | $1.4M | 38.7K | 0.2% | ▲+27% Added · +8K sh | |
| 38 | Select Sector SPDR TR ST STR FINL ETF | $1.3M | 23.8K | 0.2% | —Held | |
| 39 | Berkshire Hathaway Inc Del CL B NEW | $1.2M | 2.3K | 0.2% | —Held | |
| 40 | Vanguard World FD ESG US STK ETF | $1.1M | 8.6K | 0.2% | —Held | |
| 41 | Oracle Corp COM | $1.1M | 7.8K | 0.2% | —Held | |
| 42 | JPMorgan Chase & Co COM | $1.1M | 3.5K | 0.2% | ▼−17% Reduced · −707 sh | |
| 43 | T Rowe Price Exchange-Traded PRICE BLUE CHIP | $1.1M | 21.7K | 0.2% | ▲+25% Added · +4K sh | |
| 44 | Invesco QQQ TR UNIT SER 1 | $1.0M | 1.4K | 0.2% | ▲+44% Added · +431 sh | |
| 45 | Invesco Exch Traded FD TR II S&P 500 REVENUE | $1.0M | 8.1K | 0.2% | ▲+32% Added · +2K sh | |
| 46 | Procter & Gamble Co COM | $1.0M | 7.0K | 0.2% | —Held | |
| 47 | Invesco Exch TRD SLF Idx FD BULSHS 2027 MUNI | $973K | 41.2K | 0.2% | ▲+12% Added · +4K sh | |
| 48 | Freeport McMoran Inc CL B | $970K | 15.4K | 0.2% | —Held | |
| 49 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $965K | 12.9K | 0.2% | ▲+0.2% Added · +29 sh | |
| 50 | ASML Hldg NV N Y REGISTRY SHS | $923K | 464 | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 149 | $549.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 130 | $455.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 126 | $454.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 124 | $440.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 116 | $418.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 94 | $361.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 27, 2025 | 89 | $361.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 89 | $359.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.