Landaas & Co /Wi holds a concentrated book of 149 reported positions worth $549.7M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-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 reported non-option book. Cloning the disclosed picks since 2024 would be +25% (+13.2%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +27.8%, a 2.3-point gap that is the cost of the ~21-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 each quarter's actual reporting lag, ~21 days for the latest filing, with 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
+5 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Landaas & Co /Wi
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 10 / 80 | $160.3M |
| 9823 Capital, L.P. | 9 / 80 | $126.2M |
| Kearns & Associates LLC | 11 / 80 | $170.7M |
| Independent Investors Inc | 20 / 80 | $415.5M |
| Fortune 45 LLC | 15 / 80 | $182.1M |
| Trust Asset Management LLC | 20 / 80 | $1.2B |
| Ardent Capital Management, Inc. | 17 / 80 | $183.1M |
| Marest Capital, LLC | 10 / 80 | $149.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Landaas & Co /Wi: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 21d | 149 | $549.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 30d | 130 | $455.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 21d | 126 | $454.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 35d | 124 | $440.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 42d | 116 | $418.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 32d | 94 | $361.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 27, 2025 | 58d | 89 | $361.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 89 | $359.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.