§ 13F · FUND PROFILE
LANDAAS & CO /WI /ADV.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $440M (13F)Positions · 124Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 336K | $108M | 23.6% | −2% |
| 2 | IWD | ISHARES TR | 374K | $80M | 17.5% | +2% |
| 3 | QUAL | ISHARES TR | 308K | $59M | 13.0% | −1% |
| 4 | DFIV | DIMENSIONAL ETF TRUST | 632K | $33M | 7.3% | +33% |
| 5 | GARP | ISHARES TR | 468K | $30M | 6.6% | +5% |
| 6 | CGSD | CAPITAL GRP FIXED INCM ETF T | 582K | $15M | 3.3% | +7% |
| 7 | VOO | VANGUARD INDEX FDS | 20K | $12M | 2.6% | −1% |
| 8 | IWF | ISHARES TR | 19K | $8M | 1.8% | −2% |
| 9 | TFLO | ISHARES TR | 160K | $8M | 1.8% | −41% |
| 10 | AAPL | APPLE INC | 32K | $8M | 1.8% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LANDAAS SIGNAL
AC read
LANDAAS & CO /WI /ADV is a Other fund managing $440 million in assets. The fund runs a portfolio of 124 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed