Landaas & Co /Wi 13F Holdings · Q2 2026
Landaas & Co /Wi reported 149 securities worth $549.65M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (22.46%), IWD (16.99%), QUAL (12.41%). Among its top 25 positions this quarter: 19 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $123.5M | 22.46% | 333,669 | Trimmed |
| 2 | IWD | ISHARES TR | $93.4M | 16.99% | 385,177 | Added |
| 3 | QUAL | ISHARES TR | $68.2M | 12.41% | 310,816 | Added |
| 4 | GARP | ISHARES TR | $41.9M | 7.62% | 507,447 | Added |
| 5 | DFIV | DIMENSIONAL ETF TRUST | $40.8M | 7.43% | 756,140 | Added |
| 6 | CGSD | CAPITAL GRP FIXED INCM ETF T | $14.7M | 2.68% | 571,548 | Trimmed |
| 7 | VOO | VANGUARD INDEX FDS | $13.6M | 2.48% | 19,854 | Added |
| 8 | TFLO | ISHARES TR | $11.2M | 2.03% | 220,857 | Added |
| 9 | IWF | ISHARES TR | $10.0M | 1.82% | 80,619 | Added |
| 10 | AAPL | APPLE INC | $8.8M | 1.59% | 30,252 | Trimmed |
| 11 | TEQI | T ROWE PRICE EXCHANGE-TRADED | $7.0M | 1.28% | 139,320 | Added |
| 12 | DVY | ISHARES TR | $5.7M | 1.04% | 36,439 | Trimmed |
| 13 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $4.9M | 0.90% | 100,128 | Added |
| 14 | MSFT | MICROSOFT CORP | $4.8M | 0.87% | 12,850 | Trimmed |
| 15 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $3.6M | 0.66% | 85,120 | Added |
| 16 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $3.3M | 0.61% | 96,487 | Added |
| 17 | NEAR | ISHARES U S ETF TR | $3.0M | 0.55% | 59,768 | Added |
| 18 | IWB | ISHARES TR | $2.7M | 0.48% | 6,476 | Hold |
| 19 | XLI | SELECT SECTOR SPDR TR | $2.4M | 0.44% | 13,148 | Added |
| 20 | CGUS | CAPITAL GROUP CORE EQUITY ET | $2.3M | 0.42% | 52,315 | Added |
| 21 | IQLT | ISHARES TR | $2.2M | 0.39% | 43,648 | Added |
| 22 | USFR | WISDOMTREE TR | $2.1M | 0.38% | 41,175 | Added |
| 23 | AMZN | AMAZON COM INC | $2.1M | 0.37% | 8,611 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $2.0M | 0.36% | 9,766 | Added |
| 25 | TSLA | TESLA INC | $1.9M | 0.35% | 4,542 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR