AiSiWhale

AI & tech investing

LANDAAS & CO /WI /ADV

CIK 913990

13F filing for Q2 2026・No. 3,671

Holdings
US$549.65M
Quarter change
+US$93.74M
Entries
149
Net bought (estimate)
+US$35.49M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 25
  • Sold out 6
  • Cut 15
  • Added 55
  • Corporate actions 0
  • Unchanged 54

Largest holdings

149 stocks worth US$549.65M, options and bonds left out.

StockThis quarterValueWeight
VANGUARD INDEX FDSTOTAL STK MKTCutUS$123.47M22.46%
ISHARES TRRUS 1000 VAL ETFAddedUS$93.38M16.99%
ISHARES TRMSCI USA QLT FCTAddedUS$68.2M12.41%
ISHARES TRMSCI US GARP ETFAddedUS$41.89M7.62%
DIMENSIONAL ETF TRUSTINTERNATNAL VALAddedUS$40.85M7.43%
CAPITAL GRP FIXED INCM ETF TSHORT DURATIONCutUS$14.71M2.68%
VOOVanguard S&P 500 ETFS&P 500 ETF SHSAddedUS$13.64M2.48%
ISHARES TRTRS FLT RT BDAddedUS$11.18M2.03%
IWFISHARES TRRUS 1000 GRW ETFAddedSplit 4:1US$10.01M1.82%
AAPLAppleCOMCutUS$8.75M1.59%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.