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.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 333,669 | US$123.47M | 22.46% |
| ISHARES TRRUS 1000 VAL ETF | Added | 385,177 | US$93.38M | 16.99% |
| ISHARES TRMSCI USA QLT FCT | Added | 310,816 | US$68.2M | 12.41% |
| ISHARES TRMSCI US GARP ETF | Added | 507,447 | US$41.89M | 7.62% |
| DIMENSIONAL ETF TRUSTINTERNATNAL VAL | Added | 756,140 | US$40.85M | 7.43% |
| CAPITAL GRP FIXED INCM ETF TSHORT DURATION | Cut | 571,548 | US$14.71M | 2.68% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 19,854 | US$13.64M | 2.48% |
| ISHARES TRTRS FLT RT BD | Added | 220,857 | US$11.18M | 2.03% |
| IWFISHARES TRRUS 1000 GRW ETF | AddedSplit 4:1 | 80,619 | US$10.01M | 1.82% |
| AAPLAppleCOM | Cut | 30,252 | US$8.75M | 1.59% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.