LANDAAS & CO /WI /ADV
Institutional InvestorSimilar funds →SEC EDGAR: CIK 913990
Institutional-grade research for retail investors
Sector Allocation
- Other88.0%$484.0M
- Technology4.5%$24.6M
- Financials2.3%$12.6M
- Industrials1.3%$6.9M
- Consumer Discretionary1.1%$6.3M
- Healthcare0.9%$4.8M
- Consumer Staples0.7%$3.6M
- Materials0.5%$2.5M
- Utilities0.4%$2.2M
- Energy0.2%$1.1M
AUM History
13fpro.ai/research/fund/landaas-and-co-wi-adv-913990
Conviction and streaks
Diversifying · top 10 = 77.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$123.5M
- ISHARES$93.4M
- ISHARES$68.2M
- ISHARES$41.9M
- DIMENSIONAL$40.8M
- CAPITAL$14.7M
- VANGUARD$13.6M
- ISHARES$11.2M
- ISHARES$10.0M
AAPL
$8.8M- T$7.0M
- ISHARES$5.7M
- CAPITAL$4.9M
MSFT
$4.8M- CAPITAL$3.6M
- CAPITAL$3.3M
- ISHARES$3.0M
- ISHARES$2.7M
- SELECT$2.4M
- CAPITAL$2.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/landaas-and-co-wi-adv-913990
LANDAAS & CO /WI /ADV 13F holdings — Q2 2026
$549.7M portfolio (+20.6% QoQ) · 149 holdings · Q2 2026 13F · top 10 are 78% of the stock portfolio
- 1
VANGUARD INDEX FDS - TOTAL STK MKT
$123.5M
22.5% of stocks
-0.6%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 2
ISHARES TR - RUS 1000 VAL ETF
$93.4M
17.0% of stocks
+3%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 3
ISHARES TR - MSCI USA QLT FCT
$68.2M
12.4% of stocks
+0.9%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 4
ISHARES TR - MSCI US GARP ETF
$41.9M
7.6% of stocks
+8%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST - INTERNATNAL VAL
$40.8M
7.4% of stocks
+20%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 6
CAPITAL GRP FIXED INCM ETF T - SHORT DURATION
$14.7M
2.7% of stocks
-2%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 7
VANGUARD INDEX FDS - S&P 500 ETF SHS
$13.6M
2.5% of stocks
+0.1%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 8
ISHARES TR - TRS FLT RT BD
$11.2M
2.0% of stocks
+38%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 9
ISHARES TR - RUS 1000 GRW ETF
$10.0M
1.8% of stocks
+317%This quarter—Since Q-end—HeldAIQuality—Est. buy— $8.8M
1.6% of stocks
-5%This quarter—Since Q-end—Held
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - TOTAL STK MKT | $123.5M | 22.5% | -0.6% | — | — | — | — | |
| 2 | ISHARES TR - RUS 1000 VAL ETF | $93.4M | 17.0% | +3% | — | — | — | — | |
| 3 | ISHARES TR - MSCI USA QLT FCT | $68.2M | 12.4% | +0.9% | — | — | — | — | |
| 4 | ISHARES TR - MSCI US GARP ETF | $41.9M | 7.6% | +8% | — | — | — | — | |
| 5 | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $40.8M | 7.4% | +20% | — | — | — | — | |
| 6 | CAPITAL GRP FIXED INCM ETF T - SHORT DURATION | $14.7M | 2.7% | -2% | — | — | — | — | |
| 7 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $13.6M | 2.5% | +0.1% | — | — | — | — | |
| 8 | ISHARES TR - TRS FLT RT BD | $11.2M | 2.0% | +38% | — | — | — | — | |
| 9 | ISHARES TR - RUS 1000 GRW ETF | $10.0M | 1.8% | +317% | — | — | — | — | |
| 10 | $8.8M | 1.6% | -5% | — | — | AI quality score is Pro: unlock with a free trial | — |
All holdings — LANDAAS & CO /WI /ADV (Q2 2026)
149 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE EQT INCOME | — | $7.0M | 1.3% | 139K | +22% | — | — | 13F |
| 12 | — | ISHARES TR - SELECT DIVID ETFetf/fund | — | $5.7M | 1.0% | 36K | -0.1% | — | — | 13F |
| 13 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNITlp unit | — | $4.9M | 0.9% | 100K | +41% | — | — | 13F |
| 14 | MICROSOFT CORP | Technology | $4.8M | 0.9% | 13K | -4% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNITlp unit | — | $3.6M | 0.7% | 85K | +39% | — | — | 13F |
| 16 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNITlp unit | — | $3.3M | 0.6% | 96K | +27% | — | — | 13F |
| 17 | — | ISHARES U S ETF TR - SHOR DURA BD ETFetf/fund | — | $3.0M | 0.6% | 60K | +167% | — | — | 13F |
| 18 | — | ISHARES TR - RUS 1000 ETFetf/fund | — | $2.7M | 0.5% | 6,476 | — | — | — | 13F |
| 19 | — | SELECT SECTOR SPDR TR - ST STR INDL ETFetf/fund | — | $2.4M | 0.4% | 13K | +2% | — | — | 13F |
| 20 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNITlp unit | — | $2.3M | 0.4% | 52K | +54% | — | — | 13F |
| 21 | — | ISHARES TR - MSCI INTL QUALTYetf/fund | — | $2.2M | 0.4% | 44K | +8% | — | — | 13F |
| 22 | WisdomTree, Inc. | Financials | $2.1M | 0.4% | 41K | +5% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | AMAZON COM INC | Consumer Discretionary | $2.1M | 0.4% | 8,611 | +0.7% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | NVIDIA CORP | Technology | $2.0M | 0.4% | 9,766 | +6% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Tesla, Inc. | Consumer Discretionary | $1.9M | 0.3% | 4,542 | +30% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $JCI | Johnson Controls International plc | Industrials | $1.7M | 0.3% | 12K | New | |||
| 27 | $CAT | CATERPILLAR INC | Industrials | $1.7M | 0.3% | 1,608 | -20% | |||
| 28 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | — | $1.7M | 0.3% | 21K | +21% | |||
| 29 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $1.7M | 0.3% | 40K | +48% | |||
| 30 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $1.6M | 0.3% | 14K | +9% | |||
| 31 | — | ISHARES TR - US AER DEF ETF | — | $1.6M | 0.3% | 6,589 | +3% | |||
| 32 | — | VANGUARD WORLD FD - MEGA GRWTH IND | — | $1.5M | 0.3% | 17K | +1542% | |||
| 33 | $ABBV | AbbVie Inc. | Healthcare | $1.5M | 0.3% | 5,954 | +1% | |||
| 34 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.4M | 0.3% | 1,930 | — | |||
| 35 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.4M | 0.3% | 45K | +2% | |||
| 36 | $GOOGL | Alphabet Inc. | Technology | $1.4M | 0.3% | 3,950 | -6% | |||
| 37 | — | CAPITAL GROUP GLOBAL EQUITY - SHS | — | $1.4M | 0.3% | 39K | +27% | |||
| 38 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $1.3M | 0.2% | 24K | — | |||
| 39 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.2M | 0.2% | 2,304 | — | |||
| 40 | — | VANGUARD WORLD FD - ESG US STK ETF | — | $1.1M | 0.2% | 8,624 | — | |||
| 41 | $ORCL | ORACLE CORP | Technology | $1.1M | 0.2% | 7,760 | — | |||
| 42 | $JPM | JPMORGAN CHASE & CO | Financials | $1.1M | 0.2% | 3,464 | -17% | |||
| 43 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE BLUE CHIP | — | $1.1M | 0.2% | 22K | +25% | |||
| 44 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.0M | 0.2% | 1,413 | +44% | |||
| 45 | $IVZ | Invesco Ltd. | Financials | $1.0M | 0.2% | 8,113 | +32% | |||
| 46 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.0M | 0.2% | 7,021 | — | |||
| 47 | $IVZ | Invesco Ltd. | Financials | $973K | 0.2% | 41K | +12% | |||
| 48 | $FCX | FREEPORT-MCMORAN INC | Materials | $970K | 0.2% | 15K | — | |||
| 49 | $IVZ | Invesco Ltd. | Financials | $965K | 0.2% | 13K | +0.2% | |||
| 50 | $ASML | ASML HOLDING NV | Technology | $923K | 0.2% | 464 | — | |||
| 51 | $MCD | MCDONALDS CORP | Consumer Discretionary | $882K | 0.2% | 3,262 | +2% | |||
| 52 | — | CAPITAL GROUP INTERNATIONAL - SHS | — | $864K | 0.2% | 24K | — | |||
| 53 | — | ISHARES TR - INTL SEL DIV ETF | — | $858K | 0.2% | 21K | +9% | |||
| 54 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | — | $848K | 0.1% | 5,186 | — | |||
| 55 | $BMO | BANK OF MONTREAL /CAN/ | Financials | $820K | 0.1% | 4,639 | +142% | |||
| 56 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $799K | 0.1% | 5,841 | +30% | |||
| 57 | — | CAPITAL GRP FIXED INCM ETF T - SHOR DUR MUN ETF | — | $776K | 0.1% | 29K | +35% | |||
| 58 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $774K | 0.1% | 1,071 | New | |||
| 59 | — | SCHWAB STRATEGIC TR - INTERNL DIVID | — | $732K | 0.1% | 23K | +0.4% | |||
| 60 | $JNJ | JOHNSON & JOHNSON | Healthcare | $704K | 0.1% | 2,771 | — | |||
| 61 | $APH | AMPHENOL CORP /DE/ | Technology | $701K | 0.1% | 3,974 | +18% | |||
| 62 | $GOOG | Alphabet Inc. | Technology | $682K | 0.1% | 1,931 | — | |||
| 63 | — | VANGUARD INDEX FDS - VALUE ETF | — | $654K | 0.1% | 3,003 | — | |||
| 64 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $645K | 0.1% | 22K | — | |||
| 65 | $NEE | NEXTERA ENERGY INC | Utilities | $602K | 0.1% | 6,855 | — | |||
| 66 | $NUE | NUCOR CORP | Materials | $579K | 0.1% | 2,600 | — | |||
| 67 | $INTC | INTEL CORP | Technology | $579K | 0.1% | 4,146 | New | |||
| 68 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $575K | 0.1% | 8,071 | — | |||
| 69 | $LMT | LOCKHEED MARTIN CORP | Industrials | $570K | 0.1% | 1,119 | +103% | |||
| 70 | $ABT | ABBOTT LABORATORIES | Healthcare | $566K | 0.1% | 6,234 | +60% | |||
| 71 | $DIS | Walt Disney Co | Communication Services | $558K | 0.1% | 5,801 | — | |||
| 72 | $IVZ | Invesco Ltd. | Financials | $555K | 0.1% | 24K | -16% | |||
| 73 | — | ISHARES INC - MSCI GBL MIN VOL | — | $540K | 0.1% | 4,491 | — | |||
| 74 | — | FIDELITY COVINGTON TRUST - DIVID ETF RISI | — | $529K | 0.1% | 8,151 | +123% | |||
| 75 | — | ISHARES TR - ESG MSCI KLD ETF | — | $525K | 0.1% | 3,689 | +13% | |||
| 76 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $516K | 0.1% | 1,836 | +0.2% | |||
| 77 | $KO | COCA COLA CO | Consumer Staples | $508K | 0.1% | 6,250 | -3% | |||
| 78 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $505K | 0.1% | 5,407 | — | |||
| 79 | $IVZ | Invesco Ltd. | Financials | $504K | 0.1% | 25K | — | |||
| 80 | — | RBB FUND TRUST - FIRS EAGL OV ETF | — | $498K | 0.1% | 9,332 | +101% | |||
| 81 | $AMGN | AMGEN INC | Healthcare | $497K | 0.1% | 1,372 | +25% | |||
| 82 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $460K | 0.1% | 9,101 | -28% | |||
| 83 | $RTX | RTX Corp | Industrials | $458K | 0.1% | 2,414 | — | |||
| 84 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $457K | 0.1% | 4,400 | — | |||
| 85 | — | ISHARES TR - MORNINGSTR US EQ | — | $457K | 0.1% | 4,405 | +0.1% | |||
| 86 | $USB | US BANCORP \DE\ | Financials | $455K | 0.1% | 7,525 | +0.4% | |||
| 87 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $435K | 0.1% | 465 | — | |||
| 88 | — | ISHARES TR - MSCI ACWI EX US | — | $431K | 0.1% | 5,660 | — | |||
| 89 | $LIN | LINDE PLC | Materials | $430K | 0.1% | 828 | — | |||
| 90 | $UL | UNILEVER PLC | Consumer Staples | $423K | 0.1% | 7,032 | New | |||
| 91 | $CSCO | CISCO SYSTEMS, INC. | Technology | $412K | 0.1% | 3,506 | +2% | |||
| 92 | $ETN | Eaton Corp plc | Industrials | $412K | 0.1% | 966 | — | |||
| 93 | — | ISHARES TR - MSCI EAFE MIN VL | — | $408K | 0.1% | 4,650 | — | |||
| 94 | $QCOM | QUALCOMM INC/DE | Technology | $405K | 0.1% | 2,191 | — | |||
| 95 | — | ISHARES TR - ESG MSCI LEADR | — | $401K | 0.1% | 3,021 | — | |||
| 96 | $CVS | CVS HEALTH Corp | Healthcare | $392K | 0.1% | 3,794 | — | |||
| 97 | $PM | Philip Morris International Inc. | Consumer Staples | $387K | 0.1% | 2,138 | +14% | |||
| 98 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $380K | 0.1% | 4,442 | — | |||
| 99 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $378K | 0.1% | 1,598 | — | |||
| 100 | $V | VISA INC. | Financials | $374K | 0.1% | 1,091 | — | |||
| 101 | $SYY | SYSCO CORP | Consumer Discretionary | $368K | 0.1% | 4,407 | New | |||
| 102 | $WMT | Walmart Inc. | Consumer Staples | $351K | 0.1% | 3,101 | +10% | |||
| 103 | $LLY | ELI LILLY & Co | Healthcare | $333K | 0.1% | 278 | -31% | |||
| 104 | $MRK | Merck & Co., Inc. | Healthcare | $332K | 0.1% | 2,584 | +32% | |||
| 105 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $326K | 0.1% | 641 | New | |||
| 106 | $IAU | ISHARES GOLD TRUST | Financials | $326K | 0.1% | 4,314 | — | |||
| 107 | $MS | MORGAN STANLEY | Financials | $323K | 0.1% | 1,546 | — | |||
| 108 | $LRCX | LAM RESEARCH CORP | Technology | $320K | 0.1% | 739 | New | |||
| 109 | $KMB | KIMBERLY CLARK CORP | Materials | $319K | 0.1% | 2,907 | — | |||
| 110 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $319K | 0.1% | 3,702 | +500% | |||
| 111 | $FISV | FISERV INC | Financials | $317K | 0.1% | 6,459 | -9% | |||
| 112 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $309K | 0.1% | 877 | New | |||
| 113 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $306K | 0.1% | 1,367 | New | |||
| 114 | $GEV | GE Vernova Inc. | Industrials | $304K | 0.1% | 259 | New | |||
| 115 | $MU | MICRON TECHNOLOGY INC | Technology | $289K | 0.1% | 250 | New | |||
| 116 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $288K | 0.1% | 1,169 | — | |||
| 117 | $CVX | CHEVRON CORP | Energy | $282K | 0.1% | 1,702 | — | |||
| 118 | $IVZ | Invesco Ltd. | Financials | $282K | 0.1% | 26K | — | |||
| 119 | $CCL | Carnival Corp Ltd. | Industrials | $280K | 0.1% | 9,791 | — | |||
| 120 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $277K | 0.1% | 3,022 | +15% | |||
| 121 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $276K | 0.1% | 1,550 | +2400% | |||
| 122 | — | AMERICAN CENTY ETF TR - US EQT ETF | — | $274K | 0.1% | 2,142 | — | |||
| 123 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $272K | 0.1% | 653 | New | |||
| 124 | $CMI | CUMMINS INC | Industrials | $268K | 0.1% | 376 | — | |||
| 125 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $268K | 0.1% | 1,337 | — | |||
| 126 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $265K | 0.1% | 7,600 | — | |||
| 127 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $263K | 0.1% | 155 | New | |||
| 128 | — | ISHARES TR - MSCI ACWI ETF | — | $263K | 0.1% | 1,674 | — | |||
| 129 | $BNY | Bank of New York Mellon Corp | Financials | $262K | 0.1% | 1,811 | — | |||
| 130 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $258K | 0.1% | 5,474 | New | |||
| 131 | — | CAPITAL GROUP INTERNATIONAL - SHS | — | $257K | 0.1% | 6,996 | — | |||
| 132 | $UNP | UNION PACIFIC CORP | Industrials | $256K | 0.1% | 942 | — | |||
| 133 | $FIS | Fidelity National Information Services, Inc. | Financials | $254K | 0.1% | 6,536 | +26% | |||
| 134 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $253K | 0.1% | 1,068 | New | |||
| 135 | $DE | DEERE & CO | Industrials | $252K | 0.1% | 397 | +11% | |||
| 136 | $UAL | United Airlines Holdings, Inc. | Industrials | $245K | 0.0% | 1,800 | New | |||
| 137 | $ADBE | ADOBE INC. | Technology | $235K | 0.0% | 1,147 | New | |||
| 138 | $TROW | PRICE T ROWE GROUP INC | Financials | $233K | 0.0% | 2,053 | New | |||
| 139 | $MMM | 3M CO | Healthcare | $232K | 0.0% | 1,433 | — | |||
| 140 | $GE | GENERAL ELECTRIC CO | Industrials | $230K | 0.0% | 617 | -54% | |||
| 141 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $230K | 0.0% | 2,000 | — | |||
| 142 | $BA | BOEING CO | Industrials | $220K | 0.0% | 1,018 | New | |||
| 143 | $SHW | SHERWIN WILLIAMS CO | Materials | $214K | 0.0% | 621 | New | |||
| 144 | $PSA | Public Storage | Real Estate | $213K | 0.0% | 668 | New | |||
| 145 | — | VANGUARD WORLD FD - INF TECH ETF | — | $212K | 0.0% | 1,774 | New | |||
| 146 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $209K | 0.0% | 4,927 | -7% | |||
| 147 | — | VANGUARD WORLD FD - ESG INTL STK ETF | — | $203K | 0.0% | 2,467 | New | |||
| 148 | — | CAPITAL GROUP NEW GEOGRAPHY - SHS | — | $202K | 0.0% | 5,400 | New | |||
| 149 | $XTIA | XTI Aerospace, Inc. | Technology | $33K | 0.0% | 19K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 24 new, 57 added to, 15 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (24)
$JCIJohnson Controls International plc$1.7M
first bought this quarter
$AMATAPPLIED MATERIALS INC /DE$774K
first bought this quarter
$INTCINTEL CORP$579K
first bought this quarter
$ULUNILEVER PLC$423K
first bought this quarter
$SYYSYSCO CORP$368K
first bought this quarter
$NOCNORTHROP GRUMMAN CORP /DE/$326K
first bought this quarter
+18 more in the Excel export
Added to (57)
- ISHARES TR - RUS 1000 GRW ETF+317%
now $10.0M
- DIMENSIONAL ETF TRUST - INTERNATNAL VAL+20%
now $40.8M
- ISHARES TR - MSCI US GARP ETF+8%
now $41.9M
- ISHARES TR - TRS FLT RT BD+38%
now $11.2M
- ISHARES TR - RUS 1000 VAL ETF+3%
now $93.4M
- ISHARES U S ETF TR - SHOR DURA BD ETF+167%
now $3.0M
+51 more in the Excel export
Holdings by quarter
Every 13F LANDAAS & CO /WI /ADV has filed, 35 earlier quarters. Pick one to see what it held then.
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Portfolio Overview
LANDAAS & CO /WI /ADV disclosed 149 positions worth $549.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 24 new positions and exited 4 — including a new stake in $JCI and a full exit from $AA. The portfolio is most concentrated in Other (88.0% of disclosed assets). All figures are sourced directly from LANDAAS & CO /WI /ADV’s Form 13F-HR filing with the SEC under CIK 913990.
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AI-Powered Hedge Fund Analysis: LANDAAS & CO /WI /ADV
13F Pro is an AI hedge fund tracker and stock research platform. For LANDAAS & CO /WI /ADV (SEC CIK: 913990), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in LANDAAS & CO /WI /ADV's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.