Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $123M | 22.5% |
| iShares TRRUS 1000 VAL ETF | RUS 1000 VAL ETF | $93.4M | 17.0% |
| iShares TRMSCI USA QLT FCT | MSCI USA QLT FCT | $68.2M | 12.4% |
| iShares TRMSCI US GARP ETF | MSCI US GARP ETF | $41.9M | 7.6% |
| Dimensional ETF TrustINTERNATNAL VAL | INTERNATNAL VAL | $40.8M | 7.4% |
| Capital Grp Fixed Incm ETF TSHORT DURATION | SHORT DURATION | $14.7M | 2.7% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $13.6M | 2.5% |
| iShares TRTRS FLT RT BD | TRS FLT RT BD | $11.2M | 2.0% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $10M | 1.8% |
| Apple Inc.COM | COM | $8.75M | 1.6% |
| T Rowe Price Exchange-tradedPRICE EQT INCOME | PRICE EQT INCOME | $7.02M | 1.3% |
| iShares TRSELECT DIVID ETF | SELECT DIVID ETF | $5.7M | 1.0% |
| Capital Group Dividend ValueSHS CREAT UNIT | SHS CREAT UNIT | $4.93M | 0.9% |
| Microsoft Corp.COM | COM | $4.79M | 0.9% |
| Capital Group Gbl Growth EQTSHS CREAT UNIT | SHS CREAT UNIT | $3.6M | 0.7% |
| Capital Group Intl Focus EQTSHS CREAT UNIT | SHS CREAT UNIT | $3.34M | 0.6% |
| iShares U S ETF TRSHOR DURA BD ETF | SHOR DURA BD ETF | $3.03M | 0.6% |
| iShares TRRUS 1000 ETF | RUS 1000 ETF | $2.65M | 0.5% |
| Select Sector SPDR TRST STR INDL ETF | ST STR INDL ETF | $2.44M | 0.4% |
| Capital Group Core Equity ETSHS CREAT UNIT | SHS CREAT UNIT | $2.33M | 0.4% |
| iShares TRMSCI INTL QUALTY | MSCI INTL QUALTY | $2.16M | 0.4% |
| Wisdomtree TRFLOATNG RAT TREA | FLOATNG RAT TREA | $2.07M | 0.4% |
| Amazon Com Inc.COM | COM | $2.05M | 0.4% |
| Nvidia CorporationCOM | COM | $1.95M | 0.4% |
| Tesla Inc.COM | COM | $1.91M | 0.3% |
| Johnson Controls InternationSHS | SHS | $1.73M | 0.3% |
| Caterpillar Inc.COM | COM | $1.71M | 0.3% |
| J P Morgan Exchange Traded FACTIVE VALUE ETF | ACTIVE VALUE ETF | $1.7M | 0.3% |
| Dimensional ETF TrustCORE FIXE IN ETF | CORE FIXE IN ETF | $1.68M | 0.3% |
| WEC Energy Group Inc.COM | COM | $1.62M | 0.3% |
| iShares TRUS AER DEF ETF | US AER DEF ETF | $1.6M | 0.3% |
| Vanguard World FDMEGA GRWTH IND | MEGA GRWTH IND | $1.53M | 0.3% |
| Abbvie Inc.COM | COM | $1.5M | 0.3% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $1.44M | 0.3% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $1.44M | 0.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $1.41M | 0.3% |
| Capital Group Global EquitySHS | SHS | $1.36M | 0.2% |
| Select Sector SPDR TRST STR FINL ETF | ST STR FINL ETF | $1.28M | 0.2% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $1.15M | 0.2% |
| Vanguard World FDESG US STK ETF | ESG US STK ETF | $1.14M | 0.2% |
| Oracle Corp.COM | COM | $1.14M | 0.2% |
| JPMORGAN Chase & COCOM | COM | $1.13M | 0.2% |
| T Rowe Price Exchange-tradedPRICE BLUE CHIP | PRICE BLUE CHIP | $1.09M | 0.2% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $1.04M | 0.2% |
| Invesco Exch Traded FD TR IIS&P 500 REVENUE | S&P 500 REVENUE | $1.04M | 0.2% |
| Procter & Gamble COCOM | COM | $1.03M | 0.2% |
| Invesco Exch Trd Slf Idx FDBULSHS 2027 MUNI | BULSHS 2027 MUNI | $973K | 0.2% |
| Freeport Mcmoran Inc.CL B | CL B | $970K | 0.2% |
| Invesco Exch Traded FD TR IIS&P500 LOW VOL | S&P500 LOW VOL | $965K | 0.2% |
| ASML Hldg NVN Y REGISTRY SHS | N Y REGISTRY SHS | $923K | 0.2% |
Vanguard Index FdsTOTAL STK MKT$123M
- Class
- TOTAL STK MKT
- Share
- 22.5%
iShares TRRUS 1000 VAL ETF$93.4M
- Class
- RUS 1000 VAL ETF
- Share
- 17.0%
iShares TRMSCI USA QLT FCT$68.2M
- Class
- MSCI USA QLT FCT
- Share
- 12.4%
iShares TRMSCI US GARP ETF$41.9M
- Class
- MSCI US GARP ETF
- Share
- 7.6%
Dimensional ETF TrustINTERNATNAL VAL$40.8M
- Class
- INTERNATNAL VAL
- Share
- 7.4%
Capital Grp Fixed Incm ETF TSHORT DURATION$14.7M
- Class
- SHORT DURATION
- Share
- 2.7%
Vanguard Index FdsS&P 500 ETF SHS$13.6M
- Class
- S&P 500 ETF SHS
- Share
- 2.5%
iShares TRTRS FLT RT BD$11.2M
- Class
- TRS FLT RT BD
- Share
- 2.0%
iShares TRRUS 1000 GRW ETF$10M
- Class
- RUS 1000 GRW ETF
- Share
- 1.8%
Apple Inc.COM$8.75M
- Class
- COM
- Share
- 1.6%
T Rowe Price Exchange-tradedPRICE EQT INCOME$7.02M
- Class
- PRICE EQT INCOME
- Share
- 1.3%
iShares TRSELECT DIVID ETF$5.7M
- Class
- SELECT DIVID ETF
- Share
- 1.0%
Capital Group Dividend ValueSHS CREAT UNIT$4.93M
- Class
- SHS CREAT UNIT
- Share
- 0.9%
Microsoft Corp.COM$4.79M
- Class
- COM
- Share
- 0.9%
Capital Group Gbl Growth EQTSHS CREAT UNIT$3.6M
- Class
- SHS CREAT UNIT
- Share
- 0.7%
Capital Group Intl Focus EQTSHS CREAT UNIT$3.34M
- Class
- SHS CREAT UNIT
- Share
- 0.6%
iShares U S ETF TRSHOR DURA BD ETF$3.03M
- Class
- SHOR DURA BD ETF
- Share
- 0.6%
iShares TRRUS 1000 ETF$2.65M
- Class
- RUS 1000 ETF
- Share
- 0.5%
Select Sector SPDR TRST STR INDL ETF$2.44M
- Class
- ST STR INDL ETF
- Share
- 0.4%
Capital Group Core Equity ETSHS CREAT UNIT$2.33M
- Class
- SHS CREAT UNIT
- Share
- 0.4%
iShares TRMSCI INTL QUALTY$2.16M
- Class
- MSCI INTL QUALTY
- Share
- 0.4%
Wisdomtree TRFLOATNG RAT TREA$2.07M
- Class
- FLOATNG RAT TREA
- Share
- 0.4%
Amazon Com Inc.COM$2.05M
- Class
- COM
- Share
- 0.4%
Nvidia CorporationCOM$1.95M
- Class
- COM
- Share
- 0.4%
Tesla Inc.COM$1.91M
- Class
- COM
- Share
- 0.3%
Johnson Controls InternationSHS$1.73M
- Class
- SHS
- Share
- 0.3%
Caterpillar Inc.COM$1.71M
- Class
- COM
- Share
- 0.3%
J P Morgan Exchange Traded FACTIVE VALUE ETF$1.7M
- Class
- ACTIVE VALUE ETF
- Share
- 0.3%
Dimensional ETF TrustCORE FIXE IN ETF$1.68M
- Class
- CORE FIXE IN ETF
- Share
- 0.3%
WEC Energy Group Inc.COM$1.62M
- Class
- COM
- Share
- 0.3%
iShares TRUS AER DEF ETF$1.6M
- Class
- US AER DEF ETF
- Share
- 0.3%
Vanguard World FDMEGA GRWTH IND$1.53M
- Class
- MEGA GRWTH IND
- Share
- 0.3%
Abbvie Inc.COM$1.5M
- Class
- COM
- Share
- 0.3%
State Str SPDR S&P 500 ETF TTR UNIT$1.44M
- Class
- TR UNIT
- Share
- 0.3%
Schwab Strategic TRUS DIVIDEND EQ$1.44M
- Class
- US DIVIDEND EQ
- Share
- 0.3%
Alphabet Inc.CAP STK CL A$1.41M
- Class
- CAP STK CL A
- Share
- 0.3%
Capital Group Global EquitySHS$1.36M
- Class
- SHS
- Share
- 0.2%
Select Sector SPDR TRST STR FINL ETF$1.28M
- Class
- ST STR FINL ETF
- Share
- 0.2%
Berkshire Hathaway Inc. DelCL B NEW$1.15M
- Class
- CL B NEW
- Share
- 0.2%
Vanguard World FDESG US STK ETF$1.14M
- Class
- ESG US STK ETF
- Share
- 0.2%
Oracle Corp.COM$1.14M
- Class
- COM
- Share
- 0.2%
JPMORGAN Chase & COCOM$1.13M
- Class
- COM
- Share
- 0.2%
T Rowe Price Exchange-tradedPRICE BLUE CHIP$1.09M
- Class
- PRICE BLUE CHIP
- Share
- 0.2%
Invesco Qqq TRUNIT SER 1$1.04M
- Class
- UNIT SER 1
- Share
- 0.2%
Invesco Exch Traded FD TR IIS&P 500 REVENUE$1.04M
- Class
- S&P 500 REVENUE
- Share
- 0.2%
Procter & Gamble COCOM$1.03M
- Class
- COM
- Share
- 0.2%
Invesco Exch Trd Slf Idx FDBULSHS 2027 MUNI$973K
- Class
- BULSHS 2027 MUNI
- Share
- 0.2%
Freeport Mcmoran Inc.CL B$970K
- Class
- CL B
- Share
- 0.2%
Invesco Exch Traded FD TR IIS&P500 LOW VOL$965K
- Class
- S&P500 LOW VOL
- Share
- 0.2%
ASML Hldg NVN Y REGISTRY SHS$923K
- Class
- N Y REGISTRY SHS
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 149 positions by value, with holdings of the same security combined. The 149 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 913990
- File number
- 028-18175
- Options
- 0 call, 0 put
- In the 25 largest
- 86.6%
Common questions
What are Landaas & Company’s 13F holdings worth?
$550 million across 149 positions for the quarter ended 30 June 2026.
What is Landaas & Company’s largest 13F holding?
VANGUARD INDEX FDS (TOTAL STK MKT) was the largest position at $123 million, or 22.5% of reported 13F value, as of 30 June 2026.
How concentrated is Landaas & Company’s 13F portfolio?
The ten largest positions accounted for 77.5% of reported value and the twenty-five largest for 86.6%, across 149 positions as of 30 June 2026.
Does Form 13F show everything Landaas & Company manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Landaas & Company file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.