Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Landaas & Co

Latest statistics and disclosures from Landaas & Co's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, IWD, QUAL, GARP, TFLO, and represent 69.09% of Landaas & Co's stock portfolio.
Added to shares of these 10 stocks: DFIV (+$8.4M), CGSD (+$6.4M), CGDV, TEQI, CGIC, CGXU, GE, GARP, CGSM, SCHY.
Started 14 new stock positions in FEOE, BLK, GE, CGSD, CGSM, LOW, SYY, TROW, SCHY, HD. EUAD, MMM, CGIC, OXY.
Reduced shares in these 10 stocks: TFLO (-$13M), QUAL, VTI, USFR, TSLA, ETN, SGOV, LIN, , ARKB.
Sold out of its positions in ARKB, SGOV, RSG, TRI, ETN, LIN, ASML.
Landaas & Co was a net seller of stock by $-5.3M.
Landaas & Co has $440M in assets under management (AUM), dropping by 5.10%.
Central Index Key (CIK): 0000913990

Tip: Access up to 7 years of quarterly data

Positions held by Landaas & Co consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Landaas & Co

Landaas & Co holds 123 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)	25.7	$113M	-2%	345k	328.17	View chart
Ishares Tr Russell 1000 Value Etf Rus 1000 Val Etf (IWD)	16.7	$74M		361k	203.59	View chart
Ishares Tr Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)	14.6	$64M	-6%	330k	194.51	View chart
Ishares Tr Msci Usa Quality Garp Etf Msci Usa Quality (GARP)	6.4	$28M		428k	65.64	View chart
Ishares Tr Treas Fltg Rate Bd Etf TRS FLT RT BD (TFLO)	5.7	$25M	-33%	495k	50.59	View chart
Dimensional Etf Tr Intl Vale Etf Internatnal Val (DFIV)	3.6	$16M	+114%	343k	46.12	View chart
Vanguard Index Fds S&p 500 Etf S&p 500 Etf Shs (VOO)	2.7	$12M		20k	612.40	View chart
Ishares Tr Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)	2.1	$9.3M		20k	468.37	View chart
Apple (AAPL)	1.6	$7.2M		28k	254.64	View chart
Wisdomtree Tr Wisdomtree Fltg Rate Treas Floatng Rat Trea (USFR)	1.5	$6.6M	-20%	132k	50.27	View chart
Capital Group Fixed Income Etf Tr Short Duration Income Etf Short Duration (CGSD)	1.5	$6.4M	NEW	248k	25.98	View chart
Microsoft Corporation (MSFT)	1.4	$6.0M		12k	517.93	View chart
Ishares Tr Select Divid Etf Select Divid Etf (DVY)	1.2	$5.1M	-2%	36k	142.11	View chart
T Rowe Price Exchange-traded Fds Inc Equity Income Etf Price Eqt Income (TEQI)	0.9	$4.1M	+9%	93k	43.86	View chart
Ishares Tr Russell 1000 Etf Rus 1000 ETF (IWB)	0.5	$2.4M	-5%	6.5k	365.46	View chart
Oracle Corporation (ORCL)	0.5	$2.4M		8.4k	281.29	View chart
Capital Group Intl Focus Equity Etf Shs Creation Uni (CGXU)	0.5	$2.2M	+18%	73k	29.62	View chart
NVIDIA Corporation (NVDA)	0.4	$1.7M	-3%	9.2k	186.61	View chart
Amazon (AMZN)	0.4	$1.6M	-2%	7.5k	219.63	View chart
Wec Energy Group (WEC)	0.3	$1.5M		13k	114.62	View chart
Select Sector Spdr Tr Indl Sbi Int-inds (XLI)	0.3	$1.5M		9.5k	154.18	View chart
Tesla Motors (TSLA)	0.3	$1.3M	-55%	3.0k	444.85	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M		4.2k	315.51	View chart
Ishares Tr Us Aerospace & Defense Etf Us Aer Def Etf (ITA)	0.3	$1.3M	+10%	6.2k	209.22	View chart
Spdr S&p 500 Etf Tr Tr Unit Tr Unit (SPY)	0.3	$1.3M		1.9k	666.32	View chart
Select Sector Spdr Tr Financial Financial (XLF)	0.3	$1.3M	+8%	23k	53.87	View chart
J P Morgan Exchange-traded Fd Tr Active Value Etf Active Value Etf (JAVA)	0.3	$1.2M		18k	68.96	View chart
Abbvie (ABBV)	0.3	$1.2M	+2%	5.1k	231.85	View chart
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)	0.3	$1.2M		2.3k	502.60	View chart
Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.3	$1.2M		42k	27.30	View chart
Capital Group Divid Value Etf Shs Creation Uni (CGDV)	0.3	$1.1M	+409%	27k	42.01	View chart
Vanguard World Fd Esg U S Stock Etf Esg Us Stk Etf (ESGV)	0.2	$1.0M		8.7k	118.48	View chart
Procter & Gamble Company (PG)	0.2	$1.0M		6.7k	153.65	View chart
Fiserv (FI)	0.2	$1.0M		7.9k	128.88	View chart
Alphabet Inc Cl A Cl A (GOOGL)	0.2	$1.0M		4.2k	243.00	View chart
McDonald's Corporation (MCD)	0.2	$975k		3.2k	303.83	View chart
Invesco Exchange-traded Fd Tr Ii S&p 500 Low Volatility Etf S&p500 Low Vol (SPLV)	0.2	$941k		13k	73.52	View chart
Ishares Tr Msci Intl Quality Factor Etf Msci Intl Qualty (IQLT)	0.2	$932k	+24%	21k	44.19	View chart
Caterpillar (CAT)	0.2	$875k	+5%	1.8k	477.36	View chart
T Rowe Price Exchange-traded Fds Inc Blue Chip Growth Etf Price Blue Chip (TCHP)	0.2	$861k		18k	48.87	View chart
Capital Group Core Equity Etf Shs Creation Uni (CGUS)	0.2	$761k		19k	39.56	View chart
Vanguard World Fd Vanguard Mega Cap Value Etf Mega Cap Val Etf (MGV)	0.2	$714k		5.2k	137.68	View chart
Walt Disney Company (DIS)	0.2	$691k		6.0k	114.42	View chart
Amphenol Corp New Cl A Cl A (APH)	0.1	$644k		5.2k	123.85	View chart
Ishares Tr Intl Select Divid Etf Index Intl Sel Div Etf (IDV)	0.1	$619k	-9%	17k	36.53	View chart
Freeport-mcmoran Inc Cl B CL B (FCX)	0.1	$604k		15k	39.25	View chart
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Tax Exempt Bd (VTEB)	0.1	$598k	-12%	12k	50.07	View chart
Vanguard Index Fds Vanguard Value Etf Value Etf (VTV)	0.1	$560k	+15%	3.0k	186.48	View chart
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)	0.1	$542k		902.00	600.89	View chart
Ishares Inc Msci Global Minimum Vol Factor Etf Msci Gbl Min Vol (ACWV)	0.1	$539k		4.5k	120.02	View chart
Nextera Energy (NEE)	0.1	$517k		6.9k	75.42	View chart
Invesco Exchange-traded Self-indexed Fd Tr Invesco Bulletshares 2028 Corp Bd Etf Bd Etf (BSCS)	0.1	$509k		25k	20.55	View chart
Costco Wholesale Corporation (COST)	0.1	$502k		542.00	926.20	View chart
Exxon Mobil Corporation (XOM)	0.1	$494k		4.4k	112.71	View chart
Johnson & Johnson (JNJ)	0.1	$489k	+10%	2.6k	185.37	View chart
Vanguard Whitehall Fds Intl Divid Appreciation Etf Intl Dvd Etf (VIGI)	0.1	$484k	+71%	5.4k	89.51	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	0.1	$481k		2.0k	243.54	View chart
Capital Group Global Growth Equity Etf Shs Creation Uni (CGGO)	0.1	$475k	+16%	14k	34.18	View chart
Abbott Laboratories (ABT)	0.1	$451k		3.4k	134.07	View chart
Invesco Exchange-traded Fd Tr Ii Invesco S&p 500 Revenue Etf S&p 500 Revenue (RWL)	0.1	$447k	+6%	4.0k	110.62	View chart
Vaneck Etf Tr Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)	0.1	$438k		4.4k	99.12	View chart
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)	0.1	$433k	-9%	904.00	478.98	View chart
Coca-Cola Company (KO)	0.1	$427k		6.4k	66.39	View chart
Ishares Tr Esg Msci Kld 400 Etf Esg Msci Kld 400 (DSI)	0.1	$410k	+4%	3.3k	125.88	View chart
Ishares Tr Morningstar U S Equity Etf Morningstr Us Eq (ILCB)	0.1	$405k		4.4k	92.34	View chart
International Business Machines (IBM)	0.1	$405k	+11%	1.4k	282.03	View chart
Raytheon Technologies Corp (RTX)	0.1	$404k		2.4k	167.36	View chart
Vanguard World Fd Vanguard Mega Cap Growth Etf Mega Grwth Ind (MGK)	0.1	$402k		1.0k	402.00	View chart
Invesco Exchange-traded Self-indexed Fd Tr Bulletshares 2027 Bulshs 2027 Muni (BSMR)	0.1	$400k	+40%	17k	23.66	View chart
Ishares Tr Msci Eafe Minimum Volatility Factor Etf Msci Eafe Min Vl (EFAV)	0.1	$394k		4.7k	84.73	View chart
Eli Lilly & Co. (LLY)	0.1	$383k		502.00	762.95	View chart
Qualcomm (QCOM)	0.1	$364k		2.2k	166.13	View chart
Vanguard Intl Fd Ftse Developed Mkts Etf Van Ftse Dev Mkt (VEA)	0.1	$362k		6.0k	59.86	View chart
U.S. Bancorp (USB)	0.1	$358k		7.4k	48.27	View chart
Fidelity Covington Tr Divid Etf For Rising Rates Divid Etf Risi (FDRR)	0.1	$355k		6.1k	58.58	View chart
Ishares Tr Esg Msci Usa Leaders Etf Esg Msci Leadr (SUSL)	0.1	$354k	-4%	3.0k	117.18	View chart
Capital Group Intl Core Equity Etf SHS (CGIC)	0.1	$352k	NEW	11k	30.84	View chart
Nucor Corporation (NUE)	0.1	$352k		2.6k	135.38	View chart
Visa (V)	0.1	$346k		1.0k	341.56	View chart
Vanguard Specialized Funds Divid Appreciation Etf Div App Etf (VIG)	0.1	$345k		1.6k	215.89	View chart
Fidelity National Information Services (FIS)	0.1	$341k		5.2k	65.97	View chart
Wal-Mart Stores (WMT)	0.1	$334k		3.2k	102.99	View chart
Invesco Exchange-traded Self-indexed Fd Tr Bulletshares 2028 Mun Bd Etf Bulshs 2028 Muni (BSMS)	0.1	$327k	+61%	14k	23.43	View chart
Philip Morris International (PM)	0.1	$315k	+3%	1.9k	162.20	View chart
Amgen (AMGN)	0.1	$310k		1.1k	281.82	View chart
Invesco Exchange-traded Fd Tr Ii Pfd Etf Pfd Etf (PGX)	0.1	$301k		26k	11.58	View chart
General Elec Com New (GE)	0.1	$291k	NEW	968.00	300.62	View chart
Vanguard Star Fds Vanguard Total Intl Stock Index Fd Etf Vg Tl Intl Stk F (VXUS)	0.1	$288k	+5%	3.9k	73.39	View chart
CVS Caremark Corporation (CVS)	0.1	$286k		3.8k	75.38	View chart
Capital One Financial (COF)	0.1	$284k		1.3k	212.42	View chart
Automatic Data Processing (ADP)	0.1	$267k		910.00	293.41	View chart
MGE Energy (MGEE)	0.1	$267k		3.2k	84.33	View chart
PNC Financial Services (PNC)	0.1	$253k		1.3k	200.95	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$252k		1.9k	130.10	View chart
Capital Group Fixed Income Etf Tr Short Duration Mun Income Etf Short Duration M (CGSM)	0.1	$249k	NEW	9.4k	26.37	View chart
Schwab Strategic Tr Intl Divid Equity Etf Internl Divid (SCHY)	0.1	$248k	NEW	8.9k	27.93	View chart
Pepsi (PEP)	0.1	$247k		1.8k	140.50	View chart
Spinnaker Etf Ser Select Stoxx Europe Aerospace & Defense Etf Select Stoxx Eur (EUAD)	0.1	$246k	NEW	5.2k	47.05	View chart
Morgan Stanley Com New (MS)	0.1	$246k		1.5k	159.12	View chart
Chevron Corporation (CVX)	0.1	$243k		1.6k	155.37	View chart
Mondelez Intl Inc Cl A Cl A (MDLZ)	0.1	$243k	+7%	3.9k	62.55	View chart
Invesco Exchange-traded Self-indexed Fd Tr Bulletshares 2026 Mun Bd Etf Bulshs 2026 Muni (BSMQ)	0.1	$236k		10k	23.63	View chart
Cisco Systems (CSCO)	0.1	$235k		3.4k	68.49	View chart
American Centy Etf Tr Avantis U S Equity Etf Us Eqt Etf (AVUS)	0.1	$233k		2.1k	108.78	View chart
Capital Group Intl Equity Etf SHS (CGIE)	0.1	$227k	+3%	6.7k	33.72	View chart
UnitedHealth (UNH)	0.1	$226k		653.00	346.09	View chart
Lockheed Martin Corporation (LMT)	0.1	$225k		450.00	500.00	View chart
AutoNation (AN)	0.1	$225k		1.0k	218.45	View chart
Union Pacific Corporation (UNP)	0.1	$223k		942.00	236.73	View chart
3M Company (MMM)	0.1	$222k	NEW	1.4k	154.92	View chart
Schwab Strategic Tr Us Large-cap Value Etf Us Lcap Va Etf (SCHV)	0.1	$221k		7.6k	29.08	View chart
Blackrock (BLK)	0.0	$217k	NEW	186.00	1166.67	View chart
Verizon Communications (VZ)	0.0	$215k		4.9k	43.98	View chart
Rbb Fd Tr First Eagle Overseas Equity Etf First Eagle Over (FEOE)	0.0	$214k	NEW	4.7k	46.02	View chart
Lowe's Companies (LOW)	0.0	$212k	NEW	842.00	251.78	View chart
Home Depot (HD)	0.0	$212k	NEW	526.00	403.04	View chart
Mccormick & Co Inc Com Non Vtg Com Non Vtg (MKC)	0.0	$211k		3.2k	66.98	View chart
T. Rowe Price (TROW)	0.0	$211k	NEW	2.1k	102.78	View chart
Colgate-Palmolive Company (CL)	0.0	$209k		2.6k	79.77	View chart
Occidental Petroleum Corporation (OXY)	0.0	$208k	NEW	4.4k	47.27	View chart
Dollar General (DG)	0.0	$207k		2.0k	103.50	View chart
SYSCO Corporation (SYY)	0.0	$206k	NEW	2.5k	82.40	View chart
Pinstripes Hldgs Inc Cl A Cl A	0.0	$1.0k		78k	0.01	View chart

Past Filings by Landaas & Co

SEC 13F filings are viewable for Landaas & Co going back to 2017

Landaas & Co 2025 Q3 filed Nov. 4, 2025
Landaas & Co 2025 Q2 filed Aug. 11, 2025
Landaas & Co 2025 Q1 filed May 2, 2025
Landaas & Co 2024 Q4 filed Feb. 27, 2025
Landaas & Co 2024 Q3 filed Nov. 12, 2024
Landaas & Co 2024 Q1 filed May 9, 2024
Landaas & Co 2023 Q4 filed Feb. 12, 2024
Landaas & Co 2023 Q3 filed Nov. 13, 2023
Landaas & Co 2023 Q2 filed Aug. 3, 2023
Landaas & Co 2023 Q1 filed May 10, 2023
Landaas & Co 2022 Q4 filed Feb. 15, 2023
Landaas & Co 2022 Q3 filed Nov. 14, 2022
Landaas & Co 2022 Q2 filed Aug. 9, 2022
Landaas & Co 2022 Q1 filed May 9, 2022
Landaas & Co 2021 Q4 filed March 3, 2022
Landaas & Co 2021 Q3 filed Nov. 12, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z