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, DFIV, GARP, and represent 67.96% of Landaas & Co's stock portfolio.
Added to shares of these 10 stocks: DFIV (+$8.4M), IWD, GARP, CGSD, AAPL, CGGO, CGGE, DFCF, TEQI, NEAR.
Started 12 new stock positions in IAU, KMB, CMI, XTIA, CCL, TRI, VZ, BKNG, CGGE, AA. SCHB, DE.
Reduced shares in these 10 stocks: TFLO (-$5.6M), VTI, USFR, QUAL, CGSM, ADP, , MKC, PYPL, .
Sold out of its positions in COR, ADP, HD, LOW, MKC, PYPL, TROW, UNH.
Landaas & Co was a net buyer of stock by $12M.
Landaas & Co has $456M in assets under management (AUM), dropping by 0.30%.
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 130 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	23.6	$108M		336k	320.81	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	17.5	$80M	+2%	374k	213.67	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	13.0	$59M		308k	191.81	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	7.3	$33M	+33%	632k	52.78	View chart
Ishares Tr Msci Usa Quality (GARP)	6.6	$30M	+5%	468k	63.97	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	3.3	$15M	+7%	582k	25.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.6	$12M		20k	597.55	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.8	$8.3M		19k	426.39	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.8	$8.1M	-40%	160k	50.63	View chart
Apple (AAPL)	1.8	$8.1M	+13%	32k	253.79	View chart
Ishares Tr Select Divid Etf (DVY)	1.2	$5.5M		37k	151.41	View chart
T Rowe Price Etf Price Eqt Income (TEQI)	1.1	$5.2M	+15%	115k	45.02	View chart
Microsoft Corporation (MSFT)	1.1	$4.9M	+12%	13k	370.18	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.7	$3.0M	+6%	71k	42.54	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$2.3M		6.5k	356.56	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.5	$2.2M		76k	29.49	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.5	$2.1M		13k	161.73	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.4	$2.0M	+84%	61k	33.37	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$2.0M	-34%	39k	50.34	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.4	$1.9M	+3%	41k	46.23	View chart
Amazon (AMZN)	0.4	$1.8M	+11%	8.5k	208.27	View chart
NVIDIA Corporation (NVDA)	0.4	$1.6M		9.3k	174.40	View chart
Wec Energy Group (WEC)	0.3	$1.5M		13k	115.77	View chart
Caterpillar (CAT)	0.3	$1.4M	+7%	2.0k	708.39	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$1.4M	+2%	6.4k	218.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$1.4M		45k	30.68	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$1.3M	+14%	34k	38.42	View chart
Tesla Motors (TSLA)	0.3	$1.3M	+16%	3.5k	371.75	View chart
Abbvie (ABBV)	0.3	$1.3M	+20%	5.9k	217.49	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.3	$1.3M		18k	71.75	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$1.3M		1.9k	650.26	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.2M		4.2k	294.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.2M		4.2k	287.57	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$1.2M		24k	49.37	View chart
Oracle Corporation (ORCL)	0.3	$1.1M		7.8k	147.11	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$1.1M	+109%	22k	50.84	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$1.1M	+219%	27k	42.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.1M		2.3k	479.20	View chart
Procter & Gamble Company (PG)	0.2	$1.0M	+3%	7.0k	144.45	View chart
McDonald's Corporation (MCD)	0.2	$997k		3.2k	310.79	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$968k		8.6k	112.27	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$940k		13k	73.14	View chart
Capital Group Global Equity SHS (CGGE)	0.2	$928k	NEW	30k	30.50	View chart
Freeport Mcmoran CL B (FCX)	0.2	$907k		15k	58.78	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.2	$873k	+12%	37k	23.65	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$806k	+4%	19k	42.56	View chart
Capital Group International SHS (CGIC)	0.2	$786k		24k	33.11	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.2	$767k	-4%	17k	44.18	View chart
Exxon Mobil Corporation (XOM)	0.2	$764k		4.5k	169.68	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.2	$752k		5.2k	144.95	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.2	$728k		23k	31.66	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$706k	+26%	6.1k	114.91	View chart
Johnson & Johnson (JNJ)	0.1	$677k	+6%	2.8k	244.42	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.1	$655k	+18%	28k	23.39	View chart
Nextera Energy (NEE)	0.1	$637k		6.9k	92.88	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$627k	-2%	13k	49.89	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$613k		464.00	1320.83	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$589k		3.0k	196.20	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$572k	-30%	22k	26.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$567k	+4%	982.00	576.97	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$559k	NEW	22k	25.10	View chart
Walt Disney Company (DIS)	0.1	$559k	+2%	5.8k	96.38	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$554k		1.9k	286.86	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$537k		4.5k	119.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$517k	+32%	8.1k	64.08	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$506k		25k	20.42	View chart
Coca-Cola Company (KO)	0.1	$489k		6.4k	76.05	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$478k		5.4k	88.46	View chart
Raytheon Technologies Corp (RTX)	0.1	$466k		2.4k	192.90	View chart
Costco Wholesale Corporation (COST)	0.1	$463k		465.00	996.43	View chart
International Business Machines (IBM)	0.1	$444k	+2%	1.8k	242.45	View chart
Nucor Corporation (NUE)	0.1	$440k		2.6k	169.10	View chart
Amphenol Corp Cl A (APH)	0.1	$426k		3.4k	126.35	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$426k		4.4k	96.70	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$425k		4.7k	91.37	View chart
Linde SHS (LIN)	0.1	$411k		828.00	495.76	View chart
Abbott Laboratories (ABT)	0.1	$400k	+19%	3.9k	102.67	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$397k		3.3k	121.21	View chart
Fiserv (FISV)	0.1	$396k	-9%	7.1k	55.80	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$395k		4.4k	89.85	View chart
Us Bancorp Com New (USB)	0.1	$390k		7.5k	52.01	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$389k	+20%	1.1k	367.44	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$388k		5.7k	68.47	View chart
Amgen (AMGN)	0.1	$387k		1.1k	351.85	View chart
Ge Aerospace Com New (GE)	0.1	$381k	+59%	1.3k	283.77	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$380k	NEW	4.3k	88.16	View chart
Eli Lilly & Co. (LLY)	0.1	$368k		400.00	919.77	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$366k		16k	23.62	View chart
Chevron Corporation (CVX)	0.1	$352k	+8%	1.7k	206.85	View chart
Wal-Mart Stores (WMT)	0.1	$351k		2.8k	124.27	View chart
Eaton Corp SHS (ETN)	0.1	$346k		966.00	357.67	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$344k		1.6k	215.06	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$343k		3.0k	113.60	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$343k	+13%	4.4k	77.11	View chart
Lockheed Martin Corporation (LMT)	0.1	$332k		550.00	604.39	View chart
Visa Com Cl A (V)	0.1	$330k	+25%	1.1k	302.26	View chart
Philip Morris International (PM)	0.1	$310k		1.9k	165.34	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$283k		26k	10.88	View chart
Qualcomm (QCOM)	0.1	$282k		2.2k	128.78	View chart
Kimberly-Clark Corporation (KMB)	0.1	$280k	NEW	2.9k	96.47	View chart
CVS Caremark Corporation (CVS)	0.1	$273k		3.8k	71.82	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$270k	-23%	617.00	436.79	View chart
Cisco Systems (CSCO)	0.1	$267k		3.4k	77.59	View chart
Verizon Communications (VZ)	0.1	$265k	NEW	5.3k	50.20	View chart
Booking Holdings (BKNG)	0.1	$261k	NEW	62.00	4210.32	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$260k		1.9k	135.34	View chart
Morgan Stanley Com New (MS)	0.1	$254k		1.5k	164.57	View chart
Carnival Corp Common Stock (CCL)	0.1	$253k	NEW	9.8k	25.88	View chart
Capital One Financial (COF)	0.1	$244k		1.3k	182.43	View chart
PNC Financial Services (PNC)	0.1	$243k		1.2k	208.09	View chart
Fidelity National Information Services (FIS)	0.1	$243k		5.2k	46.91	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$238k		2.1k	111.18	View chart
Dollar General (DG)	0.1	$238k		2.0k	118.73	View chart
Capital Group International SHS (CGIE)	0.1	$237k		7.0k	33.82	View chart
Merck & Co (MRK)	0.1	$236k		2.0k	120.28	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.1	$235k		4.7k	50.46	View chart
Alcoa (AA)	0.1	$232k	NEW	3.5k	66.33	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$232k		7.6k	30.50	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$232k	+17%	1.7k	138.37	View chart
Union Pacific Corporation (UNP)	0.1	$229k		942.00	242.62	View chart
Colgate-Palmolive Company (CL)	0.0	$223k		2.6k	85.23	View chart
Thomson Reuters Corp. (TRI)	0.0	$221k	NEW	2.5k	89.98	View chart
Pepsi (PEP)	0.0	$218k	-3%	1.4k	155.33	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.0	$215k		3.7k	58.80	View chart
Bank of New York Mellon Corporation (BK)	0.0	$215k		1.8k	118.63	View chart
3M Company (MMM)	0.0	$208k		1.4k	145.23	View chart
Cummins (CMI)	0.0	$202k	NEW	376.00	538.19	View chart
Deere & Company (DE)	0.0	$202k	NEW	359.00	563.30	View chart
AutoNation (AN)	0.0	$201k		1.0k	195.26	View chart
Xti Aerospace Com New (XTIA)	0.0	$38k	NEW	19k	2.07	View chart

Past Filings by Landaas & Co

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

Landaas & Co 2026 Q1 filed April 30, 2026
Landaas & Co 2025 Q4 filed Jan. 21, 2026
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

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