DOSSIER · 13F-HR · Q1 2026

LANDAAS & CO /WI /ADV

LANDAAS & /WI /ADV's holding co. based in London, UK — $456M in tracked AUM across 130 positions as of Q1 2026.

L&

LANDAAS & /WI /ADV·London, UK·Holding Co.

CIK 0000913990 · last filed Mar 31, 2026

Total AUM

$456M

▲ 2.2%

vs prior

Holdings

130

—

positions

Whale Score

61

61

tracked

Activity

—

no data

changes this Q

Top sector

Tech

4% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive SEC 13F Analysis: LANDAAS & CO /WI /ADV

1. Portfolio Overview

LANDAAS & CO /WI /ADV has reported a substantial expansion in assets under management (AUM), with the total portfolio value growing by 195.3% from approximately $153.92M to $454.53M quarter-over-quarter. This dramatic increase suggests a significant inflow of new capital rather than merely market appreciation on existing assets. The portfolio consists of 126 holdings, reflecting a highly diversifie...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

VANGUARD INDEX FDS

$108M336K23.6%

02

ISHARES TR

$80M374K17.5%

03

ISHARES TR

$59M308K13.0%

04

DIMENSIONAL ETF TRUST

$33M632K7.3%

05

ISHARES TR

$30M468K6.6%

06

CAPITAL GRP FIXED INCM ETF T

$15M582K3.3%

07

VANGUARD INDEX FDS

$12M20K2.6%

08

ISHARES TR

$8M19K1.8%

09

ISHARES TR

$8M160K1.8%

10

APPLE INC

$8M32K1.8%

Filing history

Filing history loading…