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LANDAAS & CO /WI /ADV
LANDAAS & CO /WI /ADV is an institution, managing $437.1M across 114 long positions as of Q3 2025 with 90% ETF concentration, 81% concentrated in top 10 holdings, 26% allocation to VTI, and minimal technology exposure.
- Portfolio Value
- $437.1M
- Positions
- 114
- Top Holding
- VTI at 25.9%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in LANDAAS & CO /WI /ADV's portfolio (81.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $113.2M | 25.90% | -$2.5M Sold | — 345.0K shares | |
ETF ETF | $73.5M | 16.82% | +$83.5K Bought | — 361.1K shares | |
ETF ETF | $64.1M | 14.68% | -$4.7M Sold | — 329.8K shares | |
ETF ETF | $28.1M | 6.43% | +$249.5K Bought | — 428.0K shares | |
ETF ETF | $25.1M | 5.73% | -$12.8M Sold | — 495.4K shares | |
ETF ETF | $15.8M | 3.61% | +$8.4M Bought | — 342.6K shares | |
ETF ETF | $11.9M | 2.73% | +$125.5K Bought | — 19.5K shares | |
ETF ETF | $9.3M | 2.12% | +$936.8 Bought | — 19.8K shares | |
Consumer Electronics Technology | $7.2M | 1.66% | -$90.1K Sold | 0.00% 28.4K shares | |
ETF ETF | $6.6M | 1.52% | -$1.7M Sold | — 131.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LANDAAS & CO /WI /ADV's latest filing
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Market Value
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for LANDAAS & CO /WI /ADV
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