LANDAAS & CO /WI /ADV - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, LANDAAS & CO /WI /ADV held in its portfolio 125 assets valued at $454,531,869 (i.e. $454.53M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($114.44M), ISHARES TR ($76.82M), and ISHARES TR ($61.91M).
The chart below shows the top 10 valuable assets, and the table below shows the top 125 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LANDAAS & CO /WI /ADV - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 341318 | 114436571 | TOTAL STK MKT |
| ISHARES TR | 365197 | 76816102 | RUS 1000 VAL ETF |
| ISHARES TR | 311714 | 61913877 | MSCI USA QLT FCT |
| ISHARES TR | 443970 | 30236238 | MSCI USA QUALITY |
| DIMENSIONAL ETF TRUST | 473890 | 23647126 | INTERNATNAL VAL |
| CAPITAL GRP FIXED INCM ETF T | 541876 | 14094195 | SHORT DURATION |
| ISHARES TR | 271146 | 13682034 | TRS FLT RT BD |
| VANGUARD INDEX FDS | 20025 | 12558399 | S&P 500 ETF SHS |
| ISHARES TR | 19712 | 9329617 | RUS 1000 GRW ETF |
| APPLE INC | 28099 | 7639008 | COM |
| MICROSOFT CORP | 11861 | 5736081 | COM |
| ISHARES TR | 36080 | 5092395 | SELECT DIVID ETF |
| T ROWE PRICE ETF INC | 99032 | 4473290 | PRICE EQT INCOME |
| WISDOMTREE TR | 59710 | 3004607 | FLOATNG RAT TREA |
| CAPITAL GROUP DIVIDEND VALUE | 66906 | 2919792 | SHS CREATION UNI |
| ISHARES TR | 6515 | 2432962 | RUS 1000 ETF |
| CAPITAL GROUP INTL FOCUS EQT | 75552 | 2232560 | SHS CREATION UNI |
| SELECT SECTOR SPDR TR | 12632 | 1959476 | STATE STREET IND |
| ISHARES TR | 39102 | 1777186 | MSCI INTL QUALTY |
| AMAZON COM INC | 7676 | 1771774 | COM |
| NVIDIA CORPORATION | 9185 | 1713003 | COM |
| ORACLE CORP | 7760 | 1512552 | COM |
| WEC ENERGY GROUP INC | 12808 | 1350773 | COM |
| TESLA INC | 3001 | 1349610 | COM |
| JPMORGAN CHASE & CO. | 4171 | 1343968 | COM |
| ISHARES TR | 6223 | 1336016 | US AER DEF ETF |
| SPDR S&P 500 ETF TR | 1930 | 1315944 | TR UNIT |
| ALPHABET INC | 4181 | 1308704 | CAP STK CL A |
| SELECT SECTOR SPDR TR | 23335 | 1278058 | STATE STREET FIN |
| J P MORGAN EXCHANGE TRADED F | 17768 | 1274321 | ACTIVE VALUE ETF |
| SCHWAB STRATEGIC TR | 44608 | 1223597 | US DIVIDEND EQ |
| CAPITAL GROUP CORE EQUITY ET | 29625 | 1191814 | SHS CREATION UNI |
| BERKSHIRE HATHAWAY INC DEL | 2304 | 1158106 | CL B NEW |
| CAPITAL GROUP GBL GROWTH EQT | 33012 | 1143863 | SHS CREATION UNI |
| ABBVIE INC | 4905 | 1120743 | COM |
| CATERPILLAR INC | 1871 | 1071725 | COM |
| VANGUARD WORLD FD | 8710 | 1053562 | ESG US STK ETF |
| CAPITAL GROUP INTERNATIONAL | 30732 | 1015021 | SHS |
| MCDONALDS CORP | 3209 | 980767 | COM |
| PROCTER AND GAMBLE CO | 6775 | 970964 | COM |
| INVESCO EXCH TRADED FD TR II | 12828 | 916173 | S&P500 LOW VOL |
| T ROWE PRICE ETF INC | 18224 | 908649 | PRICE BLUE CHIP |
| CAPITAL GRP FIXED INCM ETF T | 31220 | 822335 | SHORT DURATION M |
| FREEPORT-MCMORAN INC | 15490 | 786738 | CL B |
| INVESCO EXCH TRD SLF IDX FD | 32696 | 773757 | BULSHS 2027 MUNI |
| VANGUARD WORLD FD | 5186 | 732056 | MEGA CAP VAL ETF |
| ISHARES TR | 18117 | 714732 | INTL SEL DIV ETF |
| SCHWAB STRATEGIC TR | 22981 | 685293 | INTERNL DIVID |
| VANGUARD MUN BD FDS | 12937 | 650602 | TAX EXEMPT BD |
| DISNEY WALT CO | 5635 | 641063 | COM |
| ALPHABET INC | 1926 | 604379 | CAP STK CL C |
| INVESCO QQQ TR | 940 | 577710 | UNIT SER 1 |
| VANGUARD INDEX FDS | 3003 | 573543 | VALUE ETF |
| INVESCO EXCH TRD SLF IDX FD | 23736 | 557807 | BULSHS 2028 MUNI |
| INVESCO EXCH TRADED FD TR II | 4863 | 556814 | S&P 500 REVENUE |
| NEXTERA ENERGY INC | 6855 | 550319 | COM |
| ISHARES U S ETF TR | 10647 | 544062 | SHORT DURATION B |
| EXXON MOBIL CORP | 4519 | 543782 | COM |
| JOHNSON & JOHNSON | 2614 | 540924 | COM |
| ISHARES INC | 4491 | 533340 | MSCI GBL MIN VOL |
| INTERNATIONAL BUSINESS MACHS | 1788 | 529645 | COM |
| FISERV INC | 7801 | 523993 | COM |
| INVESCO EXCH TRD SLF IDX FD | 24763 | 510118 | INVSCO BLSH 28 |
| ASML HOLDING N V | 464 | 496415 | N Y REGISTRY SHS |
| VANGUARD WHITEHALL FDS | 5407 | 494470 | INTL DVD ETF |
| VANECK ETF TRUST | 4400 | 455664 | MRNGSTR WDE MOAT |
| AMPHENOL CORP NEW | 3371 | 455557 | CL A |
| COCA COLA CO | 6432 | 449661 | COM |
| RTX CORPORATION | 2414 | 442728 | COM |
| ELI LILLY & CO | 400 | 429872 | COM |
| NUCOR CORP | 2600 | 424086 | COM |
| ISHARES TR | 3266 | 420701 | ESG MSCI KLD 400 |
| ISHARES TR | 4394 | 414702 | MORNINGSTR US EQ |
| ABBOTT LABS | 3274 | 410189 | COM |
| ISHARES TR | 4650 | 401063 | MSCI EAFE MIN VL |
| COSTCO WHSL CORP NEW | 465 | 400988 | COM |
| US BANCORP DEL | 7457 | 397919 | COM NEW |
| VANGUARD INDEX FDS | 805 | 392483 | GROWTH ETF |
| ISHARES TR | 5660 | 379956 | MSCI ACWI EX US |
| VANGUARD TAX-MANAGED FDS | 6070 | 379193 | VAN FTSE DEV MKT |
| QUALCOMM INC | 2191 | 374771 | COM |
| ISHARES TR | 3021 | 366346 | ESG MSCI LEADR |
| INVESCO EXCH TRD SLF IDX FD | 15483 | 366096 | BULSHS 2026 MUNI |
| VANGUARD WORLD FD | 878 | 362412 | MEGA GRWTH IND |
| AMGEN INC | 1100 | 360041 | COM |
| DIMENSIONAL ETF TRUST | 8405 | 357717 | CORE FIXED INCOM |
| LINDE PLC | 828 | 353051 | SHS |
| VANGUARD SPECIALIZED FUNDS | 1598 | 351208 | DIV APP ETF |
| FIDELITY NATL INFORMATION SV | 5169 | 343499 | COM |
| CAPITAL ONE FINL CORP | 1337 | 324035 | COM |
| WALMART INC | 2824 | 314612 | COM |
| EATON CORP PLC | 966 | 307681 | SHS |
| VISA INC | 868 | 304438 | COM CL A |
| CVS HEALTH CORP | 3794 | 301092 | COM |
| PHILIP MORRIS INTL INC | 1876 | 300910 | COM |
| VANGUARD STAR FDS | 3924 | 296027 | VG TL INTL STK F |
| INVESCO EXCH TRADED FD TR II | 25987 | 292094 | PFD ETF |
| MORGAN STANLEY | 1546 | 274461 | COM NEW |
| LOCKHEED MARTIN CORP | 550 | 266019 | COM |
| DOLLAR GEN CORP NEW | 2000 | 265540 | COM |
| CISCO SYS INC | 3434 | 264509 | COM |
| GE AEROSPACE | 843 | 259669 | COM NEW |
| BANK MONTREAL QUE | 1918 | 248937 | COM |
| PNC FINL SVCS GROUP INC | 1169 | 244005 | COM |
| AMERICAN CENTY ETF TR | 2142 | 239433 | US EQT ETF |
| CHEVRON CORP NEW | 1564 | 238440 | COM |
| AUTOMATIC DATA PROCESSING IN | 910 | 234079 | COM |
| 3M CO | 1433 | 229423 | COM |
| SCHWAB STRATEGIC TR | 7600 | 225036 | US LCAP VA ETF |
| RBB FUND TRUST | 4650 | 224874 | FIRST EAGLE OVER |
| FIDELITY COVINGTON TRUST | 3660 | 223333 | DIVID ETF RISI |
| UNION PAC CORP | 942 | 217903 | COM |
| UNITEDHEALTH GROUP INC | 653 | 215661 | COM |
| MCCORMICK & CO INC | 3150 | 214547 | COM NON VTG |
| AUTONATION INC | 1030 | 212674 | COM |
| PAYPAL HLDGS INC | 3602 | 210285 | COM |
| BANK NEW YORK MELLON CORP | 1811 | 210239 | COM |
| PRICE T ROWE GROUP INC | 2053 | 210186 | COM |
| PEPSICO INC | 1458 | 209287 | COM |
| CENCORA INC | 617 | 208392 | COM |
| COLGATE PALMOLIVE CO | 2620 | 207032 | COM |
| MERCK & CO INC | 1958 | 206124 | COM |
| LOWES COS INC | 842 | 203057 | COM |
| HOME DEPOT INC | 587 | 202038 | COM |
| ISHARES TR | 1419 | 200774 | MSCI ACWI ETF |
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