LANDAAS & CO /WI /ADV
•CIK: 913990•Filing: Q4 2025
**LANDAAS & CO /WI /ADV** manages $455M across a diversified portfolio of 126 positions. The fund exhibits a significant allocation to broad market exposure, notably holding VTI at $114.4M and IWD at $76.8M. Key concentrated bets include QUAL ($61.9M) and GARP ($30.2M), suggesting a focus on quality and growth factors. The top ten holdings represent a strategic tilt across major indices and technology leaders.
Total AUM
$454.5M
QoQ Performance
+3.3%
Positions
93
Top 10 Concentration
80.2%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
IWD
QUAL
GARP
DFIV
VTI25.2%
IWD16.9%
QUAL13.6%
GARP6.7%
DFIV5.2%
CGSD3.1%
TFLO3.0%
VOO2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other88.6%
Technology4.3%
ETF3.1%
Consumer1.1%
Healthcare0.8%
Financial0.7%
Industrial0.5%
Materials0.3%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW11 new positions
↑42 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023