1y return+19.8%S&P 500 +20.9%
3y return+53.2%S&P 500 +68.5%
5y return+51.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2017: $228 against $297 in the S&P 500.2
Landaas & Co /wi /advS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Index Fds | $123.5M | 22.5% | |
| IWDIshares Tr | $93.4M | 17.0% | +3.1% |
| QUALIshares Tr | $68.2M | 12.4% | |
| GARPIshares Tr | $41.9M | 7.6% | +8.5% |
| DFIVDimensional Etf Trust | $40.8M | 7.4% | +19.6% |
| CGSDCapital Grp Fixed Incm Etf T | $14.7M | 2.7% | −1.8% |
| VOOVanguard Index Fds | $13.6M | 2.5% | |
| TFLOIshares Tr | $11.2M | 2.0% | +37.8% |
| IWFIshares Tr | $10.0M | 1.8% | +4.2% |
| AAPLApple Inc | $8.8M | 1.6% | −4.9% |
| TEQIT Rowe Price Exchange-traded | $7.0M | 1.3% | +21.6% |
| DVYIshares Tr | $5.7M | 1.0% | |
| CGDVCapital Group Dividend Value | $4.9M | 0.9% | +40.7% |
| MSFTMicrosoft Corp | $4.8M | 0.9% | −3.9% |
| CGGOCapital Group Gbl Growth Eqt | $3.6M | 0.7% | +39.4% |
| CGXUCapital Group Intl Focus Eqt | $3.3M | 0.6% | +27.1% |
| NEARIshares U S Etf Tr | $3.0M | 0.6% | +167.4% |
| IWBIshares Tr | $2.7M | 0.5% | |
| XLISelect Sector Spdr Tr | $2.4M | 0.4% | +2.2% |
| CGUSCapital Group Core Equity Et | $2.3M | 0.4% | +53.6% |
| IQLTIshares Tr | $2.2M | 0.4% | +7.7% |
| USFRWisdomtree Tr | $2.1M | 0.4% | +5.1% |
| AMZNAmazon Com Inc | $2.1M | 0.4% | |
| NVDANvidia Corporation | $2.0M | 0.4% | +5.6% |
| TSLATesla Inc | $1.9M | 0.3% | +30.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $1.7M |
| GOOGLAlphabet Inc | March 31, 2021 | +246.5% | $1.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $8.8M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $1.2M |
| IWFIshares Tr | June 30, 2020 | +158.7% | $10.0M |
| ABBVAbbvie Inc | June 30, 2020 | +156.3% | $1.5M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $13.6M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $1.4M |
| VTIVanguard Index Fds | June 30, 2020 | +136.4% | $123.5M |
| IWDIshares Tr | June 30, 2020 | +115.3% | $93.4M |
Sold off last quarter
- BSMQInvesco Exch Trd Slf Idx Fd was $366K
- Carnival CorpCUSIP 143658300 was $253K
- AAAlcoa Corp was $232K
- Thomson Reuters CorpCUSIP 884903808 was $221K
- PEPPepsico Inc was $218K
- ANAutonation Inc was $201K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.8% | +14.8% |
| March 31, 2026 | −2.3% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +7.4% | +10.5% |
| March 31, 2025 | −3.2% | −4.6% |
| December 31, 2024 | +0.8% | +2.1% |
| September 30, 2024 | +5.8% | +5.4% |
| June 30, 2024 | +1.8% | +4.0% |
| March 31, 2024 | +7.7% | +10.0% |
| December 31, 2023 | +9.2% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +5.9% | +8.3% |
| March 31, 2023 | +3.9% | +7.0% |
| December 31, 2022 | +7.6% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −14.7% | −16.5% |
| March 31, 2022 | −3.9% | −4.9% |
| December 31, 2021 | +8.4% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Landaas & Co /wi /adv Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=913990&type=13F-HR&dateb=&owner=include&count=40CIK 913990
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/913990/000091399026000011/Filed July 21, 2026 · accession 0000913990-26-000011