LANDAAS & CO /WI /ADV

CIK 0000913990 • 6 13F filings • May 2, 2025 – Jul 21, 2026

Import this data to Google Sheets with:

=jivedata("landaas-co-wi-adv","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: LANDAAS & CO /WI /ADV, FINANCIAL OPERATIONS PRINCIPAL
Address: 411 EAST WISCONSIN AVENUE, SUITE 2000, MILWAUKEE, WI, 53202
Phone: 414-223-1099
AUM: $454.5M

AUM over time

$549.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $454.5M125 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$229K	0.1%	1,433 SH	New
ABBOTT LABS	COM	$410K	0.1%	3,274 SH	New
ABBVIE INC	COM	$1.1M	0.2%	4,905 SH	New
ALPHABET INC	CAP STK CL A	$1.3M	0.3%	4,181 SH	New
ALPHABET INC	CAP STK CL C	$604K	0.1%	1,926 SH	New
AMAZON COM INC	COM	$1.8M	0.4%	7,676 SH	New
AMERICAN CENTY ETF TR	US EQT ETF	$239K	0.1%	2,142 SH	New
AMGEN INC	COM	$360K	0.1%	1,100 SH	New
AMPHENOL CORP NEW	CL A	$456K	0.1%	3,371 SH	New
APPLE INC	COM	$7.6M	1.7%	28,099 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$496K	0.1%	464 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$234K	0.1%	910 SH	New
AUTONATION INC	COM	$213K	0.0%	1,030 SH	New
BANK MONTREAL QUE	COM	$249K	0.1%	1,918 SH	New
BANK NEW YORK MELLON CORP	COM	$210K	0.0%	1,811 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	0.3%	2,304 SH	New
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$1.2M	0.3%	29,625 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$2.9M	0.6%	66,906 SH	New
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$1.1M	0.3%	33,012 SH	New
CAPITAL GROUP INTERNATIONAL	SHS	$1.0M	0.2%	30,732 SH	New
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$2.2M	0.5%	75,552 SH	New
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$14.1M	3.1%	541,876 SH	New
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION M	$822K	0.2%	31,220 SH	New
CAPITAL ONE FINL CORP	COM	$324K	0.1%	1,337 SH	New
CATERPILLAR INC	COM	$1.1M	0.2%	1,871 SH	New
CENCORA INC	COM	$208K	0.0%	617 SH	New
CHEVRON CORP NEW	COM	$238K	0.1%	1,564 SH	New
CISCO SYS INC	COM	$265K	0.1%	3,434 SH	New
COCA COLA CO	COM	$450K	0.1%	6,432 SH	New
COLGATE PALMOLIVE CO	COM	$207K	0.0%	2,620 SH	New
COSTCO WHSL CORP NEW	COM	$401K	0.1%	465 SH	New
CVS HEALTH CORP	COM	$301K	0.1%	3,794 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$358K	0.1%	8,405 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$23.6M	5.2%	473,890 SH	New
DISNEY WALT CO	COM	$641K	0.1%	5,635 SH	New
DOLLAR GEN CORP NEW	COM	$266K	0.1%	2,000 SH	New
EATON CORP PLC	SHS	$308K	0.1%	966 SH	New
ELI LILLY & CO	COM	$430K	0.1%	400 SH	New
EXXON MOBIL CORP	COM	$544K	0.1%	4,519 SH	New
FIDELITY COVINGTON TRUST	DIVID ETF RISI	$223K	0.0%	3,660 SH	New
FIDELITY NATL INFORMATION SV	COM	$343K	0.1%	5,169 SH	New
FISERV INC	COM	$524K	0.1%	7,801 SH	New
FREEPORT-MCMORAN INC	CL B	$787K	0.2%	15,490 SH	New
GE AEROSPACE	COM NEW	$260K	0.1%	843 SH	New
HOME DEPOT INC	COM	$202K	0.0%	587 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$530K	0.1%	1,788 SH	New
INVESCO EXCH TRADED FD TR II	PFD ETF	$292K	0.1%	25,987 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$557K	0.1%	4,863 SH	New
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$916K	0.2%	12,828 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 MUNI	$366K	0.1%	15,483 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 MUNI	$774K	0.2%	32,696 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2028 MUNI	$558K	0.1%	23,736 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$510K	0.1%	24,763 SH	New
INVESCO QQQ TR	UNIT SER 1	$578K	0.1%	940 SH	New
ISHARES INC	MSCI GBL MIN VOL	$533K	0.1%	4,491 SH	New
ISHARES TR	ESG MSCI KLD 400	$421K	0.1%	3,266 SH	New
ISHARES TR	ESG MSCI LEADR	$366K	0.1%	3,021 SH	New
ISHARES TR	INTL SEL DIV ETF	$715K	0.2%	18,117 SH	New
ISHARES TR	MORNINGSTR US EQ	$415K	0.1%	4,394 SH	New
ISHARES TR	MSCI ACWI ETF	$201K	0.0%	1,419 SH	New
ISHARES TR	MSCI ACWI EX US	$380K	0.1%	5,660 SH	New
ISHARES TR	MSCI EAFE MIN VL	$401K	0.1%	4,650 SH	New
ISHARES TR	MSCI INTL QUALTY	$1.8M	0.4%	39,102 SH	New
ISHARES TR	MSCI USA QLT FCT	$61.9M	13.6%	311,714 SH	New
ISHARES TR	MSCI USA QUALITY	$30.2M	6.7%	443,970 SH	New
ISHARES TR	RUS 1000 ETF	$2.4M	0.5%	6,515 SH	New
ISHARES TR	RUS 1000 GRW ETF	$9.3M	2.1%	19,712 SH	New
ISHARES TR	RUS 1000 VAL ETF	$76.8M	16.9%	365,197 SH	New
ISHARES TR	SELECT DIVID ETF	$5.1M	1.1%	36,080 SH	New
ISHARES TR	TRS FLT RT BD	$13.7M	3.0%	271,146 SH	New
ISHARES TR	US AER DEF ETF	$1.3M	0.3%	6,223 SH	New
ISHARES U S ETF TR	SHORT DURATION B	$544K	0.1%	10,647 SH	New
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$1.3M	0.3%	17,768 SH	New
JOHNSON & JOHNSON	COM	$541K	0.1%	2,614 SH	New
JPMORGAN CHASE & CO.	COM	$1.3M	0.3%	4,171 SH	New
LINDE PLC	SHS	$353K	0.1%	828 SH	New
LOCKHEED MARTIN CORP	COM	$266K	0.1%	550 SH	New
LOWES COS INC	COM	$203K	0.0%	842 SH	New
MCCORMICK & CO INC	COM NON VTG	$215K	0.0%	3,150 SH	New
MCDONALDS CORP	COM	$981K	0.2%	3,209 SH	New
MERCK & CO INC	COM	$206K	0.0%	1,958 SH	New
MICROSOFT CORP	COM	$5.7M	1.3%	11,861 SH	New
MORGAN STANLEY	COM NEW	$274K	0.1%	1,546 SH	New
NEXTERA ENERGY INC	COM	$550K	0.1%	6,855 SH	New
NUCOR CORP	COM	$424K	0.1%	2,600 SH	New
NVIDIA CORPORATION	COM	$1.7M	0.4%	9,185 SH	New
ORACLE CORP	COM	$1.5M	0.3%	7,760 SH	New
PAYPAL HLDGS INC	COM	$210K	0.0%	3,602 SH	New
PEPSICO INC	COM	$209K	0.0%	1,458 SH	New
PHILIP MORRIS INTL INC	COM	$301K	0.1%	1,876 SH	New
PNC FINL SVCS GROUP INC	COM	$244K	0.1%	1,169 SH	New
PRICE T ROWE GROUP INC	COM	$210K	0.0%	2,053 SH	New
PROCTER AND GAMBLE CO	COM	$971K	0.2%	6,775 SH	New
QUALCOMM INC	COM	$375K	0.1%	2,191 SH	New
RBB FUND TRUST	FIRST EAGLE OVER	$225K	0.0%	4,650 SH	New
RTX CORPORATION	COM	$443K	0.1%	2,414 SH	New
SCHWAB STRATEGIC TR	INTERNL DIVID	$685K	0.2%	22,981 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.2M	0.3%	44,608 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$225K	0.0%	7,600 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.3M	0.3%	23,335 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$2.0M	0.4%	12,632 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.3M	0.3%	1,930 SH	New
T ROWE PRICE ETF INC	PRICE BLUE CHIP	$909K	0.2%	18,224 SH	New
T ROWE PRICE ETF INC	PRICE EQT INCOME	$4.5M	1.0%	99,032 SH	New
TESLA INC	COM	$1.3M	0.3%	3,001 SH	New
UNION PAC CORP	COM	$218K	0.0%	942 SH	New
UNITEDHEALTH GROUP INC	COM	$216K	0.0%	653 SH	New
US BANCORP DEL	COM NEW	$398K	0.1%	7,457 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$456K	0.1%	4,400 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$392K	0.1%	805 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$12.6M	2.8%	20,025 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$114.4M	25.2%	341,318 SH	New
VANGUARD INDEX FDS	VALUE ETF	$574K	0.1%	3,003 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$651K	0.1%	12,937 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$351K	0.1%	1,598 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$296K	0.1%	3,924 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$379K	0.1%	6,070 SH	New
VANGUARD WHITEHALL FDS	INTL DVD ETF	$494K	0.1%	5,407 SH	New
VANGUARD WORLD FD	ESG US STK ETF	$1.1M	0.2%	8,710 SH	New
VANGUARD WORLD FD	MEGA CAP VAL ETF	$732K	0.2%	5,186 SH	New
VANGUARD WORLD FD	MEGA GRWTH IND	$362K	0.1%	878 SH	New
VISA INC	COM CL A	$304K	0.1%	868 SH	New
WALMART INC	COM	$315K	0.1%	2,824 SH	New
WEC ENERGY GROUP INC	COM	$1.4M	0.3%	12,808 SH	New
WISDOMTREE TR	FLOATNG RAT TREA	$3.0M	0.7%	59,710 SH	New

Sold (vs prior filing)

3M CO COM — $222K
ABBOTT LABS COM — $451K
ABBVIE INC COM — $1.2M
ALPHABET INC CAP STK CL C — $481K
ALPHABET INC CL A — $1.0M
AMAZON COM INC COM — $1.6M
AMERICAN CENTY ETF TR AVANTIS U S EQUITY ETF — $233K
AMGEN INC COM — $310K
AMPHENOL CORP NEW CL A — $644K
APPLE INC COM — $7.2M
AUTOMATIC DATA PROCESSING INC COM — $267K
AUTONATION INC COM — $225K
BANK OF MONTREAL — $252K
BERKSHIRE HATHAWAY INC DEL CL B NEW — $1.2M
BLACKROCK INC NEW COM — $217K
CAPITAL GROUP CORE EQUITY ETF SHS — $761K
CAPITAL GROUP DIVID VALUE ETF SHS — $1.1M
CAPITAL GROUP FIXED INCOME ETF TR SHORT DURATION INCOME ETF — $6.4M
CAPITAL GROUP FIXED INCOME ETF TR SHORT DURATION MUN INCOME ETF — $249K
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF SHS — $475K
… and 103 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 21, 2026	Q4 2025	13F-HR	0000913990-26-000006	$454.5M	View
Nov 4, 2025	Q3 2025	13F-HR	0001104659-25-106012	$440.1M	View
Jul 21, 2026	Q2 2026