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Landaas & Co. /wi /adv
Landaas & Company is an independent investment advisory and brokerage firm headquartered in Milwaukee, Wisconsin. Founded by Bob Landaas, the company primarily serves individual investors with a focus on objective, long-term financial planning and money management. With over three decades of experience, Landaas & Company employs a team of experienced advisors and staff, emphasizing high ethical standards and personalized service. They are registered with both the SEC and FINRA, serving clients primarily across multiple U.S. states.
Investment Strategy
Landaas & Company employs a balanced investment approach, focusing on asset allocation between equities and fixed income to provide clients with diversified portfolios. The firm avoids chasing market fads, instead emphasizing patient, long-term investing to help protect capital during downturns and capture growth over time. Investment strategies are highly individualized, based on each client's risk tolerance and financial goals, with an aim to keep fees lower than industry averages and maintain close, collaborative client relationships.
Latest 13F Filing Activity
Landaas & Co. /wi /adv filed their most recent 13F report on Jun 30, 2025 disclosing 115 equity positions with a total 13F market value of $419M. The fund increased holdings in Wisdomtree TR Wisdomtree FLTG Rate Treas FD New, Dimensional Etf TR Intl Vale Etf, Vanguard Index FDS Vanguard Total STK MKT Etf among other positions. Landaas & Co. /wi /adv reduced exposure to Apple Inc. Com, Fiserv Inc. Com, Vanguard Mun BD FDS Tax-exempt BD Index FD Etf among others.
Top Holdings
Equity Positions (115)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | 25.60% | $107.2M | 352,696 | $142.49 | $303.93 | +$6.8M |
I IWD | ISHARES TR RUSSELL 1000 VALUE ETF | 16.73% | $70.1M | 360,714 | $130.68 | $194.23 | +$2.3M |
Q QUAL | ISHARES TR MSCI USA QUALITY FACTOR ETF | 15.47% | $64.8M | 354,232 | $150.76 | $182.82 | +$4.3M |
T TFLO | ISHARES TR TREAS FLTG RATE BD ETF | 9.05% | $37.9M | 748,412 | $50.52 | $50.65 | +$4.5M |
G GARP | ISHARES TR MSCI USA QUALITY GARP ETF | 6.12% | $25.6M | 424,178 | $50.70 | $60.38 | +$4.7M |
Industry Allocation
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