LANDAAS & CO /WI /ADV
All 13F Filings
- Location
- Milwaukee, WI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 606,265
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/29/2026 | 160 | 606,265 | 13F-HR | LANDAAS & CO /WI /ADV |
| Q2 2026 | 7/21/2026 | 149 | 549,651 | 13F-HR | LANDAAS & CO /WI /ADV |
| Q1 2026 | 4/30/2026 | 130 | 455,913 | 13F-HR | LANDAAS & CO /WI /ADV |
| Q4 2025 | 1/21/2026 | 126 | 454,532 | 13F-HR | LANDAAS & CO /WI /ADV |
| Q3 2025 | 11/4/2025 | 123 | 440,074 | 13F-HR | LANDAAS & CO /WI /ADV |
| Q2 2025 | 8/11/2025 | 116 | 418,708 | 13F-HR | LANDAAS & CO /WI /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 107.6 K | 18.4% | 21.61 K | 0 | 21.61 K |
| ETFs | 476.6 K | 81.6% | 24.2 K | 0 | 24.2 K |
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Fund Snapshot
Q3 2026
Latest filed
10/29/2026
Total value ($000)
606,265
Holdings
160
QoQ value change ($000)
56,614
(10.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.