Institutional filer · SEC 13F · Q4 2024
LANDAAS & CO /WI /ADV
The reported 13F portfolio of LANDAAS & CO /WI /ADV (CIK 913990) - top holdings, how concentrated the book is, and what changed last quarter.
- $361.2M
- Reported book
- 89
- Positions
- #126
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, LANDAAS & CO /WI /ADV ranks #126 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $361.2M across 89 positions, a concentrated portfolio led by a few core positions.
- $361.2M
- reported 13F value
- 89
- disclosed positions
- 29.4%
- in VANGUARD INDEX FDS VAN
- #126
- of 360 filers
Top-5 share 79.2% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, LANDAAS & CO /WI /ADV ranks #126 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where LANDAAS & CO /WI /ADV sits by disclosed position count
LANDAAS & CO /WI /ADV reports 89 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
LANDAAS & CO /WI /ADV vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
89 199th of 360 higher than 161 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
LANDAAS & CO /WI /ADV reports a book ($0.36B) concentrated across only 89 disclosed positions -- fewer than the 177-position median among similarly sized filers.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 913990 · Q4 2024 $361M book
BOOK-MID · POS-FOCUS · CONC-DOM · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-MID #126/360
- POS-FOCUS 89 names
- CONC-DOM 79% top-5
- LEAD-DOM 29.4% VANGUARD INDEX FDS V…
- PHOTO-FINISH Fulcrum Asset LLP
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: Fulcrum Asset Management LLP
Read with: Ownership concentration guide - LANDAAS & CO /WI /ADV's top-five positions weigh 79% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · LANDAAS & CO /WI /ADV
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$361.2M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
Latest Quarter Trades · Q4 2024
New positions (89)
Frequently Asked Questions
- How big is LANDAAS & CO /WI /ADV's 13F portfolio?
- LANDAAS & CO /WI /ADV reports $361.2M of long US-equity positions across 89 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does LANDAAS & CO /WI /ADV sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, LANDAAS & CO /WI /ADV ranks #126 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is LANDAAS & CO /WI /ADV's largest position?
- LANDAAS & CO /WI /ADV's largest reported position is VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF at $106.4M, about 29.4% of its reported book as of Q4 2024.
- What did LANDAAS & CO /WI /ADV trade last quarter?
- In its Q4 2024 filing, LANDAAS & CO /WI /ADV opened 89 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for LANDAAS & CO /WI /ADV: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($361.2M here).
Similar holding count
Nearest filers by number of disclosed positions (89 here).
Using this filing
- The rankings sort every tracked filer the same way LANDAAS & CO /WI /ADV was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Fulcrum Asset Management LLP reported the nearest book value ($355.7M) this quarter, a useful scale comparison for LANDAAS & CO /WI /ADV. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.