Ryan Baker
Landaas & Co Wi Adv
Assets Managed
$549.651M
Holdings
149
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
20.57%(2Q avg: 10.44%)
Sustained Growth
15 quarters
Portfolio positions
This chart displays the top 10 holdings in Landaas & Co Wi Adv's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 149 positions.
Assets under management
The assets under management (AUM) of Landaas & Co Wi Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 549.651M in assets, with a quarterly growth rate of 20.57% and a 2-quarter average growth rate of 10.44%. The portfolio is managed by Ryan Baker, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VTI Vanguard Total Stock Mkt Etf
| 22.47% | $123.471M 333,669 shares@ $370.04 avg price | Decreased -0.58% |
IWD Ishares Russell 1000 Value E
| 16.99% | $93.378M 385,177 shares@ $242.43 avg price | Increased 3.13% |
QUAL Ishares Msci Usa Quality Fac
| 12.41% | $68.202M 310,816 shares@ $219.43 avg price | Increased 0.91% |
GARP Ishares Msci Usa Quality Gar
| 7.63% | $41.89M 507,447 shares@ $82.56 avg price | Increased 8.48% |
DFIV Dimensional International Va
| 7.44% | $40.847M 756,140 shares@ $54.03 avg price | Increased 19.63% |
CGSD Cap Group Short Duration
| 2.68% | $14.706M 571,548 shares@ $25.73 avg price | Decreased -1.76% |
VOO Vanguard S&p 500 Etf
| 2.49% | $13.636M 19,854 shares@ $686.81 avg price | Increased 0.11% |
TFLO Ishares Treasury Floating Ra
| 2.04% | $11.182M 220,857 shares@ $50.64 avg price | Increased 37.77% |
IWF Ishares Russell 1000 Growth
| 1.83% | $10.01M 80,619 shares@ $124.17 avg price | Increased 316.66% |
AAPL Apple Inc
| 1.6% | $8.754M 30,252 shares@ $289.36 avg price | Decreased -4.93% |
1-10 of 149