Landaas & Co Q2 2026 Portfolio Activity: Focus on Growth ETFs and Select Sector Adjustments
Insights into Landaas & Co's portfolio changes for the second quarter of 2026, highlighting significant additions to Dimensional Fund Advisors' offerings and increased stakes in specific exchange-traded funds.
As of June 30th, 2026, Landaas & Co's portfolio maintained a substantial value. The firm's investment strategy this quarter involved both strategic additions and reductions across various sectors.
Among the most notable changes, Dimensional ETF Trust (DFIV), Vanguard Index Funds (VTI), iShares Core Growth ETF (CGDV), and T. Rowe Price Exchange-Traded Fund (TEQI) saw significant increases in their holdings, collectively accounting for a large portion of the portfolio's activity.
Specifically, Landaas & Co boosted its position in Dimensional ETF Trust significantly by acquiring shares representing approximately 19.62% more than the previous quarter (DFIV). The firm also increased its stake in Vanguard Index Funds (VTI) and iShares TR (IWD), indicating continued confidence in broad market exposure or specific sector trends.
Furthermore, the investor initiated new positions with several smaller holdings. These include ISHARES U S ETF TR (NEAR), Capital Group Dividend Value Fund (CGDV), T. Rowe Price Exchange-Traded Fund (TEQI), and several other funds like CGGO, CGXU, CGUS, JCI, and MGK.
Conversely, the portfolio shed shares in Vanguard Index Funds (VOO) and Capital Grp Fixed Incm ETF T (CGSD). The reduction in VOO was minimal (-0.11% share change), while the sell-off of CGSD represented a more significant decrease (-1.76%) relative to its allocation.
Overall, Landaas & Co's Q2 2026 activity suggests a focus on diversifying into specific niche ETFs and growth-oriented funds, while maintaining core holdings in major index funds like VTI. The portfolio also saw adjustments within the fixed income space with the exit of CGSD.