Greg Landsman
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 4/20/2026 — 38 assets, about $2.5M at the middle of each value range.
- IVV · iShares Core S&P 500 ETF (IVV)22.2%
- ITOT · iShares Core S&P Total U.S. Stock Market ETF (ITOT)14.1%
- BR COLLEGE 2032 OPTION - A7.1%
- RSP · Invesco S&P 500 Equal Weight ETF (RSP)4.3%
- PCBIX · Principal Fds, Inc. MidCap Fd Institutional Cl (PCBIX)4.3%
- Other 33 assets47.2%
By type: Exchange Traded Fund 56% · Mutual Fund 23% · 529 Plan 11% · Bank Deposit 5% · Pension 3% · Investment Holding 1%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
IVViShares Core S&P 500 ETF (IVV)in Rockefeller Capital Management (1), Sarah Landsman Traditional IRA | Exchange Traded Fund | ≈ $550.0K | 22.2% | Joint, Spouse |
ITOTiShares Core S&P Total U.S. Stock Market ETF (ITOT)in Rockefeller Capital Management (1), Sarah Landsman Traditional IRA | Exchange Traded Fund | ≈ $350.0K | 14.1% | Joint, Spouse |
BR COLLEGE 2032 OPTION - Ain BLK CollegeAdvantage 529 Plan - DC #2 | 529 Plan | $100,001 - $250,000 | 7.1% | Self |
RSPInvesco S&P 500 Equal Weight ETF (RSP)in Rockefeller Capital Management (1), Sarah Landsman Traditional IRA | Exchange Traded Fund | ≈ $107.5K | 4.3% | Joint, Spouse |
PCBIXPrincipal Fds, Inc. MidCap Fd Institutional Cl (PCBIX)in Rockefeller Capital Management (1), Sarah Landsman Traditional IRA | Mutual Fund | ≈ $107.5K | 4.3% | Joint, Spouse |
Fifth Third Bank Account | Bank Deposit | $50,001 - $100,000 | 3.0% | Spouse |
Ohio Public Employees Retirement System | Pension | $50,001 - $100,000 | 3.0% | Self |
BR COLLEGE 2027 OPTION - Ain BLK CollegeAdvantage 529 Plan - DC #1 | 529 Plan | $50,001 - $100,000 | 3.0% | Self |
APHKXArtisan International Value Fd Insti Shs (APHKX)in Rockefeller Capital Management (1), Sarah Landsman Traditional IRA | Mutual Fund | ≈ $65.0K | 2.6% | Joint, Spouse |
HEDGEquable Shares Hedged Equity ETF (HEDG)in Rockefeller Capital Management (1), Sarah Landsman Traditional IRA | Exchange Traded Fund | ≈ $65.0K | 2.6% | Joint, Spouse |
GQGIXGQG PARTNERS EMERGING MARKETS EQUITY FUND Institutional Shares (GQGIX)in Rockefeller Capital Management (1), Sarah Landsman Traditional IRA | Mutual Fund | ≈ $65.0K | 2.6% | Joint, Spouse |
IEFAiShares Core MSCI EAFE ETF (IEFA)in Rockefeller Capital Management (1), Sarah Landsman Traditional IRA | Exchange Traded Fund | ≈ $65.0K | 2.6% | Joint, Spouse |
IJHiShares Core S&P Mid-Cap ETF (IJH)in Rockefeller Capital Management (1), Sarah Landsman Traditional IRA | Exchange Traded Fund | ≈ $65.0K | 2.6% | Joint, Spouse |
KWEBKraneShares CSI China Internet ETF (KWEB)in Rockefeller Capital Management (1), Sarah Landsman Traditional IRA | Exchange Traded Fund | ≈ $65.0K | 2.6% | Joint, Spouse |
LYRIXLyrical U.S. Value Equity Fund Institutional Class (LYRIX)in Rockefeller Capital Management (1), Sarah Landsman Traditional IRA | Mutual Fund | ≈ $65.0K | 2.6% | Joint, Spouse |
The 15 largest of 38. The filed report lists every one.
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out.
Estimated current stock holdings
Stocks bought in the last 5 years with no sale disclosed since — 5 names across 5 purchases, $64.5K at the disclosed midpoints.
- ANET · Arista Networks50.4%
- AMP · Ameriprise Financial12.4%
- CRWD · CrowdStrike Holdings12.4%
- URI · United Rentals12.4%
- ADBE · Adobe12.4%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
ANETArista Networks | $32.5K | 50.4% | 2024-09-23 | Joint |
AMPAmeriprise Financial | $8.0K | 12.4% | 2025-03-05 | Joint |
CRWDCrowdStrike Holdings | $8.0K | 12.4% | 2025-03-05 | Joint |
URIUnited Rentals | $8.0K | 12.4% | 2024-12-12 | Joint |
ADBEAdobe | $8.0K | 12.4% | 2024-08-14 | Spouse |
An estimate, not a statement of what they own. Trade filings report changes, never balances, so this cannot see stock bought more than 5 years ago and never traded since, and a partial sale closes the whole purchase it is matched to. Amounts are what was disclosed at purchase (the middle of each range), not today's value. Options are left out: they expire, and filings never say whether one was a call or a put.
Their most-traded tickers
What they hold it in
Every disclosed trade
170 rows. Sort any column; Source opens the filed PDF.