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Filers›Family Office›Leelyn Smith, LLC
DOSSIER · 13F-HR · Q1 2026

Leelyn Smith, LLC

Leelyn Smith's family office based in Stamford, CT — $713M in tracked AUM across 154 positions as of Q1 2026.

LS
Leelyn Smith·Stamford, CT·Family Office
CIK 0001777817 · last filed Mar 31, 2026
Total AUM
$713M
▼ 19.3%
vs prior
Holdings
154
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Leelyn Smith, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MGK
VANGUARD WORLD FD
$56M152K7.8%
02
MOAT
VANECK ETF TRUST
$49M512K6.9%
03
SCHD
SCHWAB STRATEGIC TR
$49M1.6M6.8%
04
FLXR
TCW ETF TRUST
$31M791K4.4%
05
FBND
FIDELITY MERRIMACK STR TR
$31M674K4.3%
06
JSMD
JANUS DETROIT STR TR
$29M370K4.1%
07
USMV
ISHARES TR
$15M164K2.1%
08
NVDA
NVIDIA CORPORATION
$14M82K2.0%
09
VNLA
JANUS DETROIT STR TR
$14M292K2.0%
10
PULS
PGIM ETF TR
$13M271K1.9%

Filing history

Filing history loading…
AI Agent · grounded in Leelyn
haiku-4-5 · 154 positions indexed
Sector mix
  • Tech12%
  • Financials12%
  • Health Care44%
  • Cons. Disc.23%
  • Industrials6%
  • Other3%
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