13F Insight
DOSSIER · 13F-HR · Q2 2026

Leelyn Smith, LLC

$822M in tracked AUM across 157 positions as of Q2 2026.

LS
CIK 0001777817 · last filed Jun 30, 2026
Total AUM
$822M
as of Q2 2026
Holdings
157
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Leelyn Smith, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MGK
VANGUARD WORLD FD
$70M794K8.5%02
MOAT
VANECK ETF TRUST
$55M529K6.7%03
SCHD
SCHWAB STRATEGIC TR
$52M1.6M6.3%04
JSMD
JANUS DETROIT STR TR
$38M371K4.6%05
FLXR
TCW ETF TRUST
$32M822K3.9%06
FBND
FIDELITY MERRIMACK STR TR
$32M703K3.9%07
AMAT
APPLIED MATLS INC
$20M27K2.4%08
KLAC
KLA CORP
$16M54K2.0%09
NVDA
NVIDIA CORPORATION
$16M81K2.0%10
USMV
ISHARES TR
$16M166K1.9%

Filing history

2026Q2Jun 30
$822M▲ 15.3%
157 positionsView →2026Q1Mar 31
$713M▲ 3.1%
154 positionsView →2025Q4Dec 31
$692M▲ 4.2%
150 positionsView →2025Q3Sep 30
$664M▲ 8.9%
144 positionsView →2025Q2Jun 30
$610M▲ 8.3%
134 positionsLocked2025Q1Mar 31
$563M▲ 0.2%
129 positionsLocked2024Q4Dec 31
$561M▲ 1.3%
134 positionsLocked2024Q3Sep 30
$554M▲ 7.1%
124 positionsLocked2024Q2Jun 30
$517M▲ 3.6%
122 positionsLocked2024Q1Mar 31
$500M▲ 9.4%
126 positionsLocked2023Q4Dec 31
$457M▲ 11.4%
121 positionsLocked2023Q3Sep 30
$410M▼ 1.0%
110 positionsLocked
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