Leelyn Smith, LLC Portfolio Holdings

Leelyn Smith, LLC

$591 Million
Q2 2025

Leelyn Smith, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $591 Million distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $53.8M, Vaneck Morningstar Wide Moat E with a value of $41.5M, Janus Henderson Short Duration with a value of $37.8M, Schwab Strategic Tr Us Dividen with a value of $37.7M, and Pimco ETF Tr Enhanced Sht Matu with a value of $37.2M.

Examining the 13F form we can see an increase of $42M in the current position value, from $549M to 591M.

Leelyn Smith, LLC is based out at Geneva, IL

Below you can find more details about Leelyn Smith, LLC portfolio as well as his latest detailed transactions.

Portfolio value $591 Million

ETFs: $305 Million

Technology: $99.3 Million

Financial Services: $38 Million

Healthcare: $35.3 Million

Consumer Cyclical: $31.5 Million

Consumer Defensive: $28.2 Million

Industrials: $22.7 Million

Communication Services: $16.2 Million

Other: $15.6 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

Summary

Portfolio
No. of Stocks 134
Current Value $591 Million
Prior Value $549 Million
Filing
Period Q2 2025
Filing Date July 31, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 8 stocks
Additional Purchases 83 stocks
Sold out of 0 stocks
Reduced holdings in 27 stocks

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