Leelyn Smith, LLC — 13F holdings

Leelyn Smith, LLC reported 157 holdings worth $822M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

  1. MGK VANGUARD WORLD FD — $69.8M (8.5%)
  2. MOAT VANECK ETF TRUST — $55.0M (6.7%)
  3. SCHD SCHWAB STRATEGIC TR — $51.7M (6.3%)
  4. JSMD JANUS DETROIT STR TR — $37.6M (4.6%)
  5. FLXR TCW ETF TRUST — $32.2M (3.9%)
  6. FBND FIDELITY MERRIMACK STR TR — $32.0M (3.9%)
  7. AMAT APPLIED MATLS INC — $19.6M (2.4%)
  8. KLAC KLA CORP — $16.2M (2.0%)
  9. NVDA NVIDIA CORPORATION — $16.2M (2.0%)
  10. USMV ISHARES TR — $16.0M (1.9%)