Leelyn Smith, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $641 Million distributed in 144 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 $57.9M, Vaneck Morningstar Wide Moat E with a value of $42M, Schwab Strategic Tr Us Dividen with a value of $40.1M, Janus Henderson Short Duration with a value of $38.4M, and Pimco ETF Tr Enhanced Sht Matu with a value of $37.8M.
Examining the 13F form we can see an increase of $49.9M in the current position value, from $591M to 641M.
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
$641 Million
ETFs: $319 Million
Technology: $117 Million
Financial Services: $42.4 Million
Healthcare: $40.9 Million
Consumer Defensive: $29.2 Million
Industrials: $27.8 Million
Consumer Cyclical: $27.4 Million
Communication Services: $19.1 Million
Other: $17.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
