Investor
Leelyn Smith, LLC
CIK 0001777817 · filed 2026-04-27 · SEC filing
13F book
$713.1M
Positions
154
12 new · 8 sold
Largest name
7.8%
Vanguard World Fd
Est. mark
−$7.56M
Price effect on 142 names still held. Flow $29M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard World Fd | — | 152K | $55.9M | 7.8% | −$6.49M | Added−$3.27M |
| Vaneck Etf Trust | — | 511.6K | $49.5M | 6.9% | −$3.37M | Added−$1.42M |
| Schwab Strategic Tr | — | 1.59M | $48.7M | 6.8% | $5.02M | Added$6.36M |
| Tcw Etf Trust | — | 791.2K | $31.1M | 4.4% | −$243.4K | Added$1.86M |
| Fidelity Merrimack Str Tr | — | 674.3K | $30.8M | 4.3% | −$263.5K | Added$1.87M |
| Janus Detroit Str Tr | — | 370.4K | $29.4M | 4.1% | −$798.8K | Added−$84.8K |
| Ishares Tr | — | 164.3K | $15.2M | 2.1% | −$223.1K | Added$447.5K |
| Nvidia Corp | NVDA | 82.3K | $14.4M | 2.0% | −$996.3K | Cut−$1.17M |
| Janus Detroit Str Tr | — | 292.4K | $14.3M | 2.0% | −$81.8K | Cut−$1.03M |
| Pgim Etf Tr | — | 271.5K | $13.4M | 1.9% | −$24.4K | Cut−$1.15M |
| Alphabet Inc | — | 40.2K | $11.6M | 1.6% | −$962.2K | Added−$273.8K |
| Microsoft Corp | MSFT | 30.9K | $11.4M | 1.6% | −$3.26M | Added−$2.43M |
| Amazon Com Inc | AMZN | 50.9K | $10.6M | 1.5% | −$1.15M | Cut−$2.76M |
| Applied Matls Inc | — | 29.2K | $9.97M | 1.4% | $2.47M | Cut$2.22M |
| Vanguard Whitehall Fds | — | 64.7K | $9.58M | 1.3% | $288.3K | Added$546.6K |
| Apple Inc. | AAPL | 37.7K | $9.58M | 1.3% | −$660.1K | Added−$355K |
| Litman Gregory Fds Tr | — | 296.2K | $8.93M | 1.3% | $538.1K | Added$1.71M |
| Invesco Exch Traded Fd Tr Ii | — | 176.6K | $8.76M | 1.2% | $271.8K | Added$656.6K |
| Taiwan Semiconductor Mfg Ltd | — | 25.1K | $8.48M | 1.2% | $854.6K | Cut$691.1K |
| Kla Corp | KLAC | 5.75K | $8.47M | 1.2% | $1.48M | Cut$1.27M |
| First Tr Exchange-Traded Fd | — | 160.8K | $8.17M | 1.1% | $1.02M | Added$1.19M |
| Berkshire Hathaway Inc Del | — | 16.9K | $8.09M | 1.1% | −$396K | Cut−$423.6K |
| Analog Devices Inc | ADI | 22.3K | $7.11M | 1.0% | $1.05M | Cut$900.1K |
| Mcdonalds Corp | MCD | 22.4K | $6.97M | 1.0% | $111.8K | Added$344.3K |
| Eli Lilly & Co | LLY | 7.53K | $6.92M | 1.0% | −$1.17M | Cut−$1.19M |
| J P Morgan Exchange Traded F | — | 120.2K | $6.81M | 1.0% | −$12.3K | Added$5.55M |
| Jpmorgan Chase & Co. | — | 23K | $6.76M | 0.9% | −$604.2K | Added−$180.3K |
| Costco Whsl Corp New | — | 6.41K | $6.39M | 0.9% | $840.8K | Added$980.3K |
| Merck & Co., Inc. | MRK | 52.8K | $6.36M | 0.9% | $789.3K | Added$828.7K |
| General Dynamics Corp | GD | 17.8K | $6.1M | 0.9% | $114K | Added$255.4K |
| Exxon Mobil Corp | — | 33.8K | $5.73M | 0.8% | $1.65M | Added$1.7M |
| Honeywell Intl Inc | — | 24K | $5.42M | 0.8% | $715.1K | Added$914.5K |
| Johnson & Johnson | JNJ | 21.6K | $5.29M | 0.7% | $811.2K | Cut$792.3K |
| Invesco Qqq Tr | — | 9.13K | $5.27M | 0.7% | −$338.9K | Cut−$480.8K |
| Boeing Co | — | 26.3K | $5.24M | 0.7% | −$457.4K | Added−$254.2K |
| Intercontinental Exchange In | — | 32K | $5.03M | 0.7% | −$142.5K | Added$102.7K |
| Visa Inc. | V | 16.6K | $5.03M | 0.7% | −$763.4K | Added−$498.6K |
| Mastercard Inc | MA | 9.99K | $4.99M | 0.7% | −$678.3K | Added−$446.5K |
| Schwab Charles Corp | — | 51.3K | $4.82M | 0.7% | −$283.3K | Added$50.8K |
| Lockheed Martin Corp | LMT | 7.71K | $4.66M | 0.7% | $912.6K | Added$1M |
| Meta Platforms, Inc. | META | 8.11K | $4.64M | 0.7% | −$663.3K | Added−$336.7K |
| Thermo Fisher Scientific Inc. | TMO | 9.35K | $4.6M | 0.6% | −$780.7K | Added−$547.3K |
| Broadcom Inc. | AVGO | 14.7K | $4.56M | 0.6% | −$498K | Added−$152.5K |
| Autodesk, Inc. | ADSK | 18K | $4.32M | 0.6% | −$943.6K | Added−$614.5K |
| Chevron Corp New | CVX | 20.7K | $4.28M | 0.6% | $1.11M | Added$1.17M |
| Vanguard Star Fds | — | 54.2K | $4.18M | 0.6% | $79.8K | Added$575K |
| Ge Healthcare Technologies I | — | 58.6K | $4.17M | 0.6% | −$584.5K | Added−$249.7K |
| AbbVie Inc. | ABBV | 19.2K | $4.17M | 0.6% | −$204.6K | Added−$76.9K |
| Lam Research Corp | LRCX | 18.9K | $4.05M | 0.6% | $805K | Cut$742.9K |
| Caterpillar Inc | CAT | 5.47K | $3.88M | 0.5% | — | New |
| Cisco Sys Inc | — | 48.8K | $3.79M | 0.5% | $26.6K | Added$131.5K |
| Zoetis Inc. | ZTS | 31.5K | $3.73M | 0.5% | −$213.2K | Added$200.6K |
| Monolithic Pwr Sys Inc | — | 3.35K | $3.66M | 0.5% | $625.6K | Cut$558.5K |
| Verizon Communications Inc | VZ | 72.6K | $3.64M | 0.5% | $656.6K | Added$819.8K |
| Coca Cola Co | KO | 47.4K | $3.61M | 0.5% | $276.1K | Added$463.7K |
| Bristol-Myers Squibb Co | — | 58.1K | $3.52M | 0.5% | $386.7K | Added$414.4K |
| Amgen Inc | AMGN | 9.76K | $3.44M | 0.5% | $234.2K | Added$313K |
| Altria Group, Inc. | MO | 51.8K | $3.42M | 0.5% | $416.4K | Added$536.5K |
| Pepsico Inc | PEP | 21.7K | $3.36M | 0.5% | $241.7K | Added$418.6K |
| Cme Group Inc. | CME | 11.3K | $3.33M | 0.5% | $246.8K | Added$304.1K |
| S&P Global Inc. | SPGI | 7.81K | $3.32M | 0.5% | — | New |
| Pfizer Inc | PFE | 118.1K | $3.32M | 0.5% | $355.9K | Added$529.1K |
| Arista Networks, Inc. | ANET | 27K | $3.31M | 0.5% | −$222K | Added−$211.6K |
| Procter And Gamble Co | PG | 22.5K | $3.25M | 0.5% | $23.1K | Added$323.8K |
| Ge Aerospace | — | 11.4K | $3.23M | 0.5% | −$17.6K | Added$3.01M |
| Ppl Corp | — | 84.1K | $3.21M | 0.5% | $259.2K | Added$358.6K |
| Texas Instrs Inc | — | 16.4K | $3.18M | 0.4% | $310.6K | Added$574.6K |
| Southern Co | — | 32.8K | $3.17M | 0.4% | $295.2K | Added$405.6K |
| Dominion Energy, Inc | D | 49.2K | $3.04M | 0.4% | $152.8K | Added$271.7K |
| Tesla, Inc. | TSLA | 7.69K | $2.86M | 0.4% | −$599.5K | Held |
| Medtronic Plc | MDT | 32.6K | $2.82M | 0.4% | −$293.9K | Added−$177.3K |
| United Parcel Service Inc | UPS | 28.1K | $2.76M | 0.4% | −$20.6K | Added$231.6K |
| Clorox Co Del | — | 26.5K | $2.75M | 0.4% | $71K | Added$190.1K |
| Crowdstrike Hldgs Inc | — | 6.76K | $2.64M | 0.4% | −$517.2K | Added−$455.1K |
| Sysco Corp | SYY | 36.9K | $2.63M | 0.4% | −$84.1K | Added$8.13K |
| Asml Holding N V | — | 1.94K | $2.56M | 0.4% | $484.7K | Added$491.3K |
| Vanguard World Fd | — | 3.65K | $2.55M | 0.4% | −$204.9K | Held |
| Price T Rowe Group Inc | TROW | 27.7K | $2.5M | 0.4% | −$316.7K | Added−$148K |
| Marvell Technology, Inc. | MRVL | 23.3K | $2.3M | 0.3% | $319K | Added$376.7K |
| Palantir Technologies Inc. | PLTR | 15.5K | $2.26M | 0.3% | −$374.4K | Added$145.3K |
| Advanced Micro Devices Inc | AMD | 10.9K | $2.23M | 0.3% | −$115.7K | Added−$82.1K |
| Amphenol Corp New | — | 17.2K | $2.17M | 0.3% | −$130.9K | Added$157.6K |
| General Mls Inc | GIS | 57.2K | $2.13M | 0.3% | −$476.6K | Added−$258.3K |
| Vanguard Index Fds | — | 7.24K | $2.08M | 0.3% | −$22K | Cut−$29.6K |
| Intel Corp | INTC | 47K | $2.07M | 0.3% | $328.6K | Added$395.1K |
| Vanguard Index Fds | — | 3.37K | $2.02M | 0.3% | −$99.7K | Added−$97.9K |
| Veeva Sys Inc | — | 10.5K | $1.84M | 0.3% | −$456.9K | Added−$307.9K |
| Palo Alto Networks Inc | PANW | 10.9K | $1.75M | 0.2% | −$253K | Added−$199.6K |
| Eaton Corp Plc | ETN | 4.87K | $1.74M | 0.2% | $190.7K | Added$191.1K |
| Allstate Corp | — | 8.15K | $1.69M | 0.2% | −$6.64K | Cut−$48.3K |
| Fortinet, Inc. | FTNT | 20.4K | $1.67M | 0.2% | $45.3K | Added$109.8K |
| Workday, Inc. | WDAY | 11.2K | $1.46M | 0.2% | −$836.6K | Added−$657.1K |
| Cadence Design System Inc | — | 5.01K | $1.39M | 0.2% | −$164.6K | Added−$89.3K |
| Cloudflare, Inc. | NET | 5.98K | $1.23M | 0.2% | — | New |
| Lpl Finl Hldgs Inc | — | 3.76K | $1.13M | 0.2% | −$177.5K | Added$7.24K |
| Ishares Tr | — | 10.2K | $1.12M | 0.2% | $1.7K | Added$342.7K |
| Etfs Gold Tr | — | 25K | $1.12M | 0.2% | $60.6K | Added$412.4K |
| ServiceNow, Inc. | NOW | 10.5K | $1.09M | 0.2% | −$509.1K | Cut−$1.1M |
| Tyler Technologies Inc | TYL | 3.16K | $1.08M | 0.2% | −$332K | Added−$269.7K |
| Zscaler, Inc. | ZS | 7.08K | $993.5K | 0.1% | −$566.6K | Added−$512.3K |
| Morgan Stanley | — | 5.84K | $961.2K | 0.1% | −$55.8K | Added$197K |
| Home Depot, Inc. | HD | 2.84K | $932.9K | 0.1% | −$41.2K | Added−$1.4K |
| Deere & Co | DE | 1.58K | $888.6K | 0.1% | $153.8K | Added$156.1K |
| At&T Inc | — | 30.4K | $880.7K | 0.1% | $121.9K | Added$151K |
| International Business Machs | — | 3.58K | $868K | 0.1% | −$192.7K | Cut−$195.4K |
| Walmart Inc. | WMT | 6.92K | $860.2K | 0.1% | $86.3K | Added$112.2K |
| Marathon Pete Corp | — | 3.38K | $826.6K | 0.1% | $275K | Added$278.1K |
| Vicor Corp | VICR | 5K | $805K | 0.1% | — | New |
| Vanguard World Fd | — | 3.53K | $793.3K | 0.1% | $47.2K | Held |
| Norfolk Southn Corp | — | 2.7K | $774.9K | 0.1% | −$4.64K | Held |
| RTX Corp | RTX | 3.52K | $679.2K | 0.1% | $33.2K | Added$36.7K |
| Ishares Tr | — | 14.8K | $647.6K | 0.1% | $4.26K | Cut−$70.3K |
| Atlassian Corp | TEAM | 8.57K | $584.6K | 0.1% | −$710K | Added−$641.5K |
| Hartford Fds Exchange Traded | — | 29.4K | $559.5K | 0.1% | −$4.3K | Added$10.9K |
| Nextera Energy Inc | — | 5.51K | $511.4K | 0.1% | $69.4K | Cut$64.9K |
| Capital One Finl Corp | — | 2.75K | $500.9K | 0.1% | −$67.4K | Added$228.5K |
| Adobe Inc. | ADBE | 2.05K | $498.8K | 0.1% | −$219.4K | Cut−$3.99M |
| Janus Detroit Str Tr | — | 9.62K | $484.5K | 0.1% | −$1.82K | Added$40.3K |
| Wisdomtree Tr | — | 5.4K | $474.5K | 0.1% | −$8.59K | Held |
| First Tr Exchange-Traded Fd | — | 2.3K | $461.5K | 0.1% | — | New |
| Alphabet Inc | — | 1.5K | $430.8K | 0.1% | −$37.7K | Added−$5.89K |
| First Tr Exchange-Traded Fd | — | 9.55K | $426.9K | 0.1% | — | New |
| Northrop Grumman Corp | — | 585 | $399.2K | 0.1% | $65.6K | Held |
| Waste Mgmt Inc Del | — | 1.65K | $380K | 0.1% | $16.5K | Added$16.7K |
| Motorola Solutions, Inc. | MSI | 866 | $375.8K | 0.1% | $41.5K | Added$61K |
| First Tr Exchange Traded Fd | — | 2.52K | $372.1K | 0.1% | — | New |
| Illinois Tool Wks Inc | — | 1.38K | $359.7K | 0.1% | $19.1K | Added$21.5K |
| Vanguard Tax-Managed Fds | — | 5.54K | $354.7K | 0.1% | $8.44K | Added$27.3K |
| First Tr Exchange-Traded Fd | — | 1.51K | $353.9K | 0.1% | −$49.1K | Added−$22.5K |
| Pimco Etf Tr | — | 3.46K | $348.2K | 0.0% | $806 | Cut−$125.7K |
| Trane Technologies Plc | TT | 822 | $342.6K | 0.0% | $22.6K | Held |
| Vaneck Etf Trust | — | 9.91K | $338.4K | 0.0% | −$24.2K | Added−$12.4K |
| Nextnav Inc | — | 20.4K | $326.1K | 0.0% | −$12.6K | Held |
| Innovator Etfs Trust | — | 8.36K | $296.2K | 0.0% | −$12.1K | Cut−$27.6K |
| Conocophillips | COP | 2.21K | $291.2K | 0.0% | $84.7K | Cut$80.8K |
| Ishares Tr | — | 2.62K | $277.9K | 0.0% | — | New |
| Spdr S&P 500 Etf Tr | — | 406 | $264K | 0.0% | −$12.8K | Held |
| Prologis Inc. | — | 1.99K | $262.4K | 0.0% | $8.9K | Added$10.8K |
| Calamos Etf Tr | — | 9.58K | $260.8K | 0.0% | $287 | Held |
| Calamos Etf Tr | — | 9.81K | $260.8K | 0.0% | $232 | Held |
| Jones Lang Lasalle Inc | JLL | 849 | $258.4K | 0.0% | −$27.3K | Held |
| Vanguard Index Fds | — | 786 | $252.1K | 0.0% | −$11.1K | Added−$4.32K |
| Chubb Limited | — | 770 | $251K | 0.0% | $10.6K | Held |
| Duke Energy Corp New | — | 1.88K | $245.8K | 0.0% | $25.3K | Added$30.8K |
| Emerson Elec Co | — | 1.85K | $242K | 0.0% | −$3.14K | Held |
| GE Vernova Inc. | GEV | 277 | $241.4K | 0.0% | — | New |
| Wells Fargo Co New | — | 2.89K | $230.1K | 0.0% | −$39.3K | Cut−$54.2K |
| Automatic Data Processing In | — | 1.13K | $229.4K | 0.0% | — | New |
| Ishares Tr | — | 3.35K | $226K | 0.0% | $5.12K | Cut−$63.8K |
| Corning Inc | — | 1.61K | $218.8K | 0.0% | — | New |
| Sherwin Williams Co | SHW | 672 | $215.5K | 0.0% | −$2.26K | Added$5.44K |
| Bp Plc | — | 4.56K | $214.1K | 0.0% | — | New |
| American Healthcare REIT, Inc. | AHR | 4.45K | $209.9K | 0.0% | $445 | Held |
| Ishares Tr | — | 843 | $202.3K | 0.0% | −$8.7K | Cut−$35K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.