13F

Investor

Leelyn Smith, LLC

CIK 0001777817 · filed 2026-01-28 · SEC filing

13F book

$691.6M

Positions

150

Largest name

8.6%

Vanguard World Fd

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Vanguard World Fd143.3K$59.1M8.6%Held
Vaneck Etf Trust491.4K$50.9M7.4%Held
Schwab Strategic Tr1.54M$42.3M6.1%Held
Janus Detroit Str Tr361.4K$29.5M4.3%Held
Tcw Etf Trust737.5K$29.2M4.2%Held
Fidelity Merrimack Str Tr627.5K$28.9M4.2%Held
Nvidia CorpNVDA83.3K$15.5M2.2%Held
Janus Detroit Str Tr311.6K$15.3M2.2%Held
Ishares Tr157.1K$14.8M2.1%Held
Pgim Etf Tr294.1K$14.6M2.1%Held
Microsoft CorpMSFT28.7K$13.9M2.0%Held
Amazon Com IncAMZN57.9K$13.4M1.9%Held
Alphabet Inc37.8K$11.8M1.7%Held
Apple Inc.AAPL36.5K$9.93M1.4%Held
Vanguard Whitehall Fds63K$9.04M1.3%Held
Berkshire Hathaway Inc Del16.9K$8.52M1.2%Held
Eli Lilly & CoLLY7.55K$8.12M1.2%Held
Invesco Exch Traded Fd Tr Ii168.8K$8.1M1.2%Held
Taiwan Semiconductor Mfg Ltd25.6K$7.79M1.1%Held
Applied Matls Inc30.1K$7.74M1.1%Held
Litman Gregory Fds Tr257.5K$7.22M1.0%Held
Kla CorpKLAC5.92K$7.19M1.0%Held
First Tr Exchange-Traded Fd157.3K$6.97M1.0%Held
Jpmorgan Chase & Co.21.5K$6.94M1.0%Held
Mcdonalds CorpMCD21.7K$6.62M1.0%Held
Analog Devices IncADI22.9K$6.21M0.9%Held
General Dynamics CorpGD17.4K$5.84M0.8%Held
Invesco Qqq Tr9.36K$5.75M0.8%Held
Merck & Co., Inc.MRK52.5K$5.53M0.8%Held
Visa Inc.V15.8K$5.52M0.8%Held
Boeing Co25.3K$5.49M0.8%Held
Mastercard IncMA9.53K$5.44M0.8%Held
Costco Whsl Corp New6.27K$5.41M0.8%Held
Thermo Fisher Scientific Inc.TMO8.88K$5.14M0.7%Held
Meta Platforms, Inc.META7.54K$4.98M0.7%Held
Autodesk, Inc.ADSK16.7K$4.93M0.7%Held
Intercontinental Exchange In30.4K$4.93M0.7%Held
Schwab Charles Corp47.8K$4.77M0.7%Held
Broadcom Inc.AVGO13.6K$4.71M0.7%Held
Honeywell Intl Inc23.1K$4.51M0.7%Held
Johnson & JohnsonJNJ21.7K$4.5M0.7%Held
Adobe Inc.ADBE12.8K$4.49M0.6%Held
Ge Healthcare Technologies I53.9K$4.42M0.6%Held
AbbVie Inc.ABBV18.6K$4.25M0.6%Held
Accenture Plc Ireland15.2K$4.07M0.6%Held
Exxon Mobil Corp33.5K$4.03M0.6%Held
Cisco Sys Inc47.5K$3.66M0.5%Held
Lockheed Martin CorpLMT7.56K$3.66M0.5%Held
Vanguard Star Fds47.8K$3.6M0.5%Held
Arista Networks, Inc.ANET26.9K$3.53M0.5%Held
Zoetis Inc.ZTS28K$3.53M0.5%Held
Tesla, Inc.TSLA7.69K$3.46M0.5%Held
Lam Research CorpLRCX19.3K$3.31M0.5%Held
Coca Cola CoKO45K$3.14M0.5%Held
Oracle Corp16.1K$3.14M0.5%Held
Amgen IncAMGN9.54K$3.12M0.5%Held
Bristol-Myers Squibb Co57.6K$3.11M0.4%Held
Chevron Corp NewCVX20.4K$3.1M0.4%Held
Monolithic Pwr Sys Inc3.42K$3.1M0.4%Held
Crowdstrike Hldgs Inc6.6K$3.09M0.4%Held
Cme Group Inc.CME11.1K$3.03M0.4%Held
Medtronic PlcMDT31.2K$3M0.4%Held
Pepsico IncPEP20.5K$2.95M0.4%Held
Procter And Gamble CoPG20.4K$2.92M0.4%Held
Altria Group, Inc.MO50K$2.88M0.4%Held
Ppl Corp81.5K$2.85M0.4%Held
Verizon Communications IncVZ69.3K$2.82M0.4%Held
Pfizer IncPFE111.9K$2.79M0.4%Held
Dominion Energy, IncD47.3K$2.77M0.4%Held
Southern Co31.7K$2.76M0.4%Held
Vanguard World Fd3.65K$2.76M0.4%Held
Price T Rowe Group IncTROW25.9K$2.65M0.4%Held
Sysco CorpSYY35.6K$2.63M0.4%Held
Texas Instrs Inc15K$2.61M0.4%Held
Clorox Co Del25.3K$2.56M0.4%Held
United Parcel Service IncUPS25.5K$2.53M0.4%Held
General Mls IncGIS51.4K$2.39M0.3%Held
Advanced Micro Devices IncAMD10.8K$2.31M0.3%Held
ServiceNow, Inc.NOW14.3K$2.2M0.3%Held
Veeva Sys Inc9.61K$2.14M0.3%Held
Workday, Inc.WDAY9.86K$2.12M0.3%Held
Palantir Technologies Inc.PLTR11.9K$2.11M0.3%Held
Vanguard Index Fds3.37K$2.11M0.3%Held
Vanguard Index Fds7.27K$2.11M0.3%Held
Asml Holding N V1.93K$2.07M0.3%Held
Amphenol Corp New14.9K$2.01M0.3%Held
Palo Alto Networks IncPANW10.6K$1.95M0.3%Held
Marvell Technology, Inc.MRVL22.7K$1.93M0.3%Held
Allstate Corp8.35K$1.74M0.3%Held
Intel CorpINTC45.4K$1.68M0.2%Held
Fortinet, Inc.FTNT19.6K$1.56M0.2%Held
Eaton Corp PlcETN4.87K$1.55M0.2%Held
Zscaler, Inc.ZS6.7K$1.51M0.2%Held
Cadence Design System Inc4.74K$1.48M0.2%Held
Tyler Technologies IncTYL2.98K$1.35M0.2%Held
J P Morgan Exchange Traded F22K$1.26M0.2%Held
Atlassian CorpTEAM7.56K$1.23M0.2%Held
Lpl Finl Hldgs Inc3.15K$1.13M0.2%Held
International Business Machs3.59K$1.06M0.2%Held
Home Depot, Inc.HD2.71K$934.3K0.1%Held
Norfolk Southn Corp2.7K$779.5K0.1%Held
Ishares Tr7.07K$778.8K0.1%Held
Morgan Stanley4.3K$764.2K0.1%Held
Walmart Inc.WMT6.71K$748K0.1%Held
Vanguard World Fd3.53K$746.1K0.1%Held
Deere & CoDE1.57K$732.5K0.1%Held
At&T Inc29.4K$729.7K0.1%Held
Ishares Tr16.6K$717.9K0.1%Held
Etfs Gold Tr17.1K$703.7K0.1%Held
RTX CorpRTX3.5K$642.5K0.1%Held
Hartford Fds Exchange Traded28.6K$548.6K0.1%Held
Marathon Pete Corp3.37K$548.5K0.1%Held
Wisdomtree Tr5.4K$483.1K0.1%Held
Pimco Etf Tr4.72K$473.9K0.1%Held
First Tr Exchange Traded Fd7.55K$455.5K0.1%Held
Nextera Energy Inc5.56K$446.5K0.1%Held
Janus Detroit Str Tr8.78K$444.2K0.1%Held
Alphabet Inc1.39K$436.6K0.1%Held
First Tr Exchange Traded Fd9.24K$415.8K0.1%Held
First Tr Exchange-Traded Fd1.65K$380.5K0.1%Held
First Tr Exchange-Traded Fd1.4K$376.3K0.1%Held
Waste Mgmt Inc Del1.65K$363.2K0.1%Held
Vaneck Etf Trust9.56K$350.8K0.1%Held
Nextnav Inc20.4K$338.8K0.0%Held
Illinois Tool Wks Inc1.37K$338.3K0.0%Held
Northrop Grumman Corp585$333.6K0.0%Held
Vanguard Tax-Managed Fds5.24K$327.4K0.0%Held
Innovator Etfs Trust8.78K$323.8K0.0%Held
Trane Technologies PlcTT822$319.9K0.0%Held
Motorola Solutions, Inc.MSI821$314.8K0.0%Held
Ishares Tr4.39K$289.8K0.0%Held
Jones Lang Lasalle IncJLL849$285.7K0.0%Held
Wells Fargo Co New3.05K$284.3K0.0%Held
Spdr S&P 500 Etf Tr406$276.9K0.0%Held
Capital One Finl Corp1.12K$272.5K0.0%Held
Calamos Etf Tr9.58K$260.6K0.0%Held
Calamos Etf Tr9.81K$260.5K0.0%Held
Vanguard Index Fds765$256.4K0.0%Held
Prologis Inc.1.97K$251.7K0.0%Held
Emerson Elec Co1.85K$245.1K0.0%Held
Ishares Tr1.15K$244.3K0.0%Held
Chubb Limited770$240.3K0.0%Held
Ishares Tr948$237.2K0.0%Held
Abbott LabsABT1.86K$232.7K0.0%Held
Ge Aerospace726$223.6K0.0%Held
Vanguard Growth Etf454$221.5K0.0%Held
Duke Energy Corp New1.83K$215K0.0%Held
ConocophillipsCOP2.25K$210.4K0.0%Held
Sherwin Williams CoSHW648$210.1K0.0%Held
American Healthcare REIT, Inc.AHR4.45K$209.4K0.0%Held

Positions as of Q4 2025. 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.