Leelyn Smith, LLC
CIK 1777817
13F filing for Q2 2026・No. 2,905
- Holdings
- US$822.35M
- Quarter change
- +US$109.29M
- Entries
- 157
- Net bought (estimate)
- +US$14.21M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 9
- Cut 43
- Added 77
- Corporate actions 2
- Unchanged 25
Largest holdings
157 stocks worth US$822.35M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD WORLD FDMEGA GRWTH IND | AddedSplit 5:1 | 793,605 | US$69.77M | 8.48% |
| VANECK ETF TRUSTMRNGSTR WDE MOAT | Added | 529,240 | US$55.02M | 6.69% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Added | 1,629,344 | US$51.67M | 6.28% |
| JANUS DETROIT STR TRHENDERSN SML ETF | Added | 370,965 | US$37.56M | 4.57% |
| TCW ETF TRUSTFLEXIBLE INCOME | Added | 821,976 | US$32.23M | 3.92% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 702,891 | US$31.97M | 3.89% |
| AMATAPPLIED MATLS INCCOM | Cut | 27,114 | US$19.6M | 2.38% |
| KLACKLA CORPCOM NEW | AddedSplit 9:1 | 53,578 | US$16.17M | 1.97% |
| NVDANvidiaCOM | Cut | 80,773 | US$16.16M | 1.97% |
| ISHARES TRMSCI USA MIN ETF | Added | 165,959 | US$16.01M | 1.95% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.