Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Leelyn Smith, LLC (CIK 1777817) reported $713.1M across 154 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MGK ($55.9M, 7.83%), MOAT ($49.5M, 6.94%), SCHD ($48.7M, 6.83%), FLXR ($31.1M, 4.36%), FBND ($30.8M, 4.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MGK | VANGUARD WORLD FD | $55.9M | 7.83% | 152,036 | Added |
| 2 | MOAT | VANECK ETF TRUST | $49.5M | 6.94% | 511,612 | Added |
| 3 | SCHD | SCHWAB STRATEGIC TR | $48.7M | 6.83% | 1.6M | Added |
| 4 | FLXR | TCW ETF TRUST | $31.1M | 4.36% | 791,161 | Added |
| 5 | FBND | FIDELITY MERRIMACK STR TR | $30.8M | 4.31% | 674,311 | Added |
| 6 | JSMD | JANUS DETROIT STR TR | $29.4M | 4.12% | 370,443 | Added |
| 7 | USMV | ISHARES TR | $15.2M | 2.14% | 164,336 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $14.4M | 2.01% | 82,343 | Trimmed |
| 9 | VNLA | JANUS DETROIT STR TR | $14.3M | 2.00% | 292,366 | Trimmed |
| 10 | PULS | PGIM ETF TR | $13.4M | 1.88% | 271,482 | Trimmed |
| 11 | GOOGL | ALPHABET INC | $11.6M | 1.62% | 40,218 | Added |
| 12 | MSFT | MICROSOFT CORP | $11.4M | 1.60% | 30,916 | Added |
| 13 | AMZN | AMAZON COM INC | $10.6M | 1.49% | 50,929 | Trimmed |
| 14 | AMAT | APPLIED MATLS INC | $10.0M | 1.40% | 29,163 | Trimmed |
| 15 | AAPL | APPLE INC | $9.6M | 1.34% | 37,742 | Added |
| 16 | VYM | VANGUARD WHITEHALL FDS | $9.6M | 1.34% | 64,699 | Added |
| 17 | DBMF | LITMAN GREGORY FDS TR | $8.9M | 1.25% | 296,205 | Added |
| 18 | SPHD | INVESCO EXCH TRADED FD TR II | $8.8M | 1.23% | 176,553 | Added |
| 19 | KLAC | KLA CORP | $8.5M | 1.19% | 5,749 | Trimmed |
| 20 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8.5M | 1.19% | 25,089 | Trimmed |
| 21 | FDL | FIRST TR EXCHANGE-TRADED FD | $8.2M | 1.15% | 160,776 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.1M | 1.13% | 16,886 | Trimmed |
| 23 | ADI | ANALOG DEVICES INC | $7.1M | 1.00% | 22,346 | Trimmed |
| 24 | MCD | MCDONALDS CORP | $7.0M | 0.98% | 22,418 | Added |
| 25 | LLY | ELI LILLY & CO | $6.9M | 0.97% | 7,528 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31