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Leelyn Smith, LLC - Portfolio Stock Holdings

Leelyn Smith, LLC disclosed 165 stock positions in a recent SEC 13F filing. $818,530,780 of stock holdings were filed, with the largest holdings including MGK, MOAT, and SCHD. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $852,292,185 and has 38 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

165

Est. Stock Holding Value:

$818,530,780

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Leelyn Smith, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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