Leelyn Smith, LLC - Portfolio overview

Leelyn Smith, LLC has 165 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. MGK - VANGUARD WORLD FD, 7.68%
2. MOAT - VANECK ETF TRUST, 6.80%
3. SCHD - SCHWAB STRATEGIC TR, 6.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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