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Leelyn Smith, LLC

CIK:0001777817
Investment Adviser
$722M AUM
134 holdings
Geneva, IL, United States
Founded:2011
21 employees
Latest filing:Jun 30, 2025

Leelyn Smith, LLC is an independent registered investment advisor headquartered in Geneva, Illinois, serving over 900 families across 31 states. The firm offers holistic wealth management, comprehensive tax planning, and family office services through a team of 21 professionals and over 115 years of combined experience. Acting as fiduciaries, they deliver highly personalized, goals-based financial planning for individuals and families seeking long-term financial independence.

Investment Strategy

Leelyn Smith employs a holistic, client-centered investment strategy built on seven core beliefs: they prioritize long-term economic growth over market timing, integrate personalized financial plans with customized investment strategies, closely manage investor behavior and psychological risks, and utilize both passive indexing and selective enhancements. Their approach emphasizes low volatility, investment in companies with sustainable competitive advantages, cost and tax efficiency, and deep diversification across asset classes and strategies. Portfolios are actively managed and regularly reviewed to adapt to evolving client needs and market conditions.

Top Buys
M
MGKVANGUARD WORLD FD
+$10.5M
N
NVDANVIDIA CORPORATION
+$4.2M
J
JSMDJANUS DETROIT STR TR
+$3.3M
M
MSFTMICROSOFT CORP
+$2.7M
C
CLXCLOROX CO DEL
+$2.6M
Top Sells
M
MMM3M CO
-$3.0M
P
PCTYPAYLOCITY HLDG CORP
-$1.8M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$783.7K
B
BMYBRISTOL-MYERS SQUIBB CO
-$612.4K
A
AAPLAPPLE INC
-$493.3K

Top Holdings

M
MGKVANGUARD WORLD FD
+8.8%$53.8M
M
MOATVANECK ETF TRUST
+7.4%$45.3M
V
VNLAJANUS DETROIT STR TR
+6.2%$37.8M
S
SCHDSCHWAB STRATEGIC TR
+6.2%$37.7M
M
MINTPIMCO ETF TR
+6.1%$37.2M

Equity Positions (134)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MGK
VANGUARD WORLD FD8.83%$53.8M147,010$190.00$366.17+$10.5M
M
MOAT
VANECK ETF TRUST7.44%$45.3M483,503$63.91$93.79+$2.4M
V
VNLA
JANUS DETROIT STR TR6.21%$37.8M769,279$48.54$49.20+$908.4K
S
SCHD
SCHWAB STRATEGIC TR6.19%$37.7M1,423,540$23.35$26.50-$162.8K
M
MINT
PIMCO ETF TR6.11%$37.2M370,380$100.21$100.54+$674.2K

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+6.3%
SERVICES-PREPACKAGED SOFTWARE
+5.9%
PHARMACEUTICAL PREPARATIONS
+4.0%
SERVICES-BUSINESS SERVICES, NEC
+2.4%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+2.2%