Leelyn Smith, LLC
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 Holdings
Equity Positions (134)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MGK | VANGUARD WORLD FD | 8.83% | $53.8M | 147,010 | $190.00 | $366.17 | +$10.5M |
M MOAT | VANECK ETF TRUST | 7.44% | $45.3M | 483,503 | $63.91 | $93.79 | +$2.4M |
V VNLA | JANUS DETROIT STR TR | 6.21% | $37.8M | 769,279 | $48.54 | $49.20 | +$908.4K |
S SCHD | SCHWAB STRATEGIC TR | 6.19% | $37.7M | 1,423,540 | $23.35 | $26.50 | -$162.8K |
M MINT | PIMCO ETF TR | 6.11% | $37.2M | 370,380 | $100.21 | $100.54 | +$674.2K |