Leelyn Smith, LLC holds a diversified book of 157 stocks worth $822.3M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Linde PLC and trimmed Applied Materials Inc. Their largest long position is Vanguard Mega Cap Growth ETF at 8% of the equity book. Cloning the disclosed picks since 2024 would be +20% (+11.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Leelyn Smith, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.4 points over this window.
Growth of $10,000 cloning Leelyn Smith, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
52% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard World FD MEGA GRWTH IND | $69.8M | 793.6K | 8.5% | ▲+422% Added · +642K sh | |
| 2 | Vaneck ETF Trust MRNGSTR WDE MOAT | $55.0M | 529.2K | 6.7% | ▲+3.4% Added · +18K sh | |
| 3 | Schwab Strategic TR US DIVIDEND EQ | $51.7M | 1.63M | 6.3% | ▲+2.7% Added · +42K sh | |
| 4 | Janus Detroit STR TR HENDERSN SML ETF | $37.6M | 371.0K | 4.6% | ▲+0.1% Added · +522 sh | |
| 5 | TCW ETF Trust FLEXIBLE INCOME | $32.2M | 822.0K | 3.9% | ▲+3.9% Added · +31K sh | |
| 6 | Fidelity Merrimack STR TR TOTAL BD ETF | $32.0M | 702.9K | 3.9% | ▲+4.2% Added · +29K sh | |
| 7 | Applied Matls Inc COM | $19.6M | 27.1K | 2.4% | ▼−7.0% Reduced · −2K sh | |
| 8 | Kla Corp COM NEW | $16.2M | 53.6K | 2.0% | ▲+832% Added · +48K sh | |
| 9 | Nvidia Corporation COM | $16.2M | 80.8K | 2.0% | ▼−1.9% Reduced · −2K sh | |
| 10 | Ishares TR MSCI USA MIN ETF | $16.0M | 166.0K | 1.9% | ▲+1.0% Added · +2K sh | |
| 11 | Janus Detroit STR TR HENDRSN SHRT ETF | $14.7M | 301.6K | 1.8% | ▲+3.1% Added · +9K sh | |
| 12 | Alphabet Inc CAP STK CL A | $14.0M | 39.2K | 1.7% | ▼−2.6% Reduced · −1K sh | |
| 13 | Pgim ETF TR PGIM ULTRA SH BD | $13.9M | 281.4K | 1.7% | ▲+3.7% Added · +10K sh | |
| 14 | Microsoft Corp COM | $12.2M | 32.8K | 1.5% | ▲+6.1% Added · +2K sh | |
| 15 | Amazon Com Inc COM | $12.1M | 50.6K | 1.5% | ▼−0.6% Reduced · −283 sh | |
| 16 | Taiwan Semiconductor Manufac SPONSORED ADS | $11.5M | 24.1K | 1.4% | ▼−4.1% Reduced · −1K sh | |
| 17 | Apple Inc COM | $10.9M | 37.6K | 1.3% | ▼−0.4% Reduced · −166 sh | |
| 18 | Vanguard Whitehall FDS HIGH DIV YLD | $10.3M | 65.3K | 1.3% | ▲+1.0% Added · +641 sh | |
| 19 | Litman Gregory FDS TR IMGP DBI MAN ETF | $9.5M | 310.0K | 1.2% | ▲+4.7% Added · +14K sh | |
| 20 | Eli Lilly & Co COM | $8.9M | 7.4K | 1.1% | ▼−1.6% Reduced · −118 sh | |
| 21 | Berkshire Hathaway Inc Del CL B NEW | $8.4M | 16.7K | 1.0% | ▼−0.8% Reduced · −139 sh | |
| 22 | Analog Devices Inc COM | $8.3M | 21.0K | 1.0% | ▼−6.1% Reduced · −1K sh | |
| 23 | First TR Exchange-Traded FD SHS | $7.9M | 162.6K | 1.0% | ▲+1.1% Added · +2K sh | |
| 24 | Lam Research Corp COM NEW | $7.7M | 17.8K | 0.9% | ▼−5.9% Reduced · −1K sh | |
| 25 | JPMorgan Chase & Co COM | $7.5M | 22.9K | 0.9% | ▼−0.4% Reduced · −83 sh | |
| 26 | Invesco QQQ TR UNIT SER 1 | $7.1M | 9.7K | 0.9% | ▲+6.0% Added · +545 sh | |
| 27 | Merck & Co Inc COM | $6.8M | 52.6K | 0.8% | ▼−0.5% Reduced · −279 sh | |
| 28 | J P Morgan Exchange Traded F EQUITY PREMIUM | $6.7M | 119.2K | 0.8% | ▼−0.8% Reduced · −981 sh | |
| 29 | General Dynamics Corp COM | $6.4M | 17.9K | 0.8% | ▲+0.9% Added · +168 sh | |
| 30 | Marvell Technology Inc COM | $6.2M | 21.0K | 0.8% | ▼−9.9% Reduced · −2K sh | |
| 31 | McDonalds Corp COM | $6.2M | 23.0K | 0.8% | ▲+2.5% Added · +557 sh | |
| 32 | Caterpillar Inc COM | $6.1M | 5.8K | 0.7% | ▲+5.4% Added · +295 sh | |
| 33 | Costco Wholesale Corporation COM | $6.0M | 6.4K | 0.7% | ▲+0.6% Added · +38 sh | |
| 34 | Advanced Micro Devices Inc COM | $6.0M | 10.3K | 0.7% | ▼−5.6% Reduced · −611 sh | |
| 35 | Boeing Co COM | $5.8M | 26.9K | 0.7% | ▲+2.4% Added · +633 sh | |
| 36 | Visa Inc COM CL A | $5.8M | 16.8K | 0.7% | ▲+1.3% Added · +214 sh | |
| 37 | Broadcom Inc COM | $5.6M | 14.7K | 0.7% | ▲~0% Added · +1 sh | |
| 38 | Cisco Sys Inc COM | $5.5M | 47.0K | 0.7% | ▼−3.7% Reduced · −2K sh | |
| 39 | Johnson & Johnson COM | $5.5M | 21.5K | 0.7% | ▼−0.5% Reduced · −106 sh | |
| 40 | Mastercard Incorporated CL A | $5.3M | 10.3K | 0.6% | ▲+2.6% Added · +262 sh | |
| 41 | Eaton Corp PLC SHS | $5.2M | 12.1K | 0.6% | ▲+149% Added · +7K sh | |
| 42 | Crowdstrike Hldgs Inc CL A | $5.1M | 6.7K | 0.6% | ▼−1.3% Reduced · −91 sh | |
| 43 | Vanguard Star FDS VG TL INTL STK F | $5.0M | 58.8K | 0.6% | ▲+8.5% Added · +5K sh | |
| 44 | Intel Corp COM | $5.0M | 35.7K | 0.6% | ▼−24% Reduced · −11K sh | |
| 45 | Ge Aerospace COM NEW | $5.0M | 13.3K | 0.6% | ▲+17% Added · +2K sh | |
| 46 | Abbvie Inc COM | $4.9M | 19.6K | 0.6% | ▲+2.2% Added · +425 sh | |
| 47 | Schwab Charles Corp COM | $4.9M | 53.4K | 0.6% | ▲+4.1% Added · +2K sh | |
| 48 | Thermo Fisher Scientific Inc COM | $4.9M | 9.7K | 0.6% | ▲+3.9% Added · +361 sh | |
| 49 | Meta Platforms Inc CL A | $4.8M | 8.4K | 0.6% | ▲+4.2% Added · +340 sh | |
| 50 | Texas Instrs Inc COM | $4.7M | 15.8K | 0.6% | ▼−3.6% Reduced · −597 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 157 | $822.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 154 | $713.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 150 | $691.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 144 | $664.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 134 | $609.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 129 | $562.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 134 | $561.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 124 | $554.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.