Leelyn Smith, LLC Diversified Active

Location: Geneva, IL

CIK: 0001777817 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 28, 2026

Total Value: $692M (100.0% shares, 0.0% debt)

Holdings (150)

MGK VANGUARD WORLD FD 8.6%
Value $59.14M Shares 143,266 Est. Cost $188.26 Unrealized
MOAT VANECK ETF TRUST 7.4%
Value $50.89M Shares 491,426 Est. Cost $64.22 Unrealized
SCHD SCHWAB STRATEGIC TR 6.1%
Value $42.33M Shares 1,543,239 Est. Cost $38.49 Unrealized
JSMD JANUS DETROIT STR TR 4.3%
Value $29.48M Shares 361,445 Est. Cost $63.32 Unrealized
FLXR TCW ETF TRUST 4.2%
Value $29.21M Shares 737,526 Est. Cost $39.52 Unrealized
FBND FIDELITY MERRIMACK STR TR 4.2%
Value $28.89M Shares 627,471 Est. Cost $45.83 Unrealized
NVDA NVIDIA CORPORATION 2.2%
Value $15.53M Shares 83,266 Est. Cost $94.55 Unrealized +96.9%
VNLA JANUS DETROIT STR TR 2.2%
Value $15.31M Shares 311,639 Est. Cost $48.63 Unrealized
USMV ISHARES TR 2.1%
Value $14.79M Shares 157,105 Est. Cost $64.77 Unrealized
PULS PGIM ETF TR 2.1%
Value $14.58M Shares 294,086 Est. Cost $49.59 Unrealized
MSFT MICROSOFT CORP 2.0%
Value $13.87M Shares 28,689 Est. Cost $318.06 Unrealized +57.4%
AMZN AMAZON COM INC 1.9%
Value $13.37M Shares 57,905 Est. Cost $124.79 Unrealized +83.3%
GOOGL ALPHABET INC 1.7%
Value $11.84M Shares 37,824 Est. Cost $134.38 Unrealized +112.5%
AAPL APPLE INC 1.4%
Value $9.934M Shares 36,540 Est. Cost $114.43 Unrealized +134.5%
VYM VANGUARD WHITEHALL FDS 1.3%
Value $9.035M Shares 62,955 Est. Cost $97.63 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value $8.515M Shares 16,941 Est. Cost $236.06 Unrealized +110.8%
LLY ELI LILLY & CO 1.2%
Value $8.116M Shares 7,552 Est. Cost $201.72 Unrealized +373.7%
SPHD INVESCO EXCH TRADED FD TR II 1.2%
Value $8.102M Shares 168,796 Est. Cost $42.61 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.1%
Value $7.788M Shares 25,627 Est. Cost $174.51 Unrealized
AMAT APPLIED MATLS INC 1.1%
Value $7.743M Shares 30,129 Est. Cost $69.67 Unrealized +243.7%
DBMF LITMAN GREGORY FDS TR 1.0%
Value $7.225M Shares 257,482 Est. Cost $29.64 Unrealized
KLAC KLA CORP 1.0%
Value $7.191M Shares 5,918 Est. Cost $341.41 Unrealized +243.3%
FDL FIRST TR EXCHANGE-TRADED FD 1.0%
Value $6.973M Shares 157,259 Est. Cost $32.56 Unrealized
JPM JPMORGAN CHASE & CO. 1.0%
Value $6.939M Shares 21,536 Est. Cost $131.48 Unrealized +135.4%
MCD MCDONALDS CORP 1.0%
Value $6.623M Shares 21,670 Est. Cost $222.03 Unrealized +37.4%
ADI ANALOG DEVICES INC 0.9%
Value $6.209M Shares 22,895 Est. Cost $123.15 Unrealized +103.5%
GD GENERAL DYNAMICS CORP 0.8%
Value $5.841M Shares 17,351 Est. Cost $173.19 Unrealized +96.8%
QQQ INVESCO QQQ TR 0.8%
Value $5.751M Shares 9,362 Est. Cost $373.47 Unrealized
MRK MERCK & CO INC 0.8%
Value $5.527M Shares 52,509 Est. Cost $73.25 Unrealized +27.3%
V VISA INC 0.8%
Value $5.524M Shares 15,750 Est. Cost $193.58 Unrealized +75.8%
BA BOEING CO 0.8%
Value $5.49M Shares 25,284 Est. Cost $182.72 Unrealized +12.6%
MA MASTERCARD INCORPORATED 0.8%
Value $5.437M Shares 9,525 Est. Cost $299.32 Unrealized +86.7%
COST COSTCO WHSL CORP NEW 0.8%
Value $5.405M Shares 6,268 Est. Cost $492.96 Unrealized +83.7%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value $5.143M Shares 8,876 Est. Cost $523.91 Unrealized +7.9%
META META PLATFORMS INC 0.7%
Value $4.975M Shares 7,537 Est. Cost $644.36 Unrealized +3.6%
ADSK AUTODESK INC 0.7%
Value $4.934M Shares 16,669 Est. Cost $253.52 Unrealized +19.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.7%
Value $4.931M Shares 30,446 Est. Cost $106.97 Unrealized +46.0%
SCHW SCHWAB CHARLES CORP 0.7%
Value $4.774M Shares 47,784 Est. Cost $94.55 Unrealized +0.2%
AVGO BROADCOM INC 0.7%
Value $4.711M Shares 13,610 Est. Cost $166.41 Unrealized +114.5%
HON HONEYWELL INTL INC 0.7%
Value $4.509M Shares 23,113 Est. Cost $160.01 Unrealized +21.9%
JNJ JOHNSON & JOHNSON 0.7%
Value $4.496M Shares 21,724 Est. Cost $134.72 Unrealized +46.2%
ADBE ADOBE INC 0.6%
Value $4.487M Shares 12,822 Est. Cost $476.69 Unrealized -28.7%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.6%
Value $4.423M Shares 53,921 Est. Cost $82.36 Unrealized -5.4%
ABBV ABBVIE INC 0.6%
Value $4.249M Shares 18,594 Est. Cost $78.78 Unrealized +188.8%
ACN ACCENTURE PLC IRELAND 0.6%
Value $4.074M Shares 15,183 Est. Cost $267.41 Unrealized -5.0%
XOM EXXON MOBIL CORP 0.6%
Value $4.031M Shares 33,500 Est. Cost $44.36 Unrealized +160.4%
CSCO CISCO SYS INC 0.5%
Value $3.657M Shares 47,480 Est. Cost $45.84 Unrealized +61.0%
LMT LOCKHEED MARTIN CORP 0.5%
Value $3.657M Shares 7,560 Est. Cost $390.64 Unrealized +21.9%
VXUS VANGUARD STAR FDS 0.5%
Value $3.603M Shares 47,762 Est. Cost $60.22 Unrealized
ANET ARISTA NETWORKS INC 0.5%
Value $3.526M Shares 26,913 Est. Cost $102.09 Unrealized +34.8%
ZTS ZOETIS INC 0.5%
Value $3.526M Shares 28,021 Est. Cost $156.10 Unrealized -16.6%
TSLA TESLA INC 0.5%
Value $3.458M Shares 7,689 Est. Cost $253.18 Unrealized +75.1%
LRCX LAM RESEARCH CORP 0.5%
Value $3.305M Shares 19,310 Est. Cost $76.14 Unrealized +104.0%
KO COCA COLA CO 0.5%
Value $3.144M Shares 44,967 Est. Cost $52.58 Unrealized +32.0%
ORCL ORACLE CORP 0.5%
Value $3.14M Shares 16,108 Est. Cost $238.05 Unrealized 0.0%
AMGN AMGEN INC 0.5%
Value $3.123M Shares 9,540 Est. Cost $227.28 Unrealized +39.0%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value $3.109M Shares 57,634 Est. Cost $48.35 Unrealized -1.7%
CVX CHEVRON CORP NEW 0.4%
Value $3.102M Shares 20,354 Est. Cost $123.37 Unrealized +22.7%
MPWR MONOLITHIC PWR SYS INC 0.4%
Value $3.099M Shares 3,419 Est. Cost $452.77 Unrealized +112.2%
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value $3.094M Shares 6,601 Est. Cost $246.55 Unrealized +106.5%
CME CME GROUP INC 0.4%
Value $3.027M Shares 11,084 Est. Cost $168.72 Unrealized +60.5%
MDT MEDTRONIC PLC 0.4%
Value $3M Shares 31,232 Est. Cost $84.13 Unrealized +15.5%
PEP PEPSICO INC 0.4%
Value $2.946M Shares 20,527 Est. Cost $139.38 Unrealized +4.7%
PG PROCTER AND GAMBLE CO 0.4%
Value $2.922M Shares 20,390 Est. Cost $127.96 Unrealized +15.0%
MO ALTRIA GROUP INC 0.4%
Value $2.883M Shares 49,995 Est. Cost $31.09 Unrealized +90.9%
PPL PPL CORP 0.4%
Value $2.854M Shares 81,504 Est. Cost $25.27 Unrealized +41.8%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value $2.824M Shares 69,335 Est. Cost $36.31 Unrealized +11.5%
PFE PFIZER INC 0.4%
Value $2.787M Shares 111,910 Est. Cost $30.03 Unrealized -16.6%
D DOMINION ENERGY INC 0.4%
Value $2.772M Shares 47,316 Est. Cost $56.65 Unrealized +5.5%
SO SOUTHERN CO 0.4%
Value $2.762M Shares 31,670 Est. Cost $51.93 Unrealized +75.0%
VGT VANGUARD WORLD FD 0.4%
Value $2.755M Shares 3,655 Est. Cost $235.65 Unrealized
TROW PRICE T ROWE GROUP INC 0.4%
Value $2.649M Shares 25,870 Est. Cost $101.30 Unrealized +0.9%
SYY SYSCO CORP 0.4%
Value $2.626M Shares 35,631 Est. Cost $68.73 Unrealized +9.9%
TXN TEXAS INSTRS INC 0.4%
Value $2.609M Shares 15,039 Est. Cost $170.73 Unrealized 0.0%
CLX CLOROX CO DEL 0.4%
Value $2.555M Shares 25,341 Est. Cost $127.89 Unrealized -15.3%
UPS UNITED PARCEL SERVICE INC 0.4%
Value $2.529M Shares 25,494 Est. Cost $116.90 Unrealized -20.7%
GIS GENERAL MLS INC 0.3%
Value $2.388M Shares 51,361 Est. Cost $54.66 Unrealized -13.2%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value $2.309M Shares 10,781 Est. Cost $139.58 Unrealized +60.9%
NOW SERVICENOW INC 0.3%
Value $2.197M Shares 14,344 Est. Cost $156.46 Unrealized +9.6%
VEEV VEEVA SYS INC 0.3%
Value $2.144M Shares 9,605 Est. Cost $199.77 Unrealized +32.8%
WDAY WORKDAY INC 0.3%
Value $2.118M Shares 9,859 Est. Cost $205.88 Unrealized +10.4%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value $2.115M Shares 11,898 Est. Cost $138.25 Unrealized +31.0%
VOO VANGUARD INDEX FDS 0.3%
Value $2.113M Shares 3,370 Est. Cost $408.15 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value $2.11M Shares 7,269 Est. Cost $176.29 Unrealized
ASML ASML HOLDING N V 0.3%
Value $2.066M Shares 1,931 Est. Cost $849.67 Unrealized
APH AMPHENOL CORP NEW 0.3%
Value $2.013M Shares 14,893 Est. Cost $133.54 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.3%
Value $1.952M Shares 10,596 Est. Cost $133.44 Unrealized +51.2%
MRVL MARVELL TECHNOLOGY INC 0.3%
Value $1.927M Shares 22,677 Est. Cost $74.11 Unrealized +18.0%
ALL ALLSTATE CORP 0.3%
Value $1.738M Shares 8,352 Est. Cost $175.83 Unrealized +16.1%
INTC INTEL CORP 0.2%
Value $1.677M Shares 45,449 Est. Cost $24.23 Unrealized +55.9%
FTNT FORTINET INC 0.2%
Value $1.556M Shares 19,600 Est. Cost $63.93 Unrealized +29.7%
ETN EATON CORP PLC 0.2%
Value $1.549M Shares 4,865 Est. Cost $355.57 Unrealized -0.3%
ZS ZSCALER INC 0.2%
Value $1.506M Shares 6,695 Est. Cost $173.75 Unrealized +62.5%
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value $1.483M Shares 4,743 Est. Cost $301.21 Unrealized +8.3%
TYL TYLER TECHNOLOGIES INC 0.2%
Value $1.351M Shares 2,976 Est. Cost $410.20 Unrealized +16.1%
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value $1.262M Shares 22,040 Est. Cost $56.40 Unrealized
TEAM ATLASSIAN CORPORATION 0.2%
Value $1.226M Shares 7,562 Est. Cost $171.23 Unrealized -8.4%
LPLA LPL FINL HLDGS INC 0.2%
Value $1.125M Shares 3,150 Est. Cost $353.69 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $1.063M Shares 3,590 Est. Cost $178.81 Unrealized +67.1%
HD HOME DEPOT INC 0.1%
Value $934K Shares 2,715 Est. Cost $279.69 Unrealized +30.4%
NSC NORFOLK SOUTHN CORP 0.1%
Value $780K Shares 2,700 Est. Cost $276.03 Unrealized +4.6%
SHV ISHARES TR 0.1%
Value $779K Shares 7,070 Est. Cost $110.34 Unrealized
MS MORGAN STANLEY 0.1%
Value $764K Shares 4,304 Est. Cost $166.47 Unrealized 0.0%
WMT WALMART INC 0.1%
Value $748K Shares 6,714 Est. Cost $53.01 Unrealized +102.2%
VDC VANGUARD WORLD FD 0.1%
Value $746K Shares 3,532 Est. Cost $129.62 Unrealized
DE DEERE & CO 0.1%
Value $733K Shares 1,573 Est. Cost $365.14 Unrealized +28.1%
T AT&T INC 0.1%
Value $730K Shares 29,375 Est. Cost $19.19 Unrealized +31.7%
SMMV ISHARES TR 0.1%
Value $718K Shares 16,569 Est. Cost $34.55 Unrealized
SGOL ETFS GOLD TR 0.1%
Value $704K Shares 17,129 Est. Cost $31.22 Unrealized
RTX RTX CORPORATION 0.1%
Value $643K Shares 3,503 Est. Cost $78.46 Unrealized +120.9%
HTAB HARTFORD FDS EXCHANGE TRADED 0.1%
Value $549K Shares 28,650 Est. Cost $19.17 Unrealized
MPC MARATHON PETE CORP 0.1%
Value $548K Shares 3,372 Est. Cost $141.98 Unrealized +31.3%
DGRW WISDOMTREE TR 0.1%
Value $483K Shares 5,402 Est. Cost $88.96 Unrealized
MINT PIMCO ETF TR 0.1%
Value $474K Shares 4,723 Est. Cost $100.28 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.1%
Value $455K Shares 7,547 Est. Cost $53.41 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value $447K Shares 5,562 Est. Cost $55.53 Unrealized +48.6%
JAAA JANUS DETROIT STR TR 0.1%
Value $444K Shares 8,782 Est. Cost $49.88 Unrealized
GOOG ALPHABET INC 0.1%
Value $437K Shares 1,391 Est. Cost $139.22 Unrealized +105.7%
FXU FIRST TR EXCHANGE TRADED FD 0.1%
Value $416K Shares 9,238 Est. Cost $42.54 Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 0.1%
Value $381K Shares 1,653 Est. Cost $189.00 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value $376K Shares 1,398 Est. Cost $211.83 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value $363K Shares 1,653 Est. Cost $162.45 Unrealized +30.8%
MOTI VANECK ETF TRUST 0.1%
Value $351K Shares 9,563 Est. Cost $37.04 Unrealized
NN NEXTNAV INC 0.0%
Value $339K Shares 20,358 Est. Cost $14.20 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $338K Shares 1,373 Est. Cost $227.33 Unrealized +8.9%
NOC NORTHROP GRUMMAN CORP 0.0%
Value $334K Shares 585 Est. Cost $563.27 Unrealized +2.8%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $327K Shares 5,241 Est. Cost $48.42 Unrealized
SFLR INNOVATOR ETFS TRUST 0.0%
Value $324K Shares 8,784 Est. Cost $32.12 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value $320K Shares 822 Est. Cost $426.60 Unrealized -3.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $315K Shares 821 Est. Cost $468.46 Unrealized -14.4%
IJH ISHARES TR 0.0%
Value $290K Shares 4,391 Est. Cost $62.92 Unrealized
JLL JONES LANG LASALLE INC 0.0%
Value $286K Shares 849 Est. Cost $242.49 Unrealized +29.3%
WFC WELLS FARGO CO NEW 0.0%
Value $284K Shares 3,050 Est. Cost $66.67 Unrealized +29.9%
SPY SPDR S&P 500 ETF TR 0.0%
Value $277K Shares 406 Est. Cost $670.06 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value $272K Shares 1,124 Est. Cost $187.37 Unrealized +18.6%
CPSL CALAMOS ETF TR 0.0%
Value $261K Shares 9,578 Est. Cost $27.20 Unrealized
CPNQ CALAMOS ETF TR 0.0%
Value $261K Shares 9,813 Est. Cost $26.55 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value $256K Shares 765 Est. Cost $335.13 Unrealized
PLD PROLOGIS INC. 0.0%
Value $252K Shares 1,971 Est. Cost $105.61 Unrealized +17.3%
EMR EMERSON ELEC CO 0.0%
Value $245K Shares 1,847 Est. Cost $99.38 Unrealized +33.2%
IVE ISHARES TR 0.0%
Value $244K Shares 1,152 Est. Cost $190.88 Unrealized
CB CHUBB LIMITED 0.0%
Value $240K Shares 770 Est. Cost $270.79 Unrealized +8.0%
MTUM ISHARES TR 0.0%
Value $237K Shares 948 Est. Cost $241.36 Unrealized
ABT ABBOTT LABS 0.0%
Value $233K Shares 1,857 Est. Cost $130.61 Unrealized -2.5%
GE GE AEROSPACE 0.0%
Value $224K Shares 726 Est. Cost $272.69 Unrealized +10.3%
VUG VANGUARD INDEX FDS 0.0%
Value $221K Shares 454 Est. Cost $438.40 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value $215K Shares 1,835 Est. Cost $110.55 Unrealized +10.0%
COP CONOCOPHILLIPS 0.0%
Value $210K Shares 2,248 Est. Cost $93.28 Unrealized -3.5%
SHW SHERWIN WILLIAMS CO 0.0%
Value $210K Shares 648 Est. Cost $344.92 Unrealized -3.1%
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value $209K Shares 4,450 Est. Cost $47.06 Unrealized