Leelyn Smith, LLC Diversified Active

Location: Geneva, IL

CIK: 0001777817 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 27, 2026

Total Value: $713M (100.0% shares, 0.0% debt)

Holdings (154)

MGK VANGUARD WORLD FD 7.8%
Value $55.86M Shares 152,036 Est. Cost $198.59 Unrealized
MOAT VANECK ETF TRUST 6.9%
Value $49.47M Shares 511,612 Est. Cost $65.50 Unrealized
SCHD SCHWAB STRATEGIC TR 6.8%
Value $48.69M Shares 1,586,958 Est. Cost $38.28 Unrealized
FLXR TCW ETF TRUST 4.4%
Value $31.07M Shares 791,161 Est. Cost $39.51 Unrealized
FBND FIDELITY MERRIMACK STR TR 4.3%
Value $30.76M Shares 674,311 Est. Cost $45.81 Unrealized
JSMD JANUS DETROIT STR TR 4.1%
Value $29.39M Shares 370,443 Est. Cost $63.71 Unrealized
USMV ISHARES TR 2.1%
Value $15.24M Shares 164,336 Est. Cost $66.00 Unrealized
NVDA NVIDIA CORPORATION 2.0%
Value $14.36M Shares 82,343 Est. Cost $94.55 Unrealized +97.4%
VNLA JANUS DETROIT STR TR 2.0%
Value $14.29M Shares 292,366 Est. Cost $48.63 Unrealized
PULS PGIM ETF TR 1.9%
Value $13.44M Shares 271,482 Est. Cost $49.59 Unrealized
GOOGL ALPHABET INC 1.6%
Value $11.57M Shares 40,218 Est. Cost $145.62 Unrealized +122.0%
MSFT MICROSOFT CORP 1.6%
Value $11.44M Shares 30,916 Est. Cost $326.46 Unrealized +33.1%
AMZN AMAZON COM INC 1.5%
Value $10.61M Shares 50,929 Est. Cost $124.79 Unrealized +81.8%
AMAT APPLIED MATLS INC 1.4%
Value $9.968M Shares 29,163 Est. Cost $69.67 Unrealized +368.7%
VYM VANGUARD WHITEHALL FDS 1.3%
Value $9.582M Shares 64,699 Est. Cost $98.99 Unrealized
AAPL APPLE INC 1.3%
Value $9.579M Shares 37,742 Est. Cost $119.16 Unrealized +120.6%
DBMF LITMAN GREGORY FDS TR 1.3%
Value $8.931M Shares 296,205 Est. Cost $29.71 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 1.2%
Value $8.759M Shares 176,553 Est. Cost $42.92 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 1.2%
Value $8.479M Shares 25,089 Est. Cost $174.51 Unrealized
KLAC KLA CORP 1.2%
Value $8.465M Shares 5,749 Est. Cost $341.41 Unrealized +328.2%
FDL FIRST TR EXCHANGE-TRADED FD 1.1%
Value $8.167M Shares 160,776 Est. Cost $32.96 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value $8.092M Shares 16,886 Est. Cost $236.06 Unrealized +109.0%
ADI ANALOG DEVICES INC 1.0%
Value $7.109M Shares 22,346 Est. Cost $123.15 Unrealized +156.7%
MCD MCDONALDS CORP 1.0%
Value $6.967M Shares 22,418 Est. Cost $225.21 Unrealized +40.9%
LLY ELI LILLY & CO 1.0%
Value $6.924M Shares 7,528 Est. Cost $201.72 Unrealized +419.1%
JEPI J P MORGAN EXCHANGE TRADED F 1.0%
Value $6.811M Shares 120,173 Est. Cost $56.63 Unrealized
JPM JPMORGAN CHASE & CO 0.9%
Value $6.759M Shares 22,977 Est. Cost $142.76 Unrealized +118.1%
COST COSTCO WHOLESALE CORPORATION 0.9%
Value $6.386M Shares 6,408 Est. Cost $503.25 Unrealized +91.5%
MRK MERCK & CO INC 0.9%
Value $6.356M Shares 52,837 Est. Cost $73.25 Unrealized +56.0%
GD GENERAL DYNAMICS CORP 0.9%
Value $6.097M Shares 17,763 Est. Cost $177.40 Unrealized +99.8%
XOM EXXON MOBIL CORP 0.8%
Value $5.727M Shares 33,758 Est. Cost $44.36 Unrealized +212.8%
HON HONEYWELL INTL INC 0.8%
Value $5.424M Shares 23,995 Est. Cost $162.43 Unrealized +39.1%
JNJ JOHNSON & JOHNSON 0.7%
Value $5.288M Shares 21,633 Est. Cost $134.72 Unrealized +69.1%
QQQ INVESCO QQQ TR 0.7%
Value $5.271M Shares 9,131 Est. Cost $373.47 Unrealized
BA BOEING CO 0.7%
Value $5.235M Shares 26,305 Est. Cost $184.89 Unrealized +29.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.7%
Value $5.034M Shares 32,005 Est. Cost $109.80 Unrealized +50.3%
V VISA INC 0.7%
Value $5.025M Shares 16,626 Est. Cost $200.72 Unrealized +64.0%
MA MASTERCARD INCORPORATED 0.7%
Value $4.991M Shares 9,989 Est. Cost $310.46 Unrealized +73.6%
SCHW SCHWAB CHARLES CORP 0.7%
Value $4.825M Shares 51,339 Est. Cost $94.93 Unrealized +5.5%
LMT LOCKHEED MARTIN CORP 0.7%
Value $4.659M Shares 7,709 Est. Cost $394.70 Unrealized +52.2%
META META PLATFORMS INC 0.7%
Value $4.639M Shares 8,108 Est. Cost $645.15 Unrealized +1.6%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value $4.596M Shares 9,351 Est. Cost $526.48 Unrealized +9.1%
AVGO BROADCOM INC 0.6%
Value $4.558M Shares 14,726 Est. Cost $179.13 Unrealized +86.6%
ADSK AUTODESK INC 0.6%
Value $4.32M Shares 18,044 Est. Cost $253.53 Unrealized +0.1%
CVX CHEVRON CORPORATION 0.6%
Value $4.276M Shares 20,667 Est. Cost $124.10 Unrealized +38.5%
VXUS VANGUARD STAR FDS 0.6%
Value $4.178M Shares 54,184 Est. Cost $62.22 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.6%
Value $4.173M Shares 58,625 Est. Cost $82.35 Unrealized -0.1%
ABBV ABBVIE INC 0.6%
Value $4.172M Shares 19,181 Est. Cost $83.18 Unrealized +167.6%
LRCX LAM RESEARCH CORP 0.6%
Value $4.048M Shares 18,947 Est. Cost $76.14 Unrealized +196.7%
CAT CATERPILLAR INC 0.5%
Value $3.875M Shares 5,470 Est. Cost $684.39 Unrealized 0.0%
CSCO CISCO SYS INC 0.5%
Value $3.789M Shares 48,831 Est. Cost $46.73 Unrealized +66.7%
ZTS ZOETIS INC 0.5%
Value $3.726M Shares 31,522 Est. Cost $152.76 Unrealized -17.5%
MPWR MONOLITHIC PWR SYS INC 0.5%
Value $3.657M Shares 3,345 Est. Cost $452.77 Unrealized +144.0%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value $3.644M Shares 72,585 Est. Cost $36.65 Unrealized +19.6%
KO COCA COLA CO 0.5%
Value $3.607M Shares 47,434 Est. Cost $53.73 Unrealized +39.1%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value $3.523M Shares 58,091 Est. Cost $48.35 Unrealized +18.8%
AMGN AMGEN INC 0.5%
Value $3.436M Shares 9,764 Est. Cost $230.08 Unrealized +52.0%
MO ALTRIA GROUP INC 0.5%
Value $3.419M Shares 51,814 Est. Cost $32.21 Unrealized +95.7%
PEP PEPSICO INC 0.5%
Value $3.365M Shares 21,666 Est. Cost $140.18 Unrealized +10.4%
CME CME GROUP INC 0.5%
Value $3.331M Shares 11,278 Est. Cost $170.79 Unrealized +69.4%
SPGI S&P GLOBAL INC 0.5%
Value $3.323M Shares 7,813 Est. Cost $485.25 Unrealized 0.0%
PFE PFIZER INC 0.5%
Value $3.316M Shares 118,078 Est. Cost $29.83 Unrealized -12.2%
ANET ARISTA NETWORKS INC 0.5%
Value $3.315M Shares 26,998 Est. Cost $102.09 Unrealized +32.3%
PG PROCTER & GAMBLE CO 0.5%
Value $3.246M Shares 22,472 Est. Cost $130.16 Unrealized +16.6%
GE GE AEROSPACE 0.5%
Value $3.23M Shares 11,381 Est. Cost $315.28 Unrealized +0.9%
PPL PPL CORP 0.5%
Value $3.213M Shares 84,106 Est. Cost $25.61 Unrealized +41.5%
TXN TEXAS INSTRS INC 0.4%
Value $3.184M Shares 16,399 Est. Cost $173.67 Unrealized +18.8%
SO SOUTHERN CO 0.4%
Value $3.167M Shares 32,814 Est. Cost $53.24 Unrealized +68.2%
D DOMINION ENERGY INC 0.4%
Value $3.044M Shares 49,239 Est. Cost $56.84 Unrealized +8.4%
TSLA TESLA INC 0.4%
Value $2.858M Shares 7,689 Est. Cost $253.18 Unrealized +68.3%
MDT MEDTRONIC PLC 0.4%
Value $2.823M Shares 32,578 Est. Cost $84.76 Unrealized +17.4%
UPS UNITED PARCEL SVCS INC 0.4%
Value $2.76M Shares 28,058 Est. Cost $116.26 Unrealized -5.5%
CLX CLOROX CO DEL 0.4%
Value $2.745M Shares 26,491 Est. Cost $127.30 Unrealized -10.1%
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value $2.639M Shares 6,760 Est. Cost $250.89 Unrealized +71.8%
SYY SYSCO CORP 0.4%
Value $2.634M Shares 36,924 Est. Cost $69.21 Unrealized +18.8%
ASML ASML HLDG NV 0.4%
Value $2.557M Shares 1,936 Est. Cost $849.67 Unrealized
VGT VANGUARD WORLD FD 0.4%
Value $2.55M Shares 3,655 Est. Cost $235.65 Unrealized
TROW PRICE T ROWE GROUP INC 0.4%
Value $2.501M Shares 27,741 Est. Cost $101.29 Unrealized -0.1%
MRVL MARVELL TECHNOLOGY INC 0.3%
Value $2.304M Shares 23,259 Est. Cost $74.28 Unrealized +9.1%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value $2.26M Shares 15,451 Est. Cost $141.91 Unrealized +8.6%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value $2.227M Shares 10,946 Est. Cost $140.82 Unrealized +57.4%
APH AMPHENOL CORP 0.3%
Value $2.17M Shares 17,176 Est. Cost $135.25 Unrealized +8.2%
GIS GENERAL MILLS INC 0.3%
Value $2.13M Shares 57,228 Est. Cost $53.72 Unrealized -15.4%
VO VANGUARD INDEX FDS 0.3%
Value $2.08M Shares 7,243 Est. Cost $176.29 Unrealized
INTC INTEL CORP 0.3%
Value $2.072M Shares 46,956 Est. Cost $24.94 Unrealized +86.2%
VOO VANGUARD INDEX FDS 0.3%
Value $2.016M Shares 3,373 Est. Cost $408.15 Unrealized
VEEV VEEVA SYS INC 0.3%
Value $1.836M Shares 10,453 Est. Cost $200.11 Unrealized +1.9%
PANW PALO ALTO NETWORKS INC 0.2%
Value $1.752M Shares 10,929 Est. Cost $134.62 Unrealized +27.9%
ETN EATON CORP PLC 0.2%
Value $1.741M Shares 4,866 Est. Cost $355.57 Unrealized -0.5%
ALL ALLSTATE CORP 0.2%
Value $1.69M Shares 8,152 Est. Cost $175.83 Unrealized +15.4%
FTNT FORTINET INC 0.2%
Value $1.666M Shares 20,389 Est. Cost $64.55 Unrealized +23.9%
WDAY WORKDAY INC 0.2%
Value $1.46M Shares 11,241 Est. Cost $201.79 Unrealized -14.5%
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value $1.393M Shares 5,014 Est. Cost $301.32 Unrealized +0.7%
NET CLOUDFLARE INC 0.2%
Value $1.234M Shares 5,980 Est. Cost $182.40 Unrealized 0.0%
LPLA LPL FINL HLDGS INC 0.2%
Value $1.132M Shares 3,764 Est. Cost $354.22 Unrealized +0.8%
SHV ISHARES TR 0.2%
Value $1.121M Shares 10,159 Est. Cost $110.35 Unrealized
SGOL ETFS GOLD TR 0.2%
Value $1.116M Shares 25,013 Est. Cost $35.44 Unrealized
NOW SERVICENOW INC 0.2%
Value $1.094M Shares 10,466 Est. Cost $156.46 Unrealized -22.5%
TYL TYLER TECHNOLOGIES INC 0.2%
Value $1.081M Shares 3,158 Est. Cost $408.75 Unrealized -5.8%
ZS ZSCALER INC 0.1%
Value $994K Shares 7,082 Est. Cost $174.82 Unrealized +10.6%
MS MORGAN STANLEY 0.1%
Value $961K Shares 5,840 Est. Cost $169.94 Unrealized +5.7%
HD HOME DEPOT INC 0.1%
Value $933K Shares 2,836 Est. Cost $283.84 Unrealized +32.8%
DE DEERE & CO 0.1%
Value $889K Shares 1,577 Est. Cost $365.14 Unrealized +51.0%
T AT&T INC 0.1%
Value $881K Shares 30,380 Est. Cost $19.41 Unrealized +32.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $868K Shares 3,581 Est. Cost $178.81 Unrealized +58.8%
WMT WALMART INC 0.1%
Value $860K Shares 6,922 Est. Cost $55.09 Unrealized +121.5%
MPC MARATHON PETE CORP 0.1%
Value $827K Shares 3,385 Est. Cost $141.98 Unrealized +30.1%
VICR VICOR CORP 0.1%
Value $805K Shares 5,000 Est. Cost $157.11 Unrealized 0.0%
VDC VANGUARD WORLD FD 0.1%
Value $793K Shares 3,532 Est. Cost $129.62 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value $775K Shares 2,700 Est. Cost $276.03 Unrealized +8.0%
RTX RTX CORPORATION 0.1%
Value $679K Shares 3,521 Est. Cost $78.46 Unrealized +150.6%
SMMV ISHARES TR 0.1%
Value $648K Shares 14,848 Est. Cost $34.55 Unrealized
TEAM ATLASSIAN CORPORATION 0.1%
Value $585K Shares 8,566 Est. Cost $164.44 Unrealized -31.1%
HTAB HARTFORD FDS EXCHANGE TRADED 0.1%
Value $560K Shares 29,448 Est. Cost $19.16 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value $511K Shares 5,506 Est. Cost $55.53 Unrealized +57.0%
COF CAPITAL ONE FINL CORP 0.1%
Value $501K Shares 2,746 Est. Cost $208.56 Unrealized +7.0%
ADBE ADOBE INC 0.1%
Value $499K Shares 2,052 Est. Cost $476.69 Unrealized -39.2%
JAAA JANUS DETROIT STR TR 0.1%
Value $485K Shares 9,619 Est. Cost $49.92 Unrealized
DGRW WISDOMTREE TR 0.1%
Value $475K Shares 5,402 Est. Cost $88.96 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value $461K Shares 2,298 Est. Cost $200.82 Unrealized
GOOG ALPHABET INC 0.1%
Value $431K Shares 1,502 Est. Cost $152.85 Unrealized +111.8%
MISL FIRST TR EXCHANGE-TRADED FD 0.1%
Value $427K Shares 9,548 Est. Cost $44.71 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value $399K Shares 585 Est. Cost $563.27 Unrealized +19.6%
WM WASTE MGMT INC DEL 0.1%
Value $380K Shares 1,654 Est. Cost $162.45 Unrealized +39.2%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value $376K Shares 866 Est. Cost $465.73 Unrealized -10.7%
FTXL FIRST TR EXCHANGE TRADED FD 0.1%
Value $372K Shares 2,523 Est. Cost $147.47 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value $360K Shares 1,382 Est. Cost $227.33 Unrealized +20.2%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $355K Shares 5,535 Est. Cost $49.25 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value $354K Shares 1,512 Est. Cost $213.50 Unrealized
MINT PIMCO ETF TR 0.0%
Value $348K Shares 3,462 Est. Cost $100.28 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value $343K Shares 822 Est. Cost $426.60 Unrealized -1.0%
MOTI VANECK ETF TRUST 0.0%
Value $338K Shares 9,908 Est. Cost $36.93 Unrealized
NN NEXTNAV INC 0.0%
Value $326K Shares 20,358 Est. Cost $14.20 Unrealized +9.6%
SFLR INNOVATOR ETFS TRUST 0.0%
Value $296K Shares 8,364 Est. Cost $32.12 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $291K Shares 2,206 Est. Cost $93.28 Unrealized +10.0%
MUB ISHARES TR 0.0%
Value $278K Shares 2,618 Est. Cost $106.15 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.0%
Value $264K Shares 406 Est. Cost $670.06 Unrealized
PLD PROLOGIS INC. 0.0%
Value $262K Shares 1,985 Est. Cost $105.61 Unrealized +22.2%
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
JLL JONES LANG LASALLE INC 0.0%
Value $258K Shares 849 Est. Cost $242.49 Unrealized +38.6%
VTI VANGUARD INDEX FDS 0.0%
Value $252K Shares 786 Est. Cost $334.75 Unrealized
CB CHUBB LTD SWITZ 0.0%
Value $251K Shares 770 Est. Cost $270.79 Unrealized +16.8%
DUK DUKE ENERGY CORP NEW 0.0%
Value $246K Shares 1,877 Est. Cost $110.78 Unrealized +9.1%
EMR EMERSON ELEC CO 0.0%
Value $242K Shares 1,847 Est. Cost $99.38 Unrealized +49.4%
GEV GE VERNOVA INC 0.0%
Value $241K Shares 277 Est. Cost $736.93 Unrealized 0.0%
WFC WELLS FARGO & CO 0.0%
Value $230K Shares 2,890 Est. Cost $66.67 Unrealized +35.1%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $229K Shares 1,129 Est. Cost $240.81 Unrealized 0.0%
IJH ISHARES TR 0.0%
Value $226K Shares 3,347 Est. Cost $62.92 Unrealized
GLW CORNING INC 0.0%
Value $219K Shares 1,609 Est. Cost $111.68 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value $216K Shares 672 Est. Cost $345.29 Unrealized +2.9%
BP BP PLC 0.0%
Value $214K Shares 4,556 Est. Cost $47.00 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value $210K Shares 4,450 Est. Cost $47.06 Unrealized
MTUM ISHARES TR 0.0%
Value $202K Shares 843 Est. Cost $241.36 Unrealized