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Christopher McManama

Leelyn Smith, Llc

Assets Managed
$822.349M
Holdings
157
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
15.33%(2Q avg: 9.22%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Leelyn Smith, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 157 positions.

Assets under management

The assets under management (AUM) of Leelyn Smith, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 822.349M in assets, with a quarterly growth rate of 15.33% and a 2-quarter average growth rate of 9.22%. The portfolio is managed by Christopher McManama, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Increased 421.99%
8.49%
$69.766M
793,605 shares@ $87.92 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Increased 3.45%
6.7%
$55.02M
529,240 shares@ $103.96 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 2.68%
6.29%
$51.666M
1.629M shares@ $31.71 avg price
JSMD
Janus Small Mid Cap Gr Alp
Recent Activity
Increased 0.15%
4.57%
$37.556M
370,965 shares@ $101.24 avg price
FLXR
Tcw Flexible Income Etf
Recent Activity
Increased 3.9%
3.92%
$32.23M
821,976 shares@ $39.21 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 4.24%
3.89%
$31.975M
702,891 shares@ $45.5 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -7.02%
2.39%
$19.603M
27,114 shares@ $723.0 avg price
KLAC
Kla Corp
Recent Activity
Increased 831.96%
1.97%
$16.165M
53,578 shares@ $301.72 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.9%
1.97%
$16.162M
80,773 shares@ $200.09 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Increased 0.99%
1.95%
$16.008M
165,959 shares@ $96.47 avg price

1-10 of 157