Sign In
test

Christopher McManama

Leelyn Smith, Llc

Assets Managed
$713.058M
Holdings
154
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
3.11%(2Q avg: 3.64%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Leelyn Smith, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 154 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 713.058M in assets, with a quarterly growth rate of 3.11% and a 2-quarter average growth rate of 3.64%. The portfolio is managed by Christopher McManama, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Increased 6.13%
7.84%
$55.864M
152,036 shares@ $367.45 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Increased 4.11%
6.94%
$49.473M
511,612 shares@ $96.7 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 2.84%
6.83%
$48.688M
1.587M shares@ $30.68 avg price
FLXR
Tcw Flexible Income Etf
Recent Activity
Increased 7.28%
4.36%
$31.069M
791,161 shares@ $39.28 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 7.47%
4.32%
$30.762M
674,311 shares@ $45.62 avg price
JSMD
Janus Small Mid Cap Gr Alp
Recent Activity
Increased 2.49%
4.13%
$29.395M
370,443 shares@ $79.35 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Increased 4.61%
2.14%
$15.241M
164,336 shares@ $92.75 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.1%
2.02%
$14.361M
82,343 shares@ $174.4 avg price
VNLA
Janus Henderson Short Durati
Recent Activity
Decreased -6.18%
2.01%
$14.285M
292,366 shares@ $48.87 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Decreased -7.68%
1.89%
$13.438M
271,482 shares@ $49.5 avg price

1-10 of 154