Leelyn Smith, LLC has disclosed substantial investment holdings in its recent SEC filing, revealing a total value of $903,043,301 as of September 30, 2026. This significant figure underscores the firm’s active investment strategy and its competitive stance within the financial services industry.

The filing, submitted on November 3, 2026, indicates that the company has a diversified portfolio, including investments in prominent firms such as AbbVie Inc., Adobe Inc., and Amazon.com Inc. The total number of reported holdings stands at 169, reflecting a broad investment approach aimed at capitalizing on various market opportunities.

Background

Leelyn Smith, LLC is a financial services firm based in Geneva, Illinois. The company was previously known as Retirement Network before its name change in May 2019. It operates under the Central Index Key (CIK) number 0001777817 and has been actively filing with the SEC, including multiple 13F-HR forms in recent years.

What the Filing Says

The recent filing reveals that Leelyn Smith's total investment value is $903,043,301, with 169 holdings reported. This showcases the firm’s strategy to maintain a diversified investment portfolio. The filing was signed by Christopher McManama, the Chief Compliance Officer and Chief Operating Officer, indicating the firm's commitment to transparency and regulatory compliance.

Impact

This update may influence various stakeholders, including investors, analysts, and competitors within the financial services sector. The substantial investment value indicates Leelyn Smith's active role in the market, which could attract attention from potential investors looking for opportunities in a firm with a solid investment strategy.

What's Next

The filing does not specify what happens next for Leelyn Smith, LLC, but the firm’s ongoing investment activities will likely be closely watched by industry analysts and stakeholders.