Leo H. Evart, Inc.

Name: Leo H. Evart, Inc. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001920405 · REDWOOD CITY, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-18 · Open the SEC source ↗

Leo H. Evart, Inc. reported 295 positions worth $126.6M as of June 30, 2026 (13F filed August 18, 2026). Largest holding: SGOV (15.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$126.6M

2026 Q2

Positions

295

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

56.3%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 295 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SGOV	ISHARES 0-3 MONTH TREASURY BOND ETF	SH	$19.2M	15.15%	190,606	—	—
▸ 2	SCHG	SCHWAB U.S. LARGE-CAP GROWTH ETF	SH	$11.4M	9.03%	337,766	—	—
▸ 3	VTV	VANGUARD VALUE INDEX FUND ETF SHARES	SH	$6.8M	5.40%	31,350	—	—
▸ 4	BND	VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES	SH	$5.8M	4.58%	79,078	—	—
▸ 5	VUG	VANGUARD GROWTH INDEX FUND ETF SHARES	SH	$5.6M	4.41%	64,839	—	—
▸ 6	CGDV	CAPITAL GROUP DIVIDEND VALUE ETF	SH	$5.5M	4.32%	111,005	—	—
▸ 7	BIV	VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES	SH	$5.3M	4.16%	68,646	—	—
▸ 8	SCHF	SCHWAB INTERNATIONAL EQUITY ETF	SH	$4.6M	3.64%	166,534	—	—
▸ 9	GBIL	GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF	SH	$3.6M	2.87%	36,325	—	—
▸ 10	VIG	VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES	SH	$3.4M	2.70%	14,473	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Leo H. Evart, Inc. hold as of Q2 2026?

Leo H. Evart, Inc. reported 295 positions worth $126.6M in its Q2 2026 13F filing. Largest positions: SGOV (15.2%), SCHG (9.0%), VTV (5.4%), BND (4.6%) and VUG (4.4%).

What did Leo H. Evart, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Leo H. Evart, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.