Leo H. Evart, Inc.
CIK 0001920405 · REDWOOD CITY, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-18 · Open the SEC source ↗
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
Top Holdings
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
15.2%
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
9.0%
VTV
VANGUARD VALUE INDEX FUND ETF SHARES
5.4%
BND
VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES
4.6%
VUG
VANGUARD GROWTH INDEX FUND ETF SHARES
4.4%
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
4.3%
BIV
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES
4.2%
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
3.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.