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Leo H. Evart, Inc. — 13F Holdings & Portfolio

CIK 1920405 · latest 13F-HR filed 2026-08-18

Backtest portfolio

Leo H. Evart, Inc. manages $126.6M in 13F-reported U.S. long-equity assets across 328 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SGOV (15.11%), SCHG (8.63%), VTV (5.36%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions and exited 12; 152 existing positions rose in reported value and 74 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$126.6M

Long-equity book

Holdings
328

Distinct positions

Period
2026-06-30

Filed 2026-08-18

Q/Q Activity
+9 / −12 / ↑152 / ↓74

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
SGOV15.2% · -3%SCHG9.0% · -2%VTV5.4% · +5%BND4.6% · -27%VUG4.4% · +495%CGDV4.3% · -2%BIV4.2% · -10%SCHF3.6% · +4%GBIL2.9% · +27%VIG2.7% · -0%AAPL2.6% · -15%SCHM2.4% · -2%SCHD2.4% · +1%VB2.4% · +4%BSV2.3% · +2%VCRB2.3% · newVOO2.1% · +4%SCHA1.9% · -3%ORCL1.6% · +0%VHT1.6% · +1%VO1.5% · +305%VGT1.4% · +669%TCAF1.0% · +3%IXUS1.0% · +1%SCHZ1.0% · -1%GLD0.8% · -6%TSLA0.7% · 0%FEOE0.6% · +2%AMZN0.5% · +4%JPIE0.5% · +1%VBR0.5% · +1%GOOGL0.5% · +2%GOOG0.4% · 0%VYM0.4% · +10%MSFT0.4% · +3%CGGR0.4% · 0%SRE0.4% · 0%CVX0.4% · 0%SPY0.3% · +0%SGOL0.3% · 0%META0.3% · 0%VXUS0.3% · +195%XOM0.3% · -4%NVDA0.3% · +6%CGDG0.3% · +17%RSPH0.3% · +0%UNH0.2% · +1%IOT0.2% · -6%VTEC0.2% · newJNJ0.2% · -6%QQQ0.2% · +21%LLY0.2% · 0%INTC0.2% · 0%VDE0.2% · +1%HD0.1% · 0%IVV0.1% · 0%BRK.B0.1% · 0%GE0.1% · 0%GEV0.1% · 0%VYMI0.1% · +65%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 56.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 19, 2026.

Assets Under Management
$269.9M
Discretionary
$269.9M
Employees
3
Accounts
732
Address
3 LAGOON DRIVE
SUITE 155
REDWOOD CITY, CA 94065
Phone
(650) 802-0342
Website
Name Title / Status Ownership Type
HOBBS, DEREK, MICHAELPRESIDENT/CHIEF COMPLIANCE OFFICER
since Jan 2021
75% or moreIndividual
Ownership & leadership changes · 1 filing with changes since Feb 23, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 4, 2021 filing
  • No longer listedYOUNG, ROSALEE, STABLEIN · CCO · 75% or more · control person · listed since Jan 1998
  • ChangedHOBBS, DEREK, MICHAEL · title SECRETARY → PRESIDENT/CHIEF COMPLIANCE OFFICER; ownership Less than 5% → 75% or more
Feb 23, 2012 filing (earliest on record)
  • ListedHOBBS, DEREK, MICHAEL · SECRETARY · Less than 5%
  • ListedYOUNG, ROSALEE, STABLEIN · CCO · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Leo H. Evart, Inc. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES 0-3 MONTH TREASURY BOND ETF SGOV 46436E718 $19.1M 15.11% 190,121 SH
2 SCHWAB U.S. LARGE-CAP GROWTH ETF SCHG 808524300 $10.9M 8.63% 322,947 SH
3 VANGUARD VALUE INDEX FUND ETF SHARES VTV 922908744 $6.8M 5.36% 31,143 SH
4 VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES BND 921937835 $5.8M 4.56% 78,647 SH
5 VANGUARD GROWTH INDEX FUND ETF SHARES VUG 922908736 $5.5M 4.33% 63,639 SH
6 CAPITAL GROUP DIVIDEND VALUE ETF CGDV 14020W106 $5.4M 4.26% 109,340 SH
7 VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES BIV 921937819 $5.2M 4.13% 68,185 SH
8 SCHWAB INTERNATIONAL EQUITY ETF SCHF 808524805 $3.7M 2.92% 133,710 SH
9 GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF GBIL 381430529 $3.6M 2.85% 36,055 SH
10 VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES VIG 921908844 $3.4M 2.70% 14,473 SH
11 APPLE INC AAPL 037833100 $3.3M 2.60% 11,373 SH
12 SCHWAB U.S. DIVIDEND EQUITY ETF SCHD 808524797 $3.0M 2.40% 95,936 SH
13 VANGUARD CORE BOND ETF VCRB 922020748 $2.9M 2.32% 38,109 SH
14 VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES BSV 921937827 $2.9M 2.30% 37,317 SH
15 VANGUARD S&P 500 ETF VOO 922908363 $2.7M 2.11% 3,897 SH
16 VANGUARD SMALL-CAP INDEXFUND ETF SHARES VB 922908751 $2.5M 1.96% 8,196 SH
17 SCHWAB U.S. SMALL-CAP ETF SCHA 808524607 $2.4M 1.91% 67,065 SH
18 SCHWAB U.S. MID-CAP ETF SCHM 808524508 $2.2M 1.75% 60,100 SH
19 ORACLE CORP ORCL 68389X105 $2.1M 1.63% 14,055 SH
20 VANGUARD HEALTH CARE INDEX FUND ETF SHARES VHT 92204A504 $1.9M 1.51% 6,404 SH
21 VANGUARD MID-CAP INDEX FUND ETF SHARES VO 922908629 $1.8M 1.45% 22,829 SH
22 VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES VGT 92204A702 $1.8M 1.41% 14,893 SH
23 T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF TCAF 87283Q867 $1.3M 1.03% 31,806 SH
24 ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF IXUS 46432F834 $1.3M 0.99% 13,147 SH
25 SCHWAB U.S. AGGREGATE BOND ETF SCHZ 808524839 $1.1M 0.84% 46,170 SH
26 SPDR GOLD SHARES GLD 78463V107 $973.3K 0.77% 2,642 SH
27 TESLA INC TSLA 88160R101 $895.0K 0.71% 2,128 SH
28 SCHWAB INTERNATIONAL EQUITY ETF SCHF 808524805 $888.8K 0.70% 32,088 SH
29 SCHWAB U.S. MID-CAP ETF SCHM 808524508 $836.6K 0.66% 22,692 SH
30 FIRST EAGLE OVERSEAS EQUITY ETF FEOE 75526L878 $743.1K 0.59% 13,916 SH
31 AMAZON.COM INC AMZN 023135106 $646.3K 0.51% 2,712 SH
32 JPMORGAN INCOME ETF JPIE 46641Q159 $610.3K 0.48% 13,253 SH
33 VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES VBR 922908611 $609.0K 0.48% 2,506 SH
34 ALPHABET INC CLASS A GOOGL 02079K305 $571.2K 0.45% 1,598 SH
35 ALPHABET INC CLASS C GOOG 02079K107 $522.0K 0.41% 1,477 SH
36 VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES VYM 921946406 $520.7K 0.41% 3,295 SH
37 MICROSOFT CORP MSFT 594918104 $513.3K 0.41% 1,376 SH
38 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $511.6K 0.40% 10,838 SH
39 VANGUARD SMALL-CAP INDEXFUND ETF SHARES VB 922908751 $490.7K 0.39% 1,619 SH
40 SEMPRA SRE 816851109 $484.9K 0.38% 5,231 SH
41 CHEVRON CORP NEW CVX 166764100 $449.1K 0.35% 2,710 SH
42 STATE STREET SPDR S&P 500 ETF TRUST SPY 78462F103 $435.0K 0.34% 583 SH
43 SCHWAB U.S. LARGE-CAP GROWTH ETF SCHG 808524300 $430.0K 0.34% 12,708 SH
44 ABRDN PHYSICAL GOLD SHARES ETF SGOL 00326A104 $408.2K 0.32% 10,677 SH
45 META PLATFORMS INC CLASS A META 30303M102 $406.7K 0.32% 722 SH
46 VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES VXUS 921909768 $353.5K 0.28% 4,136 SH
47 EXXON MOBIL CORP XOM 30231G102 $347.1K 0.27% 2,539 SH
48 NVIDIA CORP NVDA 67066G104 $343.0K 0.27% 1,714 SH
49 CAPITAL GROUP DIVIDEND GROWERS ETF CGDG 14021L109 $316.4K 0.25% 8,436 SH
50 UNITEDHEALTH GROUP INC UNH 91324P102 $285.2K 0.23% 686 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-18 $126.6M 328 0001920405-26-000005
2026-03-31 2026-05-14 $116.9M 316 0001920405-26-000002
2026-03-31 2026-05-13 $116.9M 316 0001920405-26-000001
Filer Information
Address
3 LAGOON DRIVE
SUITE 155
REDWOOD CITY, CA 94065
Phone
(650) 802-0342
Filing Manager
Leo H. Evart, Inc.
REDWOOD CITY, CA
Signatory
Derek Hobbs
President