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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, exited 12, added to 152, and trimmed 74.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SCHWAB U.S. LARGE-CAP GROWTH ETF$1.4M +13.5%
  • VANGUARD VALUE INDEX FUND ETF SHARES$950.2K +16.2%
  • VANGUARD GROWTH INDEX FUND ETF SHARES$826.6K +17.4%
  • GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF$770.9K +26.9%
  • CAPITAL GROUP DIVIDEND VALUE ETF$669.8K +14.0%
Show all 152 →

Top Trims

  • VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES-$2.2M -27.3%
  • VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES-$652.6K -11.0%
  • SPDR GOLD SHARES-$231.6K -19.2%
  • CHEVRON CORP NEW-$111.5K -19.9%
  • EXXON MOBIL CORP-$103.5K -23.0%
Show all 74 →

New Positions

  • VANGUARD CORE BOND ETF$2.9M
  • VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF$248.6K
  • SPACE EX TECH SPACEX CLASS A$103.1K
  • HONEYWELL INTL INC$22.4K
  • HONEYWELL AEROSPACE INC$22.1K
Show all 9 →

Exited Positions

  • LINDT &SPRUENGLI A ORDF$84.3K
  • CROWDSTRIKE HLDGS INC CLASS A$58.6K
  • LAS VEGAS SANDS CORP$32.3K
  • SPOTIFY TECHNOLOGY S A F$20.4K
  • WIX COM LTD FDUTCH TENDER EXP: 04/01/26$450
Show all 12 →
All Holdings

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