Leo H. Evart, Inc. — 13F Holdings & Portfolio
CIK 1920405 · latest 13F-HR filed 2026-05-14
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
$116.9M
Long-equity book
Holdings
316
Distinct positions
Period
2026-03-31
Filed 2026-05-14
Q/Q Activity
+0 / −0 / ↑0 / ↓0
vs 2026-03-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
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 | $19.7M | 16.85% | 195,748 | SH |
| 2 | SCHWAB U.S. LARGE-CAP GROWTH ETF | SCHG | 808524300 | $9.7M | 8.29% | 332,868 | SH |
| 3 | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | BND | 921937835 | $8.0M | 6.83% | 108,494 | SH |
| 4 | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | BIV | 921937819 | $5.9M | 5.06% | 76,674 | SH |
| 5 | VANGUARD VALUE INDEX FUND ETF SHARES | VTV | 922908744 | $5.9M | 5.03% | 29,980 | SH |
| 6 | CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | 14020W106 | $4.8M | 4.11% | 112,847 | SH |
| 7 | VANGUARD GROWTH INDEX FUND ETF SHARES | VUG | 922908736 | $4.7M | 4.00% | 10,695 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $3.4M | 2.90% | 13,362 | SH |
| 9 | SCHWAB INTERNATIONAL EQUITY ETF | SCHF | 808524805 | $3.1M | 2.69% | 126,951 | SH |
| 10 | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | VIG | 921908844 | $3.1M | 2.67% | 14,513 | SH |
| 11 | SCHWAB U.S. DIVIDEND EQUITY ETF | SCHD | 808524797 | $2.9M | 2.49% | 94,939 | SH |
| 12 | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | BSV | 921937827 | $2.9M | 2.48% | 37,039 | SH |
| 13 | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | GBIL | 381430529 | $2.9M | 2.45% | 28,619 | SH |
| 14 | VANGUARD S&P 500 ETF | VOO | 922908363 | $2.2M | 1.92% | 3,759 | SH |
| 15 | ORACLE CORP | ORCL | 68389X105 | $2.1M | 1.77% | 14,044 | SH |
| 16 | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | VB | 922908751 | $2.1M | 1.77% | 7,881 | SH |
| 17 | SCHWAB U.S. SMALL-CAP ETF | SCHA | 808524607 | $2.0M | 1.72% | 69,042 | SH |
| 18 | SCHWAB U.S. MID-CAP ETF | SCHM | 808524508 | $1.9M | 1.61% | 60,733 | SH |
| 19 | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | VHT | 92204A504 | $1.8M | 1.50% | 6,428 | SH |
| 20 | VANGUARD MID-CAP INDEX FUND ETF SHARES | VO | 922908629 | $1.6M | 1.39% | 5,679 | SH |
| 21 | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | VGT | 92204A702 | $1.4M | 1.16% | 1,937 | SH |
| 22 | SPDR GOLD SHARES | GLD | 78463V107 | $1.2M | 1.03% | 2,800 | SH |
| 23 | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | 46432F834 | $1.1M | 0.96% | 12,981 | SH |
| 24 | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | TCAF | 87283Q867 | $1.1M | 0.94% | 30,808 | SH |
| 25 | SCHWAB U.S. AGGREGATE BOND ETF | SCHZ | 808524839 | $1.1M | 0.91% | 46,061 | SH |
| 26 | SCHWAB INTERNATIONAL EQUITY ETF | SCHF | 808524805 | $819.4K | 0.70% | 33,108 | SH |
| 27 | TESLA INC | TSLA | 88160R101 | $791.1K | 0.68% | 2,128 | SH |
| 28 | SCHWAB U.S. MID-CAP ETF | SCHM | 808524508 | $726.8K | 0.62% | 23,474 | SH |
| 29 | FIRST EAGLE OVERSEAS EQUITY ETF | FEOE | 75526L878 | $694.7K | 0.59% | 13,768 | SH |
| 30 | JPMORGAN INCOME ETF | JPIE | 46641Q159 | $603.3K | 0.52% | 13,094 | SH |
| 31 | CHEVRON CORP NEW | CVX | 166764100 | $560.6K | 0.48% | 2,709 | SH |
| 32 | AMAZON.COM INC | AMZN | 023135106 | $543.9K | 0.47% | 2,612 | SH |
| 33 | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | VBR | 922908611 | $541.2K | 0.46% | 2,491 | SH |
| 34 | SEMPRA | SRE | 816851109 | $508.2K | 0.43% | 5,230 | SH |
| 35 | MICROSOFT CORP | MSFT | 594918104 | $495.8K | 0.42% | 1,339 | SH |
| 36 | ABRDN PHYSICAL GOLD SHARES ETF | SGOL | 00326A104 | $476.4K | 0.41% | 10,677 | SH |
| 37 | ALPHABET INC CLASS CLASS A | GOOGL | 02079K305 | $451.6K | 0.39% | 1,570 | SH |
| 38 | EXXON MOBIL CORP | XOM | 30231G102 | $450.6K | 0.39% | 2,656 | SH |
| 39 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | VYM | 921946406 | $444.7K | 0.38% | 3,003 | SH |
| 40 | CAPITAL GROUP GROWTH ETF | CGGR | 14020G101 | $435.6K | 0.37% | 10,838 | SH |
| 41 | ALPHABET INC CLASS CLASS C | GOOG | 02079K107 | $423.8K | 0.36% | 1,477 | SH |
| 42 | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | VB | 922908751 | $423.2K | 0.36% | 1,616 | SH |
| 43 | META PLATFORMS INC CLASS CLASS A | META | 30303M102 | $413.1K | 0.35% | 722 | SH |
| 44 | STATE STREET SPDR S&P 500 ETF TRUST | SPY | 78462F103 | $378.6K | 0.32% | 582 | SH |
| 45 | SCHWAB U.S. LARGE-CAP GROWTH ETF | SCHG | 808524300 | $371.3K | 0.32% | 12,748 | SH |
| 46 | NVIDIA CORP | NVDA | 67066G104 | $282.9K | 0.24% | 1,622 | SH |
| 47 | CAPITAL GROUP DIVIDEND GROWERS ETF | CGDG | 14021L109 | $281.2K | 0.24% | 7,834 | SH |
| 48 | SAMSARA INC CLASS A | IOT | 79589L106 | $258.1K | 0.22% | 8,143 | SH |
| 49 | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | RSPH | 46137V332 | $256.8K | 0.22% | 8,506 | SH |
| 50 | JOHNSON & JOHNSON | JNJ | 478160104 | $231.1K | 0.20% | 945 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $116.9M | 316 | 0001920405-26-000002 |
| 2026-03-31 | 2026-05-13 | $116.9M | 316 | 0001920405-26-000001 |