Leo H. Evart, Inc. 13F holdings

Leo H. Evart, Inc. reported 293 positions with a total reported value of $126.6M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-18. Top holdings by reported value: ISHARES 0-3 MONTH TREASURY BOND ETF (15.2%), SCHWAB U.S. LARGE-CAP GROWTH ETF (9.0%), VANGUARD VALUE INDEX FUND ETF SHARES (5.4%), VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES (4.6%), VANGUARD GROWTH INDEX FUND ETF SHARES (4.4%). Against 2026-03-31 it opened 15 new positions and exited 18. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.

Email me when Leo H. Evart, Inc. files its 13F

A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.

Top holdings

25 largest of 293 positions · reported value as of 2026-06-30

Holding	Shares	Reported value	% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF	190,606	$19.2M	15.2%
SCHWAB U.S. LARGE-CAP GROWTH ETF	337,766	$11.4M	9.0%
VANGUARD VALUE INDEX FUND ETF SHARES	31,350	$6.8M	5.4%
VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES	79,078	$5.8M	4.6%
VANGUARD GROWTH INDEX FUND ETF SHARES	64,839	$5.6M	4.4%
CAPITAL GROUP DIVIDEND VALUE ETF	111,005	$5.5M	4.3%
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES	68,646	$5.3M	4.2%
SCHWAB INTERNATIONAL EQUITY ETF	166,534	$4.6M	3.6%
GS GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF	36,325	$3.6M	2.9%
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES	14,473	$3.4M	2.7%
AAPL APPLE INC	11,373	$3.3M	2.6%
SCHWAB U.S. MID-CAP ETF	82,792	$3.1M	2.4%
SCHWAB U.S. DIVIDEND EQUITY ETF	95,936	$3.0M	2.4%
VANGUARD SMALL-CAP INDEXFUND ETF SHARES	9,876	$3.0M	2.4%
VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES	37,898	$3.0M	2.3%
VANGUARD CORE BOND ETF	38,109	$2.9M	2.3%
VANGUARD S&P 500 ETF	3,897	$2.7M	2.1%
SCHWAB U.S. SMALL-CAP ETF	67,863	$2.5M	1.9%
ORCL ORACLE CORP	14,055	$2.1M	1.6%
VANGUARD HEALTH CARE INDEX FUND ETF SHARES	6,599	$2.0M	1.6%
VANGUARD MID-CAP INDEX FUND ETF SHARES	23,025	$1.9M	1.5%
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES	14,893	$1.8M	1.4%
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF	31,806	$1.3M	1.0%
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	13,147	$1.3M	1.0%
SCHWAB U.S. AGGREGATE BOND ETF	52,899	$1.2M	1.0%

SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES

New positions this quarter

Held at 2026-06-30, not at 2026-03-31 · 15 in all · reported value as of 2026-06-30

Holding	Shares	Reported value	% of portfolio
VANGUARD CORE BOND ETF	38,109	$2.9M	2.3%
VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF	2,471	$248.6K	0.2%
LOGITECH INTERNTNL S FCLASS N	1,338	$125.8K	<0.1%
SPCX SPACE EX TECH SPACEX CLASS A	603	$103.1K	<0.1%
EXPEDITORS INTL WASH INCCLASS A	632	$103.0K	<0.1%
MONDELEZ INTL INC CLASS CLASS A	1,589	$91.9K	<0.1%
NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS	850	$87.3K	<0.1%
HONEYWELL INTL INC	100	$22.4K	<0.1%
HONA HONEYWELL AEROSPACE INC	100	$22.1K	<0.1%
RIVIAN AUTOMOTIVE INC CLASS A	1,000	$17.4K	<0.1%
ROUNDHILL MEMORY ETF	200	$14.8K	<0.1%
IREN IREN LTD F	250	$11.4K	<0.1%
ROBINHOOD MKTS INC CLASS A	17	$1.7K	<0.1%
BYDDF BYD CO LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS	100	$927	<0.1%
BBAI BIGBEAR AI HLDGS INC	50	$184	<0.1%

Sold out

Held at 2026-03-31, gone by 2026-06-30 · 18 in all · reported value as of 2026-03-31

Holding	Shares 2026-03-31	Reported value	% of portfolio then
LOGITECH INTERNTNL S FCLASS CLASS N	2,952	$269.0K	0.1%
EXPEDITORS INTL WASH INCCLASS CLASS A	1,608	$230.3K	<0.1%
NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS	1,900	$188.3K	<0.1%
MONDELEZ INTL INC CLASS A	3,178	$183.2K	<0.1%
LINDT &SPRUENGLI A ORDF	12	$168.7K	<0.1%
CRWD CROWDSTRIKE HLDGS INC CLASS A	300	$117.1K	<0.1%
LVS LAS VEGAS SANDS CORP	1,200	$64.7K	<0.1%
SPOT SPOTIFY TECHNOLOGY S A F	84	$40.7K	<0.1%
RIVIAN AUTOMOTIVE INC CLASS CLASS A	200	$3.0K	<0.1%
ROBINHOOD MKTS INC CLASS CLASS A	34	$2.4K	<0.1%
WIX WIX COM LTD FDUTCH TENDER EXP: 04/01/26	10	$900	<0.1%
RBLX ROBLOX CORP CLASS A	10	$566	<0.1%
TOST TOAST INC CLASS CLASS A	20	$530	<0.1%
DKNG DRAFTKINGS INC NEW CLASS A	18	$390	<0.1%
SKYD PARAMOUNT SKYDANCE CORP CLASS CLASS B	26	$242	<0.1%
CPNG COUPANG INC CLASS CLASS A	10	$188	<0.1%
RMTI ROCKWELL MED INC	18	$16	<0.1%
DECISION DIAGNOSTICS COR	3,140	$0	<0.1%

Biggest increases and decreases

Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30

Increases

Holding	Shares 2026-03-31	Shares 2026-06-30	Change	Reported value
VANGUARD GROWTH INDEX FUND ETF SHARES	21,790	64,839	+197.6%	$5.6M
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES	3,874	14,893	+284.4%	$1.8M
VANGUARD MID-CAP INDEX FUND ETF SHARES	11,358	23,025	+102.7%	$1.9M
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES	2,838	4,191	+47.7%	$358.2K
KLAC KLA CORP	52	263	+405.8%	$79.5K
VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES	212	516	+143.4%	$45.4K
BKNG BOOKING HLDGS INC	8	126	+1,475.0%	$22.5K
NFLX NETFLIX INC	182	471	+158.8%	$33.6K
AMD ADVANCED MICRO DEVICES I	4	6	+50.0%	$3.5K

Decreases

Holding	Shares 2026-03-31	Shares 2026-06-30	Change	Reported value
ISHARES 0-3 MONTH TREASURY BOND ETF	391,496	190,606	-51.3%	$19.2M
SCHWAB U.S. LARGE-CAP GROWTH ETF	691,232	337,766	-51.1%	$11.4M
VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES	216,988	79,078	-63.6%	$5.8M
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES	153,348	68,646	-55.2%	$5.3M
VANGUARD VALUE INDEX FUND ETF SHARES	59,960	31,350	-47.7%	$6.8M
CAPITAL GROUP DIVIDEND VALUE ETF	225,694	111,005	-50.8%	$5.5M
AAPL APPLE INC	26,724	11,373	-57.4%	$3.3M
SCHWAB INTERNATIONAL EQUITY ETF	320,118	166,534	-48.0%	$4.6M
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES	29,026	14,473	-50.1%	$3.4M
SCHWAB U.S. MID-CAP ETF	168,414	82,792	-50.8%	$3.1M
SCHWAB U.S. DIVIDEND EQUITY ETF	189,878	95,936	-49.5%	$3.0M
VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES	74,078	37,898	-48.8%	$3.0M

CIK 1920405 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY

More 13F data

Largest 13F filers Fund moves on the desk

Source: U.S. Securities and Exchange Commission (EDGAR) and other official government data · Updated 2026-10-27 · For informational purposes only, not investment advice.
Privacy · Terms