Q2 2026 13F · SEC CIK 1920405

Leo H. Evart, Inc.

Wealth managerFiled 2026-08-18 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $126.6M
Reported positions: 294
Holdings vs S&P 500, 3 yrs: —
Assets under management: $269.9M

Leo H. Evart, Inc. is a wealth manager that reported 294 positions worth $126.6M in its Q2 2026 13F, filed 2026-08-18. Its largest holdings were Ishares Tr (SGOV, 15.2%), Schwab Strategic Tr (SCHG, 9.0%), Vanguard Index Fds (VTV, 5.4%).

Leo H. Evart, Inc. holdings largest 50 of 294 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Leo H. Evart, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SGOVIshares Tr	15.2%	16.9%	190,606	-2.6%	$19.2M
SCHGSchwab Strategic Tr	9.0%	8.6%	337,766	-2.3%	$11.4M
VTVVanguard Index Fds	5.4%	5.0%	31,350	+4.6%	$6.8M
BNDVanguard Bd Index Fds	4.6%	6.8%	79,078	-27.1%	$5.8M
VUGVanguard Index Fds	4.4%	4.1%	64,839	+495.1%	$5.6M
CGDVCapital Group Dividend Value	4.3%	4.1%	111,005	-1.6%	$5.5M
BIVVanguard Bd Index Fds	4.2%	5.1%	68,646	-10.5%	$5.3M
SCHFSchwab Strategic Tr	3.6%	3.4%	166,534	+4.0%	$4.6M
GBILGoldman Sachs ETF Tr	2.9%	2.5%	36,325	+26.9%	$3.6M
VIGVanguard Specialized Funds	2.7%	2.7%	14,473	-0.3%	$3.4M
AAPLApple Inc	2.6%	2.9%	11,373	-14.9%	$3.3M
SCHMSchwab Strategic Tr	2.4%	2.2%	82,792	-1.7%	$3.1M
SCHDSchwab Strategic Tr	2.4%	2.5%	95,936	+1.1%	$3.0M
VBVanguard Index Fds	2.4%	2.1%	9,876	+4.0%	$3.0M
BSVVanguard Bd Index Fds	2.3%	2.5%	37,898	+2.3%	$3.0M
VCRBVanguard Malvern Fds	2.3%	—	38,109	—	$2.9M
VOOVanguard Index Fds	2.1%	1.9%	3,897	+3.7%	$2.7M
SCHASchwab Strategic Tr	1.9%	1.7%	67,863	-2.8%	$2.5M
ORCLOracle Corp	1.6%	1.8%	14,055	+0.1%	$2.1M
VHTVanguard World Fd	1.6%	1.5%	6,599	+0.9%	$2.0M
VOVanguard Index Fds	1.5%	1.4%	23,025	+305.4%	$1.9M
VGTVanguard World Fd	1.4%	1.2%	14,893	+668.9%	$1.8M
TCAFT Rowe Price Exchange-Traded	1.0%	0.9%	31,806	+3.2%	$1.3M
IXUSIshares Tr	1.0%	1.0%	13,147	+1.3%	$1.3M
SCHZSchwab Strategic Tr	1.0%	1.1%	52,899	-0.7%	$1.2M
GLDSpdr Gold Tr	0.8%	1.0%	2,642	-5.6%	$973K
TSLATesla Inc	0.7%	0.7%	2,128	+0.0%	$895K
FEOERbb Fund Trust	0.6%	0.6%	14,118	+2.5%	$754K
AMZNAmazon Com Inc	0.5%	0.5%	2,712	+3.8%	$646K
JPIEJpmorgan Income ETF	0.5%	0.5%	13,253	+1.2%	$610K
VBRVanguard Index Fds	0.5%	0.5%	2,506	+0.6%	$609K
GOOGLAlphabet Inc	0.5%	0.4%	1,608	+1.8%	$575K
GOOGAlphabet Inc	0.4%	0.4%	1,477	+0.0%	$522K
VYMVanguard Whitehall Fds	0.4%	0.4%	3,295	+9.7%	$521K
MSFTMicrosoft Corp	0.4%	0.4%	1,376	+2.8%	$513K
CGGRCapital Group Growth ETF	0.4%	0.4%	10,838	+0.0%	$512K
SRESempra	0.4%	0.4%	5,231	+0.0%	$485K
CVXChevron Corporation	0.4%	0.5%	2,710	+0.0%	$449K
SPYState Str Spdr S&p 500 ETF T	0.3%	0.3%	588	+0.2%	$439K
SGOLEtfs Gold Tr	0.3%	0.4%	10,677	+0.0%	$408K
METAMeta Platforms Inc	0.3%	0.4%	722	+0.0%	$407K
VXUSVanguard Star Fds	0.3%	—	4,191	—	$358K
XOMExxon Mobil Corp	0.3%	0.4%	2,539	-4.4%	$347K
NVDANvidia Corporation	0.3%	0.2%	1,721	+5.6%	$344K
CGDGCapital Group Divid Growers ETF	0.3%	0.2%	9,161	+16.9%	$344K
RSPHInvesco Exchange Traded Fd T	0.3%	0.3%	9,768	+0.2%	$324K
UNHUnitedhealth Group Inc	0.2%	0.2%	686	+0.6%	$285K
IOTSamsara Inc.	0.2%	0.2%	7,669	-5.8%	$249K
VTECVanguard Calif Tax Free Fds	0.2%	—	2,471	—	$249K
JNJJohnson & Johnson	0.2%	0.2%	887	-6.1%	$225K

What Leo H. Evart, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$126.6M	294
Q1 2026	$116.9M	295
Q3 2023	$65.2M	34
Q2 2023	$72.1M	35
Q1 2023	$68.5M	33
Q4 2022	$66.1M	33
Q3 2022	$65.6M	33
Q2 2022	$82.3M	38
Q1 2022	$96.7M	41
Q4 2021	$102.7M	43

Questions about Leo H. Evart, Inc.'s portfolio

What stocks does Leo H. Evart, Inc. own?

Leo H. Evart, Inc.'s latest 13F, for Q2 2026 and filed Aug 18, 2026, lists 294 positions worth $126.6M. The largest are Ishares Tr (SGOV) at 15.2%, Schwab Strategic Tr (SCHG) at 9.0%, Vanguard Index Fds (VTV) at 5.4%, Vanguard Bd Index Fds (BND) at 4.6% and Vanguard Index Fds (VUG) at 4.4%.

What did Leo H. Evart, Inc. buy last quarter?

In Q2 2026, Leo H. Evart, Inc. added Vanguard World Fd (VGT) (+668.9% shares), Vanguard Index Fds (VUG) (+495.1% shares) and Vanguard Index Fds (VO) (+305.4% shares), compared with its Q1 2026 filing.

What did Leo H. Evart, Inc. sell last quarter?

In Q2 2026, Leo H. Evart, Inc. cut from its top 50 Vanguard World Fd (VDE), cut from its top 50 Home Depot Inc (HD), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), Vanguard Bd Index Fds (BND) (-27.1% shares), Apple Inc (AAPL) (-14.9% shares) and Vanguard Bd Index Fds (BIV) (-10.5% shares), compared with its Q1 2026 filing.

When is Leo H. Evart, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Leo H. Evart, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Leo H. Evart, Inc. manage?

Leo H. Evart, Inc. reported $269.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $126.6M.