Q1 2026 13F · SEC CIK 1920405

Leo H. Evart, Inc.

Wealth managerFiled 2026-05-14 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $116.9M
Reported positions: 295
Holdings vs S&P 500, 3 yrs: —
Assets under management: $269.9M

Leo H. Evart, Inc. is a wealth manager that reported 295 positions worth $116.9M in its Q1 2026 13F, filed 2026-05-14. Its largest holdings were iShares 0-3 Month Treasury Bon (SGOV, 16.9%), Schwab U.s. Large-Cap Growth ETF (SCHG, 8.6%), Vanguard Total Bond Market ETF (BND, 6.8%).

Leo H. Evart, Inc. holdings largest 50 of 295 positions.

Weights are shares of the filer's total reported 13F value, compared with Q3 2023. 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	Q3 2023	Shares	Share change	Reported value
SGOViShares 0-3 Month Treasury Bon	16.9%	New	195,748	—	$19.7M
SCHGSchwab U.s. Large-Cap Growth ETF	8.6%	12.4%	345,616	+211.3%	$10.1M
BNDVanguard Total Bond Market ETF	6.8%	8.4%	108,494	+38.5%	$8.0M
BIVVanguard Bd Index Fds	5.1%	8.6%	76,674	-0.6%	$5.9M
VTVVanguard Value ETF	5.0%	4.3%	29,980	+47.1%	$5.9M
CGDVCapital Group Dividend Value ETF	4.1%	New	112,847	—	$4.8M
VUGVanguard Indx Fd	4.1%	5.5%	10,895	-16.9%	$4.8M
SCHFSchwab Intl Equity	3.4%	0.6%	160,059	+1262.8%	$4.0M
AAPLApple Inc	2.9%	4.1%	13,362	-13.6%	$3.4M
VIGVanguard Dividend Appreciation ETF	2.7%	4.4%	14,513	-21.5%	$3.1M
SCHDSchwab Strategic Tr	2.5%	12.9%	94,939	-19.8%	$2.9M
BSVVanguard Bd Index Fds Vanguard Short Ter	2.5%	3.6%	37,039	+18.7%	$2.9M
GBILGoldman Sachs Access Treasury 0 1	2.5%	1.8%	28,619	+149.4%	$2.9M
SCHMSchwab Strategic Tr	2.2%	3.0%	84,207	+194.8%	$2.6M
VBVanguard Indx Fd	2.1%	2.7%	9,497	+1.9%	$2.5M
VOOVanguard S&p 500 ETF	1.9%	3.0%	3,759	-23.9%	$2.2M
ORCLOracle Corp	1.8%	2.4%	14,044	-4.6%	$2.1M
SCHASchwab U.s. Small-Cap ETF	1.7%	2.0%	69,838	+121.8%	$2.0M
VHTVanguard Health Care ETF	1.5%	3.9%	6,541	-39.8%	$1.8M
VOVanguard Index Fds	1.4%	2.3%	5,679	-19.6%	$1.6M
VGTVanguard Info Tech	1.2%	1.1%	1,937	+14.9%	$1.4M
SCHZSchwab Strategic Tr	1.1%	1.0%	53,281	+276.3%	$1.2M
GLDSpdr Gold Shares	1.0%	New	2,800	—	$1.2M
IXUSIshares Core Msci Total International St	1.0%	New	12,981	—	$1.1M
TCAFT Rowe Price ETF Inc Capital Appreciatio	0.9%	New	30,808	—	$1.1M
TSLATesla Inc Com	0.7%	0.7%	2,128	+15.3%	$791K
FEOERbb Fund Trust	0.6%	New	13,768	—	$695K
JPIEJpmorgan Income ETF	0.5%	New	13,094	—	$603K
CVXChevron Corp New	0.5%	0.5%	2,709	+35.9%	$561K
AMZNAmazon Com Inc Com	0.5%	0.3%	2,612	+55.9%	$544K
VBRVanguard Small Cap Value ETF	0.5%	0.7%	2,491	-15.6%	$541K
SRESempra	0.4%	0.5%	5,230	+1.9%	$508K
MSFTMicrosoft Corp	0.4%	0.5%	1,339	+19.9%	$496K
SGOLEtfs Gold Tr	0.4%	New	10,677	—	$476K
GOOGLAlphabet Inc	0.4%	New	1,580	—	$454K
XOMExxon Mobil Corp	0.4%	0.4%	2,656	+26.1%	$451K
VYMVym	0.4%	New	3,003	—	$445K
CGGRCapital Group Growth ETF	0.4%	New	10,838	—	$436K
GOOGAlphabet Inc	0.4%	New	1,477	—	$424K
METAMeta Platforms Inc Class A	0.4%	New	722	—	$413K
SPYSpdr S&p 500 ETF Tr	0.3%	New	587	—	$382K
RSPHInvesco Exchange Traded Fd T	0.3%	5.9%	9,751	-93.0%	$294K
NVDANvidia Corporation Com	0.2%	New	1,629	—	$284K
CGDGCapital Group Dividend Growe	0.2%	New	7,834	—	$281K
IOTSamsara, Inc.	0.2%	New	8,143	—	$258K
JNJJohnson & Johnson	0.2%	0.3%	945	-27.3%	$231K
VDEVanguard World Fd	0.2%	New	1,269	—	$220K
UNHUnitedhealth Group Inc Com	0.2%	0.6%	682	-16.9%	$185K
HDHome Depot Inc Com	0.1%	New	514	—	$169K
BRK-BBerkshire Hathaway Inc Del	0.1%	New	350	—	$168K

What Leo H. Evart, Inc. bought and sold in Q1 2026, against Q3 2023.

Share counts compared with the Q3 2023 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 and rebuilt each quarter on the day the filing became public. 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
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 Q1 2026 and filed May 14, 2026, lists 295 positions worth $116.9M. The largest are iShares 0-3 Month Treasury Bon (SGOV) at 16.9%, Schwab U.s. Large-Cap Growth ETF (SCHG) at 8.6%, Vanguard Total Bond Market ETF (BND) at 6.8%, Vanguard Bd Index Fds (BIV) at 5.1% and Vanguard Value ETF (VTV) at 5.0%.

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

In Q1 2026, Leo H. Evart, Inc. added a new position in iShares 0-3 Month Treasury Bon (SGOV), a new position in Capital Group Dividend Value ETF (CGDV), a new position in Spdr Gold Shares (GLD), a new position in Ishares Core Msci Total International St (IXUS), a new position in T Rowe Price ETF Inc Capital Appreciatio (TCAF), Schwab Intl Equity (SCHF) (+1262.8% shares), Schwab Strategic Tr (SCHZ) (+276.3% shares) and Schwab U.s. Large-Cap Growth ETF (SCHG) (+211.3% shares), compared with its Q3 2023 filing.

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

In Q1 2026, Leo H. Evart, Inc. cut from its top 50 Expeditors International of Wa (EXPD), cut from its top 50 Ishares Tr (AGG), cut from its top 50 Starbucks Corp Com (SBUX), cut from its top 50 Applied Matls Inc (AMAT), Invesco Exchange Traded Fd T (RSPH) (-93.0% shares), Vanguard Health Care ETF (VHT) (-39.8% shares) and Johnson & Johnson (JNJ) (-27.3% shares), compared with its Q3 2023 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 Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.

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 $116.9M.