Leo H. Evart, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 18, 2026), Leo H. Evart, Inc. reported 292 stock positions worth $126.6 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 15.2% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 9.0%) and Vanguard Mrngstr Val ETF-Aui (VTV, 5.4%). Compared with Q1 2026, it opened 9 new positions, sold out of 12, added to 69 and reduced 38. The biggest buy was a new position in Vanguard Core Bond ETF (VCRB) and the biggest sale Vanguard Total Bond Market (BND, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- REDWOOD CITY, CA
- CIK
- 0001920405
- Portfolio Value
- $126.6M (Q2 2026)
- SEC Filing
- 0001920405-26-000005 ↗ filed Aug 18, 2026
Holdings Value
Holdings 292 stocks · $126.6M
| SGOV iShares 0-3 Month Treasury B | 15.16% | 190,606 | $19.2M | Reduce -2.6% |
| SCHG Schwab US Large-Cap Growth | 9.03% | 337,766 | $11.4M | Reduce -2.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.40% | 31,350 | $6.8M | Add +4.6% |
| BND Vanguard Total Bond Market | 4.59% | 79,078 | $5.8M | Reduce -27.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.41% | 64,839 | $5.6M | Reduce -0.8% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 4.32% | 111,005 | $5.5M | Reduce -1.6% |
| BIV Vanguard Intermediate-Term B | 4.16% | 68,646 | $5.3M | Reduce -10.5% |
| SCHF Schwab Intl Equity ETF | 3.64% | 166,534 | $4.6M | Add +4.0% |
| GBIL Goldman Sachs Access Treasur | 2.87% | 36,325 | $3.6M | Add +26.9% |
| VIG Vanguard Dividend Apprec ETF | 2.71% | 14,473 | $3.4M | Reduce -0.3% |
| AAPL Apple Inc. | 2.60% | 11,373 | $3.3M | Reduce -14.9% |
| SCHM Schwab US Mid Cap ETF | 2.41% | 82,792 | $3.1M | Reduce -1.7% |
| SCHD Schwab US DVD Equity ETF | 2.40% | 95,936 | $3.0M | Add +1.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.36% | 9,876 | $3.0M | Add +4.0% |
| BSV Vanguard Short-Term Bond ETF | 2.33% | 37,898 | $3.0M | Add +2.3% |
| VCRB Vanguard Core Bond ETF | 2.32% | 38,109 | $2.9M | New |
| VOO Vanguard S&P 500 ETF | 2.11% | 3,897 | $2.7M | Add +3.7% |
| SCHA Schwab US Small-Cap ETF | 1.94% | 67,863 | $2.5M | Reduce -2.8% |
| ORCL Oracle Corp. | 1.63% | 14,055 | $2.1M | Add +0.1% |
| VHT Vanguard Health Care ETF | 1.56% | 6,599 | $2.0M | Add +0.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.47% | 23,025 | $1.9M | Add +1.4% |
| VGT Vanguard Info Tech ETF | 1.41% | 14,893 | $1.8M | Reduce -3.9% |
| TCAF T Rowe PRC Cap Appreciation | 1.03% | 31,806 | $1.3M | Add +3.2% |
| IXUS iShares Core Intl Stock ETF | 0.99% | 13,147 | $1.3M | Add +1.3% |
| SCHZ Schwab US Aggregate Bond ETF | 0.97% | 52,899 | $1.2M | Reduce -0.7% |
| GLD SPDR Gold Shares | 0.77% | 2,642 | $973K | Reduce -5.6% |
| TSLA Tesla Inc. | 0.71% | 2,128 | $895K | No change |
| FEOE First Eagle Overseas Eq ETF | 0.60% | 14,118 | $754K | Add +2.5% |
| AMZN Amazon.com Inc. | 0.51% | 2,712 | $646K | Add +3.8% |
| JPIE JPMorgan Income ETF | 0.48% | 13,253 | $610K | Add +1.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.48% | 2,506 | $609K | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 0.45% | 1,608 | $575K | Add +1.8% |
| GOOG Alphabet Inc. Class C | 0.41% | 1,477 | $522K | No change |
| VYM Vanguard High DVD Yield ETF | 0.41% | 3,295 | $521K | Add +9.7% |
| MSFT Microsoft Corp. | 0.41% | 1,376 | $513K | Add +2.8% |
| CGGR Cap Group Growth Equity | 0.40% | 10,838 | $512K | No change |
| SRE Sempra | 0.38% | 5,231 | $485K | Add +0.0% |
| CVX Chevron Corp. | 0.35% | 2,710 | $449K | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 588 | $439K | Add +0.2% |
| SGOL Abrdn Physical Gold Shares | 0.32% | 10,677 | $408K | No change |
| META Meta Platforms Inc. Class A | 0.32% | 722 | $407K | No change |
| VXUS Vanguard Total Intl Stock | 0.28% | 4,191 | $358K | Add +195.3% |
| XOM Exxon Mobil Corp. | 0.27% | 2,539 | $347K | Reduce -4.4% |
| NVDA Nvidia Corp. | 0.27% | 1,721 | $344K | Add +5.7% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.27% | 9,161 | $344K | Add +16.9% |
| RSPH Invesco S&P 500 Equal Weight | 0.26% | 9,768 | $324K | Add +0.2% |
| UNH Unitedhealth Group Inc. | 0.23% | 686 | $285K | Add +0.6% |
| IOT Samsara Inc. Class A | 0.20% | 7,669 | $249K | Reduce -5.8% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.20% | 2,471 | $249K | New |
| JNJ Johnson & Johnson | 0.18% | 887 | $225K | Reduce -6.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 272 | $200K | Add +21.4% |
| LLY Eli Lilly & Co. | 0.16% | 166 | $199K | No change |
| INTC Intel Corp. | 0.16% | 1,407 | $196K | No change |
| VDE Vanguard Energy ETF | 0.15% | 1,276 | $192K | Add +0.6% |
| HD Home Depot Inc. | 0.14% | 514 | $181K | No change |
| IVV iShares Core S&P 500 ETF | 0.14% | 235 | $176K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 350 | $175K | No change |
| GE General Electric filed as GE AEROSPACE | 0.13% | 441 | $165K | No change |
| GEV GE Vernova Inc. | 0.13% | 136 | $160K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.13% | 1,626 | $160K | Add +65.1% |
| CSCO Cisco Systems Inc. | 0.12% | 1,336 | $157K | No change |
| EIX Edison International | 0.12% | 2,029 | $151K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 406 | $150K | Add +3.6% |
| ABBV Abbvie Inc. | 0.11% | 572 | $144K | No change |
| EME Emcor Group Inc. | 0.11% | 171 | $142K | No change |
| BA The Boeing Co. | 0.11% | 615 | $133K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.10% | 358 | $131K | Reduce -2.7% |
| LOGI Logitech International-Reg | 0.10% | 1,338 | $126K | Reduce -9.3% |
| SCHB Schwab US Broad Market ETF | 0.09% | 4,044 | $117K | Add +0.3% |
| WMT Walmart Inc. | 0.09% | 1,031 | $117K | Add +0.1% |
| AMAT Applied Materials Inc. | 0.09% | 150 | $108K | No change |
| PEP Pepsico Inc. | 0.09% | 799 | $108K | Add +16.8% |
| AXP American Express Co. | 0.09% | 318 | $108K | No change |
| PSA Public Storage | 0.08% | 334 | $106K | Reduce -16.9% |
| PG The Procter & Gamble Co. | 0.08% | 723 | $106K | No change |
| PM Philip Morris International | 0.08% | 577 | $104K | No change |
| SCHW Schwab (charles) Corp. | 0.08% | 1,127 | $104K | Add +0.4% |
| SPCX Space Exploration Techn Class A | 0.08% | 603 | $103K | New |
| EXPD Expeditors Intl Wash Inc. | 0.08% | 632 | $103K | Reduce -21.4% |
| MO Altria Group Inc. | 0.08% | 1,402 | $101K | Add +0.3% |
| T AT&T Inc. | 0.08% | 4,733 | $98K | No change |
| PLD Prologis Inc. | 0.08% | 721 | $98K | Reduce -28.0% |
| MDLZ Mondelez International Inc. Class A | 0.07% | 1,589 | $92K | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.07% | 1,814 | $90K | Reduce -12.4% |
| AMP Ameriprise Financial Inc. | 0.07% | 195 | $89K | No change |
| VDC Vanguard Consumer Staple ETF | 0.07% | 389 | $88K | Add +0.3% |
| NSRGY Nestle SA-Spons ADR | 0.07% | 850 | $87K | Reduce -10.5% |
| SBUX Starbucks Corp. | 0.07% | 844 | $86K | Add +0.1% |
| AEP American Electric Power | 0.06% | 594 | $81K | Add +0.7% |
| HCA HCA Healthcare Inc. | 0.06% | 208 | $81K | Reduce -4.6% |
| RPG Invesco S&P 500 Pure Growth | 0.06% | 1,260 | $80K | No change |
| KLAC KLA Corp. | 0.06% | 263 | $79K | Add +1.1% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.06% | 1,493 | $79K | Add +0.5% |
| WFC Wells Fargo & Co. | 0.06% | 922 | $76K | Add +0.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.06% | 894 | $75K | Add +0.5% |
| ABT Abbott Laboratories | 0.06% | 808 | $73K | No change |
| VZ Verizon Communications Inc. | 0.06% | 1,701 | $72K | No change |
| OKE Oneok Inc. | 0.05% | 800 | $70K | No change |
| UPWK Upwork Inc. | 0.05% | 8,164 | $68K | Reduce -0.1% |
| IYW iShares Ustechnology ETF | 0.05% | 270 | $68K | No change |
Other holdings (3): bonds, preferreds, convertibles and warrants · $32K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CAPITAL ONE FINANCIAL CO (COF 4.375 PERP L) | Equity | 738 | $12K | No change |
| WELLS FARGO & COMPANY (WFC 5.625 PERP Y) | PREFERRED STOCK | 500 | $11K | No change |
| PACIFIC GAS&ELEC (PCG 6 PERP A) | Equity | 395 | $9K | No change |
Total filed on the 13F, all lines: $126.6M.
Portfolio Sells Q1 2026 → Q2 2026
| BND Vanguard Total Bond Market | Reduce -27.1% | 4.59% | −2.25 |
| SGOV iShares 0-3 Month Treasury B | Reduce -2.6% | 15.16% | −1.70 |
| BIV Vanguard Intermediate-Term B | Reduce -10.5% | 4.16% | −0.90 |
| AAPL Apple Inc. | Reduce -14.9% | 2.60% | −0.30 |
| GLD SPDR Gold Shares | Reduce -5.6% | 0.77% | −0.26 |
| XOM Exxon Mobil Corp. | Reduce -4.4% | 0.27% | −0.11 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.7% | 0.97% | −0.09 |
| LDSVF Chocoladefabriken Lindt-PC | Sold out | 0.00% | −0.07 |
| AVGO Broadcom Inc. | Reduce -79.7% | 0.02% | −0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.05 |
| SLV iShares Silver Trust | Reduce -78.7% | 0.01% | −0.05 |
| ACM Aecom | Reduce -35.9% | 0.04% | −0.04 |
| PLD Prologis Inc. | Reduce -28.0% | 0.08% | −0.04 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −0.03 |
| IOT Samsara Inc. Class A | Reduce -5.8% | 0.20% | −0.02 |
| HCA HCA Healthcare Inc. | Reduce -4.6% | 0.06% | −0.02 |
| UPWK Upwork Inc. | Reduce -0.1% | 0.05% | −0.02 |
| HESAF Hermes International | Reduce -27.5% | 0.04% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -83.2% | 0.00% | −0.02 |
| JNJ Johnson & Johnson | Reduce -6.1% | 0.18% | −0.02 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.02 |
| EXPD Expeditors Intl Wash Inc. | Reduce -21.4% | 0.08% | −0.02 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -12.4% | 0.07% | −0.02 |
| LOGI Logitech International-Reg | Reduce -9.3% | 0.10% | −0.02 |
| D Dominion Energy Inc. | Reduce -21.6% | 0.05% | −0.01 |
| NSRGY Nestle SA-Spons ADR | Reduce -10.5% | 0.07% | −0.01 |
| CRM Salesforce Inc. | Reduce -10.9% | 0.03% | −0.01 |
| PSA Public Storage | Reduce -16.9% | 0.08% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -16.3% | 0.01% | −0.01 |
| TT Trane Technologies PLC | Reduce -20.7% | 0.04% | −0.01 |
| EZU iShares MSCI Eurozone ETF | Reduce -5.2% | 0.02% | −0.00 |
| WIX Wix.com Ltd. | Sold out | 0.00% | −0.00 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.00 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.00 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.00 |
| CPNG Coupang Inc. | Sold out | 0.00% | −0.00 |
| PSKY Paramount Skydance Class B | Sold out | 0.00% | −0.00 |
| DECN Decision Diagnostics Corp. | Sold out | 0.00% | 0.00 |
| RMTI Rockwell Medical Inc. | Sold out | 0.00% | 0.00 |
| ZSPACE INC | Reduce -96.1% | 0.00% | 0.00 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -2.6% | 0.04% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.0% | 0.04% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -2.7% | 0.10% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.3% | 2.71% | +0.03 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.7% | 2.41% | +0.18 |
| SCHA Schwab US Small-Cap ETF | Reduce -2.8% | 1.94% | +0.20 |
| CGDV Cap Group Dividend Value | Reduce -1.6% | 4.32% | +0.21 |
| VGT Vanguard Info Tech ETF | Reduce -3.9% | 1.41% | +0.25 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.8% | 4.41% | +0.34 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.3% | 9.03% | +0.42 |
Portfolio Buys Q1 2026 → Q2 2026
| VCRB Vanguard Core Bond ETF | New | 2.32% | +2.32 |
| GBIL Goldman Sachs Access Treasur | Add +26.9% | 2.87% | +0.42 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.6% | 5.40% | +0.36 |
| SCHF Schwab Intl Equity ETF | Add +4.0% | 3.64% | +0.25 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +4.0% | 2.36% | +0.24 |
| VTEC Vanguard Ca Tax-Ex Bond | New | 0.20% | +0.20 |
| VOO Vanguard S&P 500 ETF | Add +3.7% | 2.11% | +0.19 |
| VXUS Vanguard Total Intl Stock | Add +195.3% | 0.28% | +0.19 |
| TCAF T Rowe PRC Cap Appreciation | Add +3.2% | 1.03% | +0.09 |
| SPCX Space Exploration Techn Class A | New | 0.08% | +0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.4% | 1.47% | +0.07 |
| UNH Unitedhealth Group Inc. | Add +0.6% | 0.23% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +1.8% | 0.45% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +21.4% | 0.16% | +0.05 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +65.1% | 0.13% | +0.05 |
| AMZN Amazon.com Inc. | Add +3.8% | 0.51% | +0.05 |
| VHT Vanguard Health Care ETF | Add +0.9% | 1.56% | +0.03 |
| CGDG Cap Group Dividend Growers | Add +16.9% | 0.27% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +9.7% | 0.41% | +0.03 |
| KLAC KLA Corp. | Add +1.1% | 0.06% | +0.03 |
| IXUS iShares Core Intl Stock ETF | Add +1.3% | 0.99% | +0.03 |
| NVDA Nvidia Corp. | Add +5.7% | 0.27% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.35% | +0.02 |
| NFLX Netflix Inc. | Add +417.6% | 0.03% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.6% | 0.48% | +0.02 |
| HON Honeywell International Inc. | New | 0.02% | +0.02 |
| HONA Honeywell Aerospace Inc. | New | 0.02% | +0.02 |
| RIVN Rivian Automotive Inc. Class A | Add +900.0% | 0.01% | +0.01 |
| DRAM Roundhill Memory ETF | New | 0.01% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.6% | 0.12% | +0.01 |
| IREN Iren Ltd. | New | 0.01% | +0.01 |
| DIS The Walt Disney Co. | Add +71.4% | 0.02% | +0.01 |
| SCHB Schwab US Broad Market ETF | Add +0.3% | 0.09% | +0.01 |
| RSPH Invesco S&P 500 Equal Weight | Add +0.2% | 0.26% | +0.00 |
| SBUX Starbucks Corp. | Add +0.1% | 0.07% | +0.00 |
| BKNG Booking Holdings Inc. | Add +26.0% | 0.02% | +0.00 |
| BAC Bank of America Corp. | Add +0.1% | 0.03% | +0.00 |
| AMD Advanced Micro Devices | Add +200.0% | 0.00% | +0.00 |
| HPE Hewlett Packard Enterprise | Add +20.0% | 0.00% | +0.00 |
| EFG iShares MSCI Eafe Growth ETF | Add +0.7% | 0.05% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.5% | 0.06% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.3% | 0.02% | +0.00 |
| IQDY NT Intl Qual Div DYN ETF | Add +1.3% | 0.02% | +0.00 |
| FEOE First Eagle Overseas Eq ETF | Add +2.5% | 0.60% | +0.00 |
| EEM iShares MSCI Emerging Market | Add +0.6% | 0.01% | +0.00 |
| MO Altria Group Inc. | Add +0.3% | 0.08% | +0.00 |
| BYDDY BYD Co. Ltd.-Unsponsored ADR | New | 0.00% | +0.00 |
| NUE Nucor Corp. | Add +4.3% | 0.00% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +0.2% | 0.03% | +0.00 |
| CGIC Cap Group Intl Core Eq | Add +0.1% | 0.03% | +0.00 |