Leo H. Evart, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Leo H. Evart, Inc. reported 295 stock positions worth $116.9 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 16.9% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 8.6%) and Vanguard Total Bond Market (BND, 6.8%).
- Most Recent 13F
- Q2 2026
- Location
- REDWOOD CITY, CA
- CIK
- 0001920405
- Portfolio Value
- $116.9M (Q1 2026)
- SEC Filing
- 0001920405-26-000002 ↗ filed May 14, 2026
Holdings Value
Holdings 295 stocks · $116.9M
| SGOV iShares 0-3 Month Treasury B | 16.86% | 195,748 | $19.7M | — |
| SCHG Schwab US Large-Cap Growth | 8.61% | 345,616 | $10.1M | — |
| BND Vanguard Total Bond Market | 6.84% | 108,494 | $8.0M | — |
| BIV Vanguard Intermediate-Term B | 5.06% | 76,674 | $5.9M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.03% | 29,980 | $5.9M | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 4.11% | 112,847 | $4.8M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.07% | 10,895 | $4.8M | — |
| SCHF Schwab Intl Equity ETF | 3.39% | 160,059 | $4.0M | — |
| AAPL Apple Inc. | 2.90% | 13,362 | $3.4M | — |
| VIG Vanguard Dividend Apprec ETF | 2.67% | 14,513 | $3.1M | — |
| SCHD Schwab US DVD Equity ETF | 2.49% | 94,939 | $2.9M | — |
| BSV Vanguard Short-Term Bond ETF | 2.48% | 37,039 | $2.9M | — |
| GBIL Goldman Sachs Access Treasur | 2.45% | 28,619 | $2.9M | — |
| SCHM Schwab US Mid Cap ETF | 2.23% | 84,207 | $2.6M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 2.13% | 9,497 | $2.5M | — |
| VOO Vanguard S&P 500 ETF | 1.92% | 3,759 | $2.2M | — |
| ORCL Oracle Corp. | 1.77% | 14,044 | $2.1M | — |
| SCHA Schwab US Small-Cap ETF | 1.74% | 69,838 | $2.0M | — |
| VHT Vanguard Health Care ETF | 1.52% | 6,541 | $1.8M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.40% | 5,679 | $1.6M | — |
| VGT Vanguard Info Tech ETF | 1.16% | 1,937 | $1.4M | — |
| SCHZ Schwab US Aggregate Bond ETF | 1.06% | 53,281 | $1.2M | — |
| GLD SPDR Gold Shares | 1.03% | 2,800 | $1.2M | — |
| IXUS iShares Core Intl Stock ETF | 0.96% | 12,981 | $1.1M | — |
| TCAF T Rowe PRC Cap Appreciation | 0.94% | 30,808 | $1.1M | — |
| TSLA Tesla Inc. | 0.68% | 2,128 | $791K | — |
| FEOE First Eagle Overseas Eq ETF | 0.59% | 13,768 | $695K | — |
| JPIE JPMorgan Income ETF | 0.52% | 13,094 | $603K | — |
| CVX Chevron Corp. | 0.48% | 2,709 | $561K | — |
| AMZN Amazon.com Inc. | 0.47% | 2,612 | $544K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.46% | 2,491 | $541K | — |
| SRE Sempra | 0.43% | 5,230 | $508K | — |
| MSFT Microsoft Corp. | 0.42% | 1,339 | $496K | — |
| SGOL Abrdn Physical Gold Shares | 0.41% | 10,677 | $476K | — |
| GOOGL Alphabet Inc. Class A | 0.39% | 1,580 | $454K | — |
| XOM Exxon Mobil Corp. | 0.39% | 2,656 | $451K | — |
| VYM Vanguard High DVD Yield ETF | 0.38% | 3,003 | $445K | — |
| CGGR Cap Group Growth Equity | 0.37% | 10,838 | $436K | — |
| GOOG Alphabet Inc. Class C | 0.36% | 1,477 | $424K | — |
| META Meta Platforms Inc. Class A | 0.35% | 722 | $413K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 587 | $382K | — |
| RSPH Invesco S&P 500 Equal Weight | 0.25% | 9,751 | $294K | — |
| NVDA Nvidia Corp. | 0.24% | 1,629 | $284K | — |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.24% | 7,834 | $281K | — |
| IOT Samsara Inc. Class A | 0.22% | 8,143 | $258K | — |
| JNJ Johnson & Johnson | 0.20% | 945 | $231K | — |
| VDE Vanguard Energy ETF | 0.19% | 1,269 | $220K | — |
| UNH Unitedhealth Group Inc. | 0.16% | 682 | $185K | — |
| HD Home Depot Inc. | 0.14% | 514 | $169K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 350 | $168K | — |
| IVV iShares Core S&P 500 ETF | 0.13% | 235 | $153K | — |
| LLY Eli Lilly & Co. | 0.13% | 166 | $153K | — |
| EIX Edison International | 0.13% | 2,029 | $148K | — |
| T AT&T Inc. | 0.12% | 4,733 | $137K | — |
| LOGI Logitech International-Reg | 0.12% | 1,476 | $134K | — |
| PLD Prologis Inc. | 0.11% | 1,001 | $132K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 224 | $129K | — |
| WMT Walmart Inc. | 0.11% | 1,030 | $128K | — |
| EME Emcor Group Inc. | 0.11% | 171 | $126K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 392 | $126K | — |
| GE General Electric filed as GE AEROSPACE | 0.11% | 441 | $125K | — |
| ABBV Abbvie Inc. | 0.11% | 572 | $124K | — |
| BA The Boeing Co. | 0.10% | 615 | $122K | — |
| GEV GE Vernova Inc. | 0.10% | 136 | $119K | — |
| EXPD Expeditors Intl Wash Inc. | 0.10% | 804 | $115K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.10% | 368 | $111K | — |
| VXUS Vanguard Total Intl Stock | 0.09% | 1,419 | $109K | — |
| PSA Public Storage | 0.09% | 402 | $109K | — |
| PEP Pepsico Inc. | 0.09% | 684 | $106K | — |
| SCHW Schwab (charles) Corp. | 0.09% | 1,123 | $106K | — |
| PG The Procter & Gamble Co. | 0.09% | 723 | $104K | — |
| CSCO Cisco Systems Inc. | 0.09% | 1,336 | $104K | — |
| VUSB Vanguard Ultra Short Bond Et | 0.09% | 2,072 | $103K | — |
| HCA HCA Healthcare Inc. | 0.09% | 218 | $103K | — |
| SCHB Schwab US Broad Market ETF | 0.09% | 4,033 | $101K | — |
| AXP American Express Co. | 0.08% | 318 | $96K | — |
| PM Philip Morris International | 0.08% | 577 | $95K | — |
| NSRGY Nestle SA-Spons ADR | 0.08% | 950 | $94K | — |
| VYMI Vanguard Int High DVD YLD Inc. | 0.08% | 985 | $93K | — |
| MO Altria Group Inc. | 0.08% | 1,398 | $92K | — |
| MDLZ Mondelez International Inc. Class A | 0.08% | 1,589 | $92K | — |
| UPWK Upwork Inc. | 0.08% | 8,174 | $90K | — |
| ACM Aecom | 0.08% | 1,040 | $88K | — |
| VDC Vanguard Consumer Staple ETF | 0.07% | 388 | $87K | — |
| AMP Ameriprise Financial Inc. | 0.07% | 195 | $87K | — |
| VZ Verizon Communications Inc. | 0.07% | 1,701 | $85K | — |
| LDSVF Chocoladefabriken Lindt-PC filed as LINDT &SPRUENGLI A ORDF | 0.07% | 6 | $84K | — |
| ABT Abbott Laboratories | 0.07% | 808 | $83K | — |
| BITO Proshares Bitcoin ETF-Usd | 0.07% | 8,386 | $78K | — |
| AVGO Broadcom Inc. | 0.07% | 251 | $78K | — |
| AEP American Electric Power | 0.07% | 590 | $77K | — |
| SBUX Starbucks Corp. | 0.06% | 843 | $75K | — |
| HESAF Hermes International | 0.06% | 40 | $74K | — |
| WFC Wells Fargo & Co. | 0.06% | 921 | $73K | — |
| D Dominion Energy Inc. | 0.06% | 1,183 | $73K | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.06% | 1,485 | $73K | — |
| OKE Oneok Inc. | 0.06% | 800 | $72K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.06% | 890 | $67K | — |
| COST Costco Wholesale Corp. | 0.06% | 67 | $67K | — |
| SLV iShares Silver Trust | 0.06% | 977 | $67K | — |
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 | — |
| WELLS FARGO & COMPANY (WFC 5.625 PERP Y) | PREFERRED STOCK | 500 | $12K | — |
| PACIFIC GAS&ELEC (PCG 6 PERP A) | Equity | 395 | $9K | — |
Total filed on the 13F, all lines: $116.9M.
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.