Funds › Leo H. Evart, Inc.
Leo H. Evart, Inc.
13F for Q2 2026, filed Aug 18, 2026. 295 positions worth $126.6M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 18, 2026
Reported value
$126.6M
+$9.7M (8.3%) vs Q1 2026
Positions
295
298 in Q1 2026
Top 10 share
56.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | iShares Tr 0-3 Mth Treasury | 190,606 | $19.2M | 15.2% | -2.6% | 13F ↗ |
| 2 | Schwab Strategic Tr Us Lcap Gr Etf | 337,766 | $11.4M | 9.0% | -2.3% | 13F ↗ |
| 3 | Vanguard Index Fds Mrngstr Val Etf | 31,350 | $6.8M | 5.4% | +4.6% | 13F ↗ |
| 4 | Vanguard Bd Index Fds Total Bnd Mrkt | 79,078 | $5.8M | 4.6% | -27.1% | 13F ↗ |
| 5 | Vanguard Index Fds Mrngstr Grwt Etf | 64,839 | $5.6M | 4.4% | -0.8% | 13F ↗ |
| 6 | Capital Group Dividend Value Units | 111,005 | $5.5M | 4.3% | -1.6% | 13F ↗ |
| 7 | Vanguard Bd Index Fds Intermed Term | 68,646 | $5.3M | 4.2% | -10.5% | 13F ↗ |
| 8 | Schwab Strategic Tr Intl Eqty Etf | 166,534 | $4.6M | 3.6% | +4.0% | 13F ↗ |
| 9 | Goldman Sachs ETF Tr Acces Treasury | 36,325 | $3.6M | 2.9% | +26.9% | 13F ↗ |
| 10 | Vanguard Specialized Funds Div App Etf | 14,473 | $3.4M | 2.7% | -0.3% | 13F ↗ |
| 11 | AAPL Apple Inc. | 11,373 | $3.3M | 2.6% | -14.9% | 13F ↗ |
| 12 | Schwab Strategic Tr Us MID-CAP Etf | 82,792 | $3.1M | 2.4% | -1.7% | 13F ↗ |
| 13 | Schwab Strategic Tr Us Dividend Eq | 95,936 | $3.0M | 2.4% | +1.1% | 13F ↗ |
| 14 | Vanguard Index Fds Mrngstr Sml Cap | 9,876 | $3.0M | 2.4% | +4.0% | 13F ↗ |
| 15 | Vanguard Bd Index Fds Short Trm Bond | 37,898 | $3.0M | 2.3% | +2.3% | 13F ↗ |
| 16 | Vanguard Malvern Fds Core Bd Etf | 38,109 | $2.9M | 2.3% | New | 13F ↗ |
| 17 | Vanguard Index Fds S&P 500 Etf Shs | 3,897 | $2.7M | 2.1% | +3.7% | 13F ↗ |
| 18 | Schwab Strategic Tr Us Sml Cap Etf | 67,863 | $2.5M | 1.9% | -2.8% | 13F ↗ |
| 19 | ORCL Oracle Corporation | 14,055 | $2.1M | 1.6% | +0.1% | 13F ↗ |
| 20 | Vanguard World Fd Health Car Etf | 6,599 | $2.0M | 1.6% | +0.9% | 13F ↗ |
| 21 | Vanguard Index Fds Mrngstr Mid Cap | 23,025 | $1.9M | 1.5% | +1.4% | 13F ↗ |
| 22 | Vanguard World Fd Inf Tech Etf | 14,893 | $1.8M | 1.4% | -3.9% | 13F ↗ |
| 23 | T Rowe Price Exchange-Traded Cap Appreciation | 31,806 | $1.3M | 1.0% | +3.2% | 13F ↗ |
| 24 | iShares Tr Core Msci Total | 13,147 | $1.3M | 1.0% | +1.3% | 13F ↗ |
| 25 | Schwab Strategic Tr Us Aggregate B | 52,899 | $1.2M | 1.0% | -0.7% | 13F ↗ |
| 26 | GLD SPDR Gold Shares · Gold Shs | 2,642 | $973.3K | 0.8% | -5.6% | 13F ↗ |
| 27 | TSLA Tesla, Inc. | 2,128 | $895.0K | 0.7% | Unchanged | 13F ↗ |
| 28 | Rbb Fund Trust Firs Eagl Ov Etf | 14,118 | $753.9K | 0.6% | +2.5% | 13F ↗ |
| 29 | AMZN Amazon.com, Inc. | 2,712 | $646.3K | 0.5% | +3.8% | 13F ↗ |
| 30 | J P Morgan Exchange Traded F Income Etf | 13,253 | $610.3K | 0.5% | +1.2% | 13F ↗ |
| 31 | Vanguard Index Fds Mrngstr Sml Cp V | 2,506 | $609.0K | 0.5% | +0.6% | 13F ↗ |
| 32 | GOOGL Alphabet Inc. Class A | 1,608 | $574.8K | 0.5% | +1.8% | 13F ↗ |
| 33 | GOOG Alphabet Inc. Class C | 1,477 | $522.0K | 0.4% | Unchanged | 13F ↗ |
| 34 | Vanguard Whitehall Fds High Div Yld | 3,295 | $520.7K | 0.4% | +9.7% | 13F ↗ |
| 35 | MSFT Microsoft Corporation | 1,376 | $513.3K | 0.4% | +2.8% | 13F ↗ |
| 36 | Capital Group Growth ETF Units | 10,838 | $511.6K | 0.4% | Unchanged | 13F ↗ |
| 37 | SRE Sempra | 5,231 | $484.9K | 0.4% | Unchanged | 13F ↗ |
| 38 | CVX Chevron Corporation | 2,710 | $449.1K | 0.4% | Unchanged | 13F ↗ |
| 39 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 588 | $438.8K | 0.3% | +0.2% | 13F ↗ |
| 40 | SGOL abrdn Physical Gold Shares ETF · Etf | 10,677 | $408.2K | 0.3% | Unchanged | 13F ↗ |
| 41 | META Meta Platforms, Inc. | 722 | $406.7K | 0.3% | Unchanged | 13F ↗ |
| 42 | Vanguard Star Fds | 4,191 | $358.2K | 0.3% | +195% | 13F ↗ |
| 43 | Exxon Mobil Corp | 2,539 | $347.1K | 0.3% | -4.4% | 13F ↗ |
| 44 | NVDA NVIDIA Corporation | 1,721 | $344.4K | 0.3% | +5.6% | 13F ↗ |
| 45 | Capital Group Dividend Growe Shs Etf | 9,161 | $343.6K | 0.3% | +16.9% | 13F ↗ |
| 46 | Invesco Exchange Traded Fd T S&P500 Eql Hlt | 9,768 | $324.2K | 0.3% | +0.2% | 13F ↗ |
| 47 | UNH UnitedHealth Group Incorporated | 686 | $285.2K | 0.2% | +0.6% | 13F ↗ |
| 48 | IOT Samsara Inc. | 7,669 | $248.7K | 0.2% | -5.8% | 13F ↗ |
| 49 | Vanguard Calif Tax Free Fds Tax Exempt Bd Fd | 2,471 | $248.6K | 0.2% | New | 13F ↗ |
| 50 | JNJ Johnson & Johnson | 887 | $225.4K | 0.2% | -6.1% | 13F ↗ |
Showing the top 50 of 295 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
9 new, 69 added to, 38 trimmed, 12 exited, 179 unchanged. By estimated dollars.
New positions (9)
| Vanguard Malvern Fds Core Bd Etf | 38,109 | New | $2.9M |
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd | 2,471 | New | $248.6K |
| SPCX Space Exploration Technologies Corp. | 603 | New | $103.1K |
| Honeywell International Inc | 100 | New | $22.4K |
| HONA Honeywell Aerospace Inc. | 100 | New | $22.1K |
| Roundhill ETF Trust Memory Etf | 200 | New | $14.8K |
| IREN IREN Limited | 250 | New | $11.4K |
| Byd Co Ltd-Unsponsored ADR | 100 | New | $927 |
| BBAI BigBear.ai, Inc. | 50 | New | $184 |
Added to (69)
| Goldman Sachs ETF Tr Acces Treasury | 36,325 | +26.9% | $771.8K |
| Vanguard Index Fds Mrngstr Val Etf | 31,350 | +4.6% | $298.6K |
| Vanguard Star Fds | 4,191 | +195% | $237.0K |
| Schwab Strategic Tr Intl Eqty Etf | 166,534 | +4.0% | $179.4K |
| Vanguard Index Fds Mrngstr Sml Cap | 9,876 | +4.0% | $114.9K |
| Vanguard Index Fds S&P 500 Etf Shs | 3,897 | +3.7% | $94.8K |
| Vanguard Bd Index Fds Short Trm Bond | 37,898 | +2.3% | $66.9K |
| Vanguard Whitehall Fds Etf | 1,626 | +65.1% | $62.9K |
| Capital Group Dividend Growe Shs Etf | 9,161 | +16.9% | $49.8K |
| Vanguard Whitehall Fds High Div Yld | 3,295 | +9.7% | $46.1K |
Trimmed (38)
| Vanguard Bd Index Fds Total Bnd Mrkt | 79,078 | -27.1% | -$2.2M |
| Vanguard Bd Index Fds Intermed Term | 68,646 | -10.5% | -$615.7K |
| AAPL Apple Inc. | 11,373 | -14.9% | -$575.5K |
| iShares Tr 0-3 Mth Treasury | 190,606 | -2.6% | -$517.6K |
| Schwab Strategic Tr Us Lcap Gr Etf | 337,766 | -2.3% | -$265.6K |
| Capital Group Dividend Value Units | 111,005 | -1.6% | -$90.8K |
| AVGO Broadcom Inc. | 51 | -79.7% | -$75.1K |
| Vanguard World Fd Inf Tech Etf | 14,893 | -3.9% | -$72.1K |
| Schwab Strategic Tr Us Sml Cap Etf | 67,863 | -2.8% | -$71.4K |
| GLD SPDR Gold Shares · Gold Shs | 2,642 | -5.6% | -$58.2K |
Exited (12)
| Lindt &SPRUENGLI A Ordf Unlstd Foreign Ordry | 6 | Exited | -$84.3K |
| CRWD CrowdStrike Holdings, Inc. | 150 | Exited | -$58.6K |
| LVS Las Vegas Sands Corp. | 600 | Exited | -$32.3K |
| SPOT Spotify Technology S.A. | 42 | Exited | -$20.4K |
| WIX Wix.com Ltd. | 5 | Exited | -$450 |
| RBLX Roblox Corporation | 5 | Exited | -$283 |
| TOST Toast, Inc. | 10 | Exited | -$265 |
| DKNG DraftKings Inc. | 9 | Exited | -$195 |
| SKYD Skydance Corporation | 13 | Exited | -$121 |
| CPNG Coupang, Inc. · Common Stocks | 5 | Exited | -$94 |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer