Holders — by stockHoldings — by fund
Leo H. Evart, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001920405
$126.6M
disclosed book value
295
positions
15.2%
largest position share
Positions, as of 2026-06-30
top 100 of 295 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SGOVISHARES 0-3 MONTH TREASURY BOND ETF | 190,606 | $19.2M | 15.2% |
| 2 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 337,766 | $11.4M | 9% |
| 3 | VTVVANGUARD VALUE INDEX FUND ETF SHARES | 31,350 | $6.8M | 5.4% |
| 4 | BNDVANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | 79,078 | $5.8M | 4.6% |
| 5 | VUGVANGUARD GROWTH INDEX FUND ETF SHARES | 64,839 | $5.6M | 4.4% |
| 6 | CGDVCAPITAL GROUP DIVIDEND VALUE ETF | 111,005 | $5.5M | 4.3% |
| 7 | BIVVANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | 68,646 | $5.3M | 4.2% |
| 8 | SCHFSCHWAB INTERNATIONAL EQUITY ETF | 166,534 | $4.6M | 3.6% |
| 9 | GBILGOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | 36,325 | $3.6M | 2.9% |
| 10 | VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | 14,473 | $3.4M | 2.7% |
| 11 | AAPLAPPLE INC | 11,373 | $3.3M | 2.6% |
| 12 | SCHMSCHWAB U.S. MID-CAP ETF | 82,792 | $3.1M | 2.4% |
| 13 | SCHDSCHWAB U.S. DIVIDEND EQUITY ETF | 95,936 | $3.0M | 2.4% |
| 14 | VBVANGUARD SMALL-CAP INDEXFUND ETF SHARES | 9,876 | $3.0M | 2.4% |
| 15 | BSVVANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | 37,898 | $3.0M | 2.3% |
| 16 | VCRBVANGUARD CORE BOND ETF | 38,109 | $2.9M | 2.3% |
| 17 | VOOVANGUARD S&P 500 ETF | 3,897 | $2.7M | 2.1% |
| 18 | SCHASCHWAB U.S. SMALL-CAP ETF | 67,863 | $2.5M | 1.9% |
| 19 | ORCLORACLE CORP | 14,055 | $2.1M | 1.6% |
| 20 | VHTVANGUARD HEALTH CARE INDEX FUND ETF SHARES | 6,599 | $2.0M | 1.6% |
| 21 | VOVANGUARD MID-CAP INDEX FUND ETF SHARES | 23,025 | $1.9M | 1.5% |
| 22 | VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | 14,893 | $1.8M | 1.4% |
| 23 | TCAFT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 31,806 | $1.3M | 1% |
| 24 | IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 13,147 | $1.3M | 1% |
| 25 | SCHZSCHWAB U.S. AGGREGATE BOND ETF | 52,899 | $1.2M | 1% |
| 26 | GLDSPDR GOLD SHARES | 2,642 | $973,260 | 0.8% |
| 27 | TSLATESLA INC | 2,128 | $895,037 | 0.7% |
| 28 | FEOEFIRST EAGLE OVERSEAS EQUITY ETF | 14,118 | $753,892 | 0.6% |
| 29 | AMZNAMAZON.COM INC | 2,712 | $646,289 | 0.5% |
| 30 | JPIEJPMORGAN INCOME ETF | 13,253 | $610,282 | 0.5% |
| 31 | VBRVANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | 2,506 | $608,972 | 0.5% |
| 32 | GOOGLALPHABET INC CLASS A | 1,608 | $574,750 | 0.5% |
| 33 | GOOGALPHABET INC CLASS C | 1,477 | $522,024 | 0.4% |
| 34 | VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | 3,295 | $520,684 | 0.4% |
| 35 | MSFTMICROSOFT CORP | 1,376 | $513,344 | 0.4% |
| 36 | CGGRCAPITAL GROUP GROWTH ETF | 10,838 | $511,574 | 0.4% |
| 37 | SRESEMPRA | 5,231 | $484,938 | 0.4% |
| 38 | CVXCHEVRON CORP NEW | 2,710 | $449,127 | 0.4% |
| 39 | SPYSTATE STREET SPDR S&P 500 ETF TRUST | 588 | $438,814 | 0.3% |
| 40 | SGOLABRDN PHYSICAL GOLD SHARES ETF | 10,677 | $408,182 | 0.3% |
| 41 | METAMETA PLATFORMS INC CLASS A | 722 | $406,713 | 0.3% |
| 42 | VXUSVANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | 4,191 | $358,249 | 0.3% |
| 43 | EXMOCEXXON MOBIL CORP | 2,539 | $347,140 | 0.3% |
| 44 | NVDANVIDIA CORP | 1,721 | $344,380 | 0.3% |
| 45 | CGDGCAPITAL GROUP DIVIDEND GROWERS ETF | 9,161 | $343,627 | 0.3% |
| 46 | RSPHINVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | 9,768 | $324,195 | 0.3% |
| 47 | UNHUNITEDHEALTH GROUP INC | 686 | $285,234 | 0.2% |
| 48 | IOTSAMSARA INC CLASS A | 7,669 | $248,706 | 0.2% |
| 49 | VTECVANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | 2,471 | $248,593 | 0.2% |
| 50 | JNJJOHNSON & JOHNSON | 887 | $225,377 | 0.2% |
| 51 | QQQINVESCO QQQ TR | 272 | $200,145 | 0.2% |
| 52 | LLYELI LILLY AND CO | 166 | $199,113 | 0.2% |
| 53 | INTCINTEL CORP | 1,407 | $196,474 | 0.2% |
| 54 | VDEVANGUARD ENERGY INDEX FUND ETF SHARES | 1,276 | $191,697 | 0.2% |
| 55 | HDHOME DEPOT INC | 514 | $181,381 | 0.1% |
| 56 | IVVISHARES CORE S&P 500 ETF | 235 | $176,047 | 0.1% |
| 57 | BRK/BBERKSHIRE HATHAWAY CLASS B | 350 | $175,137 | 0.1% |
| 58 | GEGE AEROSPACE | 441 | $164,960 | 0.1% |
| 59 | GEVGE VERNOVA INC | 136 | $159,781 | 0.1% |
| 60 | VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | 1,626 | $159,631 | 0.1% |
| 61 | CSCOCISCO SYS INC | 1,336 | $156,966 | 0.1% |
| 62 | EIXEDISON INTL | 2,029 | $151,059 | 0.1% |
| 63 | VTIVANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 406 | $150,277 | 0.1% |
| 64 | ABBVABBVIE INC | 572 | $143,938 | 0.1% |
| 65 | EMEEMCOR GROUP INC | 171 | $142,104 | 0.1% |
| 66 | BABOEING CO | 615 | $133,129 | 0.1% |
| 67 | VBKVANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | 358 | $130,946 | 0.1% |
| 68 | LOGITECH INTERNTNL S FCLASS N | 1,338 | $125,826 | 0.1% |
| 69 | SCHBSCHWAB U.S. BROAD MARKETETF | 4,044 | $117,100 | 0.1% |
| 70 | WMTWALMART INC | 1,031 | $116,771 | 0.1% |
| 71 | AMATAPPLIED MATLS INC | 150 | $108,450 | 0.1% |
| 72 | PEPPEPSICO INC | 799 | $108,231 | 0.1% |
| 73 | AXPAMERICAN EXPRESS CO | 318 | $107,564 | 0.1% |
| 74 | PSAPUBLIC STORAGE REIT | 334 | $106,316 | 0.1% |
| 75 | PGPROCTER & GAMBLE CO | 723 | $106,046 | 0.1% |
| 76 | PMPHILIP MORRIS INTL INC | 577 | $104,385 | 0.1% |
| 77 | SCHWCHARLES SCHWAB CORP | 1,127 | $104,018 | 0.1% |
| 78 | SPCXSPACE EX TECH SPACEX CLASS A | 603 | $103,090 | 0.1% |
| 79 | EXPDEXPEDITORS INTL WASH INCCLASS A | 632 | $103,003 | 0.1% |
| 80 | MOALTRIA GROUP INC | 1,402 | $100,877 | 0.1% |
| 81 | TAT&T INC | 4,733 | $97,971 | 0.1% |
| 82 | PLDPROLOGIS INC REIT | 721 | $97,674 | 0.1% |
| 83 | MDLZMONDELEZ INTL INC CLASS CLASS A | 1,589 | $91,908 | 0.1% |
| 84 | VUSBVANGUARD ULTRA-SHORT BOND ETF SHARES | 1,814 | $90,289 | 0.1% |
| 85 | AMPAMERIPRISE FINL INC | 195 | $89,458 | 0.1% |
| 86 | VDCVANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES | 389 | $87,641 | 0.1% |
| 87 | NSRGYNESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 850 | $87,287 | 0.1% |
| 88 | SBUXSTARBUCKS CORP | 844 | $86,280 | 0.1% |
| 89 | AEPAMERICAN ELEC PWR CO INC | 594 | $81,266 | 0.1% |
| 90 | HCAHCA HEALTHCARE INC | 208 | $81,095 | 0.1% |
| 91 | RPGINVESCO S&P 500 PURE GROWTH ETF | 1,260 | $80,477 | 0.1% |
| 92 | KLACKLA CORP | 263 | $79,481 | 0.1% |
| 93 | FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 1,493 | $78,771 | 0.1% |
| 94 | WFCWELLS FARGO & CO | 922 | $76,210 | 0.1% |
| 95 | VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | 894 | $74,890 | 0.1% |
| 96 | ABTABBOTT LABS | 808 | $73,318 | 0.1% |
| 97 | VZVERIZON COMMUNICATIONS I | 1,701 | $72,020 | 0.1% |
| 98 | OKEONEOK INC NEW | 800 | $69,552 | 0.1% |
| 99 | UPWKUPWORK INC | 8,164 | $68,251 | 0.1% |
| 100 | IYWISHARES U.S. TECHNOLOGY ETF | 270 | $68,102 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.