Leo H. Evart, Inc. 13F Holdings · Q2 2026
Leo H. Evart, Inc. reported 295 securities worth $126.63M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SGOV (15.15%), SCHG (9.03%), VTV (5.40%). Among its top 25 positions this quarter: 1 new, 14 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $19.2M | 15.15% | 190,606 | Trimmed |
| 2 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $11.4M | 9.03% | 337,766 | Trimmed |
| 3 | VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $6.8M | 5.40% | 31,350 | Added |
| 4 | BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $5.8M | 4.58% | 79,078 | Trimmed |
| 5 | VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $5.6M | 4.41% | 64,839 | Added |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $5.5M | 4.32% | 111,005 | Trimmed |
| 7 | BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | $5.3M | 4.16% | 68,646 | Trimmed |
| 8 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $4.6M | 3.64% | 166,534 | Added |
| 9 | GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | $3.6M | 2.87% | 36,325 | Added |
| 10 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $3.4M | 2.70% | 14,473 | Trimmed |
| 11 | AAPL | APPLE INC | $3.3M | 2.60% | 11,373 | Trimmed |
| 12 | SCHM | SCHWAB U.S. MID-CAP ETF | $3.1M | 2.41% | 82,792 | Trimmed |
| 13 | SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $3.0M | 2.40% | 95,936 | Added |
| 14 | VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $3.0M | 2.36% | 9,876 | Added |
| 15 | BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $3.0M | 2.33% | 37,898 | Added |
| 16 | VCRB | VANGUARD CORE BOND ETF | $2.9M | 2.32% | 38,109 | New |
| 17 | VOO | VANGUARD S&P 500 ETF | $2.7M | 2.11% | 3,897 | Added |
| 18 | SCHA | SCHWAB U.S. SMALL-CAP ETF | $2.5M | 1.94% | 67,863 | Trimmed |
| 19 | ORCL | ORACLE CORP | $2.1M | 1.63% | 14,055 | Added |
| 20 | VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $2.0M | 1.56% | 6,599 | Added |
| 21 | VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $1.9M | 1.46% | 23,025 | Added |
| 22 | VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $1.8M | 1.41% | 14,893 | Added |
| 23 | TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $1.3M | 1.03% | 31,806 | Added |
| 24 | IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $1.3M | 0.99% | 13,147 | Added |
| 25 | SCHZ | SCHWAB U.S. AGGREGATE BOND ETF | $1.2M | 0.97% | 52,899 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR