Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETFETF | ETF | $19.2M | 15.2% |
| Schwab U.S. Large-cap Growth ETFETF | ETF | $11.4M | 9.0% |
| Vanguard Value Index Fund ETF SharesETF | ETF | $6.83M | 5.4% |
| Vanguard Total Bond Market Index Fund ETF SharesETF | ETF | $5.81M | 4.6% |
| Vanguard Growth Index Fund ETF SharesETF | ETF | $5.59M | 4.4% |
| Capital Group Dividend Value ETFETF | ETF | $5.47M | 4.3% |
| Vanguard Intermediate-term Bond Index Fund ETF SharesETF | ETF | $5.27M | 4.2% |
| Schwab International Equity ETFETF | ETF | $4.61M | 3.6% |
| Goldman Sachs Access Treasury 0-1 Year ETFETF | ETF | $3.64M | 2.9% |
| Vanguard Dividend Appreciation Index Fund ETF SharesETF | ETF | $3.42M | 2.7% |
| Apple Inc.Equity | Equity | $3.29M | 2.6% |
| Schwab U.S. Mid-cap ETFETF | ETF | $3.05M | 2.4% |
| Schwab U.S. Dividend Equity ETFETF | ETF | $3.04M | 2.4% |
| Vanguard Small-cap Indexfund ETF SharesETF | ETF | $2.99M | 2.4% |
| Vanguard Short-term Bondindex Fund ETF SharesETF | ETF | $2.95M | 2.3% |
| Vanguard Core Bond ETFETF | ETF | $2.94M | 2.3% |
| Vanguard S&P 500 ETFETF | ETF | $2.68M | 2.1% |
| Schwab U.S. Small-cap ETFETF | ETF | $2.45M | 1.9% |
| Oracle Corp.Equity | Equity | $2.06M | 1.6% |
| Vanguard Health Care Index Fund ETF SharesETF | ETF | $1.97M | 1.6% |
| Vanguard Mid-cap Index Fund ETF SharesETF | ETF | $1.86M | 1.5% |
| Vanguard Information Technology Index Fund ETF SharesETF | ETF | $1.78M | 1.4% |
| T. Rowe Price Capital Appreciation Equity ETFETF | ETF | $1.31M | 1.0% |
| iShares Core MSCI Total International Stock ETFETF | ETF | $1.25M | 1.0% |
| Schwab U.S. Aggregate Bond ETFETF | ETF | $1.22M | 1.0% |
| SPDR Gold SharesETF | ETF | $973K | 0.8% |
| Tesla Inc.Equity | Equity | $895K | 0.7% |
| First Eagle Overseas Equity ETFETF | ETF | $754K | 0.6% |
| Amazon.com Inc.Equity | Equity | $646K | 0.5% |
| JPMORGAN Income ETFETF | ETF | $610K | 0.5% |
| Vanguard Small-cap Valueindex Fund ETF SharesETF | ETF | $609K | 0.5% |
| Alphabet Inc. Class AEquity | Equity | $575K | 0.5% |
| Alphabet Inc. Class CEquity | Equity | $522K | 0.4% |
| Vanguard High Dividend Yield Index Fund ETF SharesETF | ETF | $521K | 0.4% |
| Microsoft Corp.Equity | Equity | $513K | 0.4% |
| Capital Group Growth ETFETF | ETF | $512K | 0.4% |
| SempraEquity | Equity | $485K | 0.4% |
| Chevron Corp. NewEquity | Equity | $449K | 0.4% |
| State Street SPDR S&P 500 ETF TrustETF | ETF | $439K | 0.3% |
| Abrdn Physical Gold Shares ETFETF | ETF | $408K | 0.3% |
| Meta Platforms Inc. Class AEquity | Equity | $407K | 0.3% |
| Vanguard Total International Stock Index Fund ETF SharesETF | ETF | $358K | 0.3% |
| Exxon Mobil Corp.Equity | Equity | $347K | 0.3% |
| Nvidia Corp.Equity | Equity | $344K | 0.3% |
| Capital Group Dividend Growers ETFETF | ETF | $344K | 0.3% |
| Invesco S&P 500 Equal Weight Health Care ETFETF | ETF | $324K | 0.3% |
| Unitedhealth Group Inc.Equity | Equity | $285K | 0.2% |
| Samsara Inc. Class AEquity | Equity | $249K | 0.2% |
| Vanguard California Tax-exempt Bond ETFETF | ETF | $249K | 0.2% |
| Johnson & JohnsonEquity | Equity | $225K | 0.2% |
iShares 0-3 Month Treasury Bond ETFETF$19.2M
- Class
- ETF
- Share
- 15.2%
Schwab U.S. Large-cap Growth ETFETF$11.4M
- Class
- ETF
- Share
- 9.0%
Vanguard Value Index Fund ETF SharesETF$6.83M
- Class
- ETF
- Share
- 5.4%
Vanguard Total Bond Market Index Fund ETF SharesETF$5.81M
- Class
- ETF
- Share
- 4.6%
Vanguard Growth Index Fund ETF SharesETF$5.59M
- Class
- ETF
- Share
- 4.4%
Capital Group Dividend Value ETFETF$5.47M
- Class
- ETF
- Share
- 4.3%
Vanguard Intermediate-term Bond Index Fund ETF SharesETF$5.27M
- Class
- ETF
- Share
- 4.2%
Schwab International Equity ETFETF$4.61M
- Class
- ETF
- Share
- 3.6%
Goldman Sachs Access Treasury 0-1 Year ETFETF$3.64M
- Class
- ETF
- Share
- 2.9%
Vanguard Dividend Appreciation Index Fund ETF SharesETF$3.42M
- Class
- ETF
- Share
- 2.7%
Apple Inc.Equity$3.29M
- Class
- Equity
- Share
- 2.6%
Schwab U.S. Mid-cap ETFETF$3.05M
- Class
- ETF
- Share
- 2.4%
Schwab U.S. Dividend Equity ETFETF$3.04M
- Class
- ETF
- Share
- 2.4%
Vanguard Small-cap Indexfund ETF SharesETF$2.99M
- Class
- ETF
- Share
- 2.4%
Vanguard Short-term Bondindex Fund ETF SharesETF$2.95M
- Class
- ETF
- Share
- 2.3%
Vanguard Core Bond ETFETF$2.94M
- Class
- ETF
- Share
- 2.3%
Vanguard S&P 500 ETFETF$2.68M
- Class
- ETF
- Share
- 2.1%
Schwab U.S. Small-cap ETFETF$2.45M
- Class
- ETF
- Share
- 1.9%
Oracle Corp.Equity$2.06M
- Class
- Equity
- Share
- 1.6%
Vanguard Health Care Index Fund ETF SharesETF$1.97M
- Class
- ETF
- Share
- 1.6%
Vanguard Mid-cap Index Fund ETF SharesETF$1.86M
- Class
- ETF
- Share
- 1.5%
Vanguard Information Technology Index Fund ETF SharesETF$1.78M
- Class
- ETF
- Share
- 1.4%
T. Rowe Price Capital Appreciation Equity ETFETF$1.31M
- Class
- ETF
- Share
- 1.0%
iShares Core MSCI Total International Stock ETFETF$1.25M
- Class
- ETF
- Share
- 1.0%
Schwab U.S. Aggregate Bond ETFETF$1.22M
- Class
- ETF
- Share
- 1.0%
SPDR Gold SharesETF$973K
- Class
- ETF
- Share
- 0.8%
Tesla Inc.Equity$895K
- Class
- Equity
- Share
- 0.7%
First Eagle Overseas Equity ETFETF$754K
- Class
- ETF
- Share
- 0.6%
Amazon.com Inc.Equity$646K
- Class
- Equity
- Share
- 0.5%
JPMORGAN Income ETFETF$610K
- Class
- ETF
- Share
- 0.5%
Vanguard Small-cap Valueindex Fund ETF SharesETF$609K
- Class
- ETF
- Share
- 0.5%
Alphabet Inc. Class AEquity$575K
- Class
- Equity
- Share
- 0.5%
Alphabet Inc. Class CEquity$522K
- Class
- Equity
- Share
- 0.4%
Vanguard High Dividend Yield Index Fund ETF SharesETF$521K
- Class
- ETF
- Share
- 0.4%
Microsoft Corp.Equity$513K
- Class
- Equity
- Share
- 0.4%
Capital Group Growth ETFETF$512K
- Class
- ETF
- Share
- 0.4%
SempraEquity$485K
- Class
- Equity
- Share
- 0.4%
Chevron Corp. NewEquity$449K
- Class
- Equity
- Share
- 0.4%
State Street SPDR S&P 500 ETF TrustETF$439K
- Class
- ETF
- Share
- 0.3%
Abrdn Physical Gold Shares ETFETF$408K
- Class
- ETF
- Share
- 0.3%
Meta Platforms Inc. Class AEquity$407K
- Class
- Equity
- Share
- 0.3%
Vanguard Total International Stock Index Fund ETF SharesETF$358K
- Class
- ETF
- Share
- 0.3%
Exxon Mobil Corp.Equity$347K
- Class
- Equity
- Share
- 0.3%
Nvidia Corp.Equity$344K
- Class
- Equity
- Share
- 0.3%
Capital Group Dividend Growers ETFETF$344K
- Class
- ETF
- Share
- 0.3%
Invesco S&P 500 Equal Weight Health Care ETFETF$324K
- Class
- ETF
- Share
- 0.3%
Unitedhealth Group Inc.Equity$285K
- Class
- Equity
- Share
- 0.2%
Samsara Inc. Class AEquity$249K
- Class
- Equity
- Share
- 0.2%
Vanguard California Tax-exempt Bond ETFETF$249K
- Class
- ETF
- Share
- 0.2%
Johnson & JohnsonEquity$225K
- Class
- Equity
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 295 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1920405
- File number
- 028-22394
- Options
- 0 call, 0 put
- In the 25 largest
- 83.8%
- Prior quarter
- $117M at 31 March 2026
- Positions opened
- 9
- Positions closed
- 12
Common questions
What are Leo H. Evart’s 13F holdings worth?
$127 million across 295 positions for the quarter ended 30 June 2026.
What is Leo H. Evart’s largest 13F holding?
ISHARES 0-3 MONTH TREASURY BOND ETF (ETF) was the largest position at $19.2 million, or 15.2% of reported 13F value, as of 30 June 2026.
How concentrated is Leo H. Evart’s 13F portfolio?
The ten largest positions accounted for 56.3% of reported value and the twenty-five largest for 83.8%, across 295 positions as of 30 June 2026.
Does Form 13F show everything Leo H. Evart manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Leo H. Evart file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.