Leo H. Evart, Inc.

Est. AUM

$116.9M

13F long equity, this entity only

Positions

316

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES 0-3 MONTH TREASURY BOND ETF	UIT EXCHANGE TRADED	$19.7M	195748	16.85%	SOLE
2	VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$8.0M	108494	6.83%	SOLE
3	VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$5.9M	76674	5.06%	SOLE
4	VANGUARD VALUE INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$5.9M	29980	5.03%	SOLE
5	CAPITAL GROUP DIVIDEND VALUE ETF	UIT EXCHANGE TRADED	$4.8M	112847	4.11%	SOLE
6	APPLE INC	COMMON STOCK	$3.4M	13362	2.90%	SOLE
7	SCHWAB INTERNATIONAL EQUITY ETF	UIT EXCHANGE TRADED	$3.1M	126951	2.69%	SOLE
8	VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$3.1M	14513	2.67%	SOLE
9	SCHWAB U.S. DIVIDEND EQUITY ETF	UIT EXCHANGE TRADED	$2.9M	94939	2.49%	SOLE
10	VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$2.9M	37039	2.48%	SOLE
11	GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF	UIT EXCHANGE TRADED	$2.9M	28619	2.45%	SOLE
12	VANGUARD S&P 500 ETF	UIT EXCHANGE TRADED	$2.2M	3759	1.92%	SOLE
13	ORACLE CORP	COMMON STOCK	$2.1M	14044	1.77%	SOLE
14	VANGUARD SMALL-CAP INDEXFUND ETF SHARES	UIT EXCHANGE TRADED	$2.1M	7881	1.77%	SOLE
15	SCHWAB U.S. SMALL-CAP ETF	UIT EXCHANGE TRADED	$2.0M	69042	1.72%	SOLE
16	SCHWAB U.S. MID-CAP ETF	UIT EXCHANGE TRADED	$1.9M	60733	1.61%	SOLE
17	VANGUARD MID-CAP INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$1.6M	5679	1.40%	SOLE
18	VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$1.4M	1937	1.16%	SOLE
19	SPDR GOLD SHARES	UIT EXCHANGE TRADED	$1.2M	2800	1.03%	SOLE
20	ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	UIT EXCHANGE TRADED	$1.1M	12981	0.96%	SOLE
21	T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF	UIT EXCHANGE TRADED	$1.1M	30808	0.94%	SOLE
22	SCHWAB U.S. AGGREGATE BOND ETF	UIT EXCHANGE TRADED	$1.1M	46061	0.92%	SOLE
23	TESLA INC	COMMON STOCK	$791K	2128	0.68%	SOLE
24	FIRST EAGLE OVERSEAS EQUITY ETF	UIT EXCHANGE TRADED	$695K	13768	0.59%	SOLE
25	JPMORGAN INCOME ETF	UIT EXCHANGE TRADED	$603K	13094	0.52%	SOLE
26	CHEVRON CORP NEW	COMMON STOCK	$561K	2709	0.48%	SOLE
27	AMAZON.COM INC	COMMON STOCK	$544K	2612	0.47%	SOLE
28	VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$541K	2491	0.46%	SOLE
29	SEMPRA	COMMON STOCK	$508K	5230	0.43%	SOLE
30	MICROSOFT CORP	COMMON STOCK	$496K	1339	0.42%	SOLE
31	ABRDN PHYSICAL GOLD SHARES ETF	UIT EXCHANGE TRADED	$476K	10677	0.41%	SOLE
32	EXXON MOBIL CORP	COMMON STOCK	$451K	2656	0.39%	SOLE
33	VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$445K	3003	0.38%	SOLE
34	CAPITAL GROUP GROWTH ETF	UIT EXCHANGE TRADED	$436K	10838	0.37%	SOLE
35	ALPHABET INC CLASS CLASS C	COMMON STOCK	$424K	1477	0.36%	SOLE
36	META PLATFORMS INC CLASS CLASS A	COMMON STOCK	$413K	722	0.35%	SOLE
37	SCHWAB U.S. LARGE-CAP GROWTH ETF	UIT EXCHANGE TRADED	$371K	12748	0.32%	SOLE
38	NVIDIA CORP	COMMON STOCK	$283K	1622	0.24%	SOLE
39	CAPITAL GROUP DIVIDEND GROWERS ETF	UIT EXCHANGE TRADED	$281K	7834	0.24%	SOLE
40	SAMSARA INC CLASS A	COMMON STOCK	$258K	8143	0.22%	SOLE
41	JOHNSON & JOHNSON	COMMON STOCK	$231K	945	0.20%	SOLE
42	UNITEDHEALTH GROUP INC	COMMON STOCK	$185K	682	0.16%	SOLE
43	HOME DEPOT INC	COMMON STOCK	$169K	514	0.14%	SOLE
44	BERKSHIRE HATHAWAY CLASS B	COMMON STOCK	$168K	350	0.14%	SOLE
45	ELI LILLY AND CO	COMMON STOCK	$153K	166	0.13%	SOLE
46	ISHARES CORE S&P 500 ETF	UIT EXCHANGE TRADED	$153K	235	0.13%	SOLE
47	EDISON INTL	COMMON STOCK	$148K	2029	0.13%	SOLE
48	VANGUARD ENERGY INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$145K	838	0.12%	SOLE
49	AT&T INC	COMMON STOCK	$137K	4733	0.12%	SOLE
50	LOGITECH INTERNTNL S FCLASS CLASS N	FOREIGN ORDINARIES	$134K	1476	0.11%	SOLE

1–50 of 298

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.