Leo H. Evart, Inc.

DOSSIER · 13F-HR · Q1 2026

Leo H. Evart, Inc.

$117M in tracked AUM across 316 positions as of Q1 2026.

LH

CIK 0001920405 · last filed Mar 31, 2026

Total AUM

$117M

as of Q1 2026

Holdings

316

—

positions

Whale Score

49

49

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Leo H. Evart, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

$20M196K16.9%02

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

$10M346K8.6%03

BND

VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES

$8M108K6.8%04

BIV

VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES

$6M77K5.1%05

VTV

VANGUARD VALUE INDEX FUND ETF SHARES

$6M30K5.0%06

CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

$5M113K4.1%07

VUG

VANGUARD GROWTH INDEX FUND ETF SHARES

$5M11K4.1%08

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

$4M160K3.4%09

AAPL

APPLE INC

$3M13K2.9%10

VIG

VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES