Leo H. Evart, Inc.

DOSSIER · 13F-HR · Q2 2026

Leo H. Evart, Inc.

$127M in tracked AUM across 328 positions as of Q2 2026.

LH

CIK 0001920405 · last filed Jun 30, 2026

Total AUM

$127M

as of Q2 2026

Holdings

328

—

positions

Whale Score

51

51

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Leo H. Evart, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

$19M191K15.2%02

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

$11M338K9.0%03

VTV

VANGUARD VALUE INDEX FUND ETF SHARES

$7M31K5.4%04

BND

VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES

$6M79K4.6%05

VUG

VANGUARD GROWTH INDEX FUND ETF SHARES

$6M65K4.4%06

CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

$5M111K4.3%07

BIV

VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES

$5M69K4.2%08

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

$5M167K3.6%09

GBIL

GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF

$4M36K2.9%10

VIG

VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES