Leo H. Evart, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$116.9M
Q ending 2026-03-31
Prior quarter
–
Q ending 2025-12-31
Change
– QoQ
Positions
298
reported holdings
Largest positions
Top 100 of 298 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares 0-3 Month Treasury Bond Et | SGOV | Shares | $19.7M | 196K |
| Schwab U.S. Large-Cap Growth Etf | SCHG | Shares | $10.1M | 346K |
| Vanguard Total Bond Market Index F | BND | Shares | $8.0M | 108K |
| Vanguard Intermediate-Term Bond In | BIV | Shares | $5.9M | 77K |
| Vanguard Value Index Fund Etf Shar | VTV | Shares | $5.9M | 30K |
| Capital Group Dividend Value Etf | CGDV | Shares | $4.8M | 113K |
| Vanguard Growth Index Fund Etf Sha | VUG | Shares | $4.8M | 11K |
| Schwab International Equity Etf | SCHF | Shares | $4.0M | 160K |
| Apple Inc | AAPL | Shares | $3.4M | 13K |
| Vanguard Dividend Appreciation Ind | VIG | Shares | $3.1M | 15K |
| Schwab U.S. Dividend Equity Etf | SCHD | Shares | $2.9M | 95K |
| Vanguard Short-Term Bondindex Fund | BSV | Shares | $2.9M | 37K |
| Goldman Sachs Access Treasury 0-1 | GBIL | Shares | $2.9M | 29K |
| Schwab U.S. Mid-Cap Etf | SCHM | Shares | $2.6M | 84K |
| Vanguard Small-Cap Indexfund Etf S | VB | Shares | $2.5M | 9K |
| Vanguard S&P 500 Etf | VOO | Shares | $2.2M | 4K |
| Oracle Corp | ORCL | Shares | $2.1M | 14K |
| Schwab U.S. Small-Cap Etf | SCHA | Shares | $2.0M | 70K |
| Vanguard Health Care Index Fund Et | VHT | Shares | $1.8M | 7K |
| Vanguard Mid-Cap Index Fund Etf Sh | VO | Shares | $1.6M | 6K |
| Vanguard Information Technology In | VGT | Shares | $1.4M | 2K |
| Schwab U.S. Aggregate Bond Etf | SCHZ | Shares | $1.2M | 53K |
| Spdr Gold Shares | GLD | Shares | $1.2M | 3K |
| Ishares Core Msci Total Internatio | IXUS | Shares | $1.1M | 13K |
| T. Rowe Price Capital Appreciation | TCAF | Shares | $1.1M | 31K |
| Tesla Inc | TSLA | Shares | $791K | 2K |
| First Eagle Overseas Equity Etf | FEOE | Shares | $695K | 14K |
| Jpmorgan Income Etf | JPIE | Shares | $603K | 13K |
| Chevron Corp New | CVX | Shares | $561K | 3K |
| Amazon.Com Inc | AMZN | Shares | $544K | 3K |
| Vanguard Small-Cap Valueindex Fund | VBR | Shares | $541K | 2K |
| Sempra | SRE | Shares | $508K | 5K |
| Microsoft Corp | MSFT | Shares | $496K | 1K |
| Abrdn Physical Gold Shares Etf | SGOL | Shares | $476K | 11K |
| Alphabet Inc Class Class A | GOOGL | Shares | $454K | 2K |
| Exxon Mobil Corp | XOM | Shares | $451K | 3K |
| Vanguard High Dividend Yield Index | VYM | Shares | $445K | 3K |
| Capital Group Growth Etf | CGGR | Shares | $436K | 11K |
| Alphabet Inc Class Class C | GOOG | Shares | $424K | 1K |
| Meta Platforms Inc Class Class A | META | Shares | $413K | 722 |
| State Street Spdr S&P 500 Etf Trus | SPY | Shares | $382K | 587 |
| Invesco S&P 500 Equal Weight Healt | RSPH | Shares | $294K | 10K |
| Nvidia Corp | NVDA | Shares | $284K | 2K |
| Capital Group Dividend Growers Etf | CGDG | Shares | $281K | 8K |
| Samsara Inc Class A | IOT | Shares | $258K | 8K |
| Johnson & Johnson | JNJ | Shares | $231K | 945 |
| Vanguard Energy Index Fund Etf Sha | VDE | Shares | $220K | 1K |
| Unitedhealth Group Inc | UNH | Shares | $185K | 682 |
| Home Depot Inc | HD | Shares | $169K | 514 |
| Berkshire Hathaway Class B | BRK/B | Shares | $168K | 350 |
| Ishares Core S&P 500 Etf | IVV | Shares | $153K | 235 |
| Eli Lilly And Co | LLY | Shares | $153K | 166 |
| Edison Intl | EIX | Shares | $148K | 2K |
| At&T Inc | T | Shares | $137K | 5K |
| Logitech Interntnl S Fclass Class | Shares | $134K | 1K | |
| Prologis Inc Reit | PLD | Shares | $132K | 1K |
| Invesco Qqq Tr | QQQ | Shares | $129K | 224 |
| Walmart Inc | WMT | Shares | $128K | 1K |
| Emcor Group Inc | EME | Shares | $126K | 171 |
| Vanguard Total Stock Market Index | VTI | Shares | $126K | 392 |
| Ge Aerospace | GE | Shares | $125K | 441 |
| Abbvie Inc | ABBV | Shares | $124K | 572 |
| Boeing Co | BA | Shares | $122K | 615 |
| Ge Vernova Inc | GEV | Shares | $119K | 136 |
| Expeditors Intl Wash Incclass Clas | EXPD | Shares | $115K | 804 |
| Vanguard Small-Cap Growth Index Fu | VBK | Shares | $111K | 368 |
| Vanguard Total International Stock | VXUS | Shares | $109K | 1K |
| Public Storage Reit | PSA | Shares | $109K | 402 |
| Pepsico Inc | PEP | Shares | $106K | 684 |
| Charles Schwab Corp | SCHW | Shares | $106K | 1K |
| Procter & Gamble Co | PG | Shares | $104K | 723 |
| Cisco Sys Inc | CSCO | Shares | $104K | 1K |
| Vanguard Ultra-Short Bond Etf Shar | VUSB | Shares | $103K | 2K |
| Hca Healthcare Inc | HCA | Shares | $103K | 218 |
| Schwab U.S. Broad Marketetf | SCHB | Shares | $101K | 4K |
| American Express Co | AXP | Shares | $96K | 318 |
| Philip Morris Intl Inc | PM | Shares | $95K | 577 |
| Nestle S A Fsponsored Adr 1 Adr Re | NSRGY | Shares | $94K | 950 |
| Vanguard International High Divide | VYMI | Shares | $93K | 985 |
| Altria Group Inc | MO | Shares | $92K | 1K |
| Mondelez Intl Inc Class A | MDLZ | Shares | $92K | 2K |
| Upwork Inc | UPWK | Shares | $90K | 8K |
| Aecom | ACM | Shares | $88K | 1K |
| Vanguard Consumer Staples Index Fu | VDC | Shares | $87K | 388 |
| Ameriprise Finl Inc | AMP | Shares | $87K | 195 |
| Verizon Communications I | VZ | Shares | $85K | 2K |
| Lindt &Spruengli A Ordf | Shares | $84K | 6 | |
| Abbott Labs | ABT | Shares | $83K | 808 |
| Proshares Bitcoin Etf | BITO | Shares | $78K | 8K |
| Broadcom Inc | AVGO | Shares | $78K | 251 |
| American Elec Pwr Co Inc | AEP | Shares | $77K | 590 |
| Starbucks Corp | SBUX | Shares | $75K | 843 |
| Hermes Interntnl S Ordf | Shares | $74K | 40 | |
| Wells Fargo & Co | WFC | Shares | $73K | 921 |
| Dominion Energy Inc | D | Shares | $73K | 1K |
| Schwab Fundamental International E | FNDF | Shares | $73K | 1K |
| Oneok Inc New | OKE | Shares | $72K | 800 |
| Vanguard Ftse All-World Ex-Us Inde | VEU | Shares | $67K | 890 |
| Costco Whsl Corp New | COST | Shares | $67K | 67 |
| Ishares Silver Trust | SLV | Shares | $67K | 977 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.