Leo H. Evart, Inc.
Leo H. Evart, Inc. is an Investment Adviser institutional filer with the SEC under CIK 1920405, reporting 295 portfolio positions, with 10 historical 13F filings on file. Most recent reporting period: 2026-06-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: CA
- Filing type: 13F-HR
- Latest reporting period: 2026-06-30
- Last filed: 2026-08-17
Top 10 portfolio positions
The largest reported holdings in Leo H. Evart, Inc.'s most recent 13F filing, ranked by reported market value.
- ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)
- SCHWAB U.S. LARGE-CAP GROWTH ETF (SCHG)
- VANGUARD VALUE INDEX FUND ETF SHARES (VTV)
- VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES (BND)
- VANGUARD GROWTH INDEX FUND ETF SHARES (VUG)
- CAPITAL GROUP DIVIDEND VALUE ETF (CGDV)
- VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES (BIV)
- SCHWAB INTERNATIONAL EQUITY ETF (SCHF)
- GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF (GBIL)
- VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES (VIG)
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