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Leo H. Evart, Inc.

Q1 2026 13F Holdings

  • Location
    redwood city, CA
  • Num holdings

    298

  • Value ($000)

    $116,917

  • Date Filed
    05/13/2026
  • Form type
    restatement
  • CIK
    0001920405
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

UIT EXCHANGE TRADED
46436E718
$19.7M
17 %

195,748

S
SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

UIT EXCHANGE TRADED
808524300
$10.07M
9 %

345,616

B
BND

VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES

UIT EXCHANGE TRADED
921937835
$7.99M
7 %

108,494

B
BIV

VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES

UIT EXCHANGE TRADED
921937819
$5.92M
5 %

76,674

V
VTV

VANGUARD VALUE INDEX FUND ETF SHARES

UIT EXCHANGE TRADED
922908744
$5.88M
5 %

29,980

C
CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

UIT EXCHANGE TRADED
14020W106
$4.8M
4 %

112,847

V
VUG

VANGUARD GROWTH INDEX FUND ETF SHARES

UIT EXCHANGE TRADED
922908736
$4.76M
4 %

10,895

S
SCHF

SCHWAB INTERNATIONAL EQUITY ETF

UIT EXCHANGE TRADED
808524805
$3.96M
3 %

160,059

A
AAPL

APPLE INC

COMMON STOCK
037833100
$3.39M
3 %

13,362

V
VIG

VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES

UIT EXCHANGE TRADED
921908844
$3.12M
3 %

14,513

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