Leo H. Evart, Inc. Top Holdings and 13F Report (2026) About Leo H. Evart, Inc.Investment ActivityLeo H. Evart, Inc. has $126.63 million in total holdings as of June 30, 2026.Leo H. Evart, Inc. owns shares of 295 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 10.53% of the portfolio was purchased this quarter.About 3.97% of the portfolio was sold this quarter.This quarter, Leo H. Evart, Inc. has purchased 298 new stocks and bought additional shares in 72 stocks.Leo H. Evart, Inc. sold shares of 35 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $19,188,303Schwab U.S. Large-Cap Growth ETF $11,430,000Vanguard Value ETF $6,832,218Vanguard Total Bond Market ETF $5,805,130Vanguard Growth ETF $5,585,219 Largest New Holdings this Quarter 922020748 - VANGUARD CORE BOND ETF $2,943,261 Holding922021605 - VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF $248,593 Holding84615Q103 - SPACE EX TECH SPACEX CLASS A $103,090 Holding438516106 - Honeywell International $22,390 Holding43849R105 - HONEYWELL AEROSPACE INC $22,108 Holding Largest Purchases this Quarter Vanguard Growth ETF 53,944 shares (about $4.65M)VANGUARD CORE BOND ETF 38,109 shares (about $2.94M)Vanguard Information Technology ETF 12,956 shares (about $1.55M)Vanguard Mid-Cap ETF 17,346 shares (about $1.40M)Goldman Sachs Access Treasury 0-1 Year ETF 7,706 shares (about $771.82K) Largest Sales this Quarter Vanguard Total Bond Market ETF 29,416 shares (about $2.16M)Vanguard Intermediate-Term Bond ETF 8,028 shares (about $615.74K)Apple 1,989 shares (about $575.55K)iShares 0-3 Month Treasury Bond ETF 5,142 shares (about $517.65K)Schwab U.S. Large-Cap Growth ETF 7,850 shares (about $265.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLeo H. Evart, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$19,188,303$517,645 â–¼-2.6%190,60615.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$11,430,000$265,644 â–¼-2.3%337,7669.0%ETFVTVVanguard Value ETF$6,832,218$298,569 â–²4.6%31,3505.4%ETFBNDVanguard Total Bond Market ETF$5,805,130$2,159,434 â–¼-27.1%79,0784.6%ETFVUGVanguard Growth ETF$5,585,219$4,646,726 â–²495.1%64,8394.4%ETFCGDVCapital Group Dividend Value ETF$5,470,346$90,774 â–¼-1.6%111,0054.3%ETFBIVVanguard Intermediate-Term Bond ETF$5,265,112$615,743 â–¼-10.5%68,6464.2%ETFSCHFSchwab International Equity ETF$4,612,987$179,357 â–²4.0%166,5343.6%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$3,638,250$771,820 â–²26.9%36,3252.9%ETFVIGVanguard Dividend Appreciation ETF$3,424,488$9,464 â–¼-0.3%14,4732.7%ETFAAPLApple$3,290,951$575,547 â–¼-14.9%11,3732.6%TechnologySCHMSchwab U.S. Mid-Cap ETF$3,052,531$52,171 â–¼-1.7%82,7922.4%ETFSCHDSchwab US Dividend Equity ETF$3,042,132$31,615 â–²1.1%95,9362.4%ETFVBVanguard Small-Cap ETF$2,993,599$114,882 â–²4.0%9,8762.4%ETFBSVVanguard Short-Term Bond ETF$2,952,640$66,925 â–²2.3%37,8982.3%ETFVANGUARD CORE BOND ETF$2,943,261$2,943,261 â–²New Holding38,1092.3%ETFVOOVanguard S&P 500 ETF$2,676,523$94,781 â–²3.7%3,8972.1%ETFSCHASchwab US Small-Cap ETF$2,451,909$71,357 â–¼-2.8%67,8631.9%ETFORCLOracle$2,059,760$1,612 â–²0.1%14,0551.6%TechnologyVHTVanguard Health Care ETF$1,973,134$17,342 â–²0.9%6,5991.6%ETFVOVanguard Mid-Cap ETF$1,855,078$1,397,532 â–²305.4%23,0251.5%ETFVGTVanguard Information Technology ETF$1,780,044$1,548,530 â–²668.9%14,8931.4%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$1,307,207$41,017 â–²3.2%31,8061.0%ETFIXUSiShares Core MSCI Total International Stock ETF$1,254,714$15,843 â–²1.3%13,1471.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,223,551$8,836 â–¼-0.7%52,8991.0%ETFGLDSPDR Gold Shares$973,260$58,204 â–¼-5.6%2,6420.8%ETFTSLATesla$895,0370.0%2,1280.7%Consumer DiscretionaryFIRST EAGLE OVERSEAS EQUITY ETF$753,892$18,690 â–²2.5%14,1180.6%ETFAMZNAmazon.com$646,289$23,831 â–²3.8%2,7120.5%Consumer DiscretionaryJPIEJPMorgan Income ETF$610,282$7,322 â–²1.2%13,2530.5%ETFVBRVanguard Small-Cap Value ETF$608,972$3,645 â–²0.6%2,5060.5%ETFGOOGLAlphabet$574,750$10,008 â–²1.8%1,6080.5%Communication ServicesGOOGAlphabet$522,0240.0%1,4770.4%Communication ServicesVYMVanguard High Dividend Yield ETF$520,684$46,143 â–²9.7%3,2950.4%ETFMSFTMicrosoft$513,344$13,804 â–²2.8%1,3760.4%TechnologyCGGRCapital Group Growth ETF$511,5740.0%10,8380.4%ETFSRESempra Energy$484,938$93 â–²0.0%5,2310.4%UtilitiesCVXChevron$449,127$166 â–²0.0%2,7100.4%EnergySPYSPDR S&P 500 ETF Trust$438,814$746 â–²0.2%5880.3%ETFSGOLabrdn Physical Gold Shares ETF$408,1820.0%10,6770.3%ETFMETAMeta Platforms$406,7130.0%7220.3%Communication ServicesVXUSVanguard Total International Stock ETF$358,249$236,952 â–²195.3%4,1910.3%ETFXOMExxonMobil$347,140$15,997 â–¼-4.4%2,5390.3%EnergyNVDANVIDIA$344,380$18,410 â–²5.6%1,7210.3%TechnologyCAPITAL GROUP DIVIDEND GROWERS ETF$343,627$49,775 â–²16.9%9,1610.3%ETFRSPHInvesco S&P 500 Equal Weight Health Care ETF$324,195$564 â–²0.2%9,7680.3%ETFUNHUnitedHealth Group$285,234$1,663 â–²0.6%6860.2%HealthcareIOTSamsara$248,706$15,372 â–¼-5.8%7,6690.2%TechnologyVANGUARD CALIFORNIA TAX-EXEMPT BOND ETF$248,593$248,593 â–²New Holding2,4710.2%ETFJNJJohnson & Johnson$225,377$14,737 â–¼-6.1%8870.2%HealthcareQQQInvesco QQQ$200,145$35,320 â–²21.4%2720.2%ETFLLYEli Lilly and Company$199,1130.0%1660.2%HealthcareINTCIntel$196,4740.0%1,4070.2%TechnologyVDEVanguard Energy ETF$191,697$1,052 â–²0.6%1,2760.2%ETFHDHome Depot$181,3810.0%5140.1%Consumer DiscretionaryIVViShares Core S&P 500 ETF$176,0470.0%2350.1%ETFBRK.BBerkshire Hathaway$175,1370.0%3500.1%FinanceGEGE Aerospace$164,9600.0%4410.1%IndustrialsGE VERNOVA INC$159,7810.0%1360.1%EquityVYMIVanguard International High Dividend Yield ETF$159,631$62,930 â–²65.1%1,6260.1%ETFCSCOCisco Systems$156,9660.0%1,3360.1%TechnologyEIXEdison International$151,0590.0%2,0290.1%UtilitiesVTIVanguard Total Stock Market ETF$150,277$5,182 â–²3.6%4060.1%ETFABBVAbbVie$143,9380.0%5720.1%HealthcareEMEEMCOR Group$142,1040.0%1710.1%IndustrialsBABoeing$133,1290.0%6150.1%IndustrialsVBKVanguard Small-Cap Growth ETF$130,946$3,658 â–¼-2.7%3580.1%ETFLOGILogitech International$125,826$12,978 â–¼-9.3%1,3380.1%TechnologySCHBSchwab US Broad Market ETF$117,100$319 â–²0.3%4,0440.1%ETFWALMART INC$116,771$113 â–²0.1%1,0310.1%EquityAMATApplied Materials$108,4500.0%1500.1%TechnologyPEPPepsiCo$108,231$15,578 â–²16.8%7990.1%Consumer StaplesAXPAmerican Express$107,5640.0%3180.1%FinancePSAPublic Storage$106,316$21,645 â–¼-16.9%3340.1%Real EstatePGProcter & Gamble$106,0460.0%7230.1%Consumer StaplesPMPhilip Morris International$104,3850.0%5770.1%Consumer StaplesSCHWCharles Schwab$104,018$369 â–²0.4%1,1270.1%FinanceSPACE EX TECH SPACEX CLASS A$103,090$103,090 â–²New Holding6030.1%EquityEXPDExpeditors International of Washington$103,003$28,032 â–¼-21.4%6320.1%IndustrialsMOAltria Group$100,877$288 â–²0.3%1,4020.1%Consumer StaplesTAT&T$97,9710.0%4,7330.1%Communication ServicesPLDPrologis$97,674$37,932 â–¼-28.0%7210.1%Real EstateMDLZMondelez International$91,9080.0%1,5890.1%Consumer StaplesVUSBVanguard Ultra-Short Bond ETF$90,289$12,842 â–¼-12.5%1,8140.1%ETFAMPAmeriprise Financial$89,4580.0%1950.1%FinanceVDCVanguard Consumer Staples ETF$87,641$225 â–²0.3%3890.1%ETFNSRGYNestle$87,287$10,269 â–¼-10.5%8500.1%Consumer StaplesSBUXStarbucks$86,280$102 â–²0.1%8440.1%Consumer DiscretionaryAEPAmerican Electric Power$81,266$547 â–²0.7%5940.1%UtilitiesHCAHCA Healthcare$81,095$3,899 â–¼-4.6%2080.1%HealthcareRPGInvesco S&P 500 Pure Growth ETF$80,4770.0%1,2600.1%ETFKLACKLA$79,481$71,624 â–²911.5%2630.1%TechnologyFNDFSchwab Fundamental International Equity ETF$78,771$422 â–²0.5%1,4930.1%ETFWFCWells Fargo & Company$76,210$83 â–²0.1%9220.1%FinanceVEUVanguard FTSE All-World ex-US ETF$74,890$335 â–²0.4%8940.1%ETFABTAbbott Laboratories$73,3180.0%8080.1%HealthcareVZVerizon Communications$72,0200.0%1,7010.1%Communication ServicesOKEONEOK$69,5520.0%8000.1%EnergyUPWKUpwork$68,251$84 â–¼-0.1%8,1640.1%IndustrialsIYWiShares U.S. Technology ETF$68,1020.0%2700.1%ETFShowing largest 100 holdings. 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