Leo H. Evart, Inc. Portfolio Stock Holdings
Leo H. Evart, Inc. disclosed 298 stock positions valued at approximately $116.9 million in its latest SEC 13F filing. The largest holdings include ISHARES 0-3 MONTH TREASURY BOND ETF, SCHWAB U.S. LARGE-CAP GROWTH ETF, and VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 298
- Portfolio Value
- $116.9M
Holdings by Sector
Leo H. Evart, Inc. Portfolio Holdings in Q1 2026
266 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | Other | 16.85% | 195,748 | +195,748 | +100.00% | $19,704,022 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | SCHG | Other | 8.61% | 345,616 | +345,616 | +100.00% | $10,067,780 |
| VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | BND | Other | 6.83% | 108,494 | +108,494 | +100.00% | $7,989,484 |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | BIV | Other | 5.06% | 76,674 | +76,674 | +100.00% | $5,917,670 |
| VANGUARD VALUE INDEX FUND ETF SHARES | VTV | Other | 5.03% | 29,980 | +29,980 | +100.00% | $5,882,061 |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | Other | 4.11% | 112,847 | +112,847 | +100.00% | $4,800,500 |
| VANGUARD GROWTH INDEX FUND ETF SHARES | VUG | Other | 4.07% | 10,895 | +10,895 | +100.00% | $4,758,587 |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | Other | 3.39% | 160,059 | +160,059 | +100.00% | $3,961,454 |
| APPLE INC | AAPL | Technology | 2.90% | 13,362 | +13,362 | +100.00% | $3,391,230 |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | VIG | Other | 2.67% | 14,513 | +14,513 | +100.00% | $3,121,076 |
| SCHWAB U.S. DIVIDEND EQUITY ETF | SCHD | Other | 2.49% | 94,939 | +94,939 | +100.00% | $2,912,727 |
| VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | BSV | Other | 2.48% | 37,039 | +37,039 | +100.00% | $2,904,232 |
| GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | GBIL | Other | 2.45% | 28,619 | +28,619 | +100.00% | $2,867,350 |
| SCHWAB U.S. MID-CAP ETF | SCHM | Other | 2.23% | 84,207 | +84,207 | +100.00% | $2,607,047 |
| VANGUARD SMALL-CAP INDEXFUND ETF SHARES | VB | Other | 2.13% | 9,497 | +9,497 | +100.00% | $2,487,441 |
| VANGUARD S&P 500 ETF | VOO | Other | 1.92% | 3,759 | +3,759 | +100.00% | $2,245,945 |
| ORACLE CORP | ORCL | Technology | 1.77% | 14,044 | +14,044 | +100.00% | $2,066,013 |
| SCHWAB U.S. SMALL-CAP ETF | SCHA | Other | 1.74% | 69,838 | +69,838 | +100.00% | $2,030,903 |
| VANGUARD HEALTH CARE INDEX FUND ETF SHARES | VHT | Other | 1.52% | 6,541 | +6,541 | +100.00% | $1,781,274 |
| VANGUARD MID-CAP INDEX FUND ETF SHARES | VO | Other | 1.39% | 5,679 | +5,679 | +100.00% | $1,630,842 |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | VGT | Other | 1.16% | 1,937 | +1,937 | +100.00% | $1,351,765 |
| SCHWAB U.S. AGGREGATE BOND ETF | SCHZ | Other | 1.06% | 53,281 | +53,281 | +100.00% | $1,237,177 |
| SPDR GOLD SHARES | GLD | Other | 1.03% | 2,800 | +2,800 | +100.00% | $1,204,812 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | Other | 0.96% | 12,981 | +12,981 | +100.00% | $1,124,694 |
| T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | TCAF | Other | 0.94% | 30,808 | +30,808 | +100.00% | $1,096,456 |
| TESLA INC | TSLA | Consumer Cyclical | 0.68% | 2,128 | +2,128 | +100.00% | $791,084 |
| FIRST EAGLE OVERSEAS EQUITY ETF | 75526L878 | Other | 0.59% | 13,768 | +13,768 | +100.00% | $694,718 |
| JPMORGAN INCOME ETF | JPIE | Other | 0.52% | 13,094 | +13,094 | +100.00% | $603,257 |
| CHEVRON CORP NEW | CVX | Energy | 0.48% | 2,709 | +2,709 | +100.00% | $560,595 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 0.47% | 2,612 | +2,612 | +100.00% | $543,923 |
| VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | VBR | Other | 0.46% | 2,491 | +2,491 | +100.00% | $541,231 |
| SEMPRA | SRE | Utilities | 0.43% | 5,230 | +5,230 | +100.00% | $508,200 |
| MICROSOFT CORP | MSFT | Technology | 0.42% | 1,339 | +1,339 | +100.00% | $495,839 |
| ABRDN PHYSICAL GOLD SHARES ETF | SGOL | Other | 0.41% | 10,677 | +10,677 | +100.00% | $476,408 |
| ALPHABET INC CLASS CLASS A | GOOGL | Communication Services | 0.39% | 1,580 | +1,580 | +100.00% | $454,465 |
| EXXON MOBIL CORP | XOM | Energy | 0.39% | 2,656 | +2,656 | +100.00% | $450,628 |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | VYM | Other | 0.38% | 3,003 | +3,003 | +100.00% | $444,677 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.37% | 10,838 | +10,838 | +100.00% | $435,596 |
| ALPHABET INC CLASS CLASS C | GOOG | Communication Services | 0.36% | 1,477 | +1,477 | +100.00% | $423,757 |
| META PLATFORMS INC CLASS CLASS A | META | Communication Services | 0.35% | 722 | +722 | +100.00% | $413,093 |
| STATE STREET SPDR S&P 500 ETF TRUST | SPY | Other | 0.33% | 587 | +587 | +100.00% | $381,852 |
| INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | RSPH | Other | 0.25% | 9,751 | +9,751 | +100.00% | $294,429 |
| NVIDIA CORP | NVDA | Technology | 0.24% | 1,629 | +1,629 | +100.00% | $284,142 |
| CAPITAL GROUP DIVIDEND GROWERS ETF | CGDG | Other | 0.24% | 7,834 | +7,834 | +100.00% | $281,235 |
| SAMSARA INC CLASS A | IOT | Technology | 0.22% | 8,143 | +8,143 | +100.00% | $258,052 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.20% | 945 | +945 | +100.00% | $231,055 |
| VANGUARD ENERGY INDEX FUND ETF SHARES | VDE | Other | 0.19% | 1,269 | +1,269 | +100.00% | $219,754 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.16% | 682 | +682 | +100.00% | $184,647 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.14% | 514 | +514 | +100.00% | $169,146 |
| BERKSHIRE HATHAWAY CLASS B | BRK-B | Financial Services | 0.14% | 350 | +350 | +100.00% | $167,720 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 0.13% | 235 | +235 | +100.00% | $153,450 |
| ELI LILLY AND CO | LLY | Healthcare | 0.13% | 166 | +166 | +100.00% | $152,682 |
| EDISON INTL | EIX | Utilities | 0.13% | 2,029 | +2,029 | +100.00% | $148,482 |
| AT&T INC | T | Communication Services | 0.12% | 4,733 | +4,733 | +100.00% | $137,200 |
| LOGITECH INTERNTNL S FCLASS CLASS N | H50430232 | Other | 0.12% | 1,476 | +1,476 | +100.00% | $134,493 |
| PROLOGIS INC REIT | PLD | Real Estate | 0.11% | 1,001 | +1,001 | +100.00% | $132,312 |
| INVESCO QQQ TR | QQQ | Other | 0.11% | 224 | +224 | +100.00% | $129,130 |
| WALMART INC | WMT | Consumer Defensive | 0.11% | 1,030 | +1,030 | +100.00% | $128,039 |
| EMCOR GROUP INC | EME | Industrials | 0.11% | 171 | +171 | +100.00% | $126,410 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | VTI | Other | 0.11% | 392 | +392 | +100.00% | $125,757 |
| GE AEROSPACE | GE | Industrials | 0.11% | 441 | +441 | +100.00% | $125,159 |
| ABBVIE INC | ABBV | Healthcare | 0.11% | 572 | +572 | +100.00% | $124,404 |
| BOEING CO | BA | Industrials | 0.10% | 615 | +615 | +100.00% | $122,403 |
| GE VERNOVA INC | GEV | Utilities | 0.10% | 136 | +136 | +100.00% | $118,714 |
| EXPEDITORS INTL WASH INCCLASS CLASS A | EXPD | Industrials | 0.10% | 804 | +804 | +100.00% | $115,157 |
| VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | VBK | Other | 0.10% | 368 | +368 | +100.00% | $111,229 |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | VXUS | Other | 0.09% | 1,419 | +1,419 | +100.00% | $109,393 |
| PUBLIC STORAGE REIT | PSA | Real Estate | 0.09% | 402 | +402 | +100.00% | $108,894 |
| PEPSICO INC | PEP | Consumer Defensive | 0.09% | 684 | +684 | +100.00% | $106,218 |
| CHARLES SCHWAB CORP | SCHW | Financial Services | 0.09% | 1,123 | +1,123 | +100.00% | $105,574 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.09% | 723 | +723 | +100.00% | $104,397 |
| CISCO SYS INC | CSCO | Technology | 0.09% | 1,336 | +1,336 | +100.00% | $103,684 |
| VANGUARD ULTRA-SHORT BOND ETF SHARES | VUSB | Other | 0.09% | 2,072 | +2,072 | +100.00% | $103,148 |
| HCA HEALTHCARE INC | HCA | Healthcare | 0.09% | 218 | +218 | +100.00% | $102,966 |
| SCHWAB U.S. BROAD MARKETETF | SCHB | Other | 0.09% | 4,033 | +4,033 | +100.00% | $101,226 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.08% | 318 | +318 | +100.00% | $96,189 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.08% | 577 | +577 | +100.00% | $95,401 |
| NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | NSRGY | Consumer Defensive | 0.08% | 950 | +950 | +100.00% | $94,145 |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | VYMI | Other | 0.08% | 985 | +985 | +100.00% | $92,836 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.08% | 1,398 | +1,398 | +100.00% | $92,277 |
| MONDELEZ INTL INC CLASS A | MDLZ | Consumer Defensive | 0.08% | 1,589 | +1,589 | +100.00% | $91,590 |
| UPWORK INC | UPWK | Communication Services | 0.08% | 8,174 | +8,174 | +100.00% | $89,587 |
| AECOM | ACM | Industrials | 0.08% | 1,040 | +1,040 | +100.00% | $88,204 |
| VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES | VDC | Other | 0.07% | 388 | +388 | +100.00% | $87,066 |
| AMERIPRISE FINL INC | AMP | Financial Services | 0.07% | 195 | +195 | +100.00% | $86,658 |
| VERIZON COMMUNICATIONS I | VZ | Communication Services | 0.07% | 1,701 | +1,701 | +100.00% | $85,390 |
| ABBOTT LABS | ABT | Healthcare | 0.07% | 808 | +808 | +100.00% | $82,957 |
| PROSHARES BITCOIN ETF | BITO | Other | 0.07% | 8,386 | +8,386 | +100.00% | $78,074 |
| BROADCOM INC | AVGO | Technology | 0.07% | 251 | +251 | +100.00% | $77,558 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.07% | 590 | +590 | +100.00% | $77,383 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.06% | 843 | +843 | +100.00% | $75,493 |
| WELLS FARGO & CO | WFC | Financial Services | 0.06% | 921 | +921 | +100.00% | $73,310 |
| DOMINION ENERGY INC | D | Utilities | 0.06% | 1,183 | +1,183 | +100.00% | $73,111 |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | Other | 0.06% | 1,485 | +1,485 | +100.00% | $72,642 |
| ONEOK INC NEW | OKE | Energy | 0.06% | 800 | +800 | +100.00% | $72,312 |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | VEU | Other | 0.06% | 890 | +890 | +100.00% | $66,839 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.06% | 67 | +67 | +100.00% | $66,828 |
| ISHARES SILVER TRUST | SLV | Other | 0.06% | 977 | +977 | +100.00% | $66,573 |
| ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS | RHHBY | Healthcare | 0.06% | 1,300 | +1,300 | +100.00% | $64,623 |
| INTEL CORP | INTC | Technology | 0.05% | 1,407 | +1,407 | +100.00% | $62,096 |