§ 13F · FUND PROFILE
Leo H. Evart, Inc..
AUM · $127M (13F)Positions · 328Turnover · n/a · Q2Filed · Aug 18, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 190K | $19M | — | −51% |
| 2 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 323K | $11M | — | −51% |
| 3 | VTV | VANGUARD VALUE INDEX FUND ETF SHARES | 31K | $7M | — | −48% |
| 4 | BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | 79K | $6M | — | −64% |
| 5 | VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | 64K | $5M | — | +198% |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 109K | $5M | — | −51% |
| 7 | BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | 68K | $5M | — | −55% |
| 8 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 134K | $4M | — | −48% |
| 9 | GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | 36K | $4M | — | −37% |
| 10 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | 14K | $3M | — | −50% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEO SIGNAL
AC read
Leo H. Evart, Inc. is a institutional fund managing $127 million in assets. The fund runs a broad portfolio of 328 positions.
Read the full dossier →