Leo H. Evart, Inc.

CIK

1920405

Location

REDWOOD CITY, CA

Portfolio Value

Micro $41,750,056

Diversification

Diversified

Filing Date

Global Rank

#7,398 / 8,701 ▼ 702

Top Industry

Consumer Electronics 19.0%

Period ended 3 months ago

Filed Aug 18, 2026 · 28d

9 quarters · since Dec 2021

Portfolio Concentration

223 tracked positions · as of Jun 30, 2026 · Δ vs Sep 30, 2023

Top Position

13.1%

−20.6 pts

Top 5

50.5%

−26.7 pts

Top 10

69.7%

−23.1 pts

HHI

648

Diversified−1,151

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	58.6%	$24,466,811	19
Technology	18.1%	$7,576,988	47
Consumer Cyclical	4.6%	$1,900,007	16
Communication Services	4.4%	$1,852,587	16
Healthcare	2.7%	$1,140,837	24
Industrials	2.7%	$1,110,941	31
Utilities	2.5%	$1,058,026	12
Energy	2.3%	$949,314	12
Consumer Defensive	1.8%	$732,439	15
Financial Services	1.7%	$703,848	20
Real Estate	0.5%	$204,630	3
Basic Materials	0.1%	$53,628	8

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Sep 30, 2023

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	+24,852	36,325	$3,638,311
AMZN	Amazon Com Inc	+1,037	2,712	$646,378
CVX	Chevron Corp	+717	2,710	$449,209
XOM	ExxonMobil Holdings Corp	+433	2,539	$347,132
TSLA	Tesla, Inc.	+282	2,128	$895,036
MSFT	Microsoft Corp	+259	1,376	$513,275
SRE	Sempra	+101	5,231	$484,966
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	−117,999	68,646	$5,265,147
VB	Vanguard Morningstar Small-Cap ETF	−47,902	9,876	$2,993,612
AAPL	Apple Inc.	−4,085	11,373	$3,290,891
VIG	Vanguard Dividend Appreciation ETF	−4,005	14,473	$3,424,601
EXPD	Expeditors International Of Washington Inc	−2,809	632	$103,003
SBUX	Starbucks Corp	−1,406	844	$86,248
AMAT	Applied Materials Inc /De	−1,317	150	$108,450
ORCL	Oracle Corp	−669	14,055	$2,059,760
JNJ	Johnson & Johnson	−413	887	$225,271
UNH	Unitedhealth Group Inc	−135	686	$285,122
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CGDV	Capital Group Dividend Value ETF	111,005	$5,470,326
GOOGL	Alphabet Inc.	3,085	$1,096,518
GLD	Spdr Gold Trust	2,642	$973,259
CGGR	Capital Group Growth ETF	10,838	$511,553
SPY	Spdr S&P 500 ETF Trust	588	$439,099
SGOL	abrdn Gold ETF Trust	10,677	$408,181
META	Meta Platforms, Inc.	722	$406,695
VXUS	Vanguard Total International Stock ETF	4,191	$358,287
NVDA	Nvidia Corp	1,721	$344,354
CGDG	Capital Group Dividend Growers ETF	9,161	$343,628
IOT	Samsara Inc.	7,669	$248,705
VTEC	Vanguard California Tax-Exempt Bond ETF	2,471	$248,582
QQQ	Invesco Qqq Trust, Series 1	272	$200,300
LLY	ELI LILLY & Co	166	$199,105
INTC	Intel Corp	1,407	$196,459
HD	Home Depot, Inc.	514	$181,277
BRK-B	Berkshire Hathaway Inc	350	$175,136
GE	General Electric Co	441	$164,814
GEV	GE Vernova Inc.	136	$159,780
CSCO	Cisco Systems, Inc.	1,336	$156,926
EIX	Edison International	2,029	$151,059
ABBV	AbbVie Inc.	572	$143,938
EME	EMCOR Group, Inc.	171	$141,909
BA	Boeing Co	615	$133,129
LOGI	Logitech International S.A.	1,338	$125,825
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
ABI	VictoryShares Pioneer Asset-Based Income ETF	140,274	$3,843,507
EDV	Vanguard World Funds Extended Duration ETF	12,549	$2,641,331
AAXJ	iShares MSCI All Country Asia ex Japan ETF	3,645	$342,775
FNDA	Schwab Fundamental U.S. Small Company ETF	315,360	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

223 tracked positions · $41,750,056 total · filing declares 328 positions · $126,630,892 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 223 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CGDV	Capital Group Dividend Value ETF	NEW	111,005	NEW	$5,470,326	NEW	13.10%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	68,646	-117,999	$5,265,147	−60.7%	12.61%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Added	36,325	+24,852	$3,638,311	+216.8%	8.71%
VIG	Vanguard Dividend Appreciation ETF	Reduced	14,473	-4,005	$3,424,601	+19.3%	8.20%
AAPL	Apple Inc. Technology	Reduced	11,373	-4,085	$3,290,891	+24.3%	7.88%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	9,876	-47,902	$2,993,612	−62.3%	7.17%
ORCL	Oracle Corp Technology	Reduced	14,055	-669	$2,059,760	+32.1%	4.93%
GOOGL	Alphabet Inc. Communication Services	NEW	3,085	NEW	$1,096,518	NEW	2.63%
GLD	Spdr Gold Trust	NEW	2,642	NEW	$973,259	NEW	2.33%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,128	+282	$895,036	+93.8%	2.14%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,712	+1,037	$646,378	+203.6%	1.55%
MSFT	Microsoft Corp Technology	Added	1,376	+259	$513,275	+45.5%	1.23%
CGGR	Capital Group Growth ETF	NEW	10,838	NEW	$511,553	NEW	1.23%
SRE	Sempra Utilities	Added	5,231	+101	$484,966	+39.0%	1.16%
CVX	Chevron Corp Energy	Added	2,710	+717	$449,209	+33.7%	1.08%
SPY	Spdr S&P 500 ETF Trust	NEW	588	NEW	$439,099	NEW	1.05%
SGOL	abrdn Gold ETF Trust	NEW	10,677	NEW	$408,181	NEW	0.98%
META	Meta Platforms, Inc. Communication Services	NEW	722	NEW	$406,695	NEW	0.97%
VXUS	Vanguard Total International Stock ETF	NEW	4,191	NEW	$358,287	NEW	0.86%
XOM	ExxonMobil Holdings Corp Energy	Added	2,539	+433	$347,132	+40.2%	0.83%
NVDA	Nvidia Corp Technology	NEW	1,721	NEW	$344,354	NEW	0.82%
CGDG	Capital Group Dividend Growers ETF	NEW	9,161	NEW	$343,628	NEW	0.82%
UNH	Unitedhealth Group Inc Healthcare	Reduced	686	-135	$285,122	−31.1%	0.68%
IOT	Samsara Inc. Technology	NEW	7,669	NEW	$248,705	NEW	0.60%
VTEC	Vanguard California Tax-Exempt Bond ETF	NEW	2,471	NEW	$248,582	NEW	0.60%
JNJ	Johnson & Johnson Healthcare	Reduced	887	-413	$225,271	+11.3%	0.54%
QQQ	Invesco Qqq Trust, Series 1	NEW	272	NEW	$200,300	NEW	0.48%
LLY	ELI LILLY & Co Healthcare	NEW	166	NEW	$199,105	NEW	0.48%
INTC	Intel Corp Technology	NEW	1,407	NEW	$196,459	NEW	0.47%
HD	Home Depot, Inc. Consumer Cyclical	NEW	514	NEW	$181,277	NEW	0.43%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	350	NEW	$175,136	NEW	0.42%
GE	General Electric Co Industrials	NEW	441	NEW	$164,814	NEW	0.39%
GEV	GE Vernova Inc. Industrials	NEW	136	NEW	$159,780	NEW	0.38%
CSCO	Cisco Systems, Inc. Technology	NEW	1,336	NEW	$156,926	NEW	0.38%
EIX	Edison International Utilities	NEW	2,029	NEW	$151,059	NEW	0.36%
ABBV	AbbVie Inc. Healthcare	NEW	572	NEW	$143,938	NEW	0.34%
EME	EMCOR Group, Inc. Industrials	NEW	171	NEW	$141,909	NEW	0.34%
BA	Boeing Co Industrials	NEW	615	NEW	$133,129	NEW	0.32%
LOGI	Logitech International S.A. Technology	NEW	1,338	NEW	$125,825	NEW	0.30%
WMT	Walmart Inc. Consumer Defensive	NEW	1,031	NEW	$116,771	NEW	0.28%
AMAT	Applied Materials Inc /De Technology	Reduced	150	-1,317	$108,450	−46.6%	0.26%
PEP	Pepsico Inc Consumer Defensive	NEW	799	NEW	$108,184	NEW	0.26%
AXP	American Express Co Financial Services	NEW	318	NEW	$107,563	NEW	0.26%
PSA	Public Storage Real Estate	NEW	334	NEW	$106,315	NEW	0.25%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	723	NEW	$106,020	NEW	0.25%
PM	Philip Morris International Inc. Consumer Defensive	NEW	577	NEW	$104,385	NEW	0.25%
SCHW	Schwab Charles Corp Financial Services	NEW	1,127	NEW	$103,988	NEW	0.25%
SPCX	Space Exploration Technologies Corp Industrials	NEW	603	NEW	$103,028	NEW	0.25%
EXPD	Expeditors International Of Washington Inc Industrials	Reduced	632	-2,809	$103,003	−73.9%	0.25%
MO	Altria Group, Inc. Consumer Defensive	NEW	1,402	NEW	$100,873	NEW	0.24%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.