Leo H. Evart, Inc.

Registered adviser

CIK

1920405

Location

REDWOOD CITY, CA

Portfolio Value

Small $126,383,719

Diversification

Diversified

Filing Date

Global Rank

#7,913 / 8,823 ▼ 143

Top Industry

Consumer Electronics 19.0%

Period ended 4 months ago

Filed Aug 18, 2026 · 3mo

10 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 110263

Roster of Nov 1, 2026

Regulatory AUM

$269,926,419

Main clients

Individuals and high net worth (86% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$269,926,419	Individuals and high net worth (86%)
Apr 2025 to Mar 2026	$238,884,583	Individuals and high net worth (87%)
Apr 2024 to Mar 2025	$216,482,085	Individuals and high net worth (89%)
May 2023 to Mar 2024	$185,936,430	Individuals and high net worth (88%)
Apr 2023	$185,936,430	Individuals and high net worth (88%)
Apr 2022 to Mar 2023	$222,083,927	Individuals and high net worth (88%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 82.8% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 80.6%; sector active share 73.4% against the combined 13F book's sector weights.

Over time 10 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

280 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.6%

+0.8 pts

Top 5

69.0%

−2.7 pts

Top 10

82.8%

−1.8 pts

HHI

1,156

Diversified−62

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.3%	$109,100,451	75
Technology	6.0%	$7,576,992	47
Consumer Cyclical	1.5%	$1,900,007	16
Communication Services	1.5%	$1,852,587	17
Healthcare	0.9%	$1,140,837	24
Industrials	0.9%	$1,110,942	31
Utilities	0.8%	$1,058,026	12
Energy	0.8%	$949,314	12
Consumer Defensive	0.6%	$732,439	15
Financial Services	0.6%	$703,848	20
Real Estate	0.2%	$204,630	3
Basic Materials	0.0%	$53,646	8

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+53,944	64,839	$5,585,231
VO	VANGUARD MID-CAP INDEX FUND	+17,346	23,025	$1,855,123
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+12,956	14,893	$1,780,011
GBIL	Goldman Sachs ETF Trust	+7,706	36,325	$3,638,311
SCHF	Schwab International Equity ETF	+6,475	166,534	$4,612,991
VXUS	Vanguard Total International Stock ETF	+2,772	4,191	$358,287
VTV	VANGUARD VALUE INDEX FUND	+1,370	31,350	$6,832,104
CGDG	Capital Group Dividend Growers ETF	+1,327	9,161	$343,628
TCAF	T. Rowe Price Capital Appreciation Equity ETF	+998	31,806	$1,307,226
SCHD	Schwab U.S. Dividend Equity ETF	+997	95,936	$3,042,130
RIVN	Rivian Automotive, Inc.	+900	1,000	$17,350
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+859	37,898	$2,952,632
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	+641	1,626	$159,673
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	+410	516	$45,361
NFLX	Netflix Inc	+380	471	$33,629
VB	Vanguard Index Funds	+379	9,876	$2,993,612
FEOE	First Eagle Overseas Equity ETF	+350	14,118	$753,900
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+292	3,295	$520,708
KLAC	Kla Corp	+237	263	$79,349
BURU	Nuburu, Inc.	+200	600	$77
IXUS	iShares Core MSCI Total International Stock ETF	+166	13,147	$1,254,749
JPIE	JPMorgan Income ETF	+159	13,253	$610,300
VOO	VANGUARD 500 INDEX FUND	+138	3,897	$2,676,498
BKNG	Booking Holdings Inc.	+122	126	$22,458
PEP	Pepsico Inc	+115	799	$108,184
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−29,416	79,078	$5,805,115
BIV	Vanguard Bond Index Funds	−8,028	68,646	$5,265,147
SCHG	Schwab U.S. Large-Cap Growth ETF	−7,850	337,766	$11,430,000
SGOV	iShares 0-3 Month Treasury Bond ETF	−5,142	190,606	$19,188,305
AAPL	Apple Inc.	−1,989	11,373	$3,290,891
SCHA	Schwab U.S. Small-Cap ETF	−1,975	67,863	$2,451,889
CGDV	Capital Group Dividend Value ETF	−1,842	111,005	$5,470,326
SCHM	Schwab U.S. Mid-Cap ETF	−1,415	82,792	$3,052,541
SCHX	Schwab U.S. Large-Cap ETF	−985	199	$5,856
SLV	iShares Silver Trust	−769	208	$11,121
ZSPC	zSpace, Inc.	−490	20	$4
IOT	Samsara Inc.	−474	7,669	$248,705
SCHZ	Schwab U.S. Aggregate Bond ETF	−382	52,899	$1,223,553
ACM	Aecom	−373	667	$46,556
PLD	Prologis, Inc.	−280	721	$97,673
VUSB	VANGUARD ULTRA-SHORT BOND ETF	−258	1,814	$90,300
D	Dominion Energy, Inc	−255	928	$63,373
AVGO	Broadcom Inc.	−200	51	$19,265
EXPD	Expeditors International Of Washington Inc	−172	632	$103,003
GLD	Spdr Gold Trust	−158	2,642	$973,259
LOGI	Logitech International S.A.	−138	1,338	$125,825
XOM	ExxonMobil Holdings Corp	−117	2,539	$347,132
PSA	Public Storage	−68	334	$106,315
JNJ	Johnson & Johnson	−58	887	$225,271
VIG	Vanguard Specialized Funds	−40	14,473	$3,424,601
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
VCRB	VANGUARD CORE BOND ETF	38,109	$2,943,272
VTEC	Vanguard California Tax-Exempt Bond ETF	2,471	$248,582
SPCX	Space Exploration Technologies Corp	603	$103,028
HON	Honeywell International Inc	100	$22,390
HONA	Honeywell Aerospace Inc.	100	$22,108
IREN	IREN Ltd	250	$11,432
BBAI	BigBear.ai Holdings, Inc.	50	$183
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
CRWD	CrowdStrike Holdings, Inc.	150	$58,561
LVS	Las Vegas Sands Corp	600	$32,328
SPOT	Spotify Technology S.A.	42	$20,366
WIX	Wix.com Ltd.	5	$450
RBLX	Roblox Corp	5	$282
TOST	Toast, Inc.	10	$265
SKYD	Skydance Corp	13	$234
DKNG	DraftKings Inc.	9	$194
CPNG	Coupang, Inc.	5	$94
RMTI	Rockwell Medical, Inc.	9	$8
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

280 tracked positions · $126,383,719 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 280 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SGOV	iShares 0-3 Month Treasury Bond ETF	Reduced	190,606	-5,142	$19,188,305	−2.6%	2	before history	15.18%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	337,766	-7,850	$11,430,000	+13.5%	2	before history	9.04%
VTV	VANGUARD VALUE INDEX FUND	Added	31,350	+1,370	$6,832,104	+16.2%	2	before history	5.41%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	79,078	-29,416	$5,805,115	−27.3%	2	before history	4.59%
VUG	VANGUARD GROWTH INDEX FUND	Added	64,839	+53,944	$5,585,231	+17.4%	2	before history	4.42%
CGDV	Capital Group Dividend Value ETF	Reduced	111,005	-1,842	$5,470,326	+14.0%	2	before history	4.33%
BIV	Vanguard Bond Index Funds	Reduced	68,646	-8,028	$5,265,147	−11.0%	2	before history	4.17%
SCHF	Schwab International Equity ETF	Added	166,534	+6,475	$4,612,991	+16.4%	2	before history	3.65%
GBIL	Goldman Sachs ETF Trust	Added	36,325	+7,706	$3,638,311	+26.9%	2	before history	2.88%
VIG	Vanguard Specialized Funds	Reduced	14,473	-40	$3,424,601	+9.7%	2	before history	2.71%
AAPL	Apple Inc. Technology	Reduced	11,373	-1,989	$3,290,891	−3.0%	2	before history	2.60%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	82,792	-1,415	$3,052,541	+17.1%	2	before history	2.42%
SCHD	Schwab U.S. Dividend Equity ETF	Added	95,936	+997	$3,042,130	+4.4%	2	before history	2.41%
VB	Vanguard Index Funds	Added	9,876	+379	$2,993,612	+20.3%	2	before history	2.37%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	37,898	+859	$2,952,632	+1.7%	2	before history	2.34%
VCRB	VANGUARD CORE BOND ETF	NEW	38,109	NEW	$2,943,272	NEW	1	$77.17	2.33%
VOO	VANGUARD 500 INDEX FUND	Added	3,897	+138	$2,676,498	+19.2%	2	before history	2.12%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	67,863	-1,975	$2,451,889	+20.7%	2	before history	1.94%
ORCL	Oracle Corp Technology	Added	14,055	+11	$2,059,760	−0.3%	2	before history	1.63%
VHT	VANGUARD HEALTH CARE INDEX FUND	Added	6,599	+58	$1,973,166	+10.8%	2	before history	1.56%
VO	VANGUARD MID-CAP INDEX FUND	Added	23,025	+17,346	$1,855,123	+13.7%	2	before history	1.47%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	14,893	+12,956	$1,780,011	+31.7%	2	before history	1.41%
TCAF	T. Rowe Price Capital Appreciation Equity ETF	Added	31,806	+998	$1,307,226	+19.2%	2	before history	1.03%
IXUS	iShares Core MSCI Total International Stock ETF	Added	13,147	+166	$1,254,749	+11.6%	2	before history	0.99%
SCHZ	Schwab U.S. Aggregate Bond ETF	Reduced	52,899	-382	$1,223,553	−1.1%	2	before history	0.97%
GLD	Spdr Gold Trust	Reduced	2,642	-158	$973,259	−19.2%	2	before history	0.77%
TSLA	Tesla, Inc. Consumer Cyclical	Held	2,128	0	$895,036	+13.1%	2	before history	0.71%
FEOE	First Eagle Overseas Equity ETF	Added	14,118	+350	$753,900	+8.5%	2	before history	0.60%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,712	+100	$646,378	+18.8%	2	before history	0.51%
JPIE	JPMorgan Income ETF	Added	13,253	+159	$610,300	+1.2%	2	before history	0.48%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	2,506	+15	$608,932	+12.5%	2	before history	0.48%
GOOGL	Alphabet Inc. Communication Services	Added	1,608	+28	$574,650	+26.5%	2	before history	0.45%
GOOG	Alphabet Inc. Communication Services	Held	1,477	0	$521,868	+23.2%	2	before history	0.41%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	3,295	+292	$520,708	+17.1%	2	before history	0.41%
MSFT	Microsoft Corp Technology	Added	1,376	+37	$513,275	+3.6%	2	before history	0.41%
CGGR	Capital Group Growth ETF	Held	10,838	0	$511,553	+17.4%	2	before history	0.40%
SRE	Sempra Utilities	Added	5,231	+1	$484,966	−4.6%	2	before history	0.38%
CVX	Chevron Corp Energy	Added	2,710	+1	$449,209	−19.9%	2	before history	0.36%
SPY	Spdr S&P 500 ETF Trust	Added	588	+1	$439,099	+15.0%	2	before history	0.35%
SGOL	abrdn Gold ETF Trust	Held	10,677	0	$408,181	−14.3%	2	before history	0.32%
META	Meta Platforms, Inc. Communication Services	Held	722	0	$406,695	−1.5%	2	before history	0.32%
VXUS	Vanguard Total International Stock ETF	Added	4,191	+2,772	$358,287	+227.4%	2	before history	0.28%
XOM	ExxonMobil Holdings Corp Energy	Reduced	2,539	-117	$347,132	−23.0%	2	before history	0.27%
NVDA	Nvidia Corp Technology	Added	1,721	+92	$344,354	+21.2%	2	before history	0.27%
CGDG	Capital Group Dividend Growers ETF	Added	9,161	+1,327	$343,628	+22.2%	2	before history	0.27%
RSPH	Victory Portfolios II	Added	9,768	+17	$324,198	+10.1%	2	before history	0.26%
UNH	Unitedhealth Group Inc Healthcare	Added	686	+4	$285,122	+54.5%	2	before history	0.23%
IOT	Samsara Inc. Technology	Reduced	7,669	-474	$248,705	−3.6%	2	before history	0.20%
VTEC	Vanguard California Tax-Exempt Bond ETF	NEW	2,471	NEW	$248,582	NEW	1	$99.83	0.20%
JNJ	Johnson & Johnson Healthcare	Reduced	887	-58	$225,271	−2.5%	2	before history	0.18%

Showing the top 50 of 280 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.