Leo H. Evart, Inc.

Q1 2026 13F-HR/A Holdings

Location
Redwood City, CA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
298
Total value ($000)
$116,917
Net value change ($000)
—
New positions
298
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 8/17/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SGOV 19,704 —
SCHG 10,068 —
BND 7,989 —
BIV 5,918 —
VTV 5,882 —
CGDV 4,801 —
VUG 4,759 —
SCHWAB STRATEGIC TRUST 3,961 —
AAPL 3,391 —
VIG 3,121 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type