Leo H. Evart, Inc.

Q2 2026 13F-HR Holdings

Location
Redwood City, CA
Holdings as of
6/30/2026
Date filed
8/17/2026
Form type
13F-HR
Num holdings
295
Total value ($000)
$126,631
Net value change ($000)
+9,714 (8.3%)
New positions
9
Sold out positions
12
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VCRB 2,943 NEW
SCHG 1,362 13.5%
VTV 950 16.2%
VUG 826 17.4%
GBIL 771 26.9%
CGDV 669 13.9%
SCHWAB STRATEGIC TRUST 652 16.5%
VB 507 20.4%
SCHM 446 17.1%
VOO 431 19.2%
Top Reduces (Value $000, Stocks/ETFs)
BND -2,184 -27.3%
BIV -653 -11.0%
SGOV -516 -2.6%
GLD -232 -19.3%
CVX -112 -20.0%
XOM -104 -23.1%
AAPL -100 -2.9%
CHOCOLADEFABIKEN LINDT SPR -84 -100.0%
SGOL -68 -14.3%
AVGO -59 -75.6%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type