Leo H. Evart, Inc.
All 13F Filings
- Location
- Redwood City, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 126,631
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/17/2026 | 295 | 126,631 | 13F-HR | Leo H. Evart, Inc. |
| Q1 2026 | 5/13/2026 | 298 | 116,917 | 13F-HR/A - RESTATEMENT | Leo H. Evart, Inc. |
| Q1 2026 | 5/12/2026 | 298 | 116,917 | 13F-HR | Leo H. Evart, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 17.51 K | 13.8% | 651 | 0 | 651 |
| ETFs | 109.1 K | 86.2% | 9.135 K | 0 | 9.135 K |
| Other | 0 | 0.0% | 0 | 67 | -67 |
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Fund Snapshot
Q2 2026
Latest filed
8/17/2026
Total value ($000)
126,631
Holdings
295
QoQ value change ($000)
9,714
(8.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.