StockDriftsStockDriftsTop 50 Leo H Evart INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 15.15% | 190.6K | $19.2M | -2.63%(-5.14K) | $100.52(+0.06%) | 2026-06-30 | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 9.03% | 337.8K | $11.4M | -2.27%(-7.85K) | $30.87(+15.03%) | 2026-06-30 | |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | 5.4% | 31.4K | $6.8M | +4.57%(+1.37K) | $194.11(+17.18%) | 2026-06-30 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | 4.58% | 79.1K | $5.8M | -27.11%(-29.42K) | $73.85(-1.84%) | 2026-06-30 | |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | 4.41% | 64.8K | $5.6M | -0.81%(-531) | $77.05(+14.42%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 4.32% | 111.0K | $5.5M | -1.63%(-1.84K) | $43.09(+17.09%) | 2026-06-30 | |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | 4.16% | 68.6K | $5.3M | -10.47%(-8.03K) | $77.53(-2.33%) | 2026-06-30 | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 3.64% | 166.5K | $4.6M | +4.05%(+6.47K) | $24.45(+15.44%) | 2026-06-30 | |
| GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | 2.87% | 36.3K | $3.6M | +26.93%(+7.71K) | $100.09(-0.02%) | 2026-06-30 | |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | 2.7% | 14.5K | $3.4M | -0.28%(-40) | $217.42(+12.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -4.54% |
| Top 20 Holdings Unweighted | — | — | — | — | -4.51% |
Leo H Evart INC reports $126.63M in US-listed equity holdings across 295 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (15.2%), SCHG (9.0%) and VTV (5.4%). The top 20 holdings account for 77.92% of reported assets. Its disclosed equity book has returned -4.54% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Leo H Evart INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1920405). View Leo H Evart INC’s 13F filings on SEC